Luis Whu

Nicholas Silva is the sole advisor at N.A. Silva & Company, Inc., an independent firm based in Fort Pierce, FL. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Grand Bay Investments, Silva & Associates, and Raymond James. N.A. Silva & Company provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and business entities. The firm combines fundamental, technical, cyclical, and quantitative analysis to develop tailored investment strategies and also offers business-focused consulting services such as capital structure advice and cash-flow forecasting.

Ramesh Gulati is a CFP®-certified financial advisor with 18 years of industry experience. He has led Gulati Asset Management LLC since 1998. Outside of his advisory role, he is involved in dietary supplement development as a managing member of CBDG LLC and serves on two homeowners association boards. Gulati Asset Management provides discretionary portfolio management and consulting services to individual and institutional clients, including pension plans, trusts, and charitable organizations. The firm constructs customized portfolios using a combination of equities, ETFs, mutual funds, and fixed income, employing both fundamental and technical analysis alongside risk assessment tools such as Monte Carlo simulation and Black Swan tests.

Mark Quinn is the sole advisor at Greenfield Financial Services, LLC, an independent firm based in Vero Beach, FL. He holds Series 63 and Series 65 designations and has 41 years of industry experience. Quinn has led Greenfield Financial Services since 2012. Greenfield Financial Services provides ongoing portfolio management to individual and high-net-worth clients, overseeing approximately $2.51 million in assets. The firm operates primarily on a non-discretionary basis, preparing customized Investment Policy Statements and implementing portfolios using a range of securities while managing all client assets internally.

Russell Twiss is a financial advisor at Gallatin & Company, LLC with 14 years of industry experience. He has been with Gallatin & Company since 2006 and holds Series 63 and Series 65 licenses. Gallatin & Company, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, institutions, trusts, estates, and pension plans. The firm manages approximately $92.6 million in assets and employs a fundamental security analysis and long-term total-return investment approach, creating individualized portfolios rather than model portfolios.

Douglas Petersen is a financial advisor with Amidon & Petersen Financials, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at Commonwealth Financial Network, Cadaret, Grant & Co, Inc., and GWN Securities Inc. Petersen also spends a portion of his time involved in fixed insurance sales. Amidon & Petersen Financials provides personalized financial planning, discretionary portfolio management, and pension consulting primarily to individual clients, including high-net-worth households. The firm uses a structured asset-allocation approach combining fundamental and technical analysis to tailor portfolios to clients’ risk tolerances.

Biran Herndon is a financial advisor at Herndon Wealth Services Inc with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to founding his current firm, he worked at Impact Partnership Wealth, LLC and Brookstone Wealth Advisors, among others. He is also involved with Elite Tax Advisory Services, LLC, where he provides tax preparation and insurance services. Herndon Wealth Services serves individuals, high-net-worth clients, and business entities by offering financial planning and consulting rather than discretionary asset management. The firm’s approach includes comprehensive, tailored plan creation and ongoing reviews, with a focus on areas such as business planning, retirement, estate planning, and tax efficiency.