Edward Grassi is a financial advisor at J.W. Burns & Company, Inc. in Jupiter, FL, holding a Series 65 credential with four years of industry experience. He has been part of J.W. Burns & Company since 1999. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term investment approach based on fundamental analysis and manages approximately $872 million on a discretionary basis.

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.

Scott Miller is a financial advisor with Renew Family Wealth in Jupiter, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Charles Schwab & Co. and Schwab Bank. He is also involved in managing 633 Holdings LLC, an insurance agency. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers tailored investment advice using a mix of fundamental, technical, and cyclical approaches, with the ability to incorporate alternative strategies and third-party managers.

Erin Gibbs Mathey is a financial advisor at SlateStone Wealth LLC with credentials including Series 65 and Series 63 licenses. She has 20 years of industry experience, having worked previously 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, and business entities. The firm’s investment approach integrates fundamental, quantitative, technical, and cyclical analysis through internally developed equity strategies and externally managed portfolios.

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 29 years of industry experience. He has been with Buckman Buckman & Reid since 2010. 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 composed of mutual funds, equities, bonds, and ETFs, managing approximately $236 million across around 814 client relationships.

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.

Victoria Peaper is a financial advisor with Inlet Private Wealth, LLC in Jupiter, FL. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Inlet Private Wealth in 2018, she worked at Wilmington Trust for twelve years. Inlet Private Wealth, LLC offers discretionary and non-discretionary portfolio management, sub-advisory services, and model portfolios to individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented investment approach focused on intrinsic value and free cash flow analysis, and it provides trustee and custodial services through a trust representative office arrangement.

Charles Woolston is a Series 65 licensed advisor with Salvus Wealth Management, LLC, where he has worked since 2014. He has 16 years of industry experience and previously operated Woolston Consulting Group for eight years. Outside of his advisory work, Woolston is a partner in several vehicle importing and sales businesses. Salvus Wealth Management serves individuals, retirement plans, trusts, estates, corporations, and businesses with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm tailors portfolios using a mix of fundamental, technical, and cyclical analysis, combining various asset classes and strategies to align with client objectives and risk profiles.

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 at LRI Investments with eight years of industry experience. She holds the Series 66 designation and has worked with Lindberg & Ripple and M Holdings Securities since 2016. 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 constructs tailored portfolios using mutual funds, ETFs, and individual securities, with ongoing supervision and periodic rebalancing aligned to client objectives.