Courtenay Satterwhite is a financial advisor at Spirepoint Private Client, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 12 years. Outside of her advisory work, she is involved in health coaching as an independent contractor with OPTAVIA. Spirepoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm manages approximately $1.44 billion using a mix of active and passive strategies and operates a wrap fee program consolidating transaction, custody, and reporting services.

Robert Hagstrom is a CFA® charterholder with 24 years of industry experience. He has been with EquityCompass Investment Management, LLC since 2014. Outside of his advisory role, he is an author and publisher, writing books through John Wiley & Sons. EquityCompass Investment Management provides model portfolios and discretionary investment management to financial intermediaries, institutions, and individual clients. The firm employs a research-driven, rules-based process that combines fundamental and quantitative analysis, offering a range of focused, diversified strategies across multiple asset classes.

Christopher Connett is a ChFC® with one year of industry experience, currently serving as an advisor at Professional Advisory Services, Inc. He has been with the firm since 2011. Professional Advisory Services, Inc. manages approximately $1.26 billion on a discretionary basis for a diverse client base, including individuals, high-net-worth clients, corporate retirement plans, charities, and other business entities. The firm employs a fee-only portfolio management approach focused on equities and investment-grade corporate and tax-free municipal bonds, utilizing a combined top-down and bottom-up fundamental analysis for its core holdings.

Andrew Hartline is a CFA® charterholder with 24 years of industry experience. He is currently with Naples Global Advisors and has previously worked at Vero Beach Global Advisors and Northern Trust for a combined 17 years. Naples Global Advisors provides discretionary investment management to individuals, retirement accounts, corporations, trustees, and charitable organizations. The firm employs a global, multi-cap value investment approach with in-house fundamental research and manages portfolios emphasizing individual equities alongside fixed income and cash equivalents.

Henry Venker is a financial advisor at Naples Global Advisors in Vero Beach, FL, holding a Series 65 designation. He began his advisory career in 2025 after graduating from Indiana University. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value strategies primarily using individual equities and diversified fixed-income. The firm serves clients with approximately $1 million or more in investable assets and operates with an employee-ownership structure.

Christopher Brown is a financial advisor with Professional Advisory Services Inc. in Vero Beach, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with the same firm since 2000. Professional Advisory Services Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients. The firm employs a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios focused on high-quality equities and investment-grade corporate and municipal bonds.

Richard Roscelli is a financial advisor with Cardea Capital Advisors, LLC in Vero Beach, FL. He holds Series 66 and Series 63 licenses and has 13 years of industry experience. Prior to joining Cardea Capital Advisors in 2023, he worked at Atomi, Belpointe Asset Management, Renaissance Asset Management, B. Riley Wealth Advisors, Cathay Consultants, Great Pacific Wealth Management, and Landmark Advisors Nevada. He also serves as an insurance producer with Belpointe Insurance, LLC. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm employs a risk-based, diversified investment approach grounded in Modern Portfolio Theory, using low-cost institutional funds and ETFs supplemented by separately managed accounts and alternative investments, with regular portfolio monitoring and rebalancing.

David Jaffe is a financial advisor at Professional Advisory Services Inc. in Vero Beach, FL, holding a Series 65 designation with 32 years of industry experience. He has been with Professional Advisory Services, Inc. since 1992. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm uses a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios focused on high-quality equities and investment-grade bonds, supported by an internal investment committee and advanced analytical tools.

Hakyung Campione is a CFP® professional with 12 years of industry experience, currently serving at Spirepoint Private Client, LLC. Prior to joining Spirepoint in 2023, Campione worked at Morgan Stanley Private Bank and Bank of America Merrill Lynch. Outside of advisory work, Campione serves on the investment committee of the VNA of Treasure Coast. Spirepoint Private Client, LLC offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a combination of active and passive strategies and manages approximately $1.44 billion across more than a thousand accounts.

Daniel Dixon is a financial advisor with Algorithmic Investment Models, holding Series 65 and Series 63 licenses and 28 years of industry experience. His previous roles include positions at Ceros Financial Services, Joseph Grace Holding, Trident Distribution Partners, Triboro Investment Management, and BNY Mellon Advisors. Algorithmic Investment Models provides ETF-based portfolio management and model delivery to a diverse client base, including investment advisers, broker-dealers, institutional channels, and high-net-worth individuals. The firm uses a quantitative, technology-driven approach that incorporates machine learning and behavioral finance through proprietary models, emphasizing platform distribution and model licensing.

