Anthony Leone is a financial advisor at Alpha Zero LLC with 11 years of industry experience. He holds the Series 65 and Series 63 designations. His prior roles include positions at firms such as 2M Wealth Management LLC, Purshe Kaplan Sterling Investments, Mass Mutual, and Barnum Financial Group. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, offering portfolio management and financial plans. The firm uses fundamental and cyclical analysis alongside modern portfolio theory to construct portfolios, including the use of long- and short-term trading strategies, margin, and options when appropriate.

Christian Long is a financial advisor at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Advisors Asset Management, Inc., Boca Ice, and Ace The Text, Inc. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and employer-sponsored retirement plans, providing financial planning, wealth guidance, and portfolio management. The firm manages approximately $766 million in assets for around 361 clients and uses a documented, client-specific investment process with independent managers, mutual funds, ETFs, and manager-based platforms.

Mauricio Ibarra is a financial advisor at Epic Advisory Services Corp with nine years of industry experience. He holds a Series 66 designation and previously worked at BB&T Securities. Outside of his advisory role, he serves as a coach for Boca United, a youth soccer organization. Epic Advisory Services Corp. manages investments for individuals, including high-net-worth clients, as well as corporations and other entities, offering both discretionary and non-discretionary advisory services. The firm employs customized portfolio construction based on third-party macroeconomic research and in-house due diligence, with capabilities that include options, derivatives, and leverage strategies.

Avi Berg is a financial advisor with Satovsky Asset Management LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Satovsky Asset Management since 2021 and previously spent five years at Elm Ridge Management, LLC. Berg serves as a council member of the Financial Accounting Standards Advisory Council and is treasurer and board member of the Park Hill Tenants Co-op; he also acts as an outside advisor to Quantum Farma. Satovsky Asset Management advises high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a goals-based, tax-aware investment approach that balances low-cost passive strategies with factor tilts, structured notes, and alternative investments, managing most portfolios on a discretionary basis while offering technology-enabled automated options.

Maurice Clarke is a financial advisor at FMSA with a Series 65 license and no prior industry experience. Before joining FMSA, he worked at Health Compass Consulting, focusing on employee benefits consulting and management, and has held roles as an insurance advisor providing life insurance solutions and handling property and casualty claims. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a research-driven investment approach centered on company financials and SEC filings, offering discretionary portfolio management and comprehensive financial planning across a wide range of securities and products.

Sandra Dalton is a financial advisor with Atlas Private Wealth Advisors in Delray Beach, FL, holding the ChFC® designation and a Series 63 license. She has 29 years of industry experience, including prior roles at Ameriprise Financial Services and LPL Financial. Dalton is also a partner in OCD Properties, LLC, which manages accounting for property expenses and profits. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses with discretionary and non-discretionary portfolio management and financial planning. The firm employs tailored investment strategies using LPL Financial‑sponsored platforms and combines asset allocation with fundamental, technical, and cyclical analysis.

Steven Freed is a financial advisor with Vision Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Vision Investment Advisors since 2010 and previously worked at Tax Advisors of Palm Beach Inc. Mr. Freed is also president of Atlas Capital, LLC, a real estate investment company. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach includes large-cap, growth-oriented equity selection supported by fundamental and technical analysis, income enhancement strategies, and option-based leveraged strategies for clients with higher risk tolerance.

Bethany Evans is a CFP® professional with one year of industry experience, currently serving at Blue Ocean Capital. She is also the president of Meyers, Evans, & Feagans, P.A., a tax preparation CPA firm, where she dedicates part of her time reviewing tax returns during the tax season. Blue Ocean Capital is a CPA asset management group that serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses. The firm offers discretionary portfolio management, financial planning, and integrated tax and accounting services through a team of five advisors managing approximately $619 million in discretionary assets.

Michael Edelman is a CFP® with 39 years of experience in the financial industry. He is affiliated with Baron Silver Stevens Financial Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Royal Alliance Associates, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Fortitude Advisory Group, and Kestra Investment Services. Outside of his advisory work, he serves as power of attorney for his mother, assisting with her financial and medical affairs. Baron Silver Stevens Financial Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a fundamentally long-term investment approach and offers customizable portfolio management through advisory platforms, third-party manager integration, and both discretionary and non-discretionary options.

