William Woodson is a financial advisor at Cynosure Portfolio Advisors LLC with 39 years of industry experience. He holds Series 63, 65, and 66 certifications. His prior firms include The Cynosure Group, LLC, SVB Wealth Advisory Inc., Boston Private Wealth LLC, and CitiGroup Global Markets, Inc. Cynosure Portfolio Advisors serves individual clients, primarily retail and non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers discretionary portfolio advisory, integrated financial planning, and consulting services, constructing customized portfolios through a strategic asset allocation framework and providing consolidated reporting of liquid and illiquid holdings.

Frank Maurno is a CFP® with 30 years of industry experience and is currently a financial advisor at One + One Wealth Management, LLC. He previously worked at Raymond James & Associates, Inc. for 14 years before joining his current firm in 2020. Outside of his advisory role, he serves on the finance committee of St. Jude Catholic Church and is a board member and treasurer for Legatus in Jupiter, FL. One + One Wealth Management is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm employs a primarily long-term investment approach tailored to each client’s objectives and risk tolerance, utilizing a mix of technical, fundamental, and modern portfolio theory analyses, and incorporates the use of derivatives and leverage within separately managed accounts.

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.

Ethan Freishtat is a CFP® with 25 years of experience in the financial industry. He is currently with Bay Colony Advisors and has previously worked at Securities America, Inc., The Patriot Financial Group, and LPL Financial LLC. He serves on the board of Gateways, a nonprofit organization in the metro-Boston area. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, alongside a range of other investment vehicles, while offering a hybrid model of centralized operations and advisor discretion.

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 in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Atticus Wealth Management since 2018 and has operated Bartolf Wealth Advisors, Inc. since 2004. 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 ongoing portfolio management, pension consulting, and broad financial planning services, employing a range of investment strategies from long-term allocations to short-term trading.

Neil Matlins is a Series 65-licensed financial advisor with 13 years of industry experience. He currently works at Global Trust, a team-based firm in Palm Beach Gardens, FL, and has also operated Matlins Financial Consulting, Inc. since 1983. 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 VEBAs. The firm emphasizes individualized portfolios through written Investment Policy Statements, focusing on asset allocation, diversification, and low-cost mutual funds and ETFs, and applies specialized strategies such as exchange-traded options and a beta-plus portable-alpha framework within select 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.

Jason Auerbach is a financial advisor with Navis Wealth Advisors LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Bank of America and Deutsche Bank Securities Inc. in addition to his current roles at Navis Wealth Advisors and Great Point Capital. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a fundamental, long-term investment approach involving diversified mutual funds, ETFs, equities, bonds, alternative investments, and options, and it offers additional services through affiliated accounting and insurance entities.

William Urquhart is a financial advisor at Castle Island Wealth with 24 years of industry experience. He holds a Series 65 designation and has worked at Castle Island Wealth since 2025. Prior to this, he was affiliated with Florida Atlantic University for 16 years and has operated Longhorn Investments, Inc. since 2001. Outside of his advisory role, he owns and operates a CPA firm providing tax and accounting services. Castle Island Wealth serves individual and charitable clients, managing approximately $121 million in assets with a focus on high-net-worth accounts. The firm offers portfolio management, financial planning, and pension consulting, employing a mix of in-house and third-party investment strategies tailored to client objectives and risk tolerances.

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.

Peter Bobolia is a CFP®, ChFC®, and Series 66-registered advisor with eight years of industry experience. He is currently with Destiny Capital Corporation, where he has worked since 2025. His prior experience includes roles at Origin Financial, Family First Financial Planning, Symmetry Financial Group, JPMorgan, Merrill, and Northern Trust Investments. Outside of his advisory work, he is also licensed as an insurance agent for various carriers. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, with a specialized practice for entrepreneurs. The firm manages approximately $382 million through an eight-advisor team across six offices, employing a strategic asset allocation approach combined with tactical adjustments and ESG analysis.

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.

Philip Rongo III is a financial advisor at Ibex Wealth Advisors, LLC and holds a Series 65 designation. He has worked in the financial industry since 2019, including roles at Cratus Capital and The Mullings Group. Outside of finance, he has been involved with USA Hockey since 2014. 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 and employs both long- and short-term strategies, including options and other derivatives, to manage client portfolios on a discretionary basis.

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.

Todger Strunk is a financial advisor at Cayside Partners with 10 years of industry experience. He holds Series 66 and Series 65 designations and has worked at Aethos Investment Management, Suntrust Advisory Services, and GenSpring Family Offices. He is also the managing member of Cayside Asset Management, a business focused on investing in revenue- or value-producing projects. Cayside Partners provides investment advisory services to individuals, families, and business clients, including retirement plan trustees and sponsors. The firm offers portfolio management, financial planning, consolidated reporting, and family office services, building portfolios based on written investment policy statements and a combination of fundamental and technical analysis.

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.