Charles Wood is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with Cardea Capital Advisors, LLC, where he has worked since 2019. Wood also manages investment portfolios through his single-member company, Wood Investment Group, LLC. Cardea Capital Advisors serves individual, institutional, and financial professional clients with investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach using diversified, risk-based model portfolios with low-cost institutional funds and ETFs, supplemented by separately managed accounts and alternative investments as appropriate.

Kendra Carano is a financial advisor at Success Wealth Management LLC in Sebastian, FL, with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Hazard & Siegel Inc and New York Life Insurance Co. Outside of advising, she operates as an independent insurance agent under Charter Financial Group and is involved in selling Medicare insurance, fixed insurance, and annuities. Success Wealth Management LLC serves individuals and high-net-worth clients by offering discretionary asset management, financial planning, and consulting services. The firm employs Modern Portfolio Theory to tailor asset allocations according to clients’ goals and risk tolerances, conducting regular reviews and utilizing technology to support its services.

William Romans is a financial advisor at Formidable Asset Management, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 24 years, followed by shorter tenures at Wedbush Securities and BRM Investment Management. Romans serves as an unpaid board member of the Vero Beach High School Baseball Booster organization. Formidable Asset Management is an SEC-registered, multi-advisor firm managing approximately $903 million. The firm provides portfolio management, financial planning, outsourced CIO, and pension consulting services to individuals, retirement plans, registered investment advisers, and pooled investment vehicles, frequently employing actively managed ETF strategies informed by top-down and bottom-up research.

Diego Luna is a financial advisor at Treasure Coast Financial Planning, Inc. in Vero Beach, FL, holding a Series 65 credential. He has been with the firm since 2025 and has prior experience working at the University of Central Florida, Rio Indio, Target Corp, Cobb's Landing, Indian River State College, and Lincoln Park Academy. Treasure Coast Financial Planning provides comprehensive wealth management and financial planning primarily for individual clients, including high-net-worth individuals, as well as charitable organizations and donor-advised funds. The firm uses a top-down, strategic allocation process focused on broad diversification and low-cost core positions, supported by discretionary portfolio management and in-house accounting and tax expertise.

Jordan Bieber is a ChFC® and Series 66-registered financial advisor with 10 years of industry experience. He has worked at Professional Advisory Services, Inc. since 2018 and previously held roles at Bank of America and Merrill Lynch. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and a range of institutional clients, including corporate pension plans and charities. The firm employs a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios focused on high-quality equities and investment-grade bonds.

Christopher Steele is a CFP® with 26 years of industry experience and has been with Professional Advisory Services, Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Vero Beach, FL. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm employs a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios primarily focused on high-quality equities and investment-grade corporate and municipal bonds.

Carol Bieber is a financial advisor at Professional Advisory Services, Inc. with 26 years of industry experience. She holds a Series 65 designation and has been with Professional Advisory Services since 1998. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm employs a combination of top-down and bottom-up fundamental analysis to construct diversified portfolios focused on high-quality equities and investment-grade bonds, supported by an internal investment committee and comprehensive client reporting.

Kim Orsi is a financial advisor at Spirepoint Private Client, LLC with 21 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated for a combined 17 years. Outside of her advisory role, she is an independent contractor for Pampered Chef, focusing on home goods and hosting home shows. 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 combination of fundamental and technical analysis alongside portfolio construction tools to tailor active and passive investment strategies for its clients.

Angela Johnson is a financial advisor with Treasure Coast Financial Planning, Inc. in Vero Beach, FL. She holds a Series 65 designation and has been with the firm since 2009. Treasure Coast Financial Planning provides comprehensive wealth management and financial planning services primarily to individuals, including high-net-worth clients, as well as charitable organizations and donor-advised funds. The firm employs a top-down strategic allocation process focused on broad diversification and low-cost core positions, with portfolio supervision conducted through an institutional custody platform and periodic reviews.

Kelly Meinders is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Professional Advisory Services, Inc. Prior to this role, she worked at Morgan Stanley and has been involved in real estate sales as an associate with Weichert Realty Hallmark Properties. Professional Advisory Services, Inc. manages approximately $1.26 billion on a discretionary basis, serving individual and high-net-worth clients, corporate retirement plans, charities, and other business entities. The firm employs a fee-only, percentage-of-AUM portfolio management approach focused on equities and investment-grade bonds, utilizing a combined top-down and bottom-up fundamental investment process.