Ginny Neal is an independent financial advisor at SpringTru, LLC with 15 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Kovack Securities. In addition to her advisory work, she is the founder and CEO of Move Forward Bravely, LLC, which focuses on executive coaching for women and professional, personal, and financial success. SpringTru, LLC provides personalized financial planning and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach combines fundamental and technical analysis, discretionary portfolio management, and tax-efficient strategies, supported by a principal-level legal background in corporate and securities matters.

Richard Pearson is the sole advisor at Pearson Asset Management Company, an independent firm based in West Palm Beach, FL. He holds a Series 65 credential and has 21 years of industry experience. Outside of advising, he serves as an Associate Professor of Finance at Palm Beach Atlantic University, where he teaches courses, conducts research, and develops educational materials in finance. Pearson Asset Management provides personalized, fee-only investment management and financial consultation to individuals and small businesses. The firm uses a strategic asset-allocation approach informed by various analytical methods and offers customized portfolio options alongside ongoing management and advisory services.

Scott Perron is the sole advisor at SD Perron & Co. Investment Services with 27 years of industry experience. He holds a Series 63 designation and has operated his independent advisory firm since 1997. In addition to financial advising, he provides part-time web design and computer-related services as well as bookkeeping support. SD Perron & Co. Investment Services offers personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a fee-only, strategic core-and-satellite investment approach using passive index funds and ETFs complemented by active funds, with regular quarterly reviews.

Christian De Berardinis is a financial advisor at Aperture Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2023. Aperture Advisors provides discretionary portfolio management services to individuals, high-net-worth clients, charitable organizations, and corporate/business clients. The firm focuses on individual equities and ETFs, employing a combination of fundamental, quantitative, technical, and modern portfolio theory techniques with both long- and short-term trading strategies.

Joseph Featherstone is a financial advisor with Featherstone Investment Advisory in Palm Beach Gardens, FL. He holds a Series 65 credential and has eight years of industry experience. His prior roles include positions at Stillwater Wealth Management, U.S. Private Wealth, Wall Private Wealth, NYLIFE Securities, and New York Life Insurance. Featherstone Investment Advisory provides portfolio management and pension consulting to individuals, high-net-worth clients, and business entities. The firm emphasizes tailored Investment Policy Statements, discretionary portfolio management, and a pension consulting practice that includes plan creation and manager monitoring.

Kevin Pellegrini is a financial advisor at West Pine 43 LLC in West Palm Beach, FL, holding Series 63 and Series 65 designations with 14 years of industry experience. He previously worked at Oppenheimer & Co. Inc. from 2016 to 2018 and has been with Joseph Gunnar & Co., LLC since 2018. West Pine 43 LLC provides portfolio management and advisory services to individuals, including high-net-worth clients, as well as corporate, pension, and institutional clients. The firm follows an all-cap momentum investment approach emphasizing long-term capital appreciation, utilizing equities through ETFs and mutual funds along with selective use of trading strategies such as margin and options.

Andrew Fleschner is the principal of Fleschner Investments, an independent registered investment adviser based in West Palm Beach, FL. He holds Series 63 and Series 65 registrations and has 13 years of industry experience. He has been operating under his own firm since 2015. Fleschner Investments provides discretionary portfolio management to a select group of individual, corporate, and small-business clients, managing approximately $4.9 million in assets. The firm customizes portfolios based on client objectives, time horizons, and risk tolerance, utilizing fundamental analysis and a combination of long- and short-term investment strategies.

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.

Matthew Klocke is the sole advisor at Klocke Capital Group, LLC in Palm Beach, FL, holding Series 63 and Series 65 designations with 21 years of industry experience. He has led Klocke Capital Group since its founding in 2009. Klocke Capital Group provides investment supervisory and portfolio management services mainly to individual and high-net-worth clients, including separately managed accounts and retirement plans. The firm uses both fundamental and technical analysis and employs a range of strategies such as options-writing and margin transactions, often with discretionary authority to manage client portfolios.

