Saul Cohen is the principal advisor at Wealth with Wisdom Advisors, Inc. in Palm Beach Gardens, FL, holding the ChFC® designation along with Series 63 and 65 licenses. He has 23 years of industry experience and has managed the Gemini Club Condo Association since 2016. Cohen also operates an independent insurance agency under Wealth With Wisdom Financial Services. Wealth with Wisdom Advisors, Inc. serves individual and high-net-worth clients by providing personalized financial planning and consulting, often partnering with third-party money managers who implement investment strategies based on a modern portfolio approach. The firm combines fee-based financial planning with an affiliated insurance practice and does not directly manage client assets.

Sean Abbey is a CFA® charterholder and principal at Vail Valley Asset Management, LLC with five years of industry experience. He is also the founder and CEO of Convex Capital Group, LLC, a holding company focused on acquisitions of lower middle market private companies. Prior to his advisory roles, he worked at the Financial Industry Regulatory Authority for seven years. Vail Valley Asset Management offers discretionary investment management and financial planning services to individual investors and owners of lower-middle-market private businesses. The firm employs fundamental research and a long-term, long-only investment approach across various equity categories, providing strategic advice related to the sale or recapitalization of closely held companies.

Stephanie Zachary is the principal of Zachary Financial Consultants LLC in Palm Beach Gardens, FL, with 11 years of experience. She holds a Series 65 designation and also operates Stephanie M Zachary Law Offices PA. Zachary Financial Consultants provides tax, accounting-adjacent, and financial planning services primarily to individuals, trusts, and legal entities. The firm integrates financial planning with affiliated accounting services and assists clients in selecting third-party wealth managers, rather than managing investments directly.

Eric Withers is an investment professional at Hudson Trading Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hudson Trading Group and Constanta Trading LLC. Outside of his advisory role, he is a licensed Primerica life insurance agent in Florida. Hudson Trading Group provides portfolio management services primarily to pooled investment vehicles and institutional-type clients, employing a combination of charting, fundamental, quantitative, and technical analysis. The firm uses a variety of investment strategies including equities, ETFs, fixed income, and private placements, and operates on a small scale with a single management person.

Christopher Pinder is the principal of Pinder Financial, LLC, an independent advisory firm based in Jupiter, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience, including prior roles at Raymond James & Associates and Illustrated Properties. Outside of financial advising, he is the qualifying broker and owner of a real estate brokerage firm. Pinder Financial provides tailored asset management and advisory services to individuals and business clients, including corporate pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis alongside Modern Portfolio Theory to construct portfolios, generally managing accounts on a non-discretionary basis and offering ERISA 3(21) fiduciary services and pension consulting.

Laurence Montello is a CFP®-certified financial advisor with 24 years of industry experience and is principal at Montello Wealth Management, Inc. in Palm Beach Gardens, FL, where he has worked since 2009. He is also the owner of Montello Tax & Planning, LLC, a tax preparation business serving individuals and small businesses, and a co-owner of Emergency Insurance Housing, LLC, a venture focused on temporary accommodations for displaced homeowners. Montello Wealth Management provides personalized investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm combines multiple analytical approaches to tailor portfolios to client objectives and is notable for offering pension consulting and participant education alongside investment management and tax preparation services.

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.

Bruce Honig is the principal advisor at Conservation Capital, LLC in Palm Beach Gardens, FL, with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has led Conservation Capital since 2009. Outside of his advisory role, he serves as a co-trustee for personal residence trusts. Conservation Capital, LLC is a single-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and corporate clients. The firm employs a fundamental analysis-based investment process that includes both long- and short-term trading and manages diversified portfolios on a discretionary basis.

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.

David Jacoby is a CFP®, CFA®, and Series 66-licensed financial advisor with 10 years of industry experience. He is the sole advisor at Remote Financial Planner, LLC, an independent firm based in Palm Beach Gardens, FL, where he has worked since 2016. Remote Financial Planner, LLC serves individual clients, families, and their trusts, including both non-high-net-worth and higher-net-worth households. The firm provides comprehensive financial planning and investment supervisory services through an ongoing advisory subscription model, with a primarily passive, index-based investment approach grounded in Modern Portfolio Theory and options for active core-satellite strategies.

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.

Carol Dixon is a CFP® professional with 12 years of industry experience. She has been with Your Planning Partner LLC since 2016. In addition to her advisory role, she serves as co-trustee of a private trust. Your Planning Partner LLC serves individual and institutional clients, including high-net-worth individuals and pension plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of analytical approaches and supports both discretionary and non-discretionary advisory services.

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.

Matthew Stohlman is a financial advisor at Poinciana Advisors Group, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Poinciana Advisors Group since 2005. In addition to his advisory role, Stohlman is a CPA and owner of the accounting firm Smith, Stohlman, James & Gardere, P.A. Poinciana Advisors Group provides discretionary portfolio management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach rooted in Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers comprehensive financial consulting including tax and estate planning.

John Thompson is a financial advisor with JW Thompson Investments LLC, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with JW Thompson Investments LLC and LPL Financial LLC since 2013. Thompson provides investment advisory services through his independent firm, which he started in 1999. JW Thompson Investments LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses by offering portfolio management, limited financial consulting, and retirement-plan consulting. The firm manages both discretionary and non-discretionary accounts for approximately 130 clients, employing a portfolio construction approach that incorporates fundamental, technical, charting, and cyclical analyses tailored to clients’ tax situations, income needs, and risk tolerance.

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.

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.

Cory Lyon is a financial advisor at Aureum Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at TFG Financial Advisors, LLC, The Fuoco Group, and Hewins Financial Advisors, LLC. Aureum Wealth Management is an SEC-registered firm managing approximately $154 million for several hundred clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers tailored financial planning and portfolio management, incorporating fundamental, technical, and cyclical analysis alongside third-party managers and alternative investments through the iCapital network.