Daniel Herrema is a financial advisor with Woodstock Wealth Management, Inc. in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Woodstock Financial Group, Inc. for 12 years before joining Woodstock Wealth Management in 2018. Outside of advising, he owns DIVERD LLC, a business offering charter services and commercial fishing. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and features a performance-based fee program tied to capital appreciation relative to the SPDR S&P 500 ETF.

John Hughes is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds a Series 63 designation and has been associated with Bay Colony since 2019, while also owning Hughes Investment Advisory Services since 1993. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, fiduciary services, and family-office and concierge offerings. The firm employs a primarily long-term, fundamentally driven investment approach and manages approximately $1.26 billion in client assets across about 30 advisors.

Marshall Gilman is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at Purshe Kaplan Sterling Investments, Foresight Wealth Management, and SSN Advisory, Inc. Outside of his advisory role, Gilman is involved in fixed insurance sales and business reorganization consulting. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing asset management, financial planning, and retirement plan consulting. The firm utilizes third-party research and a multi-faceted investment approach, offering tailored portfolio management and ongoing reviews aligned with clients’ goals and risk tolerances.

Randall Reed is a financial advisor with Collaborative Wealth, holding a Series 66 designation and over 27 years of industry experience. He has worked with firms including LPL Financial, Invest Financial Corporation, Treasure Coast Financial Services, and has operated Reed And Company, Chartered since 1991. Outside of his advisory roles, Reed has served as a coach at Boca Raton Christian School since 2008. Collaborative Wealth provides financial planning and portfolio management to individual and institutional clients, employing both fundamental and technical analysis to guide long-term asset allocation. The firm also manages a private real estate fund using AI-assisted underwriting and blockchain-anchored reporting for enhanced transparency.

Graham Albright is a financial advisor with Collaborative Wealth in Stuart, FL. He holds a Series 65 designation and has been with Collaborative Wealth since 2025. Prior to his current role, he worked in various educational positions, including at Whits of Stuart and local elementary and middle schools. Collaborative Wealth provides financial planning and portfolio management to individuals, including high-net-worth and multi-generational households, as well as institutional clients. The firm employs a combination of fundamental and technical analysis to develop long-term asset allocation strategies and manages a private real estate fund with AI-assisted underwriting and blockchain-anchored reporting for enhanced transparency.

Joseph Sullivan is a financial advisor at RMR Wealth Management in Port St Lucie, FL, holding Series 63 and Series 65 designations with three years of industry experience. He previously worked at JWS Capital Management LLC for five years and JWS Compliance LLC for five years. RMR Wealth Management serves individuals, retirement plans, and corporate clients through discretionary portfolio management and multiple managed-account programs, including Separately Managed Accounts and Multi-Manager portfolios. The firm utilizes third-party platforms and managers, tailoring portfolios to client objectives, time horizon, and risk tolerance.

William Chapman is a CFP® with 21 years of industry experience currently serving at Victrix Investment Advisors. His prior roles include positions at Fogel Capital Management Inc., Great Lakes & Atlantic Wealth Management, and his own firm, Chapman Capital Advisors. From 2018 to 2021, he also worked in real estate. Victrix Investment Advisors provides investment advisory services to individuals, trusts, and retirement plans, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to develop tailored financial profiles and investment plans, managing approximately $343 million across several hundred client accounts.

Andrey Kolpakov is a financial advisor at Motiv8 Investments LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including BBVA Insurance Agency Inc. and JP Morgan Securities LLC. Motiv8 Investments LLC provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers customized investment advice using a variety of asset classes and combines fundamental, technical, cyclical, and charting analysis, while providing both discretionary and non-discretionary management.

Robert Bernard is a financial advisor with Financial Sense Advisors, Inc., holding a Series 63 designation and bringing 46 years of industry experience. He has worked at Puplava Securities, Inc. and Puplava Financial Services, Inc. since 2016 and had a brief tenure with LPL Financial, LLC. Bernard occasionally contributes articles and podcasts. Financial Sense Advisors, Inc. serves individuals, retirement plans, trusts, and other entities, managing approximately $836 million through a team of nine advisors. The firm uses a combination of fundamental and technical analysis to meet client-directed investment objectives and offers a broad range of strategies from conservative fixed income to aggressive equity portfolios.

