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.

Daniel Payne is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at SlateStone Wealth LLC, where he has worked since 2023. Prior to joining SlateStone Wealth, he spent nearly a decade at Morgan Stanley in various roles within their private banking and wealth management divisions. SlateStone Wealth serves high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and corporations. The firm provides personalized investment management and comprehensive wealth planning, combining fiduciary oversight with a research-driven investment approach that includes both discretionary portfolio management and tailored consulting engagements.

Tyson Reed is a financial advisor at WhaleRock Point Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with WhaleRock since 2014. He also has a long-term affiliation with JPMorgan Chase bank beginning in 2010. WhaleRock Point Partners provides discretionary investment management to a diverse client base, including high-net-worth individuals, trusts, and retirement plans. The firm employs a top-down investment approach combined with fundamental and technical analysis, with a focus on managing fixed-income portfolios and offering fiduciary services for retirement plans.

Frank Shanley is a Series 65-licensed financial advisor at Dudley & Shanley, Inc. with 14 years of industry experience. He has been with Dudley & Shanley, LLC since 1986. Dudley & Shanley provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and charitable institutions, and serves several privately offered pooled investment vehicles. The firm pursues long-term capital appreciation through fundamental, in-house research, managing concentrated portfolios across domestic and international equities, convertibles, options, ETFs, and some debt instruments.

Ronald Smith is a financial advisor at Blue Ocean Capital with 24 years of industry experience. He holds a Series 65 designation and previously worked at Elhilow, Smith & Company, LLC and Financial Analytics, Inc. Outside of his advisory role, he is involved in a horse barn rental business. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses, offering discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm combines fundamental analysis with modern portfolio theory to implement customized investment strategies and integrates CPA services with asset management through a team of five advisors.

Elliot Silverstein is a financial advisor with LRI Investments, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at KB Financial Partners, OneDigital Investment Advisors, and M Holdings Securities. He is the founder and board chair of The Coach Wren Initiative, a nonprofit organization. LRI Investments provides financial planning and fee-based investment advisory services to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and governmental entities. The firm offers customized portfolio management with regular reviews and emphasizes ERISA fiduciary retirement-plan services, including participant education and plan committee training.

Keith Dubauskas is a financial advisor at One + One Wealth Management, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at One + One Wealth Management since 2020, following seven years at Raymond James & Associates. 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, utilizing a combination of portfolio management, third-party manager oversight, and comprehensive financial planning.

Raymond Eaton is a Series 65-licensed financial advisor with Primoris Wealth Advisors, LLC, bringing 10 years of industry experience. He is also the managing partner of Catalfamo, Eaton & DeLisi, LLC, a tax preparation and bookkeeping firm, and CEO of Box of Rain Consulting Inc., which provides small business consulting services. Additionally, he manages a retail vape shop and holds leadership roles in related business entities. Primoris Wealth Advisors is an independent, fee-only investment management firm serving individuals, pension plans, foundations, trusts, estates, and business entities. The firm focuses on strategic asset allocation and tax-aware portfolio management, combining investment oversight with accounting and tax preparation services.

Sharon Daniels is a financial advisor at SlateStone Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various SlateStone entities since 2017, including a prior role at 3One7, LLC. Outside of advisory work, she serves as managing member of SlateStone Holdings LLC, a non-investment related holding company. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, and corporations by providing personalized investment management, comprehensive wealth and financial planning, and coordinated family office 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 through a defined sourcing and due-diligence process.

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.

Tanner Strunk is a financial advisor at Cayside Partners in Jupiter, FL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bofa Securities, Merrill Lynch, and Cowen and Company. Strunk is also the managing member of Cayside Asset Management, LLC, which invests in various revenue-producing projects. Cayside Partners serves individuals, families, and businesses with portfolio management, financial planning, retirement plan consulting, and family office services. The firm manages approximately $314 million in assets and uses strategic asset allocation informed by fundamental and technical analysis.