Robert Polackwich is a CFA® charterholder with 23 years of industry experience, currently serving at Professional Advisory Services, Inc. since 2001. He holds a Series 65 license and is based in Vero Beach, FL. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans, charities, and business entities. The firm employs a combined top-down and bottom-up fundamental analysis approach to construct diversified portfolios focused on high-quality equities and investment-grade bonds, supported by a formal investment committee and comprehensive performance reporting.

Courtenay Satterwhite is a financial advisor at Spirepoint Private Client, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 12 years. Outside of her advisory work, she is involved in health coaching as an independent contractor with OPTAVIA. Spirepoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm manages approximately $1.44 billion using a mix of active and passive strategies and operates a wrap fee program consolidating transaction, custody, and reporting services.

Robert Hagstrom is a CFA® charterholder with 24 years of industry experience. He has been with EquityCompass Investment Management, LLC since 2014. Outside of his advisory role, he is an author and publisher, writing books through John Wiley & Sons. EquityCompass Investment Management provides model portfolios and discretionary investment management to financial intermediaries, institutions, and individual clients. The firm employs a research-driven, rules-based process that combines fundamental and quantitative analysis, offering a range of focused, diversified strategies across multiple asset classes.

Christopher Connett is a ChFC® with one year of industry experience, currently serving as an advisor at Professional Advisory Services, Inc. He has been with the firm since 2011. Professional Advisory Services, Inc. manages approximately $1.26 billion on a discretionary basis for a diverse client base, including individuals, high-net-worth clients, corporate retirement plans, charities, and other business entities. The firm employs a fee-only portfolio management approach focused on equities and investment-grade corporate and tax-free municipal bonds, utilizing a combined top-down and bottom-up fundamental analysis for its core holdings.

Andrew Hartline is a CFA® charterholder with 24 years of industry experience. He is currently with Naples Global Advisors and has previously worked at Vero Beach Global Advisors and Northern Trust for a combined 17 years. Naples Global Advisors provides discretionary investment management to individuals, retirement accounts, corporations, trustees, and charitable organizations. The firm employs a global, multi-cap value investment approach with in-house fundamental research and manages portfolios emphasizing individual equities alongside fixed income and cash equivalents.

Henry Venker is a financial advisor at Naples Global Advisors in Vero Beach, FL, holding a Series 65 designation. He began his advisory career in 2025 after graduating from Indiana University. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value strategies primarily using individual equities and diversified fixed-income. The firm serves clients with approximately $1 million or more in investable assets and operates with an employee-ownership structure.

Christopher Brown is a financial advisor with Professional Advisory Services Inc. in Vero Beach, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with the same firm since 2000. Professional Advisory Services Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients. The firm employs a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios focused on high-quality equities and investment-grade corporate and municipal bonds.

Richard Roscelli is a financial advisor at Cardea Capital Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Belpointe Asset Management, Renaissance Asset Management, and B. Riley Wealth Advisors. In addition to his advisory role, he is an insurance producer for Belpointe Insurance, LLC. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm uses a Modern Portfolio Theory approach with diversified, risk-based portfolios composed of low-cost institutional mutual funds and ETFs, supplemented by separately managed accounts and alternative investments, with regular portfolio monitoring and rebalancing.

David Jaffe is a financial advisor at Professional Advisory Services Inc. in Vero Beach, FL, holding a Series 65 designation with 32 years of industry experience. He has been with Professional Advisory Services, Inc. since 1992. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm uses a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios focused on high-quality equities and investment-grade bonds, supported by an internal investment committee and advanced analytical tools.

Hakyung Campione is a CFP® professional with 12 years of industry experience, currently serving at Spirepoint Private Client, LLC. Prior to joining Spirepoint in 2023, Campione worked at Morgan Stanley Private Bank and Bank of America Merrill Lynch. Outside of advisory work, Campione serves on the investment committee of the VNA of Treasure Coast. Spirepoint Private Client, LLC offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a combination of active and passive strategies and manages approximately $1.44 billion across more than a thousand accounts.

