Stacey Stark is the founder, CEO, and Chief Compliance Officer of Aurelia Capital Advisors, Inc., an independent registered investment adviser serving clients in Florida and New York. Stacey works with women, families, professionals, and business owners who want thoughtful, personalized investment management and a clearer understanding of their financial lives. Her approach is grounded in listening first, understanding each client’s priorities and concerns, and building an investment strategy aligned with their objectives, risk tolerance, and long-term needs. She founded Aurelia to provide a more personal and transparent alternative to one-size-fits-all investment management. As a business owner and mother of two, Stacey understands that financial decisions rarely exist in isolation from career changes, family responsibilities, divorce, retirement, and other major life transitions. Stacey holds the FINRA Series 7, 66, 24, and 99 registrations. Through Aurelia, she provides fiduciary investment advisory services without commissions, emphasizing clear communication, personal attention, and an ongoing relationship with each client.

With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.

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.

Jason Kirsch is a CFP® with 10 years of industry experience and serves as the sole advisor at Grow Planning, LLC. His prior work includes roles at Raymond James Financial Services and contributions to financial media outlets such as Forbes and Seeking Alpha. Outside of his advisory work, Kirsch is involved in creative ventures including producing a feature-length film and leading a virtual reality studio specializing in immersive experiences. Grow Planning, LLC is an independent advisory firm that primarily serves individual clients through non-discretionary investment management and comprehensive financial planning. The firm emphasizes largely passive, low-cost portfolios complemented by fundamental and technical analysis, and also provides retirement plan consulting and financial education workshops.

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.

Scott Hudson is the sole advisor at S.H. Capital Management Corp. in Boca Raton, FL. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Hudson has been with S.H. Capital Management since 2007. S.H. Capital Management provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, and corporate entities. The firm customizes advisory programs without imposing account minimums and employs a combination of fundamental and cyclical analysis with both long-term and short-term strategies.

Karamat Qadri is a financial advisor at Atlas Capital Advisory LLC with three years of industry experience. He holds a Series 65 designation and has worked at Atlas Capital Advisory since 2022. Prior to his current role, he held positions at ADT Security Services, MD Now, Touchsuite, and Medical Capital Resources, and was affiliated with Florida Atlantic University from 2012 to 2018. Atlas Capital Advisory LLC provides tailored investment management and financial planning services to individuals, including high-net-worth clients, as well as accounts managed through third-party managers. The firm emphasizes strategic asset allocation using primarily passive investment vehicles while allowing tactical adjustments and employs third-party manager selection and oversight, serving both retail and institutional clients.

Perry Bean is a financial advisor at Bishop Capital Advisors LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including CWM, LLC, Purshe Kaplan Sterling Investments, Gallacher Capital Management, and J.P. Morgan Securities. In addition to his advisory role, he is a licensed independent insurance agent. Bishop Capital Advisors provides discretionary wealth management and financial planning primarily to high-net-worth individuals and family office clients. The firm employs both fundamental and technical analysis in managing portfolios and offers services such as Personal CFO coordination and held-away asset management to enhance tax efficiency.

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.

Jack Roath is the sole advisor at Roath Capital Advisory in Delray Beach, FL. He holds the Series 63 and Series 65 designations and has professional experience working at firms including Dimensional Fund Advisors, Park Avenue Securities, Guardian Life Insurance Company, and State Street Corporation. Roath Capital Advisory serves individuals, trusts, estates, businesses, and charitable organizations by providing written financial planning, investment management, corporate financial strategy consulting, and advice on assets held away from the firm. The firm emphasizes long-term capital accumulation with individually constructed portfolios and offers planning through fixed-fee tiers supplemented by hourly consulting and asset-based management.

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.

Philippe Khouri is the sole advisor at Pip Capital & Consulting, LLC, an independent firm based in Delray Beach, FL. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Khouri has led Pip Capital & Consulting since 2016. Pip Capital & Consulting provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates, along with operational consulting services to the hospitality and casino gaming industry. The firm employs an active, technically driven investment approach with a focus on growth and value equities, using options strategies such as covered-call writing and cash-covered put selling to generate income and manage risk.

James Mackey Jr. is a Series 65 licensed financial advisor with HNW Synergy Advisors, LLC in Delray Beach, FL, where he has worked since 2018. He has seven years of industry experience and also serves as Managing Director and Managing Member of AAA Hosts, LLC, a vacation rentals and event promotion company. HNW Synergy Advisors serves affluent and institutional clients by providing customized financial planning and investment consultation, focusing on recommending and overseeing third-party investment managers rather than directly managing portfolios. The firm employs a blend of fundamental, technical, and cyclical investment analysis and offers educational seminars on topics such as retirement and estate planning.

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.

Nicholas Ayala is a financial advisor at Align Equity Group in Boca Raton, FL, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Integrity Marketing Group and PLIG LLC, as well as ongoing involvement with Point America 365 since 2014. In addition to advising, he is an Independent Insurance Agent and owns multiple accounting firms under D&N Capital Inc. Align Equity Group provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pensions, family entities, and institutional clients. The firm combines active and passive investment strategies, uses risk-based models, and offers features such as a wrap-fee program and consolidated account reporting.

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.

Matthew Dellovo is a financial advisor at BFA Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked at Copperforge Capital, Gulfstream Global Partners, and MJD Partners. Outside of advising, he is involved as an investor in a water dispenser company and participates in real estate ownership and development activities in Florida. BFA Wealth Management provides financial planning and discretionary portfolio management to individuals and high-net-worth households. The firm’s investment approach is centered on client goals and risk factors, utilizing primarily exchange-traded funds and institutional mutual funds, with portfolios managed for the long term.