Peter Bisulca is the sole advisor at Selected Objectives LLC in Port St. Lucie, FL, holding Series 63, 65, and 66 licenses with 28 years of industry experience. His previous roles include positions at Park Avenue Securities, Guardian Life Insurance Company of America, and MassMutual. He is also an author and involved in mortgage brokerage and insurance sales. Selected Objectives LLC is applying to be a Florida state-registered investment adviser offering discretionary portfolio management to individuals, high-net-worth clients, corporations, and trusts. The firm uses a combination of fundamental and technical analysis across long- and short-term strategies, typically allocating heavier to stocks and options while maintaining a cautious approach to market timing.

Joel Lipton is the sole advisor at Lipton Capital Management in Stuart, Florida, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has led Lipton Capital Management since its founding in 1992. Outside of his advisory work, he is involved in boat sales and brokerage through Universal Yacht Sales, LLC. Lipton Capital Management provides discretionary portfolio management to a small number of individual retail clients, focusing on long-term growth with a "Keep It Simple" investment approach. The firm primarily invests in a limited range of securities and commonly uses options strategies, operating as a solo independent advisor.

Robert Rubin is the sole advisor at LDL Capital Management, LLC, an independent advisory firm based in Jupiter, FL. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Rubin has led the firm since 2011, following prior senior roles at major broker-dealers and asset managers such as Bear, Stearns; Goldman Sachs; Deutsche Bank; Deutsche Asset Management; Plainfield Asset Management; and KKR Capital Markets. LDL Capital Management provides discretionary portfolio management and related advisory services to a concentrated client base, focusing on individualized portfolio management for high-net-worth clients.

Leslie Trowbridge is a CFP® and Series 63-registered financial advisor with 27 years of industry experience. She has been the sole advisor at Family First Financial Planning since 1998. Family First Financial Planning offers comprehensive financial planning and investment consultation to individuals, high-net-worth clients, trusts and estates, charitable organizations, and businesses. The firm emphasizes long-term, buy-and-hold strategies with diversified, low-cost index mutual funds and ETFs, providing services on a limited or as-needed basis without custodial services or discretionary trading authority.

Thomas Davies is the principal and sole advisor at Davies Wealth Management LLC, an independent firm based in Stuart, FL. He holds the Series 66 designation and has 18 years of industry experience, including prior roles at large brokerage firms. Outside of his advisory work, he has held a part-time, non-investment position with a local sports organization. Davies Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporate and institutional clients. The firm utilizes a combination of fundamental, technical, and cyclical analysis to manage diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and option strategies.

Kyle Cain is a CFP® with 17 years of industry experience, currently serving at Foresight Financial Advisory in Jupiter, FL. His prior roles include positions at JPMorgan Securities LLC and Acadient, Inc. Cain is also associated with Freedom Family Office, LLC in New York. Foresight Financial Advisory provides investment management, customized financial planning, and portfolio implementation services primarily for individuals, high-net-worth clients, and small businesses. The firm employs a blend of fundamental, technical, and cyclical analysis, using portfolio construction methods such as core-and-satellite and modern portfolio theory, and offers educational seminars and third-party manager selection.

Codie Thomas is a financial advisor at Abaco Retirement Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Advus Financial Partners, LLC, Vista Management Company, and GWN Securities Inc. In addition to his advisory role, he operates as an independent insurance agent. Abaco Retirement Advisors LLC provides non-discretionary asset management to individual clients and limited-scope ERISA advisory services to qualified retirement plans. The firm offers tailored investment programs and acts as a 3(21) fiduciary for plan sponsors, combining pension consulting with individual portfolio management.

Jennifer Arnold is a financial advisor with J. Leigh Capital Management, LLC, holding Series 63 and Series 65 licenses. She has over a decade of industry experience, including roles at Investacorp Inc., Essex Securities, Cantella & Co., and Kovack Securities. Jennifer also operates a related business, J Leigh Wealth, LLC. J. Leigh Capital Management provides portfolio management and financial planning services for individuals, trusts, retirement plans, and small businesses. The firm invests mainly in publicly traded funds and securities, applying fundamental analysis, asset allocation, and periodic rebalancing with a long-term focus.

John Faries is a financial advisor at Marchand Faries Financial Management, Inc. with nine years of industry experience. He holds the Series 65 credential and has worked at Marchand Faries since 2016. In addition to his advisory role, he serves as Chief Financial Officer at Pivot Lending Group, a mortgage lending firm. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The firm constructs customized portfolios using individual securities and mutual funds, applying fundamental analysis and periodic rebalancing, while coordinating with clients’ legal and tax professionals to integrate estate and tax considerations.

Todd Schanel is a CFP® and CFA® with 20 years of industry experience. He is a principal at Core Wealth Management, Inc., where he has worked since 2012, and also serves as a Director and CPA at Schanel & Associates, PA, a full-service accounting firm. Outside of his advisory and accounting roles, Mr. Schanel manages a property through Horizon Investment Partners, LLC. Core Wealth Management, Inc. serves primarily individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory-based investment approach with diversified asset allocations and integrates financial planning tools such as Monte Carlo analysis and tax-aware strategies.

