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.

Peter Bisulca is a financial advisor at Selected Objectives LLC with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including MassMutual, Guardian Life Insurance Company of America, and Park Avenue Securities. Outside of advising, he is an author and publishes books, as well as holds roles as a mortgage broker and insurance broker. Selected Objectives LLC is 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 with both long-term and short-term strategies, often including options, and emphasizes continuous account supervision with 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. Codie also operates as an independent insurance agent. Abaco Retirement Advisors LLC offers non-discretionary asset management to individual clients and ERISA advisory services to qualified retirement plans. The firm provides tailored investment programs based on clients’ goals and risk tolerance, 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 II is a financial advisor at Marchand Faries Financial Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Columbine Federal Credit Union and currently serves as Chief Financial Officer of Pivot Lending Group, a mortgage lender. 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 stocks, bonds, ETFs, and mutual funds, applying fundamental analysis and periodic rebalancing, while integrating tax and estate considerations through coordination with clients’ other advisors.

Todd Schanel is a CFP® and CFA® with 21 years of industry experience. He is a founding member of 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 non-investment property management entity, Horizon Investment Partners, LLC. Core Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope retirement plan consulting. The firm employs a diversified investment approach based on modern portfolio theory and asset allocation, using passive ETFs and mutual funds alongside separately managed accounts and third-party sub-advisers.

Peter Succoso is an investment advisor at Sherpa Capital Management with 26 years of industry experience. His prior roles include positions at Woodbury Financial Services and Hornor, Townsend & Kent, LLC. Outside of his advisory work, he serves as a board member for Hockessin Montessori School and is involved in executive coaching and strategic planning through Sherpa Consulting. Sherpa Capital Management is a registered investment adviser managing approximately $107.5 million for around 158 clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a buy-and-hold, passive investment strategy based on Modern Portfolio Theory, using no-load mutual funds, ETFs, and conservative fixed-income securities, with portfolio management delegated to a sub-advisor and supported by a multi-step financial planning process.

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 in Stuart, FL, with 10 years at the firm and 2 years of industry experience. He holds a Series 65 designation and previously worked for Martin County Public Schools. Ralicki Wealth Management & Trust Services serves individual and high-net-worth clients as well as retirement plan sponsors, offering investment supervisory services through third-party money managers, financial planning, pension consulting, and trustee services. The firm operates as a manager-of-managers, using SMA and platform solutions rather than actively managing individual securities.

John Ainlay IV is a financial advisor at Stillwater Wealth Management Group LLC with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Financial Security Management, Inc and involvement with faith-based organizations such as JH Outback and Camp Impact. Outside of finance, he co-owns a parking lot striping business, Coastline Striping LLC, and participates as a speaker and leader for nonprofit faith events at JH Outback. Stillwater Wealth Management Group LLC provides discretionary portfolio management and pension consulting services primarily to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $206 million in assets and emphasizes tailored investment strategies that include dividend-paying large-cap equities, investment-grade fixed income, and the use of long-term trading, options strategies, and alternative investments when appropriate.

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 discretionary portfolio management and pension consulting to individuals, high-net-worth clients, and business entities. The firm emphasizes tailored investment strategies that include dividend-paying large-cap equities, investment-grade fixed income, and may incorporate alternative investments and options strategies.

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.