Daniel Dixon is a financial advisor with Algorithmic Investment Models, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Ceros Financial Services, Joseph Grace Holding, Trident Distribution Partners, Triboro Investment Management, and BNY Mellon Advisors. Algorithmic Investment Models specializes in ETF-based portfolio management and model delivery for a diverse client base including investment advisers, broker-dealers, institutional channels, and high-net-worth individuals. The firm employs a quantitative, technology-driven investment process that utilizes proprietary models and emphasizes platform distribution and model licensing.

Charles Wood is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with Cardea Capital Advisors, LLC, where he has worked since 2019. Wood also manages investment portfolios through his single-member company, Wood Investment Group, LLC. Cardea Capital Advisors serves individual, institutional, and financial professional clients with investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach using diversified, risk-based model portfolios with low-cost institutional funds and ETFs, supplemented by separately managed accounts and alternative investments as appropriate.

Kendra Carano is a financial advisor with Success Wealth Management LLC in Sebastian, FL, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior work includes roles at Hazard & Siegel Inc and New York Life Insurance Co. She is also involved as an independent insurance agent through Charter Financial Group and conducts insurance and annuity sales through Carano Financial Group LLC. Success Wealth Management advises individuals and high-net-worth clients with discretionary asset management, tailored financial planning, and consulting services. The firm applies Modern Portfolio Theory and customizes asset allocation to clients’ goals and risk tolerance, offering quarterly reviews and access to a strategy-linked Market Savings Liquid Program through a sub-advisory partnership.

William Romans is a financial advisor at Formidable Asset Management, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 24 years, followed by shorter tenures at Wedbush Securities and BRM Investment Management. Romans serves as an unpaid board member of the Vero Beach High School Baseball Booster organization. Formidable Asset Management is an SEC-registered, multi-advisor firm managing approximately $903 million. The firm provides portfolio management, financial planning, outsourced CIO, and pension consulting services to individuals, retirement plans, registered investment advisers, and pooled investment vehicles, frequently employing actively managed ETF strategies informed by top-down and bottom-up research.

Diego Luna is a financial advisor at Treasure Coast Financial Planning, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, he worked in education and retail sectors, including positions at the University of Central Florida and Target Corp. Treasure Coast Financial Planning, Inc. provides comprehensive wealth management and financial planning services to individuals, charitable organizations, and business entities. The firm emphasizes a top-down, strategic allocation approach with broad diversification and integrates tax preparation and expertise into its advisory platform.

Jordan Bieber is a ChFC® and Series 66-registered financial advisor with 10 years of industry experience. He has worked at Professional Advisory Services, Inc. since 2018 and previously held roles at Bank of America and Merrill Lynch. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and a range of institutional clients, including corporate pension plans and charities. The firm employs a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios focused on high-quality equities and investment-grade bonds.

Christopher Steele is a CFP® with 26 years of industry experience and has been with Professional Advisory Services, Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Vero Beach, FL. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm employs a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios primarily focused on high-quality equities and investment-grade corporate and municipal bonds.

Carol Bieber is a financial advisor at Professional Advisory Services, Inc. with 26 years of industry experience. She holds a Series 65 designation and has been with Professional Advisory Services since 1998. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm employs a combination of top-down and bottom-up fundamental analysis to construct diversified portfolios focused on high-quality equities and investment-grade bonds, supported by an internal investment committee and comprehensive client reporting.

Kim Orsi is a financial advisor at Spirepoint Private Client, LLC with 21 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated for a combined 17 years. Outside of her advisory role, she is an independent contractor for Pampered Chef, focusing on home goods and hosting home shows. Spirepoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, institutions, and retirement plans. The firm employs a combination of fundamental and technical analysis alongside portfolio construction tools to tailor active and passive investment strategies for its clients.

Angela Johnson is a financial advisor at Treasure Coast Financial Planning, Inc. in Vero Beach, FL, holding a Series 65 credential. She has been with the firm since 2009. Treasure Coast Financial Planning, Inc. provides comprehensive wealth management and financial planning services to individuals, charitable organizations, and business entities. The firm emphasizes a top-down, strategic allocation process using diversified, low-cost mutual funds and ETFs, integrates tax preparation and expertise into its advisory platform, and manages approximately $206.9 million in client assets.