Robert Harvey is a CFA charterholder and founder of Harvey Capital Management Inc in Palm Beach, FL, with 20 years of industry experience. He has led Harvey Capital Management since 1996. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities. The firm employs a bottom-up investment process combining fundamental and technical analysis and manages approximately $523 million in client assets as of December 31, 2024.

Kimberly Pierce is a CFA® charterholder with 21 years of industry experience. She has been with SlateStone Wealth LLC since 2018 and previously worked at Daniel Devine & Company from 2004 to 2018. 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 wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis across internally developed equity strategies and third-party managers.

Keith Ehinger is a financial advisor at LRI Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with SDM, Inc DBA JKJ Financial Services since 2011, where he is the owner and principal, focusing on insurance marketing and client relationship management. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and government entities. The firm offers customized portfolio management and retirement plan consulting with ongoing supervision, including notable services for state and municipal government clients and ERISA fiduciary retirement-plan support.

Stephan Zehner is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has worked at Atticus Wealth Management since 2021 and previously held roles at Castle Wealth Management and PFS Advisors DBA Castle Wealth Management. 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 employs a multi-faceted investment approach that includes fundamental, quantitative, technical, and charting analysis, offering a range of strategies from long-term allocations to short-term trading.

Denise Anderson is a financial advisor with IBEX Wealth Advisors, LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at LPL Financial and IBEX Wealth Advisors since 2019 and previously held positions at BPP Wealth Solutions and National Financial Network. Outside of her advisory work, she serves as Assistant Treasurer for the LCJ Summit Middle School PTO. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement consulting to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis and utilizes both long- and short-term strategies, including options and structured products, managing client portfolios on a discretionary basis.

Michael Coady is a financial advisor at SlateStone Wealth LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Ameris Bank, First Republic Bank, First Citizens Bank, and Lewis James Professional. SlateStone Wealth provides investment management and comprehensive financial planning services 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, offering customized portfolios and access to alternative private investments.

Lisa Tomczak is a financial advisor at SlateStone Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at SVB Wealth LLC and Boston Private Wealth LLC. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, foundations, and business entities. The firm’s investment process includes fundamental, quantitative, technical, and cyclical analysis applied through internally developed equity strategies, model portfolios, and third-party managers.

Mary Huston Liscom is a financial advisor with Veracity Capital LLC, holding a Series 65 designation and four years of industry experience. Her prior work includes roles at Harbor Insurance and Michael J. Rose INC. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach utilizing mutual funds, ETFs, individual equities, and fixed income, complemented by various analytical methods and option overlay strategies.

Scott Morrison is a CFP® professional with seven years of industry experience, currently serving as an advisor at Moment Private Wealth in Wellington, FL. His prior experience includes roles at The Colony Group, First Republic Investment Company, and Prudential Insurance Company. Outside of his financial career, he has been involved with educational institutions and athletics organizations, including Hadar High School for Girls and Elite Squad Baseball. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary and non-discretionary investment management along with comprehensive financial planning. The firm emphasizes long-term, low-cost, diversified portfolios based on Modern Portfolio Theory and provides tailored services including loan advisement and coordination with tax and estate professionals.

Bruce Fletcher is a financial advisor at LRI Investments with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and M Holdings Securities. He is based in Palm Beach Gardens, Florida. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, serving both individual and institutional-type clients, including government entities.

Russell O’Brien is a CFP® professional with 30 years of industry experience. He is currently with SlateStone Wealth LLC and has previous experience at Morgan Stanley Private Bank and Morgan Stanley, where he worked for a combined 17 years. SlateStone Wealth provides investment management and financial planning services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a multi-asset approach that integrates fundamental, quantitative, technical, and cyclical analysis and offers access to alternative private investments for eligible investors.

Cheryl Andrew is a financial advisor at IBEX Wealth Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, Transcend Capital Advisors, and Purshe Kaplan Sterling Investments. Andrew also serves as a notary. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to 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 with both long- and short-term strategies, including options and structured products, managing portfolios on a discretionary basis.

Tara Froyen is a financial advisor with Madison Advisory Services, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her prior firms include Cambridge Investment Research, Lion Street Financial, Royal Alliance Associates, and MetLife Securities. Outside of her advisory role, she is an owner of Froyen & Froyen, PA, and an agent with Madison Planning Group, focusing on insurance and benefits. Madison Advisory Services serves a diverse client base including individual and high-net-worth clients as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management and financial planning, utilizing mutual funds, ETFs, and model portfolios with both strategic and tactical asset allocation approaches.

Malcolm Makin is a CFP® professional with 47 years of experience in the financial industry. He has worked at Professional Planning Group since 1975 and has been associated with Raymond James Financial Services and New England Professional Planning Group since 1989. He also serves as CEO of a support company related to his firm. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $1.17 billion in client assets and integrates both fundamental and technical analysis in its tailored investment strategies.

Brian Brescia is a CFP® with 19 years of industry experience, currently serving as a tax partner at Brescia McCluskey, LLC, an accounting firm. He has worked at Global Trust Asset Management, LLC since 2007 and previously at Nowlen, Holt, & Miner, P.A. Since 2024, he has balanced his accounting role alongside his advisory work. Global Trust is a team of eight advisors providing fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm emphasizes asset allocation, diversification, and low-cost mutual funds and ETFs, and utilizes documented option strategies and a beta-plus portable-alpha framework in select accounts.

Eric Breitenbach Jr. is a financial advisor at One + One Wealth Management, LLC with five years of industry experience. He holds the Series 63 and Series 66 registrations and previously worked at Equitable Advisors LLC, Symmetry Financial Group, ColdWell Banker, and served ten years with the Highland Park Police. Breitenbach also spent nine years at the College of DuPage. One + One Wealth Management serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, model-portfolio implementation, consulting services, and integrates use of derivatives and margin strategies in separately managed accounts.

Sophia Burnichon is a financial advisor at Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation with 18 years of industry experience. She has been with Harvey Capital Management since 2007. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities, using a bottom-up approach that combines fundamental and technical analysis. The firm manages approximately $523 million in assets and focuses on customized portfolio management without participating in wrap fee programs.

Brent Greninger is a financial advisor at Buckman Advisory Group LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James and Associates. Buckman Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm uses a strategic asset-allocation process with model portfolios, primarily employing mutual funds, equities, bonds, and ETFs, and manages approximately $236 million across over 800 client relationships.

Justin Goodhue is a financial advisor at Primoris Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capitol Securities Management and Buell Securities Corp. before joining Primoris Wealth Advisors in 2022. Primoris Wealth Advisors is an independent, fee-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, foundations, trusts, estates, and business entities. The firm manages approximately $230 million across a six-advisor team and emphasizes strategic asset allocation, offering discretionary portfolio management with ongoing performance reviews and integrated tax and investment services.

Mackenzie Edwards is a financial advisor at Inlet Private Wealth, LLC with six years of industry experience. She holds a Series 65 designation and has been with Inlet Private Wealth since 2019. Prior to her advisory role, she worked at Jonathan's Landing Golf Club and attended the University of Florida. Inlet Private Wealth, LLC manages discretionary and non-discretionary portfolios for individuals, trusts, estates, and charitable organizations, with approximately $554.9 million in client assets as of December 31, 2024. The firm employs a value-oriented investment approach focused on intrinsic value and risk defined as permanent capital impairment, and offers trustee and custodial services through a private-label trust representative office arrangement.