Leonard Tomson is a CFP® with 15 years of experience in the financial services industry. He is currently with Palm Wealth Partners and has held prior roles at Dominion Investor Services, Eaton Financial Holdings, Equitable Advisors, and Axa Advisors. Tomson is also an owner of Tomson Wealth, LLC, which manages business operations and acquisitions related to Palm Wealth Partners. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages approximately $132 million in discretionary assets using tailored asset-allocation models and offers a formal pension consulting practice alongside sub-advisory services.

Marguerite Fiori is a financial advisor at Fiori Financial Group in Fort Lauderdale, FL, with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 registrations and has previously worked with Raymond James Financial Services Advisors Inc. and has been a Certified Divorce Financial Analyst. Outside of her advisory role, she owns and manages FFG Realty, LLC, providing real estate consulting and property management, and is involved in several entrepreneurial ventures including financial backing for a band. Fiori Financial Group is an SEC-registered investment adviser with a four-advisor team managing approximately $565 million for individual, high-net-worth, and retirement plan clients. The firm employs a multi-disciplinary investment approach that incorporates fundamental, technical, and charting analysis, offering a range of strategies from long-term holdings to option writing and derivatives, with operational features such as managing its own wrap fee program and utilizing AI tools in workflows.

Andrew Constantinides is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Neil Jesani Wealth Management. His previous roles include positions at Singer Wealth Advisors LLC, WestPark Capital, Inc., I-Bankers Securities, Inc., Bank of America NA, and Merrill Lynch & Co. He also works as an independent insurance producer for various companies. 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 uses a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, incorporating fundamental, technical, and cyclical analysis.

Brianna Aviles is a CFP® professional with Palisades Hudson Asset Management, L.P., bringing one year of industry experience. She has worked at Palisades Hudson since 2022 and previously held roles at Florida Atlantic University and West Boca Raton High School. Outside of her advisory duties, she serves as a Senior Client Service Associate at Palisades Hudson Financial Group LLC, providing tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, estates, business entities, retirement plan sponsors, and private investment funds. The firm emphasizes long-term, asset-allocation-based portfolios primarily using mutual funds and ETFs, with a notable focus on client-directed, non-discretionary arrangements.

Matthew Boswell is a financial advisor with Neil Jesani Wealth Management in Sunrise, FL, holding Series 66, 63, and 65 licenses and 12 years of industry experience. His prior roles include positions at Ameriprise, Northern Trust Bank, and Teleperformance. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation approach combining fundamental, technical, and cyclical analysis and manages roughly $194 million in discretionary assets across about 74 client relationships.

Edzai Chimedza is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He has worked at Tobias Financial Advisors since 2019 and previously held positions at Mercer Global Advisors Inc. and Traust Sollus Wealth Management. Tobias Financial Advisors is a fee-only firm managing approximately $1.19 billion in client assets across six offices. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering wealth management, investment management, retirement plan advisory, financial planning, and family office services. Their approach emphasizes globally diversified portfolios, tax-aware decisions, and discretionary management governed by written Investment Policy Statements.

Anne Maclean is a financial advisor at Heritage Investment Group, Inc. in Pompano Beach, FL, with 32 years of industry experience. She has been with Heritage Investment Group since 1993 and previously worked at Maclean And Ema from 1990 to 2021. Heritage Investment Group is an SEC-registered, fee-only advisory firm serving individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm follows an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, and offers additional services including financial planning, wealth-transfer and tax-aware strategies, and trust-related services through an affiliated trust-protector entity.

Alvin Lartigue Castro is a financial advisor with NobleBridge Wealth in Weston, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and several NobleBridge entities. Outside of advisory work, he is active as a yacht broker, dedicating approximately 10 hours per week to boating sales consulting. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by offering portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm employs a combination of strategic core allocation and active tactical overlays, selecting managers through both quantitative and qualitative methods, and provides a range of model-driven investment tools and insurance products.

Johnathon Ho On is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Maggard Wealth Management, SS&C Technologies, Raymond James, and Marsh McLennan. Singer Wealth Advisors LLC serves individuals, corporations, and pension and profit-sharing plans, offering comprehensive financial planning, portfolio management, and access to alternative investments. The firm provides advisory services to other registered investment advisers and employs a combination of fundamental analysis and tactical strategies to manage diversified portfolios.

