Jason Brown

Foresight Financial CPA Firm
CPA, Founder
(305) 903-2892
jason@foresightcpas.com
Accountant
Home Group: Delray 1

Matthew Clary

New York Life
Financial Service Professional
(727) 744-9803
mtclary@ft.newyorklife.com
Insurance
Home Group: Miami 3

Bio: My name is Matthew Clary, and I am a Financial Services Professional with NYLIFE Securities LLC helping clients with custom tailored solutions like retirement, insurance protection, employee benefits, and other personal or business insurance needs.

Yoandry Delgado

KSDT CPA
Partner
(305) 491-2139
ydelgado@ksdt-cpa.com
Accountant
Home Group: Miami 5

Bio: I help clients strategically minimize their tax liabilities while ensuring full compliance with global and domestic tax regulations. My expertise spans cross-border investment structures, real estate transactions, and innovative tax planning strategies.

Barry Farbstein

FocalPoint Coaching
(908) 966-0900
bfarbstein@focalpointcoaching.com
Consultant Service
Home Group: Delray 1

Marlow Felton

Summit Global Private Wealth
Sr. Financial Advisor, Partner at Summit Global Private Wealth
(720) 323-3283
marlow@sgipw.com
Financial Service
Home Group: Delray 1

Bio: Marlow Felton is a Senior Financial Advisor and Partner at Summit Global Private Wealth with 21+ years of experience providing retirement planning. Marlow also offers life insurance, long-term care planning, alternative investments and cash management.

Tse Fungwong

TeamLogicIT Fort Lauderdale
Owner/Operator
(954) 998-7880
tfungwong@teamlogicit.com
Information Technology
Home Group: Fort Lauderdale 3

Bio: Trusted IT advisor delivering effective IT solutions to resolve IT challenges for my clients and safeguard their IT infrastructures through cybersecurity services, business continuity solutions, data backup & recovery, cloud solutions & helpdesk supports.

Barbara Aguilar Gaona

Grupo Consultor EFE
(956) 887-1866
baguilar@gcefe.com
Attorney
Home Group: Miami 3

Jeffrey Golbois

Pastor, Golbois, Ebert, & Palladino CPAs PLLC
Managing Partner
(561) 995-1935
jgolbois@pgepcpa.com
Accountant
Home Group: Boca Raton 3

David Gresen

KLG Business Valuators & Forensic Accountants, LLC (KLG)
Partner
(516) 364-3232
dgresen@goklg.com
Accountant
Home Group: Long Island 1

Bio: I provide business valuation and forensic accounting services to the legal and business communities. I also provide expert testimony in matters including matrimonial, shareholder disputes, and estate litigation.

Peter Guala

Guala Law Firm, P.A.
Managing Shareholder
(954) 799-4000
peter@glawfl.com
Attorney
Home Group: Hollywood FL 1

Bio: We help businesses run confidently by facilitating legal agreements, contracts, and strategy.

Ellis Keeter

(305) 978-0605
ellis.keeter@gmail.com
Attorney
Home Group: Delray 1

Steven Kirstein

Kirstein Insurance Services
Owner / Agent
(561) 998-0950
steven@kirsteininsurance.com
Insurance
Home Group: Delray 1

Bio: If you need a quote or have question regarding personal or business insurance, We can help.

Luda Kogan

Kogan Law PA
Attorney
(954) 433-6100
luda@koganlawpa.com
Attorney
Home Group: Hollywood FL 1

William Lai

Dynamica
(305) 376-8889
william@dynamica8.com
Real Estate
Home Group: Miami 1

Joseph Landolfi

Shapiro, Blasi, Wasserman & Hermann P.A.
Attorney
(561) 477-7800
jlandolfi@sbwh.law
Attorney
Home Group: Boca Raton 2

Bio: Estate Planning, Wealth Preservation, Asset Protection, Advance Directives, Probate, Estate & Trust Administration, Establishing Domicile in Florida.

Sheri Nott

Florida Sun Title and Escrow, LLC
Attorney
(561) 314-4860
sheri@nottlawgroup.com
Attorney
Home Group: Delray 1

Kevin O’Connor

OneDigital
Principal & Senior Benefits Consultant
(617) 529-2082
koconnor@onedigital.com
Insurance
Home Group: Boca Raton 3

Bio: Our strategic approach brings meaningful results to employee benefit programs.

Eduardo (Eddie) Perez

Morgan Stanley
(949) 717-5415
eduardo.perez@morganstanley.com
Banking Finance
Home Group: Miami 3

Milo Phelps

Banesco USA
VP – Relationship Manager Corporate Banking
(630) 408-2530
mphelps@banescousa.com
Banking Finance
Home Group: Delray 1

Bio: I help local businesses acquire the financial resources they need to accomplish their goals, provide for their family, and help our South Florida economy thrive!

Andrew Rader

Rader Law Group
Board Certified Civil Trial Attorney
(954) 913-2273
arader@raderlawgroup.com
Attorney
Home Group: Boca Raton 1

Jordan Rappaport

Rappaport Osborne & Rappaport, PLLC
(561) 368-2200
jordan@rorlawfirm.com
Attorney
Home Group: Boca Raton 2

Howard Roitman

Eiseman Levine Lehrhaupt & Kakoyiannis, P.C.
Attorney
(914) 589-2274
hroitman203@gmail.com
Attorney
Home Group: West Palm Beach 1

Bio: I have more than two decades of varied commercial real estate transactional experience. I represent parties in connection with acquisitions, sales, leasing, financing and development matters across the US.

Michael Riley

OHmazing Tech
Founder
(561) 221-6903
mriley@ohmazing.tech
Information Technology
Home Group: Boca Raton 2

Bio: Managed Service Provider – CRM Consultant – Microsoft Dynamics – IT Consultant – MSP – Cloud Consultant – IT Services Provider – Microsoft License Vendor – Technology Vendor.

Erik Shane

Leading and Learning, Inc
Educational Consultant
(305) 586-6300
drshane@leadingandlearning.com
Consultant Service
Home Group: Miami 1

Barry Siegel

The Siegel Law Group
Attorney/CEO
(561) 929-1968
bsiegel@siegellawgroup.com
Attorney
Home Group: Delray 1

Bio: Barry Siegel, Founder and CEO of The Siegel Law Group, P.A., is an Estate Planning, Elder Law, and Probate attorney with 25+ years of experience. The Siegel Law Group, P.A. has offices in Boca Raton and Naples Florida.

Chad Silverman

Silverman Law Firm
Attorney
(954) 332-2050
csilverman@cls-legal.com
Attorney
Home Group: Boca Raton 1

Max Soren

Soren Law Group, PA
(786) 431-1333
msoren@sorenlawgroup.com
Attorney
Home Group: Hollywood FL 1

Alejandro Uribe

Lending Spot
Sr. Loan officer
(305) 992-5056
auribe@lendingspot.net
Real Estate
Home Group: Fort Lauderdale 3

Bio: Residential and Commercial Loans. Preferred Lender for Lennar, Related ISG and Encore.

Joan Zhang

Next4Growth
Fractional CFO
(786) 910-0786
joan@next4growth.com
Consultant Service
Home Group: Aventura 1