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 eight years of experience in financial advising. He has worked at Professional Advisory Services, Inc. since 2018 and was previously with Mozaic, LLC from 2016 to 2018. He is based in Vero Beach, Florida. Professional Advisory Services, Inc. manages approximately $1.26 billion on a discretionary basis for nearly 600 client accounts, including individuals, high-net-worth clients, corporate retirement plans, charities, and other business entities. The firm uses a fee-only, percentage-of-AUM portfolio management approach focused on equities and investment-grade corporate and tax-free municipal bonds, combining top-down and bottom-up fundamental analysis to manage a diversified core portfolio.

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 the Series 66 designation and has worked at BRM Investment Management, Wedbush Securities, and Raymond James & Associates. Outside of his advisory role, Massey is the founder and coach of the Baseball Club of The Treasure Coast, a nonprofit organization where he leads youth teams and assists with administrative duties. Formidable Asset Management provides investment advisory services to individuals, retirement plans, pooled investment vehicles, and other advisers. The firm employs a mix of fundamental and quantitative analysis, offering portfolio management through a family of ETFs and model portfolios, as well as financial planning, outsourced CIO services, and retirement-plan advisory.

Joseph Gilewski is a financial advisor with CS Planning Corp, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Graham Capital and Caelestibus Wealth Management Inc. In addition to advising, he is a licensed insurance agent and occasionally offers related products to clients. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to provide investment supervisory, portfolio management, consulting, and financial planning services, using broadly diversified, systematically managed portfolios tailored to client 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 credential and has prior experience with James P. McHugh, LLC and New Age Business Solutions. Fink also serves as a CPA and assists with financial planning and tax preparation. Treasure Coast Financial Planning serves individuals, high-net-worth clients, charitable organizations, and donor-advised funds, providing wealth management, retirement-plan consulting, and tax-related services. The firm uses a top-down, strategic allocation approach emphasizing diversification and low-cost core positions, integrating financial planning and tax considerations into investment decisions.

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 the Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include seven years at Parsons Financial Group, LLC and sixteen years at Raymond James Financial Services, Inc. SAX Wealth Advisors provides investment management, comprehensive financial planning, and wealth-management services to individual clients, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset-allocation strategies using low-cost, passively managed funds, supplemented by customized fixed-income ladders, third-party sub-advisers, and specialized consulting services including alternative investments and real estate exchanges.

Dean Statler Sr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 credential and seven years of industry experience. His prior work includes roles at Brookstone Capital Management and Change Path LLC, and he has been self-employed since 2006. Outside of his advisory work, he is involved as a life and health insurance agent and participates in tax planning referrals and estate planning software services. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs a model-driven investment approach using mutual funds and ETFs, offers a range of financial planning and consulting services, and provides a financial education course for pre-retirees.

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 and holds a Series 66 designation. He has two years of industry experience, including prior roles at OSAIC Wealth Inc and Equitable Advisors. Outside of finance, he works as a freelance photographer through Canevari Studios. Signature Equity Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, consulting, and retirement-plan services delivered through a network of independent advisory affiliates using model-based and discretionary portfolio solutions.

John Crooks III is a financial advisor with Signature Equity Partners, LLC and holds a Series 66 designation. He has one year of industry experience and has held roles at OSAIC and Banyan Hill Publishing. Outside of advising, he has been involved with the Fellsmere Historical Church for four years. Signature Equity Partners, LLC is an SEC-registered firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting through a network of independent advisory affiliates, utilizing model solutions and discretionary or non-discretionary services.

Kevin London is a financial advisor at Wealthcare Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Wealthcare Capital Management since 2014. He also has a concurrent affiliation with Sightline Investments LLC dating back to 2011. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for individual and high-net-worth clients, trusts, retirement plans, foundations, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and access to alternative and precious-metal investments, utilizing an evidence-based investment framework overseen by an Investment Policy Committee.

David Smith Sr. is a CFP® professional with 47 years of industry experience, currently serving at Ausdal Financial Partners, Inc. He previously worked for nearly three decades at Intervest International Equities Corp. and has longstanding ties to Fireman's Fund American Life Insurance Co. Outside of advisory work, he oversees tax preparation operations for H&R Block franchises serving military bases in Italy. Ausdal Financial Partners, Inc. manages over $2 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of investment strategies and custodial services while operating as both a registered investment adviser and broker-dealer with insurance capabilities.