Floyd Ozeck is a financial advisor at FAO Wealth Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at CFS Securities, Inc. and Cooper Financial Services, Inc. He also operates an accounting practice as a certified public accountant. FAO Wealth Inc serves pooled and institutional retirement-plan clients, offering discretionary asset management and ERISA 3(21) fiduciary services. The firm’s investment process incorporates multiple analysis methods to develop strategies aligned with client objectives and risk tolerances, providing ongoing portfolio management and support tailored to qualified plans.

Blair Shein is a CFP®, CFA®, and Series 65 professional with 22 years of industry experience. He is currently with Compass Financial Group, Inc. and has taught as an instructor for the Chartered Financial Analyst review program at Florida Atlantic University. His work history includes over three decades at Compass Financial Group and a significant academic role at Florida Atlantic University. Compass Financial Group, Inc. provides discretionary portfolio management, financial planning, and family office consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a global macro–oriented, multi-strategy asset allocation process that integrates equities, fixed income, currencies, commodities, and alternative investments.

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 financial advisor at Benchmark Financial Wealth Advisors LLC with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked with various Benchmark Financial entities since 2005, including roles in insurance and business management. Outside of advisory work, he is involved in several real estate partnerships. Benchmark Financial Wealth Advisors LLC provides wealth guidance, financial planning, and portfolio management to individuals, families, small businesses, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $721.7 million in discretionary assets and employs a multi-manager investment approach combined with third-party platform solutions and an internal investment committee.

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.

Robin Reji is a financial advisor at Star Wealth Advisors with a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services and Merrill. Star Wealth Advisors, founded in 2024, provides discretionary investment and portfolio management primarily through wrap-fee programs, serving individuals, trusts, estates, and corporations. The firm employs a relationship-oriented, long-term approach using fundamental analysis and diversified investments, with discretionary authority over portfolio decisions and manager oversight.

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 Series 66 licensed advisor with 20 years of industry experience, currently working at 1 St Discount Brokerage, Inc. since 2002. Prior to that, De Young was affiliated with Portsmouth Financial Services from 2020 to 2024. In addition to financial advising, De Young owns a CPA firm focused on taxation and accounting. 1 St Discount Brokerage, Inc. provides advisory services to a range of clients including individuals, corporations, and pension plans, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to guide investment decisions and offers both discretionary and non-discretionary services.

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 at Castle Wealth Management with nine years of industry experience. He holds a Series 65 designation and has also worked as a licensed general contractor and real estate broker through his management and leadership roles at Northstar Building Management and Northstar Homes Realty. Castle Wealth Management provides customized wealth management and financial planning services primarily to high-net-worth and individual clients. The firm offers a range of services including investment supervisory services, comprehensive financial planning, and tax-aware portfolio management, utilizing a diversified, research-driven investment approach that incorporates client-specific factors.

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 Series 65-licensed financial advisor with Benchmark Financial Wealth Advisors LLC in Boca Raton, FL, bringing four years of industry experience. Prior to joining Benchmark, he worked at North American Management Corporation for six years and served as an uncompensated board member of the Presidential Estates Property Owners Association. Benchmark Financial Wealth Advisors LLC provides wealth guidance, financial planning, and portfolio management to individuals, families, small businesses, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $721.7 million in discretionary assets and employs a multi-manager approach combined with outsourced execution and reporting to deliver customized investment solutions.

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.