Lee Gregory Curtis

Michael Lofley is a financial advisor with HBKS Wealth Advisors in Stuart, Florida. He helps individuals and families make informed decisions about retirement, investments, taxes, and wealth transfer. Michael’s background in accounting and wealth management shapes his approach to financial planning. He considers investments, taxes, retirement spending, and estate planning together, helping clients understand how decisions in one area affect the others. He particularly enjoys working with people approaching or already in retirement, as well as high-income professionals and business owners facing increasingly complex financial decisions. His approach is straightforward: understand what matters to each client, explain the tradeoffs clearly, and build a plan around the decisions that can make a meaningful difference. Michael is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Public Accountant and Personal Financial Specialist (CPA/PFS), and an Enrolled Agent (EA) with the Internal Revenue Service. He is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), Florida Institute of CPAs (FICPA), and Martin County Estate Planning Council. He earned his Bachelor of Business Administration in Accounting from Florida Atlantic University in 2009. Areas of focus: • Retirement planning and withdrawal strategies • Tax planning and tax-efficient investing • Investment management • Social Security and Medicare planning • Estate and wealth-transfer planning • Business-owner planning

Bryce Buchanan is a financial advisor with Edward Jones in Palm City, Florida. Since joining the firm in 2014, he has been dedicated to helping individuals, families, and business owners make informed financial decisions and work toward their long-term goals. Bryce believes financial planning is about more than investments. It is about understanding what matters most to each client and building a strategy that aligns with their values, priorities, and vision for the future. He works closely with clients through life's major transitions, including retirement, business ownership, wealth accumulation, and legacy planning. A particular area of focus for Bryce is helping business owners prepare for significant financial and personal transitions. He enjoys collaborating with clients and their other professional advisors to create thoughtful strategies tailored to their unique circumstances. Bryce and his team are committed to building long-term relationships based on trust, personalized service, and ongoing guidance.

Jacob Levine is a financial advisor at Trout Capital Management, LLC in Jupiter, FL, holding a Series 65 designation with four 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 that provides portfolio management and financial planning services to individuals, trusts, retirement plans, and small businesses. The firm employs tailored investment strategies based on asset allocation, fundamental and risk/return analysis, and offers both discretionary and non-discretionary account management while incorporating insurance products when appropriate.

Robert Chapman is a CFA® charterholder with 24 years of experience in the financial industry. He has been the principal of Tegeta Capital, LLC since 2010 and previously worked at firms including Merrill and Citigroup Global Markets. Tegeta Capital provides discretionary portfolio management and sub-advisory services to individual, high-net-worth, corporate, trust, and pension plan clients. The firm employs a “go-anywhere” equity strategy combined with a risk-aware fixed-income process and utilizes leverage and derivatives in some strategies.

Kyle Knopp is a financial advisor at Bluewater Asset Management with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including HBKS Wealth Advisors and Atlantic Wealth Partners. In addition to his advisory role, Knopp is a licensed insurance agent. Bluewater Asset Management is a single-advisor firm providing discretionary portfolio management and financial planning 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 its active management approach.

Joseph Labanz is a financial advisor with Patriot Securities LLC in Jupiter, FL, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He founded Patriot Securities in 2015 after senior roles at Wells Fargo Advisors, Wachovia Securities, and Janney Montgomery Scott. Patriot Securities LLC provides fee-based, discretionary investment advisory services to individuals, trusts, and small business entities, focusing on custom portfolio management without account minimums. The firm employs a tactical allocation approach using fundamental and cyclical analysis, exchange-listed securities, corporate and municipal debt, mutual funds, and ETFs, with discretionary trading authority and quarterly portfolio reviews.