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.

Mark Burger is the principal of Balanced Wealth Strategies LLC and holds a Series 65 credential with one year of experience in investment advisory. He is also the sole owner of Mark J. Burger P.A., a Florida-based accounting firm providing tax and advisory services since 1995. Additionally, he is a managing member and part-owner of GuidePoint PEO LLC, an AI-focused company involved in web-based marketing for professional employer organizations. Balanced Wealth Strategies provides portfolio management services through wrap-fee programs arranged with broker-dealer wealth managers, emphasizing a passive, preservation-oriented investment approach using diversified vehicles such as ETFs and mutual funds. The firm serves clients by advising on asset allocation and reviewing performance while leaving trade execution and discretionary authority to the selected wealth managers.

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.

Steven Spalding is the sole advisor at Spalding, Steven, located in Palm Beach Gardens, FL. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role, he is the managing partner of Crossing Gaps LLC, a boutique marketing and data science consultancy he has operated since 2008. Spalding, Steven provides financial planning and consulting services to individuals, retirement and benefit plans, trusts, business entities, and high-net-worth clients. The firm’s investment approach combines fundamental and trend analysis with sector and macroeconomic views, delivering non-discretionary advice without maintaining custody of client assets.

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.

Stacy Bond is a Series 65-licensed financial advisor with Registered Investment Advisors, LLC, an independent firm she has been with since 2022. She has five years of industry experience, including prior roles at New York Life Insurance Co and PFS Investments. Outside of advising, she is the owner of a farm in Florida that grows produce, sells safety glasses to support childhood eye injury education, and provides family care for the elderly through a separate business. Registered Investment Advisors, LLC offers fee-only, discretionary portfolio advisory services to individuals, families, and small-to-mid-size businesses, using customized model portfolios that may include stocks, bonds, ETFs, mutual funds, and options-based strategies. The firm’s investment approach centers on fundamental financial analysis and return-on-equity comparisons to build portfolios aimed at long-term growth and income, employing option-based hedging strategies to manage risk.

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.

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.

Ryan Carter is a financial advisor with Elm Wealth Advisory in Palm Beach Gardens, FL, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at LPL Financial, TD Private Client Wealth LLC, and Bank of America Merrill Lynch. He is also president of Elm Trustees, LLC, which provides trustee administrative services. Elm Wealth Advisory is a single-advisor firm focusing on fee-based portfolio management and trustee services for trustees, high-net-worth individuals, charities, and business entities. The firm employs a fundamental-analysis driven investment approach emphasizing long-term strategic allocation with tactical flexibility, concentrating on high-quality equities, short-duration debt, REITs, ETFs, and selected pooled interests.

Alan Neese is a financial advisor at Retirement Income Strategies Inc. in Palm Beach Gardens, FL, with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kovack Advisors, Kovack Securities, and Voya Financial Advisors. In addition to his advisory role, he serves as president and licensed insurance agent at Sure Foundations International, dedicating part of his time to insurance-related activities. Retirement Income Strategies Inc. is an independent advisory firm offering discretionary asset management and tailored investment programs to individuals, high-net-worth clients, trusts, business owners, and estates. The firm employs fundamental analysis and strategic asset allocation, with portfolios reviewed and rebalanced quarterly based on client goals and market conditions.

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.

Harrison Grimm is the principal of The Grimm Group, a registered investment adviser based in Mars, PA, with one year of industry experience. He holds a Series 65 credential and has been involved with his firm since 2021. Outside of his advisory role, Grimm is the founder and CEO of two consumer products companies—Trailer Jack 360, which holds a patent for a trailer product sold through major retailers, and The Fan-Brand Inc., which licenses sports-related products sold by prominent outlets. He also serves as an MBA partner and Director of Investment Relations for 99 Tartans, LLC, a student-run investment syndicate affiliated with Carnegie Mellon University. The Grimm Group provides personalized financial planning and portfolio management services primarily to individuals, families, and small business owners. The firm employs a passive, long-term investment strategy focused on low-cost, broad-based index funds and manages accounts on a discretionary basis with quarterly reviews and written reports.

Ginny Neal is the founder and CEO of SpringTru, LLC, an independent advisory firm based in Palm Beach Gardens, FL. She holds Series 63 and Series 66 designations and has 15 years of industry experience, including roles at Kovack Securities, Bank of America, and Merrill Lynch. Neal also leads Move Forward Bravely, LLC, an executive coaching business focused on women's professional and financial success, and has a background as a corporate and securities lawyer. SpringTru, LLC provides written financial planning and discretionary wealth management to individuals, trusts, estates, charitable organizations, and corporations. The firm manages approximately $34 million across a focused client base, combining tailored planning with active portfolio management, tax-aware strategies, and coordination with clients' legal and tax advisors.

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.