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.

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.

Jay Freeberg is a CFP® with 32 years of industry experience, currently serving at Onyx Bridge Wealth Group LLC since 2023. His prior experience includes roles at Katalyst Securities LLC, Bristol Financial Services, Inc., and JRF Asset Advisors LLC. In addition to his advisory work, he provides accounting and tax services as a CPA and serves as a fractional CFO for Oncology Ventures. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing asset-allocation driven strategies across ETFs, mutual funds, and alternative investments with ongoing portfolio reviews tailored to client goals and risk tolerances.

Christopher Gacom is a financial advisor at Greenline Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various entities within the Greenline group since 2018, including Greenline Insurance LLC, where he serves as an insurance agent. Prior to Greenline, he worked at American Funds and ADP Broker Dealer Inc. Greenline Wealth Management is a six-advisor SEC-registered investment advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services, with portfolios tailored to client goals and risk tolerances and supported by a third-party manager network.

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 Series 66 licensed advisor at Palisades Hudson Asset Management, L.P. in Fort Lauderdale, FL, with 11 years of industry experience. She has been with Palisades Hudson since 2013. Outside of her advisory role, she is involved in a financial planning business that provides tax preparation, retirement planning, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors, including discretionary active management, trust management, and retirement plan consulting. The firm focuses on long-term, asset-allocation-based investing primarily using mutual funds and ETFs, and manages both pooled private equity funds and individual client accounts.

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 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Foreside Financial Services, Halifax West, and AVARY Group. Outside finance, he has worked in hospitality settings including Gary Rack's Farmhouse Kitchen and Los Sarapes. MayTech Global Investments manages approximately $895 million in assets and serves individual investors, wealth platforms, and institutional clients. The firm employs a research-intensive Global Growth strategy focused on sectors like technology, healthcare, and consumer goods, and manages separate accounts, model portfolios, and a related Global Innovation Fund.

Stephen Gagliardi is a financial advisor with Greenline Wealth Management in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Greenline Wealth Management since 2018 and previously at ADP Broker-Dealer, Inc. from 2015 to 2018. Greenline Wealth Management is an SEC-registered advisory firm with a team of six advisors that provides portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers both discretionary and non-discretionary services, including ERISA plan consulting and management, and utilizes a third-party manager network for strategy implementation.

Mohammad Abood is a financial advisor at Singer Wealth Advisors LLC with Series 65 credentials. He has been in the industry since 2020, with prior affiliations including Maggard Wealth and Cedar Financial Partners. Outside of advisory roles, he is involved in insurance brokerage activities. Singer Wealth Advisors LLC serves individuals, corporations, and pension and profit-sharing plans, offering comprehensive financial planning, portfolio management, and fiduciary consulting. The firm combines fundamental analysis with tactical strategies and provides access to alternative investments and model portfolios, also acting as an advisor to other registered investment advisers.

Jack Garey is a Series 65-licensed advisor at Greenline Wealth Management in Boca Raton, FL, with one year of industry experience. Prior to joining Greenline Wealth Management, he was employed at Alliance Bernstein for one year and was a full-time student for ten years. Greenline Wealth Management is an SEC-registered firm with six advisors that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm has a notable retirement plan practice and utilizes a third-party manager network on the Envestnet platform to implement investment strategies.

Michael Silver is a CFP® professional with over 31 years of experience in the financial services industry. He is a partner at Baron Silver Stevens Financial Advisors, LLC, where he has worked since 2000, and previously spent 20 years at Royal Alliance Associates Inc. Silver also teaches a retirement and estate planning course at Florida Atlantic University. Baron Silver Stevens Financial Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management through its Vision2020 Wealth Management platform, utilizing risk-tolerance questionnaires and asset-allocation modeling, and delivers both discretionary and non-discretionary management with ongoing monitoring and regular reviews.

Nicolaas Letschert is a CFP® with 26 years of industry experience, serving at Noesis Capital Management Corp since 1995. He is involved with a family office company, Noesis International Holdings, Inc., and serves as a board member of Lymion Group Inc., a business intelligence firm focused on the adult beverage industry. Noesis Capital Management provides wealth management and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW clients. The firm employs a research-driven, fundamental equity approach and serves both U.S. and non-U.S. clients through its affiliated Netherlands advisory firm.

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.