Peter Succoso is the CEO and sole advisor of Sherpa Capital Management with 25 years of industry experience. He previously worked at Woodbury Financial Services for 17 years and has been associated with OSAIC since 2024. Outside of his advisory role, he serves as a board member at Hockessin Montessori School and provides strategic planning and executive coaching through his consulting business. Sherpa Capital Management, founded in 2025, manages approximately $107.5 million for a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm employs a passive, buy-and-hold investment approach based on Modern Portfolio Theory, offering discretionary and non-discretionary management alongside comprehensive financial planning services.

Joshua Helman is a financial advisor at SmartPlan Investing with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Financial Planning Counselors, Inc. since 2007. In addition to his advisory work, Helman practices emergency medicine as an independent contractor physician. SmartPlan Investing serves individual investors, pension and profit-sharing plans, and business clients by providing financial coaching, planning, and investor education workshops. The firm employs academic investing principles and collaborates with Matson Money for portfolio management, emphasizing client coaching and regular portfolio reviews.

Nicholas Christensen is a financial advisor at Ralicki Wealth Management & Trust Services with 10 years of experience at the firm and two years in the industry. He holds a Series 65 designation. Prior to his advisory role, he worked briefly in education and the restaurant industry. Ralicki Wealth Management & Trust Services is an SEC-registered adviser serving individual and high-net-worth clients, as well as retirement plan sponsors. The firm employs a manager-of-managers approach, using third-party money managers and SMA/platform solutions rather than actively trading individual securities.

John Ainlay IV is a financial advisor with Stillwater Wealth Management Group LLC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Financial Security Management, Inc. and JH Outback, where he also serves as a speaker and leader for faith-based events. Additionally, he is co-owner of Coastline Striping LLC, a parking lot striping service. Stillwater Wealth Management Group LLC provides portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages accounts using a mix of fundamental, technical, and charting analysis across various asset classes, including traditional and specialized investment instruments.

Jennifer Sheffler is a CFP® with six years of industry experience, currently serving as a financial advisor at Marchand Faries Financial Management, Inc. since 2020. Prior to this, she worked for three years at Automotive Management Services, Inc. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The firm constructs customized portfolios using fundamental analysis and coordinates with clients’ legal and tax professionals to integrate estate and tax considerations into investment decisions.

Micah White is a financial advisor at Spectra Investment Management, LLC with a Series 65 credential. He has been with Spectra since 2021 and has prior experience working at Louisiana Tech University and the Cyber Innovation Center. Spectra Investment Management serves high-net-worth individuals, families, and related entities, providing discretionary portfolio management, investment consulting, financial planning, and outsourced chief investment officer engagements. The firm emphasizes asset allocation, valuation-sensitive tilts, and long-horizon mean reversion, combining institutional capabilities with personalized family office services.

Benjamin Graybow is a financial advisor at Peak Capital Management with five years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Bank of America, Merrill, Family Heritage Division Globe Life, and Aflac. Graybow is also an independent licensed insurance agent. Peak Capital Management provides investment advisory services to individuals, trusts, estates, and business organizations, offering discretionary portfolio management alongside estate planning and tax-preparation support. The firm serves several hundred client relationships with a focus on education, customized asset allocations, and ongoing portfolio monitoring.

Richard Blumenfeld is a financial advisor at Stillwater Wealth Management Group LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Blumenfeld has been with Stillwater Wealth Management Group since 2020. Stillwater Wealth Management Group provides investment advisory and pension consulting services to individuals, pension and profit-sharing plans, and business entities, focusing on tailored portfolio management through Investment Policy Statements. The firm employs a blended investment approach utilizing dividend-paying large-cap equities, fixed income, ETFs, REITs, annuities, and alternative holdings, with an emphasis on long-term total return and growth.

Vedant Mimani is a financial advisor at Fortuna Investors LLC with 12 years of industry experience. He has been with Fortuna Investors since 2014 and previously worked as a self-employed advisor for three years. Outside of his advisory role, Mimani serves as Vice President and Treasurer of FOSPE Inc, a charitable foundation supporting local elementary school initiatives. Fortuna Investors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and corporate clients. The firm employs a quantitative investment approach centered on modern portfolio theory, dynamic asset allocation, and long-term trading, with portfolios primarily constructed using exchange-traded funds.

Walter Burns III is a CFP® with 41 years of experience in the financial industry. He is affiliated with Family Steward Wealth Consulting®, where he has worked under Burns Financial Management since 1994. The firm serves individual clients, including high-net-worth households, and charitable organizations by providing comprehensive wealth consulting, financial planning, and portfolio management through its Winners Circle Wealth Consulting program. Family Steward Wealth Consulting® employs a process-driven, holistic planning approach and primarily uses broadly diversified, passive asset-class and index-based allocations with support from a sub-adviser that manages portfolio administration and ongoing monitoring.