Sharon Daniels is a financial advisor at SlateStone Wealth LLC with 20 years of industry experience. She holds the Series 63 and Series 65 designations and has been with SlateStone in various roles since 2017. Outside of advisory work, she serves as Managing Member of SlateStone Holdings LLC, a non-investment related holding company associated with the firm. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset approach combining fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and internally developed equity strategies.

Frank Ashley III is a PFS™ credentialed financial advisor with 19 years of industry experience. He has been with Global Trust Asset Management since 2017 and also serves as vice president of Ashley & Ashley CPA's PA, an accounting firm where he contributes on a limited basis. Global Trust is a fee-only investment management firm that serves individuals, trusts, corporations, and employer retirement plans. The firm focuses on asset allocation, diversification, and low-cost mutual funds and ETFs, and employs documented options strategies within separately managed accounts.

Gavin Mcnally is a financial advisor with Primoris Wealth Advisors, LLC in North Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primoris Capital Management, LLC since 2016. Primoris Wealth Advisors is an independent, fee-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and other entities. The firm manages approximately $230 million across a six-advisor team, emphasizing strategic asset allocation with discretionary portfolio management and integrated tax and investment services.

Patricia Ashley is a Series 65 licensed advisor with 28 years of industry experience, currently serving at Global Trust. Her prior work includes roles at Ashley Financial Services, P.A., Ashley & Ashley CPA's PA, and the Law Office of P. Jill Ashley, P.A. She is also the president of Banana Lake Communications, Inc., a professional writing and business consulting firm. Global Trust is a fee-only investment management firm that provides tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm personalizes portfolios using written Investment Policy Statements and emphasizes asset allocation, diversification, and the use of low-cost mutual funds and ETFs.

Nathan Paulson is a CFP® and Series 66 designated advisor with 21 years of industry experience. He has worked at Paulson Wealth Management Inc. since 2015 and previously spent 13 years with Comprehensive Asset Management and Servicing, Inc. Outside of his advisory role, Paulson serves as CEO of Storm827 Holdings, LLC, a holding company focused on estate planning, and is a board member and investor in Monomyth LLC and Monomyth Anovion LLC. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other registered advisers. The firm manages portfolios using a diversified, index-based approach combined with active option strategies, including a proprietary covered-call program, and offers both integrated financial planning and sub-advisory services.

Anthony Pace is a CFP® with 35 years of industry experience, currently serving as a managing principal at Lindberg & Ripple and an advisor at LRI Investments. He has been with M Holdings Securities since 2004 and co-manages the investment division at Lindberg & Ripple. Pace is president of the Palm Beach County Estate Planning Council and serves on the Audit Oversight Committee for the Town of Juno. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a notable focus on institutional clients and an explicit ERISA fiduciary role.

Steven Marcus is a Series 65-licensed advisor at Global Trust with 24 years of industry experience. He has worked at Global Trust Asset Management since 2016 and previously spent 16 years at Financial Security Services. Global Trust is a fee-only investment management firm that provides tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans, including defined contribution plans and a VEBA. The firm emphasizes asset allocation, diversification, and low-cost investment vehicles, and it employs documented options strategies and a beta-plus portable-alpha framework in select managed accounts.

Alexia McCluskey is a financial advisor at Castle Island Wealth with 11 years of industry experience. She holds the Series 65 designation and has worked previously at Global Trust Asset Management, LLC and Nowlen, Holt & Miner, P.A. In addition to her advisory role, she is a Partner and Founder of Brescia McCluskey, LLC, a public accounting firm specializing in tax and accounting services. Castle Island Wealth serves individuals, including high-net-worth clients, and charitable organizations, managing approximately $121 million in client assets. The firm offers portfolio management, financial planning, and pension consulting, employing both in-house and third-party investment strategies with a focus on tailored client objectives and risk tolerances.

William Woodson is a financial advisor at Cynosure Portfolio Advisors LLC with 39 years of industry experience. He holds Series 63, 65, and 66 certifications. His prior firms include The Cynosure Group, LLC, SVB Wealth Advisory Inc., Boston Private Wealth LLC, and CitiGroup Global Markets, Inc. Cynosure Portfolio Advisors serves individual clients, primarily retail and non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers discretionary portfolio advisory, integrated financial planning, and consulting services, constructing customized portfolios through a strategic asset allocation framework and providing consolidated reporting of liquid and illiquid holdings.

