Bruce Honig is the principal advisor at Conservation Capital, LLC in Palm Beach Gardens, FL, with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has led Conservation Capital since 2009. Outside of his advisory role, he serves as a co-trustee for personal residence trusts. 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 a fundamental analysis-based investment process that includes both long- and short-term trading and manages diversified portfolios on a discretionary basis.

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.

Kyle Cain is a CFP® with 17 years of industry experience, currently serving at Foresight Financial Advisory in Jupiter, FL. His prior roles include positions at JPMorgan Securities LLC and Acadient, Inc. Cain is also associated with Freedom Family Office, LLC in New York. Foresight Financial Advisory provides investment management, customized financial planning, and portfolio implementation services primarily for individuals, high-net-worth clients, and small businesses. The firm employs a blend of fundamental, technical, and cyclical analysis, using portfolio construction methods such as core-and-satellite and modern portfolio theory, and offers educational seminars and third-party manager selection.

Robert Young is the principal and sole advisor at Young Financial Services in West Palm Beach, FL, holding Series 63 and Series 66 licenses with 26 years of industry experience. He previously worked at Next Financial Group Inc and has been operating Young Financial Services since 2016. In addition to his advisory role, he is a licensed insurance agent specializing in fixed annuities, life/health, and long-term care insurance. Young Financial Services serves individual investors, including high-net-worth clients, and qualified retirement plans by offering discretionary asset management and ERISA plan services. The firm sponsors a wrap-fee program and provides pension consulting, investment policy development, and participant education, managing portfolios based on client-specific policies and risk tolerances.

Andrew Kleinman is a financial advisor with Coastal Way Financial Group, LLC in West Palm Beach, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments and Great Point Capital, among others. Kleinman is also the Vice President of Operations at Pivot Professional Partners and serves as the in-house financial advisor for Perry CPA. Coastal Way Financial Group serves individual investors, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and investment supervisory services tailored to client goals and risk tolerance. The firm manages both individual and institutional portfolios, using a combination of fundamental and technical analysis and offering a wrap-fee program alongside its advisory services.

David Jacoby is a CFP®, CFA®, and Series 66-licensed financial advisor with 10 years of industry experience. He is the sole advisor at Remote Financial Planner, LLC, an independent firm based in Palm Beach Gardens, FL, where he has worked since 2016. Remote Financial Planner, LLC serves individual clients, families, and their trusts, including both non-high-net-worth and higher-net-worth households. The firm provides comprehensive financial planning and investment supervisory services through an ongoing advisory subscription model, with a primarily passive, index-based investment approach grounded in Modern Portfolio Theory and options for active core-satellite strategies.

Jennifer Arnold is a financial advisor with J. Leigh Capital Management, LLC, holding Series 63 and Series 65 licenses. She has over a decade of industry experience, including roles at Investacorp Inc., Essex Securities, Cantella & Co., and Kovack Securities. Jennifer also operates a related business, J Leigh Wealth, LLC. J. Leigh Capital Management provides portfolio management and financial planning services for individuals, trusts, retirement plans, and small businesses. The firm invests mainly in publicly traded funds and securities, applying fundamental analysis, asset allocation, and periodic rebalancing with a long-term focus.

Joseph Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with six years of industry experience. He holds a Series 65 designation and has been involved with the firm since 2001. In addition to his advisory role, he serves as vice president of Sinopoli & Sinopoli, Certified Public Accountants, P.C., an accounting practice he has been part of since 1983, where he spends the majority of his time. Sinopoli & Sinopoli Financial Services, LLC is a four-person team providing investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach using broadly diversified, passive asset-class exposure and utilizes model portfolios with discretionary management delegated to a third-party provider. Its formal affiliation with an accounting firm is a distinctive feature among similarly sized advisory teams.

John Faries is a financial advisor at Marchand Faries Financial Management, Inc. with nine years of industry experience. He holds the Series 65 credential and has worked at Marchand Faries since 2016. In addition to his advisory role, he serves as Chief Financial Officer at Pivot Lending Group, a mortgage lending firm. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The firm constructs customized portfolios using individual securities and mutual funds, applying fundamental analysis and periodic rebalancing, while coordinating with clients’ legal and tax professionals to integrate estate and tax considerations.

Todd Schanel is a CFP® and CFA® with 20 years of industry experience. He is a principal at Core Wealth Management, Inc., where he has worked since 2012, and also serves as a Director and CPA at Schanel & Associates, PA, a full-service accounting firm. Outside of his advisory and accounting roles, Mr. Schanel manages a property through Horizon Investment Partners, LLC. Core Wealth Management, Inc. serves primarily individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory-based investment approach with diversified asset allocations and integrates financial planning tools such as Monte Carlo analysis and tax-aware strategies.

