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.

My name is Trishul Patel, CFP®, MBA. I’m a fee-only financial planner based in Port St. Lucie, Florida, and the founder of Investing Forever Advisory, a 100% virtual financial planning and investment management firm serving clients across the country. I achieved financial independence before age 40 by saving aggressively, investing thoughtfully, and being intentional about what mattered most to me. That experience ultimately shaped the work I do today: helping clients make smarter financial decisions so they can build greater security, flexibility, and freedom in their own lives. I’ve always been an entrepreneur, investor, and problem solver at heart. As a kid, I soldered analog circuits, built computers, and programmed simple games. That curiosity eventually took me to Cornell University, where I earned a Bachelor of Science, a Master of Engineering, and an MBA. My professional career has taken me through technology, banking, trading, and investment management. I designed large-scale financial applications for major global banks, managed an exotic options book for a private firm in Southeast Asia that generated more than $750 million in sales over three years, and later served as a hedge fund portfolio manager responsible for more than $100 million in assets. Those experiences taught me to think critically, question assumptions, and look beyond conventional answers. Today, I bring that same mindset to financial planning. I enjoy taking complex financial problems, understanding what really matters, and turning them into clear, practical decisions. What motivates me most is helping people use money intentionally to create the life they want. I’m endlessly curious, enjoy thoughtful debate, and genuinely love learning about investing, markets, technology, and the many ways people define a successful life. When I’m not helping clients pursue their financial and investment goals, you’ll usually find me writing, podcasting, biking, and hiking with my wife and daughter.

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, FL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked with Integritt Investment Management LLC since 2014. Outside of financial advising, he is co-owner of an alarm monitoring company and serves as president of his local homeowners association board. Integritt Wealth Management provides discretionary asset management to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $67 million in client assets. The firm employs tailored portfolios using individual stocks and bonds, mutual funds, and ETFs, guided by Modern Portfolio Theory and an ETF-focused approach, with regular portfolio reviews and rebalancing.

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 a ChFC® credentialed financial advisor with 15 years of industry experience. He is the principal of W.H. Financial Services, Inc., an independent registered investment advisory firm, and previously worked at Tounjian Advisory Group, LLC for seven years. Hazlett is also a licensed insurance agent and occasionally offers insurance products to clients. W.H. Financial Services, Inc. provides financial planning, one-time portfolio analyses, and referrals to third-party investment managers for individuals and business entities. The firm operates on a non-discretionary, referral-based model, requiring clients to use the Matson Money advisory platform and generally recommends mutual funds based on modern portfolio theory, quantitative analysis, and periodic rebalancing.

Edward Huffman is the sole advisor at Huffman Financial Services Inc in Stuart, FL, with nine years at the firm and a total of 25 years of industry experience. He has worked exclusively at Huffman Financial Services since 2001. Huffman Financial Services provides discretionary investment advisory services to individuals, pensions, profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment process integrates fundamental, technical, and cyclical analysis, supplemented by proprietary statistical data and direct engagement with mutual fund managers, focusing primarily on long-term investments with occasional short-term trades.

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.

Samuel Bruning is the sole advisor at Southern Magnolia Investment Management LLC in Port Saint Lucie, FL, holding a Series 66 credential with 20 years of industry experience. His prior career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2019. Outside of his advisory work, he serves in multiple nonprofit leadership roles, including president of Project Graduation of Martin County and treasurer positions at several local organizations, and operates a small sports memorabilia business. Southern Magnolia provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, estates, and other registered investment advisers. The firm employs a fundamentals-driven, generally long-term investment approach using a mix of mutual funds, ETFs, individual equities and bonds, and occasionally alternative investments or options, with portfolios customized by strategic asset allocation, retention of legacy holdings, and periodic rebalancing.

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.

