Stacey Stark is a financial advisor at Aurelia Capital Advisors, Inc. with 23 years of industry experience. She holds a Series 66 designation and has worked primarily at R.M. Stark & Co., Inc. and Stark Financial Advisers prior to joining Aurelia Capital Advisors. Aurelia Capital Advisors, Inc. provides discretionary portfolio management to a range of clients including individuals, families, trusts, and corporations. The firm combines fundamental and technical analysis with quantitative models to create customized investment strategies and typically manages accounts on a discretionary basis.

Terry Martine II is an Investment Adviser Representative affiliated with Signal Advisors Wealth, LLC, an SEC-registered investment adviser. Through Family Retirement Services, a DBA of Martine Financial, he helps Florida Retirement System (FRS) members—including educators, firefighters, police officers, school administrators, and other public employees—understand Pension Plan, Investment Plan, and DROP decisions. His work includes retirement income planning, wealth management, Social Security, Medicare and IRMAA planning, 403(b), 457, and 401(k) rollovers, insurance, and legacy planning. Based in Lake Worth, Florida, Terry serves clients in South Florida and nationwide where properly registered or licensed. Family Retirement Services is not affiliated with FRS or any government agency.

Ryan Jacobs is the sole advisor at Jacobs Investment Management, LLC, holding a Series 65 credential with two years of industry experience. He has been managing Jacobs Investment Management since 2022 and has prior work experience at The Gardens of Boca Raton and Millard West High School. Jacobs is also the managing partner of Jacobs Fund I, LP, a private investment limited partnership focused on opportunistic and value-oriented investments. Jacobs Investment Management provides discretionary portfolio management exclusively through private pooled investment vehicles. The firm focuses on equities and fixed-income securities, using fundamental analysis and a long-term trading approach to implement its strategies.

Steven Schneider is a financial advisor with Leslie Gale Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with Leslie Gale Advisors since 2013. Outside of his advisory role, he serves as a board member for Hands In 4 Youth of NY/NJ, a youth development nonprofit, and is an executive officer and senior advisor at PivotalPath Inc., a technology research firm. Leslie Gale Advisors provides discretionary portfolio management primarily to U.S. individual clients and their tax-qualified accounts, using a quantitative investment process with proprietary models to tailor portfolios according to client risk profiles. The firm manages both actively and passively managed programs across equities, fixed income, and alternative allocations.

Kamran Fotouhi is a CFA® charterholder and financial advisor at KFI Advisors with five years of industry experience. He has also served as a Managing Director at JS Held since 2014, where he focuses on data analysis, expert testimony, litigation support, and regulatory compliance consulting in the financial services sector. KFI Advisors provides portfolio management and related advisory services to individual clients, offering individualized management and occasionally entering into performance-based fee arrangements.

Harlan Freeman is a CFP®, CFA®, and Series 65 credentialed financial advisor with 10 years of industry experience. He is the sole advisor at BrightPath Financial, Inc. and previously worked at Trinity Financial Advisors LLC from 2017 to 2021. BrightPath Financial, Inc. is a fee-only registered investment adviser serving individuals and families, including business executives, professionals, and retirees. The firm provides comprehensive financial planning and investment management, emphasizing customized portfolios that use academically supported strategies with a tilt toward passive management and selective active management in specific asset classes.

Charles Farrar is the principal advisor at Farrar Wealth Management, LLC in North Palm Beach, FL, with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stifel, Nicolaus & Company, Incorporated for 10 years before founding his independent firm in 2017. Farrar Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, and small businesses, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of technical and fundamental analysis, long- and short-term trading, option strategies, and margin trading to implement tailored investment strategies.

Godwin Okolie is the sole advisor at Wintrice Money Advisors, LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has operated as a sole proprietor since 2017 and has been with Wintrice Money Advisors since 2009. Okolie also maintains a separate insurance agency, which occupies less than one percent of his professional time. Wintrice Money Advisors is a small, fee-based independent firm serving individual clients with discretionary portfolio management and financial planning. The firm employs a structured approach combining fundamental, technical, and cyclical analysis, actively monitors portfolios including distressed investments, and operates with no minimum account size.

Financial planning shouldn’t feel overwhelming, confusing, or full of hidden agendas. My goal is simple: help you make smart, informed decisions with your money so you can move forward with confidence. I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®), Enrolled Agent (EA), and Retirement Income Certified Professional® (RICP®), with a Master’s Degree in Personal Financial Planning from Kansas State University. As a fee-only fiduciary, I provide objective advice with transparent pricing—no commissions, no product sales, and no conflicts of interest. Before launching Trammell Wealth, I spent several years working behind the scenes supporting advisors across the country, building financial plans and helping clients navigate complex decisions around retirement, Social Security, taxes, and investments. Today, I bring that same level of detail and strategy directly to the individuals and families I serve. What sets my approach apart is the integration of financial planning, investment management, and tax strategy. As an Enrolled Agent, I don’t just recommend tax strategies—I can implement them and prepare returns for many of my clients. This allows for more proactive, coordinated planning throughout the year, not just at tax time. I work primarily with individuals and families who want clarity around retirement, are preparing for major life transitions, or simply want to feel more organized and in control of their financial lives. My process—Plan • Protect • Prosper—is designed to bring structure and simplicity to even the most complex situations. I’m based in Wellington, Florida, where I live with my wife, Fabiola, a Registered Nurse, and our two kids, Alexander and Leah. When I’m not working with clients, you’ll likely find me teaching, writing, or involved in the local community. If you’re looking for straightforward advice, a long-term partner, and a plan you can actually follow—I’d be happy to help.

