Ehsan Bassam

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.

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.

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.

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.

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.