Edward Wildman is a financial advisor with Edward R. Wildman, CPA, LLC in Port St Lucie, FL. He holds the PFS™ designation and a Series 65 license, with 18 years of experience in the industry. Wildman is also a shareholder in a dormant CPA firm, Johnson, Mattson & Wildman, PA, and is licensed as a health and life insurance agent in Florida. His firm provides advisory services to a mix of individual and institutional clients, including trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. It combines traditional tax and accounting services with SEC-registered investment advisory, employing a value-driven, fundamentally based, long-term investment approach tailored through client-specific Investment Policy Statements.

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 previous roles include positions at Park Avenue Securities, Guardian Life Insurance Company of America, and MassMutual. He is also an author and involved in mortgage brokerage and insurance sales. Selected Objectives LLC is applying to be a Florida state-registered investment adviser offering discretionary portfolio management to individuals, high-net-worth clients, corporations, and trusts. The firm uses a combination of fundamental and technical analysis across long- and short-term strategies, typically allocating heavier to stocks and options while maintaining a cautious approach to market timing.

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.

Leslie Trowbridge is a CFP® and Series 63-registered financial advisor with 27 years of industry experience. She has been the sole advisor at Family First Financial Planning since 1998. Family First Financial Planning offers comprehensive financial planning and investment consultation to individuals, high-net-worth clients, trusts and estates, charitable organizations, and businesses. The firm emphasizes long-term, buy-and-hold strategies with diversified, low-cost index mutual funds and ETFs, providing services on a limited or as-needed basis without custodial services or discretionary trading authority.

William Donner is a financial advisor at Donner's Financial Services Inc. in Port St. Lucie, FL, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foresters Equity Services, Inc. from 2015 to 2018. Outside of advising, he is an independent insurance agent and coaches basketball at Redford Union High School. Donner's Financial Services Inc. provides portfolio management, financial planning, and asset allocation services for individuals, corporations, and other advisers. The firm uses a combination of model portfolios, third-party managers, and analytical methods with a focus on long-term holdings and offers both discretionary and non-discretionary management.

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.

Codie Thomas is a financial advisor at Abaco Retirement Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Advus Financial Partners, LLC, Vista Management Company, and GWN Securities Inc. In addition to his advisory role, he operates as an independent insurance agent. Abaco Retirement Advisors LLC provides non-discretionary asset management to individual clients and limited-scope ERISA advisory services to qualified retirement plans. The firm offers tailored investment programs and acts as a 3(21) fiduciary for plan sponsors, combining pension consulting with individual portfolio management.

Wallace Legg is a CFP® professional with 16 years of experience in financial advising. He has been operating W. V. Legg Financial Management LLC since 2012 in Port St Lucie, FL. The firm provides portfolio management and pension consulting services to individual investors and a select group of corporate and employee benefit plan clients. It manages approximately $22.8 million, focusing on non-discretionary, client-directed advice that incorporates both fundamental and technical analysis with an emphasis on mutual funds and ETFs. The firm is notable for its specialized pension consulting services and its work with corporate plan sponsors, including compliance with ERISA fiduciary requirements.

Michael Burr is a Series 66 licensed advisor with Steady Returns in Charlotte, NC, where he has worked since 2013. He has 19 years of industry experience. Steady Returns provides discretionary investment supervisory services primarily to individual and high-net-worth clients, tailoring Investment Policy Statements to client goals, tax situations, and risk tolerances. The firm manages diversified portfolios using a combination of fundamental, technical, and cyclical analysis, employing long- and short-term trading, options writing, and a proprietary Healthcare Boom Strategy.

Nicholas Christensen is a financial advisor at Ralicki Wealth Management & Trust Services with 10 years of experience at the firm and two years in the industry. He holds a Series 65 designation. Prior to his advisory role, he worked briefly in education and the restaurant industry. Ralicki Wealth Management & Trust Services is an SEC-registered adviser serving individual and high-net-worth clients, as well as retirement plan sponsors. The firm employs a manager-of-managers approach, using third-party money managers and SMA/platform solutions rather than actively trading individual securities.