Kelly Meinders is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Professional Advisory Services, Inc. Prior to this role, she worked at Morgan Stanley and has been involved in real estate sales as an associate with Weichert Realty Hallmark Properties. Professional Advisory Services, Inc. manages approximately $1.26 billion on a discretionary basis, serving individual and high-net-worth clients, corporate retirement plans, charities, and other business entities. The firm employs a fee-only, percentage-of-AUM portfolio management approach focused on equities and investment-grade bonds, utilizing a combined top-down and bottom-up fundamental investment process.

James Beindorf is a financial advisor with Spirepoint Private Client, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley. He serves on the board of Child Care Resources, a nonprofit organization in Vero Beach, FL, and is a minority owner of a local restaurant. SpirePoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, institutions, and retirement plans. The firm utilizes a combination of fundamental, technical, and quantitative analysis alongside active and passive strategies to construct tailored portfolios, managing over $1 billion in client assets.

Thomas O'Connor is a financial advisor with Catalyst Financial Partners in Vero Beach, FL, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. His prior roles include positions at Mariner Managed Account Solutions, Mass Mutual Investors Services, Metlife Securities, Baystate Wealth Management, and he serves as Of Counsel to a law firm, O'Connor, Carnathan & Mack, dedicating a small portion of his time to legal work. He is also an investor in Apex Quantitative Group, a quantitative investment manager. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services primarily to high-net-worth individuals, family offices, and institutional clients. The firm employs client-specific investment policies and long-term diversified strategies utilizing a range of investment vehicles, including ETFs, mutual funds, separate account managers, individual securities, and alternatives.

Tracy Germano is a financial advisor at Formidable Asset Management, LLC with 24 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Bank for 10 years. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other registered investment companies and advisers. The firm employs a combination of fundamental and quantitative analysis and offers portfolio management through Formidable-branded ETFs and model portfolios.

William Heron is a financial advisor at Claro Advisors Inc. with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and UBS Financial Services. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and related consulting services. The firm employs a fundamental, long-term investment approach with tactical flexibility and offers specialized services including digital-asset account support, proprietary strategies, and management of pooled investment vehicles.

Jeremy Goldberg is a CFP® and CFA® with nine years of industry experience. He has worked at Professional Advisory Services, Inc. since 2018 and previously at Mozaic, LLC from 2016 to 2018. He is based in Vero Beach, FL. Professional Advisory Services, Inc. manages approximately $1.26 billion on a discretionary basis across nearly 600 client accounts, serving individual and high-net-worth clients as well as corporate retirement plans, charities, and other entities. The firm employs a fee-only portfolio management approach focused on equities and investment-grade fixed income, using a combined top-down and bottom-up analysis to guide a diversified, institutional-style investment strategy.

David Griffis is a CFA® charterholder with 10 years of industry experience, currently serving at Naples Global Advisors. He previously worked at Northern Trust from 2011 to 2017 before joining Vero Beach Global Advisors, where he has been since 2017. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process combining quantitative screening and fundamental analysis. The firm primarily manages portfolios with individual securities and serves clients with approximately $1 million in investable assets.

Michael Massey is a financial advisor at Formidable Asset Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James & Associates and Wedbush Securities. Outside of his advisory work, Massey is the founder and a coach for the Baseball Club of The Treasure Coast, a nonprofit organization serving youth baseball players. Formidable Asset Management is a multi-advisor firm managing approximately $903 million for individuals, retirement plans, and pooled investment vehicles. The firm employs a research-driven approach combining thematic, fundamental, and quantitative analysis, and serves as an adviser and sponsor for multiple ETFs and private funds.

Joseph Gilewski is a financial advisor with CS Planning Corp and holds a Series 65 designation. He has nine years of industry experience and previously worked at firms including Caelestibus Wealth Management Inc. and Graham Capital. In addition to his advisory role, he is a licensed insurance agent and occasionally offers clients insurance products and advice. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a variety of clients including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and uses a systematic investment approach with diversified portfolios tailored to each client’s risk tolerance and goals.