Jeremiah Szpilka is a financial advisor at Global Wealth Management Investment Advisory, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameriprise and Bank of America. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with discretionary asset management, financial planning, and educational workshops. The firm employs a value-oriented, primarily long-term investment approach and offers tailored advice through detailed client interviews and questionnaires.

Leslie Vigil is a financial advisor with Fiori Financial Group in Fort Lauderdale, FL, holding a Series 66 credential and 19 years of industry experience. Prior to joining Fiori Financial Group, Leslie worked at Raymond James Financial Services Advisors, Inc., Securities America, Inc., and Investacorp Inc. Outside of financial advising, Leslie is an independent travel agent affiliated with Archer Travel. Fiori Financial Group is an SEC-registered investment adviser managing approximately $565 million for around 224 clients. The firm serves individuals, high-net-worth clients, and retirement plans through discretionary portfolio management and pension consulting, employing a multi-disciplinary investment process that integrates fundamental, technical, and charting analysis across various strategies.

Judah Sworney is a financial advisor at Elevated Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Elevated Capital Advisors since 2022. Prior to this, he was involved with Greens by Grass and Grass Landscape. Outside of his advisory role, Sworney is also an insurance agent with Sworney and Associates. Elevated Capital Advisors serves a diverse client base, including individuals, trusts, estates, retirement plans, and corporations, offering investment management and financial planning through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis and provides a range of portfolio management and consulting services.

Mario Basilone is a financial advisor with Palm Wealth Partners in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Eaton Financial Holdings Company and Equitable Advisors. He is also the owner of Basilone Enterprises LLC, a non-investment related business. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages discretionary portfolios using tailored asset-allocation models and offers pension consulting and sub-advisory services.

Erik Johnson is a financial advisor at Heritage Investment Group, Inc. in Pompano Beach, FL, with 16 years of industry experience. He holds the Series 66 designation and has been with Heritage Investment Group since 2011, following a brief period at The Johnson Review, LLC in 2017. Heritage Investment Group is a fee-only, SEC-registered 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 also offering trust-related services through an affiliated trust-protector entity.

Adrian Wu is a financial advisor at ActiTrust Wealth Management LLC with one year of industry experience. He holds a Series 65 credential and began his career at ActiTrust after completing ten years of formal education. ActiTrust Wealth Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, and business entities. The firm combines fundamental and quantitative analysis with a range of investment strategies, serving a significant non-U.S. client base through affiliated entities.

Darryn Stephen is a financial advisor at Caleo Capital N.A. LLC with a Series 65 designation. He has experience working at TurnPoint Investments Pty Ltd as a financial planner in South Africa and spent nine years at Nedbank. Darryn has been with Caleo Capital since 2024. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation approach with mutual funds, ETFs, and alternative investments, incorporates insurance and asset-protection considerations, and provides client education programs.

Jaron Oswalt is a financial advisor with Palm Wealth Partners in Boca Raton, FL, holding Series 65 and Series 63 licenses and totaling 10 years of industry experience. His prior roles include positions at Eaton Financial Holdings Company and Equitable Advisors. Outside of financial advising, he works as a bartender at Paragon Theaters. Palm Wealth Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, employing tailored investment strategies that utilize a wide range of instruments and in-house asset allocation models.

Franklin Rekas is a financial advisor with Palm Wealth Partners in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Equitable Advisors, LLC and AXA Advisors, LLC. Outside of advising, he is involved in insurance sales leadership and participates in local networking groups and a sports podcast. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages discretionary portfolios using tailored asset-allocation models and offers pension consulting and sub-advisory services.

Frederick Maclean III is a financial advisor at Heritage Investment Group, Inc. with eight years of industry experience. He holds the CFP® and CFA® designations and has worked previously at DFA Securities LLC and Dimensional Fund Advisors. Heritage Investment Group is a fee-only, SEC-registered advisory firm that offers discretionary investment management, financial planning, and wealth-transfer and tax-aware services to individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm uses an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, supplemented by selected third-party sub-advisers.

David Liska is a financial advisor with Kaufman Rossin Wealth, LLC in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked at firms including Suntrust Investment Services, JPMorgan Securities, and Innovation Partners, and is the managing partner of Pieces Of Peace, LLC, an online retail clothing business. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, offering investment management, financial planning, and employee benefit plan advisory services. The firm’s investment approach is based on Modern Portfolio Theory and a buy-and-hold philosophy, employing diversified asset allocation and ongoing portfolio monitoring.