Nurdin Jesani is a CFP® professional with three years of industry experience, currently serving at Neil Jesani Wealth Management. He is also the owner and CEO of Neil Jesani Advisors, Inc., a firm providing tax, accounting, and non-investment related financial advisory services. Jesani has held roles at Beamalife Corporation since 2011, primarily as an insurance agency owner and CEO. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset allocation approach that blends fundamental, technical, and cyclical analysis, utilizing a range of investment vehicles including exchange-listed securities and alternative strategies.

Thomas Nilsson is a financial advisor with Epic Advisory Services Corp in Boca Raton, FL, holding a Series 66 credential and 12 years of industry experience. He has been with Epic Advisory Services since 2015 and is also associated with Latin Securities Inc since 2026 and Epic Capital Securities, Inc. since 2013. Outside of his advisory work, Nilsson is involved in managing a pottery business through a personal holding company and participates as a shareholder in a family investment company. Epic Advisory Services Corp provides investment management to individuals, corporations, and other entities through both discretionary and non-discretionary advisory arrangements. The firm constructs customized portfolios using third-party macroeconomic research and in-house due diligence, employing strategies that may include options, derivatives, leverage, and borrowing for hedging or yield purposes.

Jordan Grabowski is a financial advisor with Alpha Zero LLC based in Boca Raton, FL, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. His prior roles include positions at The Leaders Group Inc, 2M Wealth Management LLC, and Paradigm Financial Partners. Outside of advisory work, he is a general partner in OnePointTwo Capital Management, a private fund manager, and a managing member of BGV, LLC, which funds start-up investments. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a disciplined investment approach involving fundamental and cyclical analysis, modern portfolio theory, and various trading strategies, while offering access to alternative investments and private placements alongside core portfolio management.

Joseph Noto is a CFP® with 37 years of experience in the financial industry. He has been with Baron Silver Stevens Financial Advisors, LLC since 2010 and has also been associated with Royal Alliance Associates, Inc. since 1996. Noto is the owner of Noto Financial Services, Inc., a corporation established to build name recognition and support retirement plan contributions. Baron Silver Stevens Financial Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a risk-tolerance and asset-allocation based approach, offering portfolio management through its Vision2020 Wealth Management platform with both discretionary and non-discretionary options.

Sean Sternbach is a financial advisor at Cloud Capital Management with a Series 65 credential and three years of industry experience. He is the managing partner of Community Access Fund, a venture capital fund, and co-founder of Venture Out Startups, LLC, a business startup fund and educational services provider. Sternbach previously worked at Techstars and Amazon. Cloud Capital Management serves individuals, families, and various entities by managing discretionary investment portfolios and offering financial consulting. The firm combines quantitative and qualitative analysis across a broad range of securities and strategies, with a focus on private fund activity and alternative investments.

Tyler Boccia is a financial advisor at Palm Wealth Partners in Boca Raton, FL, with four years of industry experience. He holds a Series 65 designation and has previously worked at Eaton Financial Holdings Company, LLC and Equitable Advisors LLC. In addition to his advisory role, Boccia is a licensed independent insurance agent. Palm Wealth Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a tailored investment approach that utilizes both fundamental and technical analysis.

Christopher Bell is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Global Wealth, he worked at Madison Avenue Securities and Equitable Advisors. Outside of financial advisory, Bell is a sales associate at Running Wild, a clothing and shoe retailer. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with discretionary asset management and holistic financial planning. The firm employs a value-oriented, primarily long-term investment approach and offers impersonal educational workshops as part of its client services.

Gabriel Levy is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently a junior partner, portfolio strategist, and Chief Operating Officer at Fiori Financial Group in Fort Lauderdale, FL. Prior to this, he held roles at Raymond James Financial Services and Liebman Group. Outside of his advisory work, he owns GEL Capital, LLC, a support company created for tax purposes. Fiori Financial Group is an SEC-registered adviser with a four-advisor team managing approximately $565 million for around 224 clients. The firm serves individuals, high-net-worth clients, and retirement plans, employing a multi-disciplinary investment process that incorporates fundamental, technical, and charting analysis alongside strategies such as long-term holdings, short-term trading, and option writing.

Christopher Conness is a financial advisor with Global Wealth Management Investment Advisory, Inc., holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked with multiple related firms since 2009, including Global Wealth Retirement Planning, LLC, where he is managing director. Outside of advising, he is involved in managing several personal and business ventures, including GC Holdings, LLC and a Medicare solutions business. Global Wealth Management Investment Advisory, Inc. serves individuals, high-net-worth clients, charitable organizations, and businesses with discretionary asset management, holistic financial planning, and educational workshops. The firm employs a value-oriented, primarily long-term investment approach using strategic asset allocation and model portfolios, offering tailored advice and discretionary wrap-fee programs.

