Singer Wealth Advisors LLC

Janyl Smith is a financial advisor at Singer Wealth Advisors LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. In addition to her advisory role, she operates Ask Mommy LLC, a content creation business focused on motherhood. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and a range of specialized investment solutions. The firm employs both fundamental and tactical analysis to manage accounts, integrates third-party model managers, and offers access to non-traditional investments.

Roy Rosner is a financial advisor at Singer Wealth Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Singer Wealth Advisors since 2018, following a four-year period as the owner of Futureproof Finances LLC, where he occasionally offers clients advisory services. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, qualified retirement plan services, and cash and tactical management strategies. The firm employs both fundamental and tactical analysis, integrates third-party model managers, and offers access to non-traditional investments and solutions.

Charles Landry is a financial advisor at Singer Wealth Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at CLFinancial LLC and Singer Wealth Advisors since 2021. Outside of his advisory role, he is also an insurance agent and the owner and manager of CLFinancial, LLC. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans with portfolio management, financial planning, and retirement plan services. The firm employs both fundamental and tactical analysis in managing accounts and offers a range of investment solutions, including private placements and structured products.

Evan Mc Leod is a CFA® charterholder with two years of industry experience. He is currently with Singer Wealth Advisors LLC and previously worked at RWA Advisors, Krause Capital, Inc., New York Community Bank, and Chartwells. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and qualified retirement plan services. The firm employs both fundamental and tactical analysis for discretionary account management and integrates third-party models and non-traditional investment solutions.

David Sutherland is a financial advisor at Singer Wealth Advisors LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and the University of California, Los Angeles. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, qualified retirement plan services, and tactical management strategies. The firm manages accounts on a discretionary basis, using fundamental and tactical analysis, and offers access to non-traditional investments and model-based services.

Johnathon Ho On is a financial advisor at Singer Wealth Advisors LLC with a Series 65 designation and approximately one year of industry experience. His prior work includes roles at Maggard Wealth Management, SS&C Technologies, Raymond James, and Marsh McLennan. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, qualified retirement plan services, and cash and tactical management strategies. The firm employs both fundamental and tactical analysis, integrates third-party model managers, and offers access to a variety of traditional and non-traditional investment solutions.

Thomas Murray is a financial advisor with Singer Wealth Advisors LLC in Boca Raton, FL. He holds a Series 65 designation and has been in the industry since 2024. Outside of his advisory role, he serves as an Assistant Boys Lacrosse Coach at Cardinal Gibbons High School. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and qualified retirement plan services. The firm employs both fundamental and tactical analysis to manage accounts on a discretionary basis and offers a range of investment solutions including private placements and structured products.

Tyler Venditti is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has been with Singer Wealth Advisors since 2024. Outside of his advisory role, he is the owner of TV31 Enterprises LLC and works as a bartender at Sixty Vines in Boca Raton, FL. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and qualified retirement plan services. The firm employs both fundamental and tactical analysis to guide asset allocation and integrates third-party model managers and non-traditional investment solutions.

Bianca Desai is a financial advisor at Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at First Citizens Investor Services, JP Morgan Chase, and Fifth Third Bank. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, qualified retirement plan services, and tactical management strategies. The firm employs both fundamental and tactical analysis to guide asset allocation and integrates third-party model managers and non-traditional investment solutions.

Jacob Butler is a financial advisor with Singer Wealth Advisors LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at TIAA, Nuveen, and Glenview Capital Management. He also works as an insurance agent, providing insurance products and services as needed. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and qualified retirement plan services. The firm employs both fundamental and tactical analysis in managing discretionary accounts and integrates third-party model managers and non-traditional investment solutions.

Steven Trachtenberg is a financial advisor with Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation and six years of industry experience. He has worked with Singer Wealth Advisors and Singer Wealth Management since 2018 and 2019, respectively, and previously operated a business called Steve's Frozen Chillers. In addition to advisory work, he is an insurance agent representing multiple companies. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, and qualified retirement plan services. The firm employs both fundamental and tactical analysis in managing accounts and provides access to a range of traditional and non-traditional investment solutions.

Nathaniel Kalil is a financial advisor at Singer Wealth Advisors LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advising, he is also active as a licensed insurance agent, providing insurance products and services to clients. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, qualified retirement plan services, and tactical cash management strategies. The firm manages accounts on a discretionary basis using both fundamental and tactical analysis and integrates third-party model managers and non-traditional investment solutions.

Kurt Stein is a financial advisor with Singer Wealth Advisors LLC in Passaic, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and National Securities Corp. Outside of his advisory work, he manages Skymount LLC, providing fundraising, job placement, and administrative consulting services to religious organizations. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, and various specialized investment services. The firm employs both fundamental and tactical analysis and integrates third-party model managers to manage discretionary accounts.

Michala Almstead is a financial advisor with Singer Wealth Advisors LLC in Tampa, FL, holding a Series 65 credential. She has prior experience with Tampa Bay Wealth Management, American Senior Benefits, Bankers Life & Casualty, Inc, and Florida State College of Jacksonville. Almstead is also the founder and owner of Tampa Bay Wealth Management, where she focuses on insurance products including Medicare, life insurance, and annuities. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by providing portfolio management, financial planning, and qualified retirement plan services. The firm employs both fundamental and tactical analysis for discretionary account management and integrates third-party model managers and non-traditional investment solutions.

Veronica Gillotte is a financial advisor at Singer Wealth Advisors LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Strategic Wealth Designers, Aragon Capital LLC, and several other firms. Outside of her advisory role, she is president of 1One1 Ministry, where she leads bible studies and fitness programs, and serves as director of Faith Rxd Parkland, a nonprofit connecting CrossFit and Christian faith. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and qualified retirement plan services. The firm employs both fundamental and tactical analysis in managing accounts, integrates third-party models, and provides access to a range of traditional and non-traditional investment solutions.