Lauren Desmarteaux is a financial advisor at Preserve Private Wealth, LLC with Series 65 and Series 63 licenses and one year of industry experience. She previously worked five years at SlateStone Wealth. Preserve Private Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, managing portfolios through a combination of fundamental and quantitative analysis. The firm offers access to a broad range of investment vehicles and maintains a relatively small client base with higher average assets per client.

Kevin Plunkett is a financial advisor at Semper Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Semper Financial and its affiliated entities since 2011. Semper Financial Advisors is a small registered investment adviser serving individual and high-net-worth clients. The firm employs a diversified, buy-and-hold investment approach based on Modern Portfolio Theory, managing portfolios primarily with mutual funds and ETFs on a discretionary basis.

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 at NWK Group with three years of industry experience. He holds a Series 65 designation and previously worked for Palm Beach County Fire Rescue for 28 years. NWK Group provides investment supervisory services, financial planning, and pension consulting to individuals, including high-net-worth clients, and retirement plans. The firm combines multiple analytical approaches with formal asset allocation and regular portfolio monitoring, offering detailed reporting and performance comparisons.

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.

Bradley Molineux is a financial advisor at Victrix Investment Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, PNC Investments, and Merrill prior to joining Victrix. Outside of his advisory work, Molineux has a role with American Senior Health Services, a nonprofit related to senior health. Victrix Investment Advisors serves individual investors, trusts, and retirement plans, offering discretionary and non-discretionary asset management alongside financial planning and retirement consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies and uses derivatives and options trading in separately managed accounts.

Daniel Herrema is a financial advisor with Woodstock Wealth Management, Inc. in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Woodstock Financial Group, Inc. for 12 years before joining Woodstock Wealth Management in 2018. Outside of advising, he owns DIVERD LLC, a business offering charter services and commercial fishing. 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 features a performance-based fee program tied to capital appreciation relative to the SPDR S&P 500 ETF.

Marshall Gilman is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at Purshe Kaplan Sterling Investments, Foresight Wealth Management, and SSN Advisory, Inc. Outside of his advisory role, Gilman is involved in fixed insurance sales and business reorganization consulting. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing asset management, financial planning, and retirement plan consulting. The firm utilizes third-party research and a multi-faceted investment approach, offering tailored portfolio management and ongoing reviews aligned with clients’ goals and risk tolerances.

Joseph Sullivan is a financial advisor with RMR Wealth Management in Port St Lucie, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JWS Capital Management LLC, JWS Compliance LLC, and Forstmann Leff Associates LLC. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and various managed-account programs, utilizing third-party platforms and managers to tailor portfolios according to client objectives and risk tolerance.

William Chapman is a CFP® with 21 years of industry experience currently serving at Victrix Investment Advisors. His prior roles include positions at Fogel Capital Management Inc., Great Lakes & Atlantic Wealth Management, and his own firm, Chapman Capital Advisors. From 2018 to 2021, he also worked in real estate. Victrix Investment Advisors provides investment advisory services to individuals, trusts, and retirement plans, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to develop tailored financial profiles and investment plans, managing approximately $343 million across several hundred client accounts.

Andrey Kolpakov is a financial advisor at Motiv8 Investments LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including BBVA Insurance Agency Inc. and JP Morgan Securities LLC. Motiv8 Investments LLC provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers customized investment advice using a variety of asset classes and combines fundamental, technical, cyclical, and charting analysis, while providing both discretionary and non-discretionary management.

Robert Bernard is a financial advisor with Financial Sense Advisors, Inc., holding a Series 63 designation and bringing 46 years of industry experience. He has worked at Puplava Securities, Inc. and Puplava Financial Services, Inc. since 2016 and had a brief tenure with LPL Financial, LLC. Bernard occasionally contributes articles and podcasts. Financial Sense Advisors, Inc. serves individuals, retirement plans, trusts, and other entities, managing approximately $836 million through a team of nine advisors. The firm uses a combination of fundamental and technical analysis to meet client-directed investment objectives and offers a broad range of strategies from conservative fixed income to aggressive equity portfolios.

Casey West is a Series 65-licensed advisor at Fogel Capital Management Inc in Stuart, Florida, with eight years of industry experience. He has been with Fogel Capital Management since 2016. 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 manages approximately $438 million in discretionary assets for about 238 client households, employing a mix of fundamental and technical analysis and strategies including options trading and margin transactions.

Cheryl Scout is a financial advisor with Beam Wealth Advisors, Inc. in Jensen Beach, FL, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Wells Fargo Advisors and its predecessor firm Benedetti, Gucer & Associates before joining the current firm. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm applies asset allocation and diversification principles, utilizing both traditional and tactical investment approaches, and offers coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Christina Kemprecos is a financial advisor at Motiv8 Investments LLC with 27 years of industry experience. She has held roles at JWKODAK Capital Management, Coast to Coast Financial Planning, and operates Christina Kemprecos, CTFA. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical methods and strategies, tailoring advice to client goals and risk tolerance while utilizing custodial and third-party platforms to manage and rebalance portfolios.

Michael Mc Gee is a financial advisor with Hudson Capital Advisory, Inc. in Vero Beach, FL, holding Series 65, 63, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Northern Trust, and Hawthorn Family Office. He serves on the boards of two local nonprofit hospice organizations and is a managing member of a medical device distribution company, reflecting diverse interests beyond advisory work. Hudson Capital Advisory provides investment management, financial planning, and consulting services to individuals and other registered investment advisers. The firm offers customized portfolios using a combination of fundamental, technical, and cyclical analysis, along with proprietary strategies, and supports sub-advisory and co-advisory relationships with other firms.

William Thompson IV is a CFP® professional with 13 years of experience serving clients at Victrix Investment Advisors in Stuart, FL. He has been with Victrix since 2013. Victrix Investment Advisors provides investment advisory services to individual investors, trusts, and retirement plan clients, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to implement long- and short-term strategies and manages approximately $343 million across several hundred client accounts.

Thomas Darden is a financial advisor with Jim Saulnier & Associates, LLC, holding CFP® and Series 66 credentials and having eight years of industry experience. He has worked at Jim Saulnier & Associates since 2019 and has prior experience at Bank of America and Merrill Lynch. In addition to his advisory role, he is a licensed insurance agent. Jim Saulnier & Associates serves individual and high-net-worth clients, focusing on those approaching or in retirement. The firm offers retirement and financial planning, portfolio management, investment analysis, and tax-focused planning, with an investment approach centered on passive model portfolios and a fixed-fee structure.

Jodi Tribble is a financial advisor at Fogel Capital Management Inc with 27 years of industry experience. She has been with Fogel Capital Management since 2013. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations, managing approximately $390 million in discretionary client assets. The firm combines fundamental and technical analysis and employs a range of strategies tailored to clients’ objectives, financial conditions, tax status, and risk tolerance.