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.

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.

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. Prior to founding Pip Capital & Consulting in 2016, he worked in the hospitality and gaming industry, including a role at Tropicana Casino & Hotel. Pip Capital & Consulting provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates, alongside operational consulting services for the hospitality and casino gaming industry. The firm employs an active, technically driven investment approach with a focus on growth and value equities, routinely 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.

My name is Trishul Patel, CFP®, MBA. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up every day to help others do the same. To get where I am, I prioritized aggressive savings and identified the things that are truly important in my life. Beyond finance and investing, I am an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of me. At an early age, I began soldering analog circuits, building computers, and programming simple games. Academically, I also have a few degrees from Cornell University. I have been investing for over two decades. Over my professional career, I’ve designed large-scale financial applications for tier-one banks. I likewise managed an exotic options book for a private firm based out of Southeast Asia, generating over $750 million in revenue in three years. And I was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets. Nothing inspires me more than discovering others who are following their dreams. I often feed off the energy of those around me and I enjoy healthy debate and intellectual discourse, especially when it comes to topics that I love and enjoy, such as investing. From my perspective, I simply possess an insatiable desire to learn, understand, and help others. These days, in addition to helping my clients accomplish their financial and investment goals, I also enjoy blogging, podcasting, biking, and hiking with my wife and daughter.

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 with Dunamis Capital Consulting, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at several firms including Nationwide Investment Services Corporation and Primerica Financial Services. In addition to his advisory role, he operates Dunamis Insurance as an Independent Licensed Insurance Agent and owns Dunamis Management Associates, a business-management consulting firm. Dunamis Capital Consulting provides financial planning and retirement-focused advisory services primarily to individual clients who are not high-net-worth. The firm specializes in retirement plan design, installation, maintenance, and client education, and also offers business consulting services including accounting, payroll, tax coordination, digital marketing, and business planning for small- and mid-size businesses.

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.

Paul Miller is a CFP® professional with 24 years of industry experience, serving as the sole advisor at Indian River Financial Group, Inc. in Delray Beach, FL since 1994. He holds a Series 63 license and has been involved in insurance services, including life, annuity, and long-term care insurance, since approximately 1985. Miller is also a managing member of MILCUR, LLC, a non-public entity unrelated to investment advisory services. Indian River Financial Group is an independent, single-advisor SEC-registered firm that provides comprehensive financial planning and investment consulting. The firm focuses on matching clients to independent portfolio managers through co-advisory or referral arrangements, using the AssetMark platform, and follows a five-phase CFP-aligned planning process without managing individual portfolios directly.

Gregg Sessa is the principal advisor at GVS Financial Group, Inc., an independent firm based in Palm Beach, FL. He holds the CFP® designation along with Series 63 and Series 66 licenses and has nine years of industry experience. Sessa has led GVS Financial Group since 2004. GVS Financial Group provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. The firm combines long-term investment strategies with selective use of trading techniques and integrates third-party money managers to serve a diverse client base, including institutional-style portfolios.

Charles Crow IV is an advisor at Crow Capital Management LLC with Series 63 and Series 65 credentials. He has worked in the financial industry since 2007, including roles at Morgan Stanley & Co. Incorporated and Weiss Multi-Strategy Advisors LLC. Crow Capital Management LLC primarily serves institutional investors and pooled vehicles, offering discretionary investment management through a multi-strategy approach that integrates systematic quantitative models with discretionary analysis and advanced AI technologies.

Kevin Pellegrini is a financial advisor at West Pine 43 LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Joseph Gunnar & Co., LLC, Oppenheimer & Co. Inc., and Columbus Advisory Group, LTD. West Pine 43 LLC provides portfolio management and investment advisory services to individuals, high-net-worth clients, and corporate or pension entities, including institutional clients. The firm follows an all-cap momentum strategy focused on long-term capital appreciation through equities, ETFs, and mutual funds, utilizing a combination of charting, quantitative, fundamental, and technical analysis along with various trading strategies.

Andrew Fleschner is the principal and sole advisor at Fleschner Investments, an independent registered investment adviser based in West Palm Beach, FL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Fleschner has been serving clients through his own firm since 2015. Fleschner Investments provides discretionary portfolio management to a small number of individual, corporate, and small-business clients. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, utilizing fundamental analysis and a combination of long- and short-term investment strategies.