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 at LRI Investments with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Mariner Financial Group, M Holdings Securities, and Lindberg & Ripple. LRI Investments provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and select state and municipal government entities. The firm employs a team of 25 professionals managing approximately $2.78 billion and focuses on customized asset allocation strategies with a long-term orientation.

Alexander Heyniger is a financial advisor at LRI Investments with 16 years of industry experience. He holds a Series 66 designation and has worked at Lindberg & Ripple and M Holding Securities since 2010. Heyniger also serves on the board of directors for Potapaug Gun Club, a firearms club. LRI Investments, LLC provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion through customized portfolios focused on long-term asset allocation and offers both discretionary and non-discretionary services.

William Bruckner is a financial advisor at Woodstock Wealth Management, Inc. with 16 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at Merrill, Sanford C. Bernstein & Co., LLC, and AllianceBernstein L.P. Bruckner is also involved with Banyan Private Wealth, where he manages non-securities related insurance business and oversees a branch office of Woodstock Wealth Management. Woodstock Wealth Management, Inc. offers 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 a variety of investment strategies and operates a performance-fee program alongside standard asset-under-management 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 one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Gibbs Wealth Management LLC for six years and S&P Global for thirteen years. 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 approach combining fundamental, quantitative, technical, and cyclical analysis, overseen by an Investment Policy Committee, and offers access to alternative private investments for eligible investors.

Clayton Liscom is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Veracity Capital LLC since 2018 and has prior experience at F3 Logic, F3/Veracity Capital, and The Ayco Company, L.P./Mercer Allied. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized approach using a range of investment strategies and tools, including mutual funds, ETFs, equities, fixed income, option overlays, and outside managers.

Scott Furman is a financial advisor with Buckman Advisory Group LLC in North Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Buckman Buckman & Reid since 2010. Buckman Advisory Group provides advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing a mix of fundamental, technical, and cyclical analysis to construct portfolios across various risk profiles.

Debbie Lux is an advisor at 57 West Capital Advisors, Inc. with a Series 65 designation and no prior industry experience. Before joining 57 West Capital Advisors in 2025, she was co-owner of Floor City, LLC, a flooring installation and remodeling business. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies, employing a long-term, buy-and-hold equity strategy with diversified positions and selective use of options and margin. The firm serves both U.S. and non-U.S. clients through an offshore affiliate and offers detailed performance reporting uncommon among its peers.

Melissa Montalvo is a CFP® and ChFC® credentialed advisor at Atticus Wealth Management with 15 years of industry experience. She previously worked at Lipari and Associates Investment Management, Helius Wealth Management, Raymond James Financial Services, Burke Financial Strategies, and Fidelity Investments. Montalvo is also president of Abundancia Wealth Corporation, a holding company for shares of Atticus 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 offers portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

James Varaklis is a financial advisor with IBEX Wealth Advisors, LLC, holding a Series 66 designation and 32 years of industry experience. He has been with IBEX Wealth Advisors since 2022 and has also maintained a long tenure with LPL Financial since 2004. IBEX Wealth Advisors, LLC 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 employs a combined fundamental, technical, and cyclical analysis investment process with both long- and short-term strategies and a range of derivative instruments.

Micah Droescher is a Series 65-licensed advisor with Atticus Wealth Management in Palm Beach Gardens, FL. He has been with Atticus Wealth Management since 2025 and has prior experience with The Jonus Group, Harvest Insurance, and other firms. Outside of his advisory role, he is a part owner of Droescher Therapy LLC, where he assists with accounting and business coaching. 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 offers portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Joshua Rudolph is a CFP® professional with 19 years of industry experience. He currently works at SlateStone Wealth LLC and has held roles at Emerald Benefits, Inc. and Emerald Planning Group LLC, where he serves as president and insurance agent. Outside of advisory work, he is involved in employee benefits and insurance activities through businesses he operates. 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, 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 strategies.

Philip Rongo Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience. He has worked at IBEX Wealth Advisors, LLC since 2014 and has been affiliated with LPL Financial since 1997. In addition to his advisory role, he co-owns a captive insurance company with his spouse. IBEX Wealth Advisors, LLC 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 uses a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including options and derivatives, and manages client portfolios on a discretionary basis.

Hayley Snell is a financial advisor with LRI Investments, holding a Series 66 designation and eight years of industry experience. She has worked with Lindberg & Ripple and M Holdings Securities since 2016 and currently serves as Chief Compliance Officer at LRI Investments. LRI Investments, LLC is a team of 25 professionals managing approximately $2.78 billion in assets, offering 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 emphasizes customized asset allocation with a long-term investment orientation and provides both discretionary and non-discretionary services.

Denise Negron is a financial advisor with Amerant Investments, Inc., holding the CFP® designation along with Series 63, 65, and 66 licenses. She has 15 years of industry experience, including positions at Amerant Bank, First Horizon Bank, and City National Bank of Florida. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm uses investor profiling and model portfolios, along with both discretionary and non-discretionary advisory arrangements, to provide portfolio management and access to alternative investments.