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® with 40 years of industry experience. He is currently with IBEX Wealth Advisors, LLC, where he has worked since 2022, and has been affiliated with LPL Financial since 2000. Outside of his advisory work, he is involved in a captive insurance business. IBEX Wealth Advisors, LLC serves nearly 1,000 clients including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm employs a discretionary asset allocation approach utilizing mutual funds, ETFs, separately managed accounts, and alternative investments, and incorporates options strategies and structured products as part of its investment process.

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.

Michael Roscoe is a financial advisor at Primoris Wealth Advisors, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Primoris Wealth Advisors since 2018, following two years at Barclay Breland Family Office. Primoris Wealth Advisors is an independent, fee-only investment management firm serving individuals, pension and profit-sharing plans, foundations, trusts, estates, and business entities. The firm focuses on strategic asset allocation with tax-aware management and provides continuous oversight, including quarterly performance reviews.

Erika Wolek is a CFP® professional with 10 years of industry experience, currently serving at Cohen Capital. Her prior experience includes roles at Raymond James & Associates and UBS Financial Services. Cohen Capital is an SEC-registered investment adviser that offers discretionary investment management, wealth management, and financial planning services. The firm serves individuals, trusts, businesses, institutional accounts, and pooled vehicles, employing a primarily long-term investment approach that utilizes low-cost diversified mutual funds and ETFs alongside other securities, with discretion to adjust holdings for tax management and market conditions.

Norman Yester is a financial advisor with LRI Investments, holding a Series 66 credential and 25 years of industry experience. His prior work includes roles at Lindberg & Ripple, M Holdings Securities, Mariner Financial Group, and LPL Financial. Outside of advising, he serves as president of NY & CO P.C., a tax and accounting firm, and Rainbow Graphics, Inc., a graphic embroidering and silk printing business. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 clients. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a focus on diversified investment allocations and serving institutional-type clients such as state and municipal government entities.

Lauren Bellomo is a financial advisor at Castle Island Wealth in Palm Beach Gardens, FL, holding a Series 65 designation. She has been with Castle Island Wealth since 2026 and has five years of experience running Bellomo Tax and Accounting Services LLC. Prior to that, she worked at Branstetter Tax and Accounting Services LLC for five years. Castle Island Wealth is a registered investment adviser serving individual and high-net-worth clients as well as charitable organizations. The firm offers portfolio management, financial planning, and pension consulting, managing a combined total of approximately $422 million in client assets including held-away accounts under advisory oversight.

Hillary Knotts is a CFP® professional with nine years of industry experience, currently serving as an advisor at Blue Ocean Capital since 2013. She works with a five-advisor team based in West Palm Beach, FL. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses with discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm integrates fundamental analysis and modern portfolio theory to manage diversified portfolios, often combining mutual funds, ETFs, equities, fixed income, and private placements.

Troy Sorel is a financial advisor at SlateStone Wealth LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at SlateStone Wealth since 2019, following prior roles at Emerald Asset Advisors and The Sorel Financial Group. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including families, trusts, and business entities. The firm employs a multi-asset approach that incorporates fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and a range of internally developed equity strategies.

George Rohloff is a financial advisor with 29 years of industry experience and holds Series 63 and Series 66 designations. He has been with 1 St Discount Brokerage, Inc. since 2007 in Lake Worth, FL. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, pension consulting, and tax/accounting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis to guide investment decisions and serves clients in both discretionary and non-discretionary capacities.

John Catalfamo is a financial advisor with Primoris Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been a managing partner at Catalfamo, Eaton & DeLisi, LLC since 2006, a firm providing income tax and accounting services. Additionally, he serves as president of Luna Sea Consultants, Inc., which offers marketing and promotion consulting to small businesses and nonprofits. Primoris Wealth Advisors is an independent, fee-only investment management firm serving individuals, pension and profit-sharing plans, foundations, trusts, estates, and business entities. The firm emphasizes strategic asset allocation and tax-aware management, combining investment oversight with integrated accounting and tax services provided by its principals.

Brendan Yester is a financial advisor with LRI Investments, holding a Series 66 designation and 15 years of industry experience. His career includes roles at LPL Financial, Mariner Financial Group, M Holdings Securities, and Lindberg & Ripple. 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 client base that includes institutional entities and a focus on ERISA fiduciary responsibilities.

Alexander Heyniger is a financial advisor at LRI Investments with 16 years of industry experience. He holds the Series 66 designation and has been affiliated with Lindberg & Ripple and M Holding Securities since 2010. Heyniger serves on the board of a firearms club, Potapaug Gun Club, Inc., in a non-investment capacity. 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 state and municipal government entities. The firm offers customized investment management, financial planning, and retirement plan consulting with a focus on ongoing portfolio supervision and alignment with client objectives.

William Bruckner is a financial advisor at Woodstock Wealth Management, Inc. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Woodstock Financial Group since 2016. Outside of his advisory role, he owns and manages a branch office of Woodstock, which includes selling non-securities related insurance. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using various investment strategies and maintains a performance-fee program alongside standard compensation arrangements.

Michael Piccoli is a financial advisor at Woodstock Wealth Management, Inc. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance. Piccoli serves as president of the Cambridge at Abacoa Homeowners Association board. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a notable performance-based fee program.

Leslie Sawyer is a financial advisor at WhaleRock Point Partners, LLC with five years of industry experience and holds a Series 65 designation. Prior to joining WhaleRock Point Partners, Leslie has worked in various hospitality roles, including positions at Avvio Ristorante, East Island Reserve Hotel, The Smokehouse Cafe, Newport Vineyards, and The Mooring Restaurant. Leslie is currently involved with Avvio Ristorante outside of their advisory role. WhaleRock Point Partners provides discretionary investment management and retirement plan fiduciary services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension plans. The firm combines top-down macroeconomic analysis with fundamental and technical security selection, focusing heavily on directly owned fixed-income portfolios and serving as a 3(38) ERISA investment manager for plan sponsors.

Gil Blas Velez is a financial advisor at Amerity Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Markets IQ and GV Financial Services, Inc. Amerity Wealth Management is a multi-advisor registered investment adviser serving individuals, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, retirement-plan consulting, and specialized services for UK expatriate pension transfers, implementing portfolios through third-party model managers, ETFs, mutual funds, and individual securities.

Jay Marmer is a ChFC® credentialed financial advisor with 24 years of industry experience. He has worked at Global Trust Asset Management, LLC since 2016 and previously spent 16 years with Financial Security Services, LLC. 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 a VEBA. The firm emphasizes individualized portfolios through written Investment Policy Statements, asset allocation, diversification, and low-cost mutual funds and ETFs, with a focus on higher-quality fixed income and specialized separately managed accounts using exchange-traded options and covered-call strategies.

Christopher Davis is a financial advisor with Hudson Value Partners, LLC in Palm Beach, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Hudson Value Partners since 2019 and previously at Private Client Services and Oppenheimer. Davis serves as an advisory board member for Whiterock AI, a startup focused on using artificial intelligence and machine learning to improve bad debt recovery rates. Hudson Value Partners provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach involves primarily individual equities, fixed income, mutual funds, and ETFs, and it also advises an affiliated private fund while incorporating AI tools under human oversight.

Erin Gibbs Mathey is a financial advisor at SlateStone Wealth LLC with credentials including Series 65 and Series 63 licenses. She has over 14 years of industry experience, having previously worked at Gibbs Wealth Management LLC and S&P Global. 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 incorporating fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and a range of internally developed and third-party investment strategies.