Laurie Ann Schoen

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.

Jacob Levine is a financial advisor with Trout Capital Management, LLC in Jupiter, FL. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles at Merrill, Bank of America, Merit Financial Group, Camden Capital, and Trillium Management. Trout Capital Management is an independent, state-registered investment adviser providing portfolio management and financial planning services to individuals, trusts, retirement plans, and small businesses. The firm employs tailored investment strategies focused on asset allocation, fundamental and risk/return analysis, and offers both discretionary and non-discretionary account arrangements.

Laongdao Suppasettawat is a financial advisor with TAK Advisory in Juno Beach, FL, holding CFP® and Series 66 designations and 17 years of industry experience. She has been with TAK Advisory since 2013 and is also a partner in CAT Properties LLC. Suppasettawat regularly conducts public seminars on investment, estate, and financial planning and serves on the boards of the University of Southern Maine Alumni Association and the World Affairs Council of Maine. TAK Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, trustees, and conservators. The firm’s approach includes tailored asset allocation, diversification, and periodic rebalancing, utilizing both fundamental and technical analysis and a range of strategies, while managing costs and tax consequences.

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.

Robert Chapman is a CFA® charterholder and holds Series 63, 65, and 66 licenses with 24 years of industry experience. He has been managing portfolios at Tegeta Capital, LLC since 2010 and has concurrent roles at Quadstar Capital Advisors, Inc. and Aegis Capital Corp. His work is based in Jupiter, Florida. Tegeta Capital provides discretionary investment supervisory and portfolio management services primarily to individual and high-net-worth clients, as well as corporate clients, trusts, pension plans, and pooled vehicles. The firm employs a “go-anywhere” equity approach combined with a risk-aware fixed-income process and offers both direct portfolio management and sub-advisory services.

Kyle Knopp is a financial advisor at Bluewater Asset Management in Jupiter, Florida, with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Atlantic Wealth Partners and HBKS Wealth Advisors. In addition to his advisory role, he is a licensed insurance agent. Bluewater Asset Management is a single-advisor firm providing discretionary portfolio management and financial planning services to individuals, trusts, business entities, and pooled or institutional investors. The firm employs a tactical allocation strategy using a mix of equities, fixed income, and other securities, applying fundamental, technical, and cyclical analysis in portfolio construction.