Gregory Savidge is a financial advisor with Capital Asset Management Group, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial LLC since 2025 and has been with Capital Asset Management Group since 2017. Prior to that, he was affiliated with Next Financial Group Inc. for over two decades and has operated as a sole proprietor since 2001. Capital Asset Management Group, Inc. provides discretionary asset management and financial planning services to individuals, high net worth clients, and trusts. The firm employs a combination of fundamental and technical analysis to manage portfolios and sponsors a wrap fee program, offering clients discretionary trading authority and the ability to impose written restrictions on their accounts.

Dana Barnes is a financial advisor with CEG Wealth Partners, LLC, holding a Series 65 designation and newly entering the advisory industry. Barnes has been CEO of Concord Equity Group, LLC since 1994, overseeing operations related to industrial real estate and golf course ownership through several affiliated companies. CEG Wealth Partners, LLC serves individual clients across various life stages, offering financial planning, coaching, and investment recommendations without taking custody of client assets or exercising discretionary trading authority. The firm’s investment approach focuses on passive, buy-and-hold strategies using low-cost, index-tracking ETFs, with tailored portfolios and periodic rebalancing.

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.

Oleksii Savchyk is the principal of Orange Street Fund Advisors LLC and holds a Series 65 designation. He has experience in real estate brokerage through his roles at Florida Dominion and Broward Properties Inc. since 2000 and 2010, respectively. Orange Street Fund Advisors LLC provides discretionary asset management to high-net-worth individuals and business development companies, focusing on fundamental analysis and a long-term investment strategy tailored to each client’s financial situation and risk tolerance.

Alan Jardeleza is the sole advisor at Alan & Company, LLC in West Palm Beach, FL, holding Series 63 and 65 designations with 25 years of industry experience. His prior roles include positions at Lyons Wealth Management, Bank of America, and Merrill. He is also associated with Lyons Wealth Management as a wealth advisor. Alan & Company, LLC provides discretionary asset and portfolio management services primarily to individual investors, including high-net-worth and accredited clients. The firm emphasizes ongoing, individualized portfolio management tailored to each client’s goals, time horizon, and risk tolerance.

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.

Jackson Leigh Allen is a financial advisor at Saber Asset Management with a Series 65 designation and no prior industry experience before joining the firm. He previously worked at Hood River Capital from 2022 to 2025 and was a student from 2015 to 2022. Saber Asset Management, established in May 2025, provides discretionary portfolio management and standalone financial planning services. The firm primarily serves individuals and high-net-worth clients, employing a fundamental analysis and long-term trading approach focused mainly on equities, along with mutual funds, ETFs, fixed income, TIPS, and non-U.S. securities.

Joseph Dirnfeld is the sole advisor at ALES29 Advisors, Inc., an independent firm based in West Palm Beach, FL. He holds a Series 65 designation and has eight years of industry experience, leading his firm since 2018. Prior to founding ALES29 Advisors, he has been self-employed since 1998. ALES29 Advisors provides discretionary portfolio management services to individual and high-net-worth clients, focusing on equities and fixed income. The firm employs a long-term, fundamental value approach supplemented by quantitative and technical analysis, managing approximately $39.7 million across a small client base without formal account minimums.

Bruce Honig is a financial advisor with Conservation Capital, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked at Northern Trust Investments, Incorporated for nine years before founding Conservation Capital in 2009. Honig serves as a co-trustee of a personal residence trust. 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 fundamental analysis and offers discretionary portfolio management with a range of investment vehicles, including equities, bonds, ETFs, and alternative investments.

Adam Peplinski is a CFP® professional affiliated with BelleRive Capital, LLC, with nine years of industry experience. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors before joining BelleRive Capital in 2025. He is also the founder of PlanX Technologies, a financial technology firm. BelleRive Capital, LLC provides investment advisory services to individuals, high-net-worth individuals, and business entities with a focus on portfolio management and financial planning. The firm employs a variety of analytical methods and strategies, including fundamental, quantitative, and technical analysis, and offers both discretionary and non-discretionary account management.

Dennis Gelfand is a CFP® professional with 11 years of financial advisory experience. He is the sole advisor at Plan Ahead Advisors and has concurrently worked as an employee and shareholder at the CPA firm Hough, Gelfand & Associates since 2003. Plan Ahead Advisors provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, using fundamental analysis to develop individualized strategies aligned with each client’s risk tolerance and time horizon. The firm also coordinates with other professionals and may direct clients to third-party money managers as part of its services.