Daniel Johnedis is a CFA® charterholder with 12 years of industry experience. He is the sole advisor at Cratus Capital, LLC, an independent firm based in West Palm Beach, FL, where he has worked since 2015. Cratus Capital provides discretionary investment management and on-demand financial planning to individuals, families, and small business owners. The firm follows a value-oriented investment philosophy focused on capital preservation and long-term growth, using primarily individual stocks, corporate bonds, no-load mutual funds, and ETFs, with a concentration in fixed income.

Aldain Beam is a financial advisor at Dunamis Capital Consulting, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nationwide Investment Services Corporation and Primerica Financial Services. In addition to his advisory role, he operates an independent insurance agency and a business management consulting firm that provides services such as accounting, payroll, and tax coordination. Dunamis Capital Consulting primarily serves individual clients with a focus on financial planning and retirement advisory services, while also offering insurance products through a separate agency. The firm emphasizes retirement planning and works with small- to mid-size business clients on incidental financial planning needs.

Richard Pearson is the sole advisor at Pearson Asset Management Company, an independent firm based in West Palm Beach, FL. He holds a Series 65 credential and has 21 years of industry experience. Outside of advising, he serves as an Associate Professor of Finance at Palm Beach Atlantic University, where he teaches courses, conducts research, and develops educational materials in finance. Pearson Asset Management provides personalized, fee-only investment management and financial consultation to individuals and small businesses. The firm uses a strategic asset-allocation approach informed by various analytical methods and offers customized portfolio options alongside ongoing management and advisory services.

Scott Perron is the sole advisor at SD Perron & Co. Investment Services with 27 years of industry experience. He holds a Series 63 designation and has operated his independent advisory firm since 1997. In addition to financial advising, he provides part-time web design and computer-related services as well as bookkeeping support. SD Perron & Co. Investment Services offers personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a fee-only, strategic core-and-satellite investment approach using passive index funds and ETFs complemented by active funds, with regular quarterly reviews.

Christian De Berardinis is a financial advisor with Aperture Advisors LLC in West Palm Beach, FL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including eight years at Morgan Stanley and Morgan Stanley Private Bank. He has been with Aperture Advisors since 2023. Aperture Advisors LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of fundamental, quantitative, technical, charting, and cyclical analysis to manage approximately $16 million in client assets across a focused range of investments, including equities, fixed income, ETFs, real estate funds, and private placements.

Kevin Pellegrini is a financial advisor at West Pine 43 LLC in West Palm Beach, FL, holding Series 63 and Series 65 designations with 14 years of industry experience. He previously worked at Oppenheimer & Co. Inc. from 2016 to 2018 and has been with Joseph Gunnar & Co., LLC since 2018. West Pine 43 LLC provides portfolio management and advisory services to individuals, including high-net-worth clients, as well as corporate, pension, and institutional clients. The firm follows an all-cap momentum investment approach emphasizing long-term capital appreciation, utilizing equities through ETFs and mutual funds along with selective use of trading strategies such as margin and options.

Andrew Fleschner is the principal of Fleschner Investments, an independent registered investment adviser based in West Palm Beach, FL. He holds Series 63 and Series 65 registrations and has 13 years of industry experience. He has been operating under his own firm since 2015. Fleschner Investments provides discretionary portfolio management to a select group of individual, corporate, and small-business clients, managing approximately $4.9 million in assets. The firm customizes portfolios based on client objectives, time horizons, and risk tolerance, utilizing fundamental analysis and a combination of long- and short-term investment strategies.

Christopher Bounds is the principal and sole advisor at Bounds & Company, LLC, an independent investment advisory firm based in Ocean Ridge, FL. He holds a Series 66 designation and has 18 years of industry experience. Bounds has been involved in managing various investment and agricultural businesses, including Bounds Investments, LLC and Bounds Ag Service Holdings Corporation. Bounds & Company, LLC provides discretionary portfolio management and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct customized portfolios using ETFs, mutual funds, individual stocks and bonds, and other securities, managing accounts on a discretionary basis with quarterly reviews.

Matthew Klocke is the sole advisor at Klocke Capital Group, LLC in Palm Beach, FL, holding Series 63 and Series 65 designations with 21 years of industry experience. He has led Klocke Capital Group since its founding in 2009. Klocke Capital Group provides investment supervisory and portfolio management services mainly to individual and high-net-worth clients, including separately managed accounts and retirement plans. The firm uses both fundamental and technical analysis and employs a range of strategies such as options-writing and margin transactions, often with discretionary authority to manage client portfolios.

Gregory Savidge is a financial advisor with Capital Asset Management Group, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial LLC since 2025 and has been with Capital Asset Management Group since 2017. Prior to that, he was affiliated with Next Financial Group Inc. for over two decades and has operated as a sole proprietor since 2001. Capital Asset Management Group, Inc. provides discretionary asset management and financial planning services to individuals, high net worth clients, and trusts. The firm employs a combination of fundamental and technical analysis to manage portfolios and sponsors a wrap fee program, offering clients discretionary trading authority and the ability to impose written restrictions on their accounts.

Dana Barnes is a financial advisor with CEG Wealth Partners, LLC, holding a Series 65 designation and newly entering the advisory industry. Barnes has been CEO of Concord Equity Group, LLC since 1994, overseeing operations related to industrial real estate and golf course ownership through several affiliated companies. CEG Wealth Partners, LLC serves individual clients across various life stages, offering financial planning, coaching, and investment recommendations without taking custody of client assets or exercising discretionary trading authority. The firm’s investment approach focuses on passive, buy-and-hold strategies using low-cost, index-tracking ETFs, with tailored portfolios and periodic rebalancing.