Carter Mansbach is a financial advisor at AtCap Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at National Asset Management, National Securities Corp, and Investacorp. Mansbach is also president of Jupiter Wealth Strategies, a corporation established for tax purposes. AtCap Partners, LLC provides investment management and financial planning to individuals, trusts, estates, retirement plans, and other business entities. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading and options.

Brian Bzik is a financial advisor at WestEnd Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Victory Capital Services, Inc., State Street Global Advisors Trust Company, and related affiliates. WestEnd Advisors is an SEC-registered investment adviser providing discretionary portfolio management and third-party ETF model strategies to a broad client base, including individuals, pension plans, trusts, and government entities. The firm employs a macro-driven investment process and specializes in large-cap core equity and ETF strategies, operating as an autonomous Victory Capital investment franchise.

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 the Series 66 designation and has worked at SlateStone Wealth since 2019, following prior roles at Emerald Asset Advisors and The Sorel Financial Group. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including families, trusts, and business entities. The firm employs a multi-asset approach that incorporates fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and a range of internally developed equity strategies.

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 financial advisor at One + One Wealth Management, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked for Raymond James & Associates from 2006 to 2020. Outside of her advisory role, she is involved as a volunteer on the PR Committee for the Stuart Community Band. One + One Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm focuses on long-term investment strategies tailored to each client’s objectives and risk tolerance, employing a mix of technical, fundamental, and cyclical analysis along with modern portfolio theory, and offers both discretionary and non-discretionary portfolio management.

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 with LRI Investments, holding a Series 66 designation and 15 years of industry experience. His career includes roles at LPL Financial, Mariner Financial Group, M Holdings Securities, and Lindberg & Ripple. 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 account advice, and retirement plan consulting, with a client base that includes institutional entities and a focus on ERISA fiduciary responsibilities.

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.

Christopher Davis is a financial advisor at Hudson Value Partners, LLC in Palm Beach, FL, with nine years of industry experience. He holds a Series 66 designation and has worked at Hudson Value Partners since 2019, following prior roles at Private Client Services and Oppenheimer. Outside of his advisory work, he serves as an advisory board member of 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. The firm offers discretionary portfolio management, financial planning, and retirement consulting, with investment implementation across equities, fixed income, mutual funds, ETFs, and private funds, while utilizing AI tools under human oversight.

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 over 14 years of industry experience, having previously worked 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, estates, foundations, 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 investment strategies.

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.