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.

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.

Mindie Molina is the principal advisor at Mindie Molina Investments, LLC, an independent firm based in Stuart, Florida. She holds a Series 65 designation and has 10 years of industry experience, including previous roles at Aegis Wealth Management, AE Wealth Management, and Gradient Advisors. Outside of her advisory work, Mindie is also a Christian writer and video blogger, producing book promotions and video content. Mindie Molina Investments, LLC provides portfolio management and investment advice primarily to individual and high-net-worth clients, tailoring Investment Policy Statements to their goals and risk tolerance. The firm uses a quantitative approach drawing on modern portfolio theory, managing accounts with a combination of equities, fixed income, and ETFs, and may incorporate third-party money managers when appropriate.

William Hazlett is the principal of W.H. Financial Services, Inc., an independent registered investment adviser based in Stuart, Florida. He holds the ChFC® designation and Series 65 license and has 14 years of industry experience. Prior to his current role, he worked at Tounjian Advisory Group, LLC from 2010 to 2017. Hazlett is also a licensed insurance agent and occasionally offers insurance products, which may involve commission-based compensation. W.H. Financial Services, Inc. serves individuals and business entities with financial planning, portfolio analysis, and referrals to third-party investment managers. The firm operates on a non-discretionary, referral/co-advisory model, requiring clients to use the Matson Money platform and focuses on mutual fund recommendations using modern portfolio theory and quantitative analysis.

Genevieve George is a CFP® and holds a Series 66 license with 10 years of industry experience. She is the principal of Pelican Financial Planning and Wealth, PLLC, an independent firm she joined in 2025. Prior to this, she worked at Hamilton Capital, Ballentine Partners, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. Outside of her advisory role, she serves as Treasurer for Impact100 Martin, is a board member of the Wild Dolphin Project, and participates on the finance committee for the Martin County Healthy Start Coalition. Pelican Financial Planning and Wealth, PLLC provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and select pension or profit-sharing plan clients. The firm offers tailored investment advice and discretionary portfolio management across a range of asset classes, with portfolio decisions based on client objectives, risk tolerance, liquidity needs, and tax considerations. Pelican is affiliated with an accounting and tax preparation practice as well as a financial-education business, although clients are not required to use these affiliates.

Craig Lappen is a CFP® with 31 years of experience in the financial industry. He has been with Twenty-First Century Financial Advisors Inc since 1994 and currently operates as the firm's sole advisor. The firm provides investment management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. Twenty-First Century Financial Advisors emphasizes asset allocation and typically manages portfolios using mutual funds and ETFs, with monthly reviews and discretionary management to adjust for market conditions.

John Lovett is a CFP® and ChFC® credentialed financial advisor with 18 years of industry experience. He has been with Index Portfolio Advisors, LLC since 2014, serving as the firm's sole advisor. Index Portfolio Advisors, LLC is an independent, state-registered investment adviser specializing in discretionary portfolio management and CFP-prepared financial planning for individual clients, including high-net-worth individuals. The firm applies long-term, Modern Portfolio Theory–based investment principles, focusing on strategic asset allocation and globally diversified portfolios primarily constructed with no-load passive and index mutual funds and ETFs.

Eric Withers is an investment professional at Hudson Trading Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hudson Trading Group and Constanta Trading LLC. Outside of his advisory role, he is a licensed Primerica life insurance agent in Florida. Hudson Trading Group provides portfolio management services primarily to pooled investment vehicles and institutional-type clients, employing a combination of charting, fundamental, quantitative, and technical analysis. The firm uses a variety of investment strategies including equities, ETFs, fixed income, and private placements, and operates on a small scale with a single management person.

Christopher Pinder is the principal of Pinder Financial, LLC, an independent advisory firm based in Jupiter, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience, including prior roles at Raymond James & Associates and Illustrated Properties. Outside of financial advising, he is the qualifying broker and owner of a real estate brokerage firm. Pinder Financial provides tailored asset management and advisory services to individuals and business clients, including corporate pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory to construct portfolios, generally managing accounts on a non-discretionary basis and offering ERISA 3(21) fiduciary services and pension consulting.

Peter Bisulca is the sole advisor at Selected Objectives LLC in Port St. Lucie, FL, holding Series 63, 65, and 66 licenses with 28 years of industry experience. His prior roles include positions at Colarion LLC, JHH Wealth, Allen C. Ewing & Co., and MassMutual Life Insurance, among others. Outside of advisory work, he is an author and publisher of books and is involved in insurance brokerage as well as mortgage brokerage. Selected Objectives LLC is a Florida state-registered investment adviser offering discretionary portfolio management services to individuals, high-net-worth clients, corporations, and trusts. The firm employs a combination of fundamental and technical analysis with both long-term and short-term strategies, including options and short sales, typically favoring heavier allocations to stocks and options over bonds.

Joel Lipton is the sole advisor at Lipton Capital Management in Stuart, Florida, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has led Lipton Capital Management since its founding in 1992. Outside of his advisory work, he is involved in boat sales and brokerage through Universal Yacht Sales, LLC. Lipton Capital Management provides discretionary portfolio management to a small number of individual retail clients, focusing on long-term growth with a "Keep It Simple" investment approach. The firm primarily invests in a limited range of securities and commonly uses options strategies, operating as a solo independent advisor.

Robert Rubin is the sole advisor at LDL Capital Management, LLC, an independent advisory firm based in Jupiter, FL. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Rubin has led the firm since 2011, following prior senior roles at major broker-dealers and asset managers such as Bear, Stearns; Goldman Sachs; Deutsche Bank; Deutsche Asset Management; Plainfield Asset Management; and KKR Capital Markets. LDL Capital Management provides discretionary portfolio management and related advisory services to a concentrated client base, focusing on individualized portfolio management for high-net-worth clients.

Thomas Davies is the principal and sole advisor at Davies Wealth Management LLC, an independent firm based in Stuart, FL. He holds the Series 66 designation and has 18 years of industry experience, including prior roles at large brokerage firms. Outside of his advisory work, he has held a part-time, non-investment position with a local sports organization. Davies Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporate and institutional clients. The firm utilizes a combination of fundamental, technical, and cyclical analysis to manage diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and option strategies.

Kyle Cain is a CFP® professional with 16 years of industry experience. He is currently an advisor at Freedom Family Office, LLC and also serves as President and Managing Member of Foresight Financial Advisory LLC. His prior experience includes roles at JPMorgan Securities LLC and Acadient, Inc. Freedom Family Office provides family office services and discretionary portfolio management to individuals, families, trusts, estates, and other private entities, focusing on multi-generational wealth needs. The firm offers consolidated reporting, estate and tax planning coordination, philanthropic planning, and ongoing fiduciary oversight through discretionary portfolio management tailored to client objectives.

Robert Young is the principal of Young Financial Services in Jupiter, FL, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Next Financial Group Inc and The Pension Group before founding his current firm in 2016. In addition to his advisory role, he is a licensed insurance agent specializing in fixed annuities, life, health, and long-term care insurance. Young Financial Services serves individual investors, including high-net-worth clients, and qualified retirement plans by providing discretionary asset management and ERISA plan services. The firm sponsors a wrap-fee program and focuses on client-specific investment policies, offering pension consulting and limited-scope ERISA fiduciary advice.