Susan Zimmerman is a financial advisor at Spirepoint Private Client, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2007 to 2023. In addition to her advisory role, she is a licensed insurance agent servicing clients’ insurance policies. 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 multi-faceted investment process that integrates fundamental and technical analysis with portfolio construction techniques, offering both active and passive strategies tailored to client profiles.

James Davis is a CFP® with 29 years of industry experience, currently serving at Naples Global Advisors in Vero Beach, FL. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process that combines quantitative screening with fundamental analysis. The firm primarily manages portfolios with individual equities complemented by fixed-income strategies and maintains an employee-ownership structure.

Garrett Hudson is a financial advisor at Spirepoint Private Client, LLC with a Series 65 credential and one year of industry experience. Prior to joining Spirepoint, he worked in various roles at Drew Estate, Swisher, PwC, and held positions at the University of North Florida and the University of Florida. 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 employs a blend of active and passive investment strategies and manages approximately $1.44 billion across more than one thousand accounts through a team of eight advisors.

Ryan Fink is a financial advisor at Treasure Coast Financial Planning, Inc. with one year of industry experience. He holds a Series 65 license and has prior experience with James P. McHugh, LLC and New Age Business Solutions. In addition to his advisory role, he works as a CPA providing tax and financial planning assistance. Treasure Coast Financial Planning offers wealth management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and donor-advised funds. The firm uses a strategic allocation process focused on diversification, low-cost investments, and discretionary portfolio supervision, supported by in-house accounting and tax expertise.

Blaine Perrin is a financial advisor at Rehmann Wealth in Vero Beach, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Rehmann Wealth, he worked at Apex Trader Funding and FedEx Ground. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, high-net-worth families, trusts, estates, charitable organizations, non-profits, small businesses, and institutional sponsors, including retirement plans. The firm utilizes both advisor-specific portfolios and in-house managed asset allocation models, offers private investment opportunities, and operates as part of a broader professional services group with affiliated accounting, trust, and insurance services.

Mark Parsons is a financial advisor with SAX Wealth Advisors, LLC in Vero Beach, FL, holding Series 63 and Series 65 credentials and having 35 years of industry experience. His prior roles include seven years at Parsons Financial Group, LLC, sixteen years at Raymond James Financial Services, Inc., and five years at Prudential Equity Group, LLC. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset-allocation strategies using primarily low-cost, passively managed funds and supplements portfolios with customized fixed-income ladders, third-party sub-advisers, model portfolios, and tax-efficient management tools.

Stephen Clarke is a financial advisor at Waverly Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Heartwood Wealth Advisors LLC, Wells Fargo Advisors, and Merrill. Outside of his advisory role, he is a 50% owner of Scotch Hills World Wide LLC, an investment company focused on real estate and private investments. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Dean Statler Sr. is a financial advisor at Virtue Capital Management, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Brookstone Capital Management and Change Path LLC. Outside of his advisory role, he is involved in life and health insurance through Pathway to Retire, LLC, and refers clients for tax planning with Tax Plan Advisors; he also engages with estate planning software through MANA Estate Docs. Virtue Capital Management, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and institutional clients. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, offering portfolio management, financial planning, and sub-advisory services while maintaining ongoing monitoring and client education.

David Johnson is a CFP® professional with 30 years of industry experience. He has been with Northern Trust Securities, Inc. since 2011 and has also worked at Charles Schwab Bank since 2005. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management. The firm employs a model-driven approach using Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Joshua Canevari is a financial advisor with Signature Equity Partners, LLC in Vero Beach, FL, holding a Series 66 credential and two years of industry experience. He has previously worked at OSAIC Wealth Inc, Equitable Advisors, and Michael Caracciolo. Outside of finance, Canevari operates as a freelance photographer through Canevari Studios. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm utilizes a multi-team structure with 34 advisors and employs the Vision2020 Wealth Management Platform to offer customized portfolio management and financial planning solutions.

John Crooks III is a financial advisor at Signature Equity Partners, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked with OSAIC and Banyan Hill Publishing. Outside of his advisory role, he manages client communications and marketing activities for ONE OVERVUE, LLC, a financial services firm. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates as a multi-team structure of 34 advisors, utilizing the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting across discretionary and non-discretionary engagements.