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 with IBEX Wealth Advisors, LLC and holds a Series 65 designation. He has worked in various roles since 2014, including positions at The Mullings Group, Cratus Capital, and Lowe’s. Outside of finance, he has been involved with USA Hockey since 2014. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, high-net-worth clients, and charitable organizations. The firm employs a multifaceted investment approach that incorporates fundamental, technical, and cyclical analysis along with the use of derivatives and structured products.

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 65 and Series 66 licenses and has worked previously at Aethos Investment Management, Suntrust Advisory Services, GenSpring Family Offices, and UBS Financial Services. He is also the managing member of Cayside Asset Management, LLC, which invests in various projects that produce revenue or value. Cayside Partners is an SEC-registered advisory firm serving individuals, families, and businesses with investment management, financial planning, retirement-plan advisory, and family office services. The firm offers customized portfolios using various instruments and also manages affiliated special purpose vehicles and private fund services for accredited and qualified investors.

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.

Carter Mansbach is a financial advisor at Atcap Partners, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Asset Management, National Securities Corp, and Investacorp. Mansbach is also president of Jupiter Wealth Stratagies, a corporation established for tax purposes. Atcap Partners provides investment management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a blend of fundamental and technical analysis, including market timing strategies, and offers access to alternative investments and third-party asset managers.

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.

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.

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.

Carolyn Sipperley is a Series 66-licensed financial advisor with 26 years of industry experience. She has been with One + One Wealth Management, LLC since 2020 and previously worked at Raymond James & Associates from 2006 to 2020. Outside of financial advising, she owns and serves as treasurer of Step 2 Consulting, Inc., a mechanical engineering firm, and volunteers with the Stuart Community Band’s public relations committee. One + One Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, corporations, and other advisers. The firm employs a combination of internal due diligence, model portfolios, and third-party sub-advisers, utilizing a primarily long-term investment approach that integrates the use of derivatives and margin in separately managed accounts, along with a specialized consulting service for diversification of concentrated assets.

Ted Furniss is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Inlet Private Wealth, LLC since 2018 and previously worked at Wilmington Trust, N.A. and M&T Securities, Inc. He is based in Jupiter, FL, and holds Series 63 and Series 66 licenses. Inlet Private Wealth, LLC manages approximately $554.9 million in client assets, serving individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented investment approach focused on intrinsic value and risk as permanent capital impairment, and it offers discretionary and non-discretionary portfolio management, sub-advisory services, and trustee/custodial services through a private-label trust representative office.

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.

Edward Grassi is a financial advisor at J.W. Burns & Company, Inc. with five years of industry experience. He holds a Series 65 designation and is based in Jupiter, FL. Grassi has been with J.W. Burns & Company since 1999, contributing over two decades to the firm’s operations. J.W. Burns & Company provides individualized portfolio management and limited financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $1.02 billion and emphasizes fundamental analysis, long-term investments, and ongoing portfolio monitoring aligned with client objectives and risk tolerance.

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 with Woodstock Wealth Management, Inc. in West Palm Beach, FL, holding Series 65 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Merrill, Sanford C. Bernstein & Co., LLC, AllianceBernstein L.P., and Woodstock Financial Group. He is also involved in a non-securities related insurance business associated with Woodstock. 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 assets using a range of investment strategies and maintains a performance-based compensation model alongside standard 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.