Charles Rongo is a financial advisor with Ibex Wealth Advisors, LLC, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Ibex, he worked at The Breakers Palm Beach and Opal Grand Hotel. Rongo has been involved with USA Hockey since 2015. Ibex Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis, and utilizes both long- and short-term strategies with derivatives and structured products.

Benjamin Hall is a financial advisor at LRI Investments with 25 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LRI Investments in 2024, he has been associated with JKJ Financial Services and M Holdings Securities, Inc. since 2013. 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 account advice, and retirement plan consulting, with a focus on diversified, goal-based portfolios and a long-term investment approach.

Alexander Harvey is a financial advisor at Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation with 19 years of industry experience. He has been with Harvey Capital Management since 2007. A senior executive at his firm holds a minority interest in a wine and spirits import business. Harvey Capital Management provides discretionary investment management services to high-net-worth individuals and related entities. The firm employs a flexible, bottom-up investment approach combining fundamental and technical analysis, managing portfolios that may include equities, fixed income, ETFs, and covered-call options.

Christopher Kelly Jr. is an advisor at Provenio Capital with Series 65 and Series 63 licenses. He has experience working at several firms, including Premia Solutions Inc. and Tilden Park Capital, and has been with Provenio Capital since 2025. Provenio Capital advises high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies on wealth management and financial planning, with a focus on alternative investments. The firm emphasizes a documented, client-centric process and invests through a curated selection of third-party managers across various asset classes, managing over $1.6 billion with a small advisory team.

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 worked at SlateStone Wealth LLC since 2018 and previously spent 14 years at Daniel Devine & Company. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, offering personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach that integrates financial planning with portfolio construction and provides access to alternative private investments through a defined sourcing and due-diligence process.

Keith Ehinger is a financial advisor with LRI Investments, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also the owner and principal of JKJ Financial Services, where he serves as an insurance marketer and client relationship manager. His career includes roles at M Holdings Securities and JKJ Financial Services, where he has been active in insurance and investment-related services. 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 plan consulting, and a wrap-fee program, serving both individual and institutional clients with a focus on diversified, goal-based investment strategies and an ERISA fiduciary role in retirement plan consulting.

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 at IBEX Wealth Advisors, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019. Outside of her advisory role, she serves as assistant treasurer for the LCJ Summit Middle School PTO. IBEX Wealth Advisors is a fee-based advisory firm serving nearly 1,000 clients, including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, separately managed accounts, and derivatives.

Michael Coady is a financial advisor at SlateStone Wealth LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Lewis James Professional, Ameris Bank, First Republic Bank, and First Citizens Bank. He is based in Jupiter, Florida. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities by providing personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, combining various research methods to manage discretionary and customized portfolios.

Lisa Tomczak is a financial advisor at SlateStone Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses 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 clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach supported by fundamental, quantitative, technical, and cyclical analysis overseen by an Investment Policy Committee.

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 29 years of industry experience. He currently works at SlateStone Wealth LLC and previously held roles at Morgan Stanley Private Bank and Morgan Stanley. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, providing personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, integrating financial planning with portfolio construction and offering access to alternative private investments for qualified clients.

Cheryl Andrew is a financial advisor with IBEX Wealth Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at LPL Financial LLC, Transcend Capital Advisors, Purshe Kaplan Sterling Investments, and several other firms. She also serves as a notary in Bedminster, NJ. IBEX Wealth Advisors is a fee-based advisory firm serving nearly 1,000 clients, including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm employs a discretionary investment approach utilizing mutual funds, ETFs, separately managed accounts, individual securities, and alternative investments, and incorporates options strategies, structured notes, and derivatives in portfolio management.

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 is a financial advisor at One + One Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Advisors LLC, Symmetry Financial Group, and ColdWell Banker. Prior to his financial services career, he served ten years with the Highland Park Police and worked nearly a decade at the College of DuPage. One + One Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, corporations, and other advisers. The firm focuses on long-term investment strategies tailored to client objectives and risk tolerance, employing a mix of technical, fundamental, and cyclical analyses along with modern portfolio theory.