Eric Diton is a financial advisor at The Wealth Alliance, LLC with 40 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he helps plan and organize an annual golf outing for the Songs of Love Foundation, a charitable organization. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, equities, bonds, and alternative investments, and employs both internal management and third-party platforms to meet client objectives.

Marcelo Sanchez is a financial advisor with Epic Advisory Services Corp, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. He has worked with firms including Epic Capital Securities, Asset Managers S.A. Agente de Valores, LATIN SECURITIES ARGENTINA S.A., and Wells Fargo Clearing. He maintains involvement with LATIN SECURITIES ARGENTINA S.A. as an independent agent. 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, implementing strategies that may include options, derivatives, and leverage, and benefits from cross-border capabilities through its affiliations within the Latin Securities Group.

Eric Lutton is a CFA® charterholder with 15 years of industry experience, currently serving at Proverbi Capital Advisors, LLC. Prior to joining Proverbi in 2026, he spent 11 years with Sound Income Strategies, LLC. Proverbi Capital Advisors provides discretionary asset management and financial planning services primarily to individual clients and charitable organizations. The firm employs fundamental and cyclical analysis across various investment strategies and serves a client base that mainly consists of non–high-net-worth individuals.

Russell Thompson is a financial advisor at Fmsa with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Regal Investment Advisors, Regulus Financial Group, and The Prudential Insurance Company of America. Outside of his advisory role, he is a partner at H&R Insurance and Financial Services LLC, focusing on commercial liability and property insurance. Fmsa is a privately owned registered investment adviser that manages approximately $216 million for over 1,200 clients, offering financial planning and discretionary portfolio management for individuals, corporate plans, municipalities, and trusts. The firm uses a fundamental, research-driven investment approach centered on company financials and intrinsic value.

Filipp Kourenkov is a financial advisor with Baron Silver Stevens Financial Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Baron Silver Stevens since 2007 and also has a longstanding affiliation with Royal Alliance Associates, Inc. Kourenkov serves as a portfolio strategist within the firm, assisting with economic and portfolio analysis. Baron Silver Stevens provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of portfolio management strategies through its Vision2020 Wealth Management platform and offers both discretionary and non-discretionary management with ongoing monitoring and annual reviews.

Brian Staubus is a financial advisor with Landolt Securities, Inc. in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes positions at Oberweis Securities, Inc. and LaSalle St Securities LLC. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm focuses on fundamental analysis with an emphasis on small-cap growth stocks and offers both discretionary and non-discretionary portfolio management, as well as access to third-party asset management programs.

Nicholas Ventura Jr. is a financial advisor with Ventura Wealth Management in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Ventura Wealth Management since 2010 and was previously with American Portfolios Financial Services, Inc. He serves as treasurer and board member for two child welfare nonprofits, Children’s Homes Society of NJ and PEI Kids Lawrenceville. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a model-based investment approach with a focus on asset allocation and risk control, managing portfolios through a variety of securities and regularly monitoring and rebalancing them.

Borja De La Fuente is a financial advisor at Noesis Capital Management Corp in Boca Raton, FL. He holds a Series 65 credential and has one year of industry experience. Prior to joining Noesis Capital Management, he was a full-time student for several years. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, foundations, and business entities, serving both high-net-worth and non-HNW households, including foreign clients. The firm employs a research-driven, fundamental equity approach focusing on companies with durable competitive advantages and offers customized portfolio management with moderate diversification.

Everett Youngberg is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Lebenthal Global Advisors in 2020, he worked at Avenir Private Advisors, Kovack Securities, and Capital Guardian Wealth Management. He is also a registered tax preparer and serves as a FINRA arbitrator. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized portfolio management and financial planning through a multi-advisor team managing approximately $820 million in assets.

Jacques Sonnier is a financial advisor at FMSA with two years of industry experience. He holds a Series 65 designation and is based in Delray Beach, Florida. Prior to his advisory role, he has been a student since 2009. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning, following a fundamental, research-driven investment approach focused on company financials and SEC filings.

Jonathan Schiripo is a financial advisor with Alpha Zero LLC in Boca Raton, FL, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Belpointe Asset Management, LLC, The Kornerstone Group, and TCW Global. Outside of advisory work, he is involved as an agent for athletes and serves as a boxing manager, media commentator, and promoter. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, utilizing both fundamental and cyclical analysis alongside modern portfolio theory. The firm offers access to alternative investments and private placements and typically seeks discretionary trading authority to implement its strategies.