Dominic Linsalata Jr. is a financial advisor at Dawson James Asset Management, Inc. with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Newbridge Securities from 2016 to 2019. Linsalata is also a managing member of Sixth Borough Capital Management LLC, a private investment fund. Dawson James Asset Management provides investment management and advisory services primarily for pooled and institutional clients, pension and profit-sharing plans, and occasionally individuals and retirement accounts. The firm employs strategic asset allocation using actively managed mutual funds, index funds, ETFs, and selective equity positions, and it also offers pension consulting and participant education services.

Roger Kalina is a CFP® and ChFC® with 33 years of industry experience. He is affiliated with Benchmark Financial Wealth Advisors LLC and has held positions at firms including American Portfolios Financial Services Inc. and Business Risk Advisors LLC. Outside of advisory work, he is involved in insurance sales and participates in several real estate partnerships. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and retirement plans, managing approximately $766 million in assets for around 361 clients. The firm employs a client-specific investment process using independent managers, mutual funds, ETFs, and UMA/SMA platforms, and offers consolidated reporting and wealth governance services.

Bradford Smith is a CFA® charterholder currently with FMSA, bringing experience from several prior roles including Northwestern Mutual, Sierra Global Management, and Wilmington Trust. He also provides insurance-related services as part of his comprehensive financial planning. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management across a broad range of securities and products.

Cheryl Deknatel is a CFP® professional with 19 years of experience in the financial industry. She has been with Noesis Capital Management Corp since 2012. Outside of her advisory role, she serves as a director of Denton & Haskins, a family music publishing company, a position she has held since 1999. 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, as well as foreign clients. The firm employs a research-driven, fundamental equity approach and offers customized portfolio management with moderate sector diversification.

Joseph Williams Jr. is a CFP® and ChFC® with 55 years of experience in financial services. He is currently with Coquina Private Wealth Advisors and has held positions at Raymond James Financial Services and his own firm, Williams Financial Services, which he has owned since 1978. Outside of advising, he holds a minority ownership in an entity that operates a golf course. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm implements client-specific investment policies using both fundamental and technical analysis and engages sub-advisers where appropriate, offering a range of planning services including retirement, estate, insurance, and tax-related planning.

Nicky De Young is a financial advisor with 21 years of industry experience, currently with 1 St Discount Brokerage, Inc., where he has worked since 2002. He holds a Series 66 designation and previously worked at Portsmouth Financial Services from 2020 to 2024. Outside of his advisory role, he owns a CPA firm specializing in taxation and accounting. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension plans, offering portfolio management, financial planning, pension consulting, and tax/accounting services. The firm employs a blend of fundamental, technical, quantitative, and qualitative analyses to guide investment decisions and serves clients through both discretionary and non-discretionary accounts.

Margaret Blackman is a Series 65-licensed financial advisor at Horizon Investment Services, LLC, with 17 years of industry experience. She has been with Horizon since 2009. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm uses a proprietary quantitative stock-rating system alongside fundamental research to guide investment decisions, offering a range of strategies including equity, income, and socially/faith-based approaches.

Scott Worley is a financial advisor with Castle Wealth Management in Boynton Beach, FL, holding a Series 65 license and 10 years of industry experience. He has worked at Castle Wealth Management since 2015 and previously at Eco Water Technologies Corp from 2017 to 2020. Outside of his advisory role, Worley is a licensed general contractor and managing member of Northstar Building Management, as well as president and licensed broker at Northstar Homes Realty, both real estate-related activities. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm uses a written investment policy statement and asset-allocation analysis to build diversified portfolios, offering discretionary and non-discretionary management with an emphasis on tax-aware strategies and professional standards.

Ira Materetsky is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor and president at Materetsky Financial Group. His career includes extensive tenure at Royal Alliance Associates, INC., spanning over two decades. Outside of investment advising, he owns and operates a tax preparation business. Materetsky Financial Group serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering investment management primarily on a non-discretionary basis through a wrap-fee program. The firm emphasizes mutual fund and ETF allocations, client consent for transactions, and retirement plan consulting with participant education.

Kathleen Grace is a CFP® with 24 years of experience in financial advising. She currently works at Fiduciary Family Office, LLC and previously spent 11 years at Goldman Sachs Personal Financial Management. Outside of advising, she is the owner of Excelsior Capital Holdings, LLC, and is involved in writing and promoting a book. Fiduciary Family Office provides financial planning, family office, and investment management services primarily to high-net-worth individuals and entities. The firm uses a multi-strategy, globally diversified investment approach and focuses on larger, consolidated client relationships with substantial planning engagements.

