Robert Jacobs is a financial advisor at Star Wealth Advisors with seven years of industry experience. He previously worked at CoreCap Advisors, LLC for seven years and has been self-employed since 2006. Jacobs is also a licensed insurance agent contracted with multiple providers for Medicare insurance and annuity business. Star Wealth Advisors provides discretionary investment and portfolio management and financial planning services to individuals, trusts, estates, and corporations. The firm manages approximately $44.4 million in discretionary assets through a team of nine advisors and employs a long-term, fundamental investment approach across diversified strategies.

Todd Thomas is a financial advisor at Revere Asset with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameritas Advisory Services, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Lawless Edwards & Warren. Revere Asset provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a rules-based, trend-focused investment approach centered on its trademarked Grotection® strategy, combining technical and fundamental analysis.

William Romeo is a financial advisor with Beam Wealth Advisors, Inc. in Coconut Creek, FL, holding a Series 63 designation and 43 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Securities America Inc, and Beam Asset Management, LLC. Outside of financial advising, he serves as secretary for Romeo Transcription, a visiting nurse transcription service. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses with comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and offers coordinated tax and planning services through affiliated CPA and tax entities.

Keith Singer is a CFP® with 30 years of industry experience and is currently affiliated with Singer Wealth Advisors LLC in Boca Raton, FL. His prior roles include positions at Investacorp Advisory Services and Insured Returns LLC, and he is also president of Keith Singer P.A. and Sarat Tax and Accounting, LLC. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans, offering comprehensive financial planning and portfolio management. The firm combines fundamental analysis with tactical strategies and provides advisory services to other RIAs, maintaining affiliations with legal, tax/accounting, and insurance businesses.

David Friedland is a financial advisor with Singer Wealth Advisors LLC, holding a Series 65 designation and 14 years of industry experience. He has held roles at multiple investment-related entities since the mid-1990s, including leadership positions at Magnum U.S. Investments, Inc., FMB Management, Inc., and Masters Research Partners Inc. Outside of his advisory work, he serves as a director for Radical Waters (Pty) Ltd., a South African company specializing in equipment that produces hypochlorous acid using ECA technology. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and retirement plans, including high-net-worth clients. The firm offers comprehensive financial planning, portfolio management, and access to alternative investments, combining fundamental analysis with tactical strategies to manage diverse portfolios and providing advisory services to other registered investment advisers.

Robert Mccarver is a financial advisor with Heritage Investment Group, Inc., where he has worked since 1994, totaling 32 years at the firm and 25 years of industry experience overall. He serves as manager of Heritage Trust Protector Services, LLC, a trust-protector business affiliated with the firm. Heritage Investment Group is an SEC-registered, fee-only advisory firm providing discretionary investment management, financial planning, and wealth-transfer services to individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm employs an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, supplementing in-house management with selected sub-advisers while maintaining oversight.

Melinda Kibler is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Palisades Hudson Asset Management, L.P. since 2013 and previously worked at Edelman Financial Services. In addition to her advisory role, she is involved in a financial planning business focused on tax preparation, retirement planning, and estate planning. Palisades Hudson provides investment advisory services to individuals, trusts, estates, business entities, retirement plan sponsors, and private investment funds. The firm emphasizes long-term, asset-allocation-based portfolios primarily using mutual funds and ETFs, offering a mix of client-directed reporting, active management, and trust management.

Frederick Maclean, Jr. is a CFP® and CFA® with 25 years of experience in the financial industry. He has been with Heritage Investment Group, Inc. in Pompano Beach, FL since 1993. Outside of his advisory role, he is involved as a manager in Heritage Trust Protector Services, LLC, a trust protector business. Heritage Investment Group is a fee-only advisory firm serving individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm employs an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, while offering trust-related services through an affiliated trust-protector entity.

Juergen Streng is a financial advisor at F&V Capital Management, L.L.C. with four years of industry experience. He holds a Series 65 designation and previously worked at PD Valmiera Glass and HVB Unicredit Bank AG. F&V Capital Management provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, and corporate clients, including a Luxembourg-based mutual fund. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis to manage portfolios, which may involve margin and short-selling, and regularly issues market commentaries to its clients.

Eric Anderson is a financial advisor at MayTech Global Investments with Series 63 and 65 licenses and one year of industry experience. His previous roles include positions at Foreside Financial Services, Halifax West, and AVARY Group, as well as teaching roles at Lynn University and experience in food service businesses. MayTech Global Investments manages approximately $895 million in regulatory assets, serving individual, institutional, and wealth management platform clients through a research-driven Global Growth strategy focused on technology, healthcare, and consumer sectors.

