Michael Burr is a Series 66 licensed advisor with Steady Returns in Charlotte, NC, where he has worked since 2013. He has 19 years of industry experience. Steady Returns provides discretionary investment supervisory services primarily to individual and high-net-worth clients, tailoring Investment Policy Statements to client goals, tax situations, and risk tolerances. The firm manages diversified portfolios using a combination of fundamental, technical, and cyclical analysis, employing long- and short-term trading, options writing, and a proprietary Healthcare Boom Strategy.

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.

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.

Christopher Burr is a financial advisor at Steady Returns with 16 years of industry experience. He holds a Series 66 designation and has worked at Steady Returns, LLC since 2013. Outside of his advisory role, Burr is a licensed insurance agent and participates in a college planning program at Treasure Coast College. Steady Returns provides discretionary investment supervisory services primarily to individual and high-net-worth clients, creating tailored Investment Policy Statements based on each client’s goals, tax situation, and risk tolerance. The firm employs a range of securities and combines multiple analysis methods with both long- and short-term trading and options strategies.

George Gerner Jr. is a Series 65-licensed financial advisor with 13 years of experience, currently serving at TRG Capital Management, Inc. since 2013. He is based in Hutchinson Island, Florida. TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a mix of fundamental and technical analysis, offering tailored portfolios that incorporate multiple strategies and tactical risk-management tools.

Donald Burleigh is a Series 65-licensed financial advisor with Peak Capital Management, bringing 19 years of industry experience. He has been associated with Treasure Coast Financial Group, LLC since 2006 and has operated Burleigh and Associates, LLC DBA Peak Capital Management since 1993. Outside of advisory services, he is a managing member and licensed insurance agent at Treasure Coast Financial Group. Peak Capital Management serves individuals, trusts, estates, and business organizations with discretionary asset management, tax preparation, and estate-planning services. The firm employs a goal-setting approach to asset allocation, using fundamental and technical analysis, and may engage sub-advisers to manage portions of client assets.

Scott Roads is a financial advisor at Spectra Investment Management, LLC with four years of industry experience. He previously worked at Northern Trust from 2013 to 2017 before joining Spectra in 2017. Spectra Investment Management serves high-net-worth individuals, families, and related entities with discretionary portfolio management, financial planning, investment consulting, family office services, and outsourced chief investment officer engagements. The firm combines quantitative and qualitative approaches to asset allocation and portfolio construction, emphasizing global equity exposure and tax-aware management, and offers specialized family office and OCIO services.

Manuel Menendez is a financial advisor at CPR Financial & Insurance Services, Inc. with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at CPR Financial since 2015. In addition to his advisory role, he is an independent insurance agent involved in the sale of insurance-related products. CPR Financial & Insurance Services provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans. The firm integrates fundamental analysis with individualized investment policies and utilizes multiple platforms and sub-advisors to manage client portfolios.

David Ralicki is a financial advisor at Ralicki Wealth Management & Trust Services in Stuart, FL, holding a Series 65 designation with 15 years of industry experience. He has been with Ralicki Wealth Management & Trust since 2007. The firm provides investment supervisory services, financial planning, pension consulting, and limited trust services to high-net-worth individuals and pension/profit-sharing plan clients. Ralicki Wealth Management operates as a manager-of-managers, selecting and monitoring third-party money managers and SMA platforms to execute client investment strategies.

Lauren Desmarteaux is a financial advisor at Preserve Private Wealth, LLC with Series 65 and Series 63 credentials and one year of industry experience. She previously worked at SlateStone Wealth from 2018 to 2023. Preserve Private Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management and customized Investment Policy Statements. The firm employs a combination of fundamental and quantitative analysis with a long-term trading approach, managing a relatively large asset pool for a small client base and providing access to a diverse range of investment vehicles.

David Ralicki is a financial advisor at Ralicki Wealth Management & Trust Services in Stuart, FL, holding a Series 65 designation with 24 years of industry experience. He has been with Ralicki Wealth Management & Trust Services since 2006. Ralicki Wealth Management & Trust Services provides investment supervisory services, financial planning, pension consulting, and limited trust services primarily to high-net-worth individuals and pension/profit-sharing plan clients. The firm operates as a manager-of-managers, selecting and monitoring third-party money managers to execute investment decisions on behalf of clients.

Kevin Plunkett is a financial advisor at Semper Financial with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Semper Financial and its affiliates since 2011. Semper Financial Advisors provides discretionary investment management and, upon request, written financial planning to individual and high-net-worth clients. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using diversified portfolios primarily composed of mutual funds and ETFs tailored to clients’ goals and risk tolerance.

Richard Kesner is a financial advisor at The Commonwealth Group LLC with 31 years of industry experience. He previously worked at Stoever Glass Wealth Management and Measured Wealth Private Client Group. The Commonwealth Group LLC provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, corporations, retirement plans, foundations, and endowments. The firm focuses on fundamental analysis and long-term investment strategies, offering tailored portfolio management and financial oversight to its clients.

Mark Huber is a financial advisor at You First Financial LLC in Port Saint Lucie, FL, holding a Series 65 designation with three years of industry experience. He is also the owner of Sandbar Financial and Insurance LLC, where he is involved in insurance sales and services, and owns Huber Enterprises LTD, an online sales business. You First Financial LLC is a small, owner-operated advisory firm with two advisors managing approximately $18.4 million in discretionary assets. The firm primarily serves individual clients, including both high-net-worth and non-HNW households, offering discretionary portfolio management, comprehensive financial planning, and consulting through a combination of digital platforms and third-party money managers.

Cherif Nahas is a financial advisor with NWK Group, holding a Series 65 designation and two years of industry experience. Prior to joining NWK Group, he served with Palm Beach County Fire Rescue for 28 years. NWK Group serves individual and high-net-worth clients, as well as pension, profit-sharing plans, and non-profit organizations, offering investment supervisory services, institutional consulting, financial planning, and cash-management advice. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis in both discretionary and non-discretionary portfolio management, with regular account monitoring and detailed performance reporting.

Thomas Koehler is a financial advisor with Grant Koehler & Levin Ltd. in Palm City, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Polar Investment Counsel Inc. and Grant Koehler & Levin since 2007. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for about 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, using a buy-and-hold strategy centered on large U.S. companies, income-oriented approaches, and discretionary portfolio management with periodic reviews.

Blaise Hayden is a financial advisor at Fogel Capital Management Inc with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fogel Capital Management since 2004. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. The firm combines fundamental and technical analysis and employs a range of strategies, including long- and short-term buy-and-hold, short sales, options strategies, and margin transactions, tailoring portfolios to clients' objectives and risk tolerance.

Richard O'hara is a CFP® professional with 18 years of experience in financial advising. He has worked at Lake Street Financial, LLC since 2019 and has held positions at Bank of America and Merrill since 2010. Lake Street serves individual and high-net-worth clients, as well as business entities, retirement plans, trusts, estates, charitable organizations, private foundations, and insurance company clients. The firm offers a range of services including discretionary investment management, financial planning, and access to private investment vehicles, employing a multi-faceted investment approach that emphasizes asset-class allocation, diversification, and tax awareness.

Mark Stratton is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Owlfi Ria, LLC, Motiv8 Investments LLC, and LPL Financial. In addition to his advisory work, he operates as an independent insurance agent. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, focusing on discretionary portfolio management and financial planning. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, and other securities with regular portfolio reviews and risk profiling.