Willard Schoch is a financial advisor with Benchmark Financial Wealth Advisors LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Benchmark, he worked at North American Management Corporation for six years and has served as an uncompensated board member of the Presidential Estates Property Owners Association. 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 employs a client-specific investment process using independent managers and various investment platforms, and offers wealth governance services including family governance support and consolidated reporting.

Janyl Smith is a financial advisor at Singer Wealth Advisors LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and its Private Bank. Outside of her advisory role, she manages a content creation business focused on motherhood through Ask Mommy LLC. Singer Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals, corporations, and pension and profit-sharing plans, providing comprehensive financial planning and portfolio management. The firm also supports other registered investment advisers and offers access to a broad array of alternative investments.

Thomas Hands is a financial advisor at Dawson James Asset Management, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Dawson James Securities, Inc. since 2004. Dawson James Asset Management provides discretionary and non-discretionary investment management and consulting services to corporations, retirement and pension plans, trusts, and other institutional clients. The firm focuses on strategic asset allocation using a combination of actively managed mutual funds, index and exchange-traded funds, selective equity exposure, and fundamental security analysis, and also offers pension consulting services including investment policy statement preparation and participant education.

Roy Rosner is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Singer Wealth Advisors LLC since 2018 and previously operated Futureproof Finances LLC, where he was the sole owner and employee. From time to time, he may offer clients advice or products through his outside business activities. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension plans, including high-net-worth clients. The firm offers comprehensive financial planning and portfolio management, as well as advisory services to other RIAs, combining fundamental analysis with tactical strategies and access to a diverse range of investment options.

Nina Sukholenko is a CFP® professional with four years of industry experience, currently serving as an advisor at F&V Capital Management, L.L.C. in Boca Raton, FL. She has been with F&V Capital Management since 2014. F&V Capital Management provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, and corporate clients, including high-net-worth individuals. The firm also manages a Luxembourg-based mutual fund and uses a combination of fundamental, quantitative, qualitative, and technical analysis to implement both long- and short-term investment strategies.

Ezequiel Roson is a financial advisor at Epic Advisory Services Corp with three years of industry experience. He holds a Series 66 designation and has worked at Asset Managers Agente de Valores since 2023 and Capital Markets Argentina SA since 2006, where he assists in account openings and report creation. Roson provides investment advice to both foreign clients through Epic Advisory Services and local clients in Uruguay. Epic Advisory Services Corp offers asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary portfolios. The firm combines third-party macroeconomic research with internal due diligence to manage a diversified range of investments, including equities, fixed income, options, derivatives, and alternatives.

Charles Landry is a financial advisor with Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation and three years of industry experience. He is also the owner and manager of CLFinancial LLC, through which he operates as an insurance agent, providing insurance products and services to clients. Prior to his current roles, his background includes positions at Singer Wealth Advisors and teaching roles at Florida State University and Florida Atlantic University. Singer Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers comprehensive financial planning, portfolio management, and access to alternative investments, utilizing fundamental analysis combined with tactical strategies to manage portfolios and accounts.

Matthew Kaszel is a CFA charterholder with over a decade of experience in the financial industry. He has worked at Heward Investment Management, Lester Asset Management, and currently at Castle Wealth Management, where he has been since 2026. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm emphasizes tax-aware portfolio management and uses a committee-driven oversight process, offering a range of investment options including alternative investments and wrap fee programs.

Evan Mc Leod is a CFA® charterholder with three years of industry experience. He currently works at Singer Wealth Advisors LLC and has previously held roles at RWA Advisors, Krause Capital, Inc., and New York Community Bank. 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, retirement-plan consulting, and access to alternative investments, using a combination of fundamental analysis and tactical strategies to manage client portfolios.

Iroland Garcia is a financial advisor at Absolute Capital Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Legend Advisory, LLC and Wells Fargo Clearing. Garcia has been with Absolute Capital Management since 2018. Absolute Capital Management provides fee-based investment management and supervisory services primarily to individual investors, as well as retirement plans, pension plans, corporations, and investment companies. The firm employs model portfolios and program-based solutions, managing client assets across mutual funds, ETFs, bonds, equities, and variable annuity sub-accounts through a market analysis-driven approach.