Mohammad Abood is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Maggard Wealth and Cedar Financial Partners. Outside of his advisory role, he is involved in insurance brokerage with Maggard Wealth Management. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary consulting, utilizing fundamental analysis and tactical strategies to manage diverse investment products and offering advisory services to other registered investment advisers.

Michael Silver is a CFP® with 32 years of industry experience and is a financial advisor at Baron Silver Stevens Financial Advisors, LLC. He has worked at the firm since 2000 and previously spent 20 years at Royal Alliance Associates Inc. Outside of his advisory role, Silver teaches a retirement and estate planning course at Florida Atlantic University. Baron Silver Stevens Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment advisory and financial planning services. The firm employs a fundamental, generally long-term investment approach and utilizes risk-tolerance questionnaires, asset allocation, and optimization tools to design portfolios across various asset classes.

Nicolaas Letschert is a CFP® with 27 years of industry experience and has been with Noesis Capital Management Corp since 1995. He is involved in a family office entity, Noesis International Holdings, Inc., which manages family investment activities, and serves as a board member of Lymion Group Inc., a business intelligence company focused on the adult beverage industry. Letschert also indirectly oversees Noesis B.V., a Netherlands-based investment advisory firm affiliated with Noesis Capital. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW clients as well as foreign clients. The firm employs a research-driven, fundamental equity approach and offers customized portfolio management with an emphasis on companies exhibiting durable competitive advantages, strong financials, and attractive valuations.

Jennifer Dorfman is a financial advisor with Dawson James Asset Management, Inc. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. Her prior roles include positions at Kovack Advisors, Mass Mutual Investors Services, Newbridge Securities, and Fusion Analytics Securities. Dawson James Asset Management provides discretionary and non-discretionary investment management and consulting services to corporations, retirement plans, trusts, and other institutional clients. The firm focuses on strategic asset allocation using a mix of actively managed and index funds, selective equity exposure, and fundamental security analysis, and it offers pension consulting services including investment policy preparation and participant education.

Gerald Pepper is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously operated Gerald M. Pepper & Associates, PA for over 30 years and is also a partner at Alpina Tax and Accounting Services, LLC, where he provides tax and accounting services. National Wealth Management Group offers fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to client needs and provides integrated tax and advisory services through its affiliation with an accounting firm.

Alfredo Yanes is a financial advisor with ActiTrust Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with ActiTrust since 2016 and also serves as Director and Secretary of Actiadvisors Corp, a foreign company providing financial advisory services to non-U.S. clients on a volunteer basis. ActiTrust Wealth Management LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth individuals, and business entities. The firm employs both fundamental and quantitative analysis, incorporating long-term and short-term trading strategies, and serves a notable non-U.S. client base through its affiliated foreign advisory activity.

Laleeta Hill is a CFA® charterholder and financial advisor at Noesis Capital Management Corp with five years at the firm and prior experience at WE Family Offices, Q-EMerging Markets Corp., and Quantum India Equity Fund Management LLC. She is based in Boca Raton, FL. Noesis Capital Management provides wealth management, investment-advisory, and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW households as well as foreign clients. The firm employs a research-driven, fundamental equity approach focusing on companies with durable competitive advantages, strong financials, and attractive valuations.

Jeremy Bailey is a financial advisor at MG&A Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Zephyr Private Wealth LLP, Tanager Wealth Management, St. James Place, Sterne Agee Financial Services, and Meg Green & Associates. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset types and offers discretionary and non-discretionary management, including private investment opportunities managed directly or through third-party managers.

Daniel Hession III is a financial advisor at Trevián Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Gelber Group, an algorithmic trading startup, Convergex, and Carnegie Mellon University. Outside of his advisory role, he owns Vydion LLC, a consulting business focused on business operations, strategy, and execution. Trevian Wealth Management provides discretionary investment management primarily to individual and high-net-worth clients, as well as businesses and pension plans. The firm emphasizes thoughtful asset allocation, low costs, and long-term investment strategies, utilizing a range of investment vehicles including ETFs, mutual funds, and private investments, while also applying artificial intelligence tools for research and market analysis.

Kurt Stahl is a CFP® professional with 12 years of experience in the financial industry. He currently works at Global Wealth Management Investment Advisory, Inc. and its affiliate Global Wealth Retirement Planning, LLC. His prior experience includes roles at AE Wealth Management, LLC, Gulf Coast Financial Planning LLC, Barcomb Asset Management, and Berthel Fisher & Company Financial Services, Inc. Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment adviser serving individuals, charitable organizations, and business clients with about $722.8 million in discretionary assets under management. The firm employs a value-oriented, primarily long-term investment approach and offers discretionary asset management through wrap-fee programs alongside holistic financial planning and educational workshops.