Marianela Collado, CPA/PFS, CFP, CDS
Weston, FL
Marianela@tobiasfinancial.com
Marianela Collado, is the CEO and a co-owner of Tobias Financial Advisors, an independent registered investment advisor in Plantation, whose vision is to inspire, educate and prepare clients to live the lives they want. Marianela has over 20 years of experience in the tax and financial planning arena. She has worked with many ultra-high net worth families and assisted with the implementation and reporting of complex income and wealth transfer strategies. She is often quoted in the media, and is a frequent speaker on financial planning and tax. Marianela is a native of Queens, New York, but today calls Weston, FL her home, which she shares with her husband and three young children.
Alexandra Demosthenes
Boca Raton, FL
alexandra@iapllc.com
Alexandra Demosthenes is a Senior Wealth Advisor and Director of Financial Planning for Investment Advisory Professionals, LLC (IAP). She has enjoyed her role at IAP for the last decade, where she has been able to combine her technical and financial planning skills with her desire to help others. Her expert advice has been featured in top financial publications such as The Wall Street Journal, Forbes, Business Insider and Best Company.
Alexandra attended Florida Atlantic University, where she received a bachelor’s degree with a major in accounting, summa cum laude, and a master’s degree in accounting in 2009 as part of the first class of FAU's Accounting Scholars Program.
She has served as a board member on the AICPA (American Institute of CPAs) Personal Financial Planning Executive Committee from 2021 to 2024. Alexandra has been involved with the profession by serving on the Young CPA board of the Florida Institute of Certified Public Accountants (FICPA) and has served as a board member and past President of the local Atlantic Chapter of the FICPA and is a member of the National Association of Personal Financial Advisors (NAPFA).
Alexandra is a South Florida native and resides in Boca Raton with her husband, Matthew, their two boys, Joshua and Benjamin, and their Australian Labradoodle, Parker. Alexandra finds her sense of community through her involvement with the Boca Raton Toastmasters, where she works on her public speaking and leadership skills and has served as the VP of Education and President of her local club. Her favorite event is competing in the annual Humorous Speech Contest, where, during the 2020–21 season, she was first place at the club, area and division levels and third place at the district level.
David Dean Holland
Ormond Beach, FL
david.holland@hollandfinancial.com
David Dean Holland is the managing partner of Holland, Tacinelli, CPA, P.A. and he owns Holland Financial, Inc. (a hybrid RIA firm and insurance agency). He holds the following designations: CPA, PFS, CLU, ChFC, CFP, CTFA, and MCIT. He is also the author of the PlanStronger book series and the host of PlanStrongerTV.
Sherron Permashwar, CPA/PFS
Wellington, FL
sherron@themodernsavvycpa.com
Sherron Permashwar is a CPA/PFS, motivational speaker, and Get Wealthy with Me host! With 28+ years of experience, she helps individuals break financial barriers and build lasting wealth. Founder of BMP Tax & Accounting and The Modern Savvy CPA, her signature approaches—Money Motivation, Mindset & Mechanics—guide clients toward financial freedom. Sherron is also the creator of The Prosperity Academy, empowering underserved communities through financial education. From boardrooms to podcasts, she blends strategy and storytelling to make money mastery accessible for all.
Oscar Vives
Tampa, FL
oscar@sensiblemoney.com
Michael Velazquez, CPA/PFS, CFP, MSP
Weston, FL
mike@cpacfpplan.com
Michael Velazquez, CPA/PFS, CFP, MSP, is a financial planner, tax advocate, a consultant, and a businessman. Michael currently owns Velazquez & Associations PLLC.
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