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.

Christian De Berardinis is a financial advisor with Aperture Advisors LLC in West Palm Beach, FL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including eight years at Morgan Stanley and Morgan Stanley Private Bank. He has been with Aperture Advisors since 2023. Aperture Advisors LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of fundamental, quantitative, technical, charting, and cyclical analysis to manage approximately $16 million in client assets across a focused range of investments, including equities, fixed income, ETFs, real estate funds, and private placements.

Gregg Sessa is a CFP® with 10 years of industry experience, currently serving as the sole advisor at GVS Financial Group, Inc. He previously worked at LPL Financial and has been with GVS Financial Group for over two decades. GVS Financial Group is an independent SEC-registered adviser providing portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary account management, personalized investment policies, and access to independent money managers, employing a combination of long-term strategies and selective short-term trading based on comprehensive analysis methods.

Thomas Bates is a CFA® charterholder and holds a Series 65 license with two years of industry experience. He is the sole advisor at TGB Asset Management, LLC, where he has worked since 2026. His prior roles include positions at NextEra Energy Marketing and NextEra Energy Resources, as well as asset management experience at Wilbanks Smith & Thomas Asset Management and Wisehaupt Bray Asset Management. TGB Asset Management provides wealth and portfolio management services to individual clients, combining ongoing investment advice with financial planning at no additional charge. The firm employs a strategic asset allocation process based on Modern Portfolio Theory, using both passive and active investment vehicles and conducting regular portfolio reviews.

Joseph Featherstone is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Featherstone Investment Advisory, an independent firm based in Palm Beach Gardens, FL, where he has worked since 2023. 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 offers portfolio management and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm emphasizes long-term investment strategies and provides tailored Investment Policy Statements, combining fundamental and technical analysis with discretionary portfolio management. Its pension consulting practice, involving plan documentation and monitoring of service providers, is a notable aspect of the firm’s offerings.

Jordan Giessel is the founder of Giessel Wealth Advisors in Jupiter, FL. He holds a Series 65 registration and began his advisory career in 2026. Prior to entering financial advising, he worked in clinical healthcare and owned a small business. Giessel Wealth Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm focuses on asset allocation and Modern Portfolio Theory using a combination of passive and active strategies, including independent outside managers and model portfolios on the Altruist platform.

Genevieve George is a CFP® and holds a Series 66 license with 10 years of industry experience. She is the principal of Pelican Financial Planning and Wealth, PLLC, an independent firm she joined in 2025. Prior to this, she worked at Hamilton Capital, Ballentine Partners, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. Outside of her advisory role, she serves as Treasurer for Impact100 Martin, is a board member of the Wild Dolphin Project, and participates on the finance committee for the Martin County Healthy Start Coalition. Pelican Financial Planning and Wealth, PLLC provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and select pension or profit-sharing plan clients. The firm offers tailored investment advice and discretionary portfolio management across a range of asset classes, with portfolio decisions based on client objectives, risk tolerance, liquidity needs, and tax considerations. Pelican is affiliated with an accounting and tax preparation practice as well as a financial-education business, although clients are not required to use these affiliates.

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.

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.

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.

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.

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.