Roberto Isasi is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Portfolio Resources Advisor Group, Inc. He previously worked at Davivienda Investment Advisor USA LLC and Amerant Bank, N.A. Outside of his advisory role, Isasi is a partner and board member at Unikemia, a professional education company, and provides management consulting through Uster Advisors LLC. He also volunteers as a speaker and support staff for AARP Florida events. Portfolio Resources Advisor Group offers discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms and model portfolios, focusing on client objectives and ongoing monitoring.

Michala Almstead is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at Tampa Bay Wealth Management, American Senior Benefits, Bankers Life & Casualty, Inc., and Florida State College of Jacksonville. Almstead is also the founder and owner of Tampa Bay Wealth Management, where she meets with clients to discuss various insurance products including Medicare, life insurance, and annuities. Singer Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals, corporations, and pension and profit-sharing plans. The firm provides comprehensive financial planning, portfolio management, and specialized advisory services, incorporating fundamental analysis and tactical strategies across a range of investment vehicles.

Veronica Gillotte is a financial advisor at Singer Wealth Advisors LLC with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Strategic Wealth Designers and Aragon Capital LLC. Outside of her advisory role, she serves as president of 1One1 Ministry, which links faith and fitness by leading Bible studies and coaching youth sports, and she is the director of Faith Rxd Parkland, a nonprofit chapter combining CrossFit with Christian outreach. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm offers comprehensive financial planning, portfolio management, and access to alternative investments, utilizing both fundamental analysis and tactical strategies to manage diversified portfolios.

James O'Halloran is a financial advisor at MG&A Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MG&A Wealth since 2010. O'Halloran is also a managing member of MG&A Private Capital LLC, where he identifies and presents private equity investments for qualified clients. Additionally, he refers clients to an independent insurance agency for life, health, disability, and long-term care insurance needs. MG&A Wealth provides financial planning, consulting, and investment management to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset classes and manages private investment opportunities through due diligence and client capital placement in firm-sponsored or affiliated funds.

Shihfang Chuang is a financial advisor at Noesis Capital Management Corp with 9 years of industry experience. She holds a Series 65 designation and has been with Noesis Capital Management since 2004. 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 focused on companies with durable competitive advantages and strong financials, offering customized portfolio management with moderate sector diversification.

Wendy Kretschmer is a financial advisor at Star Wealth Advisors with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including WestPark Capital Inc. and American Investment Trust Services, Inc. Outside of her advisory role, she is a shareholder in a non-investment related business called Ring My Belle. Star Wealth Advisors, founded in 2024, provides discretionary investment and portfolio management primarily through wrap-fee programs and serves individuals, trusts, estates, and corporations. The firm follows a relationship-oriented, long-term, diversified investment approach and maintains discretionary authority over portfolio decisions and third-party money managers.

Christian Paterok is a CFA® charterholder with 22 years of experience at Noesis Capital Management Corp, where he has worked since 2004. He is based in Boca Raton, FL, and part of a seven-advisor team. 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 focused on companies with durable competitive advantages, strong financials, and attractive valuations, offering customized portfolio management and limited access to alternative investments for suitable clients.

Arax Ryvkin is a financial advisor with Lazari Capital Management, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining Lazari Capital Management in 2022, Ryvkin worked at Kestra Financial Services for six years and has been an account manager at Air Products & Chemicals since 1991. Outside of financial advising, Ryvkin serves as a health insurance agent and holds board positions in homeowners and real estate-related entities. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm employs a range of investment strategies including fundamental, technical, cyclical, and quantitative analysis and offers services such as portfolio management, estate and retirement planning, and pension consulting.

Karina Hinkelmann is a financial advisor at MG&A Wealth with 13 years of industry experience. She holds Series 65 and Series 63 designations and has worked at MG&A Wealth since 2018, with prior roles at Stonex Securities Inc. and HSBC Securities (USA) Inc. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customizable portfolio management through various platforms and actively manages private investment opportunities, including funds sponsored or managed by the firm.

Eric Mechler is a CFP® and ChFC® with 14 years of industry experience. He is a managing partner at Alpha Zero LLC and has held roles at firms including The Leaders Group Inc, Purshe Kaplan Sterling Investments, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as Chief Strategy Officer for 1.2 Capital Mgmt LLC, a cryptocurrency hedge fund, and is a managing member of BGV, LLC, which funds start-up investments. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm combines fundamental and cyclical analysis with modern portfolio theory, employing various trading strategies and facilitating access to alternative investments and private placements.

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.