Lee Curtis

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 with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Atlantic Wealth Partners, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. In addition to his advisory role, Knopp is a licensed insurance agent. Bluewater Asset Management is a single-advisor investment management firm serving pooled or institutional investors, individuals, trusts, and business entities. The firm employs a tactical allocation strategy using a mix of equities, fixed income, and mutual funds, applying fundamental, technical, and cyclical analysis in discretionary portfolio management.

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.

Hunter Brockway is a financial advisor at Boca Retirement Strategies Inc. with five years of industry experience. He holds a Series 65 credential and has worked in construction project management at Hypower since 2017. Boca Retirement Strategies provides portfolio management and comprehensive financial planning to individuals, institutional, and nonprofit clients. The firm uses a combination of charting, cyclical, fundamental, and technical analysis alongside modern portfolio theory to manage diversified portfolios with a long-term orientation.

William Riddick is a financial advisor with Riddick & Co Entrepreneurial Finance, LLC in Palm City, FL. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his firm in 2021, he worked at Fortitude Advisory Group LLC and Saffer & Co. He also serves as Director of Operations for AV8 Realty, a real estate brokerage specializing in aviation properties, providing pro bono operational guidance. Riddick & Co Entrepreneurial Finance offers asset management, financial planning, and retirement-plan advice to individual investors, small business owners, and pension or profit-sharing plan clients. The firm utilizes both automated and traditional planning methods and conducts educational webinars and seminars on asset allocation, retirement, and tax planning.

Marc Rittersporn is the sole advisor at Integritt Wealth Management, LLC in Stuart, Florida, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Integritt Investment Management LLC since 2014. Outside of his advisory role, he is a co-owner of Energize Alarms and serves as president of the homeowners association board for The Esplanade of Downtown Stuart. Integritt Wealth Management provides discretionary asset management primarily to individual and high-net-worth clients, as well as trusts and estates. The firm constructs portfolios using individual stocks and bonds, mutual funds, and ETFs, applying Modern Portfolio Theory with strategies tailored to client objectives and risk tolerance.