Sean Sternbach is a financial advisor with Cloud Capital Management holding a Series 65 designation and three years of industry experience. He is also the managing partner of Community Access Fund, a venture capital fund, and co-founder of Venture Out Startups, LLC, a business startup fund and educational service. Prior to joining Cloud Capital, he worked at Amazon and Techstars. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities by providing discretionary investment management alongside standalone financial consulting and due diligence services. The firm employs a team approach, utilizing quantitative and qualitative analysis, modern portfolio theory, and model-based trading to construct and monitor portfolios.

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.

James Podgorny is a Series 65 licensed advisor with Wellington Consulting Services Inc., where he has worked since 2010. He has 15 years of industry experience. In addition to his role at Wellington Consulting, he is an independent contractor for Wellington Retirement Solutions and a licensed real estate agent with Keller Williams in East Boca Raton. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans. The firm employs a low-cost investment approach utilizing no-load mutual funds, index funds, ETFs, and diversified model portfolios tailored to clients’ risk tolerance and retirement timelines.

Paul Davis is a financial advisor at Hudson Value Partners, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Oppenheimer & Co Inc and Private Client Services. In addition to his advisory role, he is an independent insurance agent. Hudson Value Partners, LLC provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, specializing in discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment options including individual equities, fixed income, mutual funds, ETFs, and private funds, and manages an affiliated private fund while utilizing AI tools with human oversight.

George Rohloff is a financial advisor at 1 St Discount Brokerage, Inc. in Lake Worth, Florida, with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1 St Discount Brokerage since 2007. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, pension consulting, manager-selection, and tax/accounting services. The firm employs a variety of investment strategies guided by written investment policy statements and conducts regular account reviews for its clients.

Shihfang Chuang is a financial advisor at Noesis Capital Management Corp with 9 years of industry experience. She holds a Series 65 designation and has been with Noesis Capital Management since 2004. Noesis Capital Management provides wealth management, investment-advisory, and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW households as well as foreign clients. The firm employs a research-driven, fundamental equity approach focused on companies with durable competitive advantages and strong financials, offering customized portfolio management with moderate sector diversification.

Wendy Kretschmer is a financial advisor at Star Wealth Advisors with 15 years of industry experience. She holds Series 63 and 65 licenses and has worked previously at WestPark Capital Inc. and American Investment Trust Services, Inc. Outside of advisory work, she is a shareholder in a non-investment business called Ring My Belle. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm emphasizes an individualized, relationship-oriented process and constructs diversified, long-term portfolios primarily using fundamental analysis.

Christian Paterok is a CFA® charterholder with 22 years of experience at Noesis Capital Management Corp, where he has worked since 2004. He is based in Boca Raton, FL, and part of a seven-advisor team. Noesis Capital Management provides wealth management, investment-advisory, and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW households as well as foreign clients. The firm employs a research-driven, fundamental equity approach focused on companies with durable competitive advantages, strong financials, and attractive valuations, offering customized portfolio management and limited access to alternative investments for suitable clients.

Eric Mechler is a CFP® and ChFC® with 14 years of industry experience. He is a managing partner at Alpha Zero LLC and has held roles at firms including The Leaders Group Inc, Purshe Kaplan Sterling Investments, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as Chief Strategy Officer for 1.2 Capital Mgmt LLC, a cryptocurrency hedge fund, and is a managing member of BGV, LLC, which funds start-up investments. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm combines fundamental and cyclical analysis with modern portfolio theory, employing various trading strategies and facilitating access to alternative investments and private placements.

Todd Thomas is a financial advisor at Revere Asset with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameritas Advisory Services, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Lawless Edwards & Warren. Revere Asset provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a rules-based, trend-focused investment approach centered on its trademarked Grotection® strategy, combining technical and fundamental analysis.

Christopher Gacom is a financial advisor at Greenline Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various entities within the Greenline group since 2018, including Greenline Insurance LLC, where he serves as an insurance agent. Prior to Greenline, he worked at American Funds and ADP Broker Dealer Inc. Greenline Wealth Management is a six-advisor SEC-registered investment advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services, with portfolios tailored to client goals and risk tolerances and supported by a third-party manager network.

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.

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.

Juergen Streng is a financial advisor at F&V Capital Management, L.L.C. with four years of industry experience. He holds a Series 65 designation and previously worked at PD Valmiera Glass and HVB Unicredit Bank AG. F&V Capital Management provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, and corporate clients, including a Luxembourg-based mutual fund. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis to manage portfolios, which may involve margin and short-selling, and regularly issues market commentaries to its clients.

Eric Anderson is a financial advisor at MayTech Global Investments with Series 63 and Series 65 registrations and one year of industry experience. His prior roles include positions at Foreside Financial Services, Halifax West, and AVARY Group. Outside of advisory work, he has been involved with educational institutions such as Lynn University and Central Bucks South Highschool and has worked in food service with Gary Rack's Farmhouse Kitchen and related ventures. MayTech Global Investments provides discretionary portfolio management for high-net-worth individuals, family offices, and institutional investors, focusing on a research-intensive Global Growth strategy across technology, healthcare, and consumer sectors in both U.S. and international markets. The firm also manages a private pooled vehicle and serves as sub-adviser to an actively managed ETF launched in 2026.

Eric Stauffer is a financial advisor at 401k Generation with nine years of industry experience. He holds a Series 65 license and previously worked at Edward Jones for one year before joining 401k Generation in 2017. 401k Generation provides retirement plan consulting to plan sponsors and fiduciaries, as well as individual investment advisory and managed account services. The firm serves individuals, trusts, and business-sponsored retirement plans, using an internal Investment Policy Committee and quantitative grading to select mutual funds and ETFs.

Stephen Gagliardi is a financial advisor with Greenline Wealth Management in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Greenline Wealth Management since 2018 and previously at ADP Broker-Dealer, Inc. from 2015 to 2018. Greenline Wealth Management is an SEC-registered advisory firm with a team of six advisors that provides portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers both discretionary and non-discretionary services, including ERISA plan consulting and management, and utilizes a third-party manager network for strategy implementation.

Jack Garey is a financial advisor at Greenline Wealth Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Alliance Bernstein. Garey was a full-time student for ten years prior to entering the industry. Greenline Wealth Management is an SEC-registered advisory firm with six advisors that serves individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, with a notable focus on ERISA plan services and the use of third-party managers on the Envestnet platform.

Michael Silver is a CFP® with 32 years of industry experience and is a financial advisor at Baron Silver Stevens Financial Advisors, LLC. He has worked at the firm since 2000 and previously spent 20 years at Royal Alliance Associates Inc. Outside of his advisory role, Silver teaches a retirement and estate planning course at Florida Atlantic University. Baron Silver Stevens Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment advisory and financial planning services. The firm employs a fundamental, generally long-term investment approach and utilizes risk-tolerance questionnaires, asset allocation, and optimization tools to design portfolios across various asset classes.