Carol Dixon is a CFP® professional with 12 years of industry experience. She has been with Your Planning Partner LLC since 2016. In addition to her advisory role, she serves as co-trustee of a private trust. Your Planning Partner LLC serves individual and institutional clients, including high-net-worth individuals and pension plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of analytical approaches and supports both discretionary and non-discretionary advisory services.

Peter Succoso is the CEO and sole advisor of Sherpa Capital Management with 25 years of industry experience. He previously worked at Woodbury Financial Services for 17 years and has been associated with OSAIC since 2024. Outside of his advisory role, he serves as a board member at Hockessin Montessori School and provides strategic planning and executive coaching through his consulting business. Sherpa Capital Management, founded in 2025, manages approximately $107.5 million for a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm employs a passive, buy-and-hold investment approach based on Modern Portfolio Theory, offering discretionary and non-discretionary management alongside comprehensive financial planning services.

Mason Domino is a financial advisor at Carl Domino Inc. with a Series 65 credential and three years of industry experience. He has served at Carl Domino Inc. since 2022 and has also been a full-time student since 2012. Carl Domino Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, pensions, and other entities. The firm employs a large-cap value equity strategy focused on dividend-paying stocks, combining bottom-up fundamental research with top-down macro and sector analysis.

Matthew Stohlman is a financial advisor at Poinciana Advisors Group, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Poinciana Advisors Group since 2005. In addition to his advisory role, Stohlman is a CPA and owner of the accounting firm Smith, Stohlman, James & Gardere, P.A. Poinciana Advisors Group provides discretionary portfolio management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach rooted in Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers comprehensive financial consulting including tax and estate planning.

Shawn Teufel is a financial advisor with Global Trust Wealth Management LLC in West Palm Beach, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill and Morgan Stanley, totaling eight years before joining his current firm in 2025. Global Trust Wealth Management LLC provides investment management, tax, estate, and retirement planning services to individuals, trusts, corporations, and retirement plans. The firm operates on a fee-only basis and emphasizes diversified, low-cost portfolios guided by individualized investment policies.

Dean Ringdahl is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with Agnello Financial Group, Inc. in West Palm Beach, FL, having previously worked at FSC Securities Corporation and Osaic Wealth, Inc. Agnello Financial Group, Inc. provides investment advisory, monitoring, and modular financial planning services to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a client-driven, non-discretionary investment approach focused on strategic asset allocation and portfolio optimization, using no-load mutual funds and ETFs.

John Thompson is a financial advisor with JW Thompson Investments LLC, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with JW Thompson Investments LLC and LPL Financial LLC since 2013. Thompson provides investment advisory services through his independent firm, which he started in 1999. JW Thompson Investments LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses by offering portfolio management, limited financial consulting, and retirement-plan consulting. The firm manages both discretionary and non-discretionary accounts for approximately 130 clients, employing a portfolio construction approach that incorporates fundamental, technical, charting, and cyclical analyses tailored to clients’ tax situations, income needs, and risk tolerance.

Joshua Helman is a financial advisor at SmartPlan Investing with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Financial Planning Counselors, Inc. since 2007. In addition to his advisory work, Helman practices emergency medicine as an independent contractor physician. SmartPlan Investing serves individual investors, pension and profit-sharing plans, and business clients by providing financial coaching, planning, and investor education workshops. The firm employs academic investing principles and collaborates with Matson Money for portfolio management, emphasizing client coaching and regular portfolio reviews.

John Ainlay IV is a financial advisor with Stillwater Wealth Management Group LLC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Financial Security Management, Inc. and JH Outback, where he also serves as a speaker and leader for faith-based events. Additionally, he is co-owner of Coastline Striping LLC, a parking lot striping service. Stillwater Wealth Management Group LLC provides portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages accounts using a mix of fundamental, technical, and charting analysis across various asset classes, including traditional and specialized investment instruments.

Cory Lyon is a financial advisor at Aureum Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at TFG Financial Advisors, LLC, The Fuoco Group, and Hewins Financial Advisors, LLC. Aureum Wealth Management is an SEC-registered firm managing approximately $154 million for several hundred clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers tailored financial planning and portfolio management, incorporating fundamental, technical, and cyclical analysis alongside third-party managers and alternative investments through the iCapital network.