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.

Douglas Bartolf is a financial advisor at Atticus Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atticus Wealth Management since 2018, following prior roles at Bartolf Wealth Advisors, Inc. and Banc One Securities Corporation. Atticus Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, and business entities, typically with at least $500,000 in investable assets. The firm employs a range of investment strategies and emphasizes ongoing portfolio management, broad financial planning, and pension consulting.

Neil Matlins is a Series 65 licensed advisor with 14 years of industry experience. He has worked at Global Trust since 2025 and previously founded and led Matlins Financial Consulting, Inc. for over four decades. Global Trust provides fee-only investment management alongside tax, estate, and retirement planning services for individuals, trusts, corporations, and employer retirement plans. The firm uses individualized Investment Policy Statements and emphasizes asset allocation, diversification, and low-cost mutual funds and ETFs, with specialized strategies including exchange-traded options within 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.

Nicholas Cassandra is a financial advisor at Forthright Capital with nine years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Raymond James Financial Services. In addition to his advisory role, Cassandra is involved in independent insurance brokering, specializing in fixed annuities. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios, incorporates outside managers when appropriate, and provides comprehensive financial planning and employee benefit plan services.

William Urquhart is a Series 65-licensed financial advisor with 24 years of industry experience. He is currently with Castle Island Wealth, where he has worked since 2025. Prior to joining the firm, he spent 16 years at Florida Atlantic University and 24 years at Longhorn Investments, Inc. Outside of advisory work, he owns a CPA practice providing tax and accounting services and prepares approximately 150 tax returns annually. Castle Island Wealth serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm manages about $117 million in client assets and provides advisory oversight for an additional $305 million held at unaffiliated custodians.

Mark Elhilow is a Series 65-licensed financial advisor with Blue Ocean Capital, bringing 29 years of industry experience. He previously worked at Elhilow, Smith & Company, LLC for 11 years. Outside of his advisory role, he is involved in a warehouse rental business unrelated to his investment activities. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses, providing discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm combines fundamental analysis with modern portfolio theory and is structured as a CPA asset management group, integrating tax and accounting services with investment management.

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.

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 at LRI Investments with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Lindberg & Ripple, Mariner Financial Group, and LPL Financial. Outside of his advisory role, he serves as president of NY & CO P.C., a tax services and accounting firm, and Rainbow Graphics, Inc., a graphic embroidering and silk printing business. LRI Investments, LLC provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and state and municipal government entities. The firm’s team of 25 investment professionals manages approximately $2.78 billion across client accounts, offering customized portfolios with regular reviews and both discretionary and non-discretionary services.

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.

Frank Torrone is a CFP® professional with seven years at Satovsky Asset Management LLC and three years previously at Lenox Wealth Advisors, totaling ten years in the financial industry. He is based in West Palm Beach, FL. Satovsky Asset Management advises high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a goals-based, tax-aware approach with a preference for low-cost, passive investments alongside factor tilts, structured notes, privately placed alternatives, and tailored strategies, offering both discretionary and non-discretionary management complemented by a technology-enabled automated platform.

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.

Paul Davis is a financial advisor at Hudson Value Partners, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Oppenheimer & Co Inc and Private Client Services. In addition to his advisory role, he is an independent insurance agent. Hudson Value Partners, LLC provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, specializing in discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment options including individual equities, fixed income, mutual funds, ETFs, and private funds, and manages an affiliated private fund while utilizing AI tools with human oversight.

Troy Sorel is a financial advisor at SlateStone Wealth LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at SlateStone Wealth since 2020, following prior roles at SlateStone Private Client, Emerald Asset Advisors, LLC, and The Sorel Financial Group. He holds a Life, Health & Variable Annuities license but spends minimal time on related activities. SlateStone Wealth provides discretionary and non-discretionary investment management and financial planning services to high-net-worth and ultra-high-net-worth individuals and entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis supported by an Investment Policy Committee.

George Rohloff is a financial advisor at 1 St Discount Brokerage, Inc. in Lake Worth, Florida, with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1 St Discount Brokerage since 2007. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, pension consulting, manager-selection, and tax/accounting services. The firm employs a variety of investment strategies guided by written investment policy statements and conducts regular account reviews for its clients.