Jack Mccluskey is a financial advisor at Castle Island Wealth with one year of industry experience. He holds a Series 65 designation and has prior work experience at the Crummer School of Business at Rollins College, Rollins College, and The Benjamin School. Castle Island Wealth is a registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations, managing approximately $121 million in assets. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies including both long- and short-term trading, derivatives, and alternative instruments.

Jeffrey Hoang is a CFP® professional with three years of industry experience. He currently works at Paulson Wealth Management Inc. and previously worked at Zehnder Wealth Management LLC and Mobilization Funding LLC. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other advisers. The firm focuses on diversified, index-based equity allocations combined with active option strategies, managing approximately $559 million in assets.

Robert Scarborough is a financial advisor at SpirePoint Private Client, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank and Purshe Kaplan Sterling Investments. Outside of his advisory role, Scarborough serves as Vice President and board member of Palm Beach Island Cats and performs with the Palm Beach Opera. SpirePoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, institutions, and retirement plans. The firm employs a multi-disciplinary investment approach combining fundamental and technical analysis with portfolio construction tools, offering both active and passive strategies tailored to client profiles.

Christina Worley is a CFP®, CFA®, and PFS™ with 28 years of experience in financial advising. She has been with Castle Wealth Management since 1997. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities, providing customized wealth management and financial planning through a fee-based, assets-under-management model. The firm offers services including investment supervisory, retirement and estate planning, and tax-aware portfolio management, and is noted for its wrap fee program sponsorship and affiliation with an independent public accounting firm.

Douglas Bartolf is a financial advisor at Atticus Wealth Management in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Atticus Wealth Management since 2018 and has operated Bartolf Wealth Advisors, Inc. since 2004. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers ongoing portfolio management, pension consulting, and broad financial planning services, employing a range of investment strategies from long-term allocations to short-term trading.

Neil Matlins is a Series 65-licensed financial advisor with 13 years of industry experience. He currently works at Global Trust, a team-based firm in Palm Beach Gardens, FL, and has also operated Matlins Financial Consulting, Inc. since 1983. Global Trust provides fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans, including defined contribution plans and VEBAs. The firm emphasizes individualized portfolios through written Investment Policy Statements, focusing on asset allocation, diversification, and low-cost mutual funds and ETFs, and applies specialized strategies such as exchange-traded options and a beta-plus portable-alpha framework within select separately managed accounts.

Richard Jankus is a financial advisor with Woodstock Wealth Management, Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Woodstock Financial Group, Inc. for 20 years before joining his current firm in 2018. Outside of his advisory role, he serves as President and CEO of Winston Cooper, Inc., a non-securities insurance agency, and is involved in entertainment management and real estate as a Realtor Associate. He also holds a secretary position at the Xcel Mentoring Network, a mentoring group. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to the SPDR S&P 500 ETF.

William Urquhart is a financial advisor at Castle Island Wealth with 24 years of industry experience. He holds a Series 65 designation and has worked at Castle Island Wealth since 2025. Prior to this, he was affiliated with Florida Atlantic University for 16 years and has operated Longhorn Investments, Inc. since 2001. Outside of his advisory role, he owns and operates a CPA firm providing tax and accounting services. Castle Island Wealth serves individual and charitable clients, managing approximately $121 million in assets with a focus on high-net-worth accounts. The firm offers portfolio management, financial planning, and pension consulting, employing a mix of in-house and third-party investment strategies tailored to client objectives and risk tolerances.

Mark Elhilow is a Series 65 licensed financial advisor with 28 years of industry experience. He has worked at Blue Ocean Capital since 1997 and previously spent 11 years with Elhilow, Smith & Company, LLC. Outside of his advisory role, he is involved in a warehouse rental business unrelated to investment activities. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses by providing discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm employs a team of five advisors and integrates CPA expertise into its investment and family office offerings.

Glenn Stephenson is a CFP® professional with 40 years of industry experience, currently serving at IBEX Wealth Advisors, LLC since 2022. He has also worked at LPL Financial since 2000. Outside of advisory work, he has engaged in captive insurance activities alongside his primary role. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis across various strategies, including derivatives and structured products, managing client portfolios on a discretionary basis.

William Corley Jr. is a financial advisor at 1 St Discount Brokerage, Inc. in Lake Worth, FL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with 1 St Discount Brokerage since 1995. Outside of his advisory role, he is a writer for Equities.com and a financial speaker. 1st Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, consulting, and tax/accounting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, serving clients through both discretionary and non-discretionary accounts.