Stephen Magallanes is a CFP® certificant with 18 years of experience in financial advisory. He has worked at Collaborative Wealth since 2018 and previously at Invest Financial Corporation from 2011 to 2018. Magallanes provides investment advisory services through Collaborative Wealth, an independent registered investment advisory firm. Collaborative Wealth offers financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis to develop long-term asset allocation strategies, using mutual funds, ETFs, equities, and fixed income, and also operates a private real estate fund with data-driven underwriting and enhanced reporting methods.

Casey West is a financial advisor with Fogel Capital Management Inc, holding a Series 65 designation and eight years of industry experience. He has been with Fogel Capital Management since 2016. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and nonprofits. The firm employs a combination of fundamental and technical analysis and uses a range of strategies including long- and short-term buy-and-hold, short sales, options, and margin transactions, tailoring portfolios to clients’ financial situations and risk tolerance.

Elizabeth Milardo is a financial advisor with Discipline Wealth Solutions, Inc. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior work includes roles at Turnkey Financial Partners, Commonwealth Financial Network, and Cambridge Investment Research Advisors. Outside of advisory work, she is involved with bookkeeping through Checklist, LLC. Discipline Wealth Solutions serves individual, corporate, and retirement plan clients by providing discretionary and non-discretionary investment advisory services, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives using a variety of strategies and also offers participant-level education and support for retirement plans.

Cheryl Scout is a financial advisor with Beam Wealth Advisors, Inc. in Jensen Beach, FL, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Wells Fargo Advisors and its predecessor firm Benedetti, Gucer & Associates before joining the current firm. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses, providing comprehensive financial planning, investment management, and retirement plan consulting. The firm applies asset allocation and diversification principles, utilizing both traditional and tactical investment approaches, and offers coordinated tax and planning services through affiliated CPA and tax-preparation entities.

Christina Kemprecos is a financial advisor at Motiv8 Investments LLC with 27 years of industry experience. She has held roles at JWKODAK Capital Management, Coast to Coast Financial Planning, and operates Christina Kemprecos, CTFA. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical methods and strategies, tailoring advice to client goals and risk tolerance while utilizing custodial and third-party platforms to manage and rebalance portfolios.

William Thompson IV is a CFP® professional with 13 years of experience serving clients at Victrix Investment Advisors in Stuart, FL. He has been with Victrix since 2013. Victrix Investment Advisors provides investment advisory services to individual investors, trusts, and retirement plan clients, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to implement long- and short-term strategies and manages approximately $343 million across several hundred client accounts.

Thomas Darden is a CFP® professional at Jim Saulnier & Associates, LLC with eight years of industry experience. He has been with the firm since 2019 and previously held roles at Bank of America and Merrill Lynch. He is also a licensed insurance agent. Jim Saulnier & Associates serves individual and high-net-worth clients, focusing on those approaching or in retirement. The firm offers retirement and financial planning, portfolio management, and tax-focused planning, using a passive investment approach with discretionary management and a fixed-fee structure.

Jodi Tribble is a financial advisor at Fogel Capital Management Inc with 27 years of industry experience. She has been with Fogel Capital Management since 2013. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations, managing approximately $390 million in discretionary client assets. The firm combines fundamental and technical analysis and employs a range of strategies tailored to clients’ objectives, financial conditions, tax status, and risk tolerance.

Charlene Fogel is a financial advisor with Fogel Capital Management Inc in Stuart, FL, holding 30 years of industry experience. She has been with Fogel Capital Management since 1995. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. The firm employs a combination of fundamental and technical analysis and offers a range of strategies including long- and short-term buy-and-hold, short sales, options, and margin transactions, tailoring portfolios to client objectives and risk tolerance.

Ross Cutler is a CFP® professional with five years of industry experience. He is currently with Victrix Investment Advisors and has previously worked at King Tide Advisors LLC, Core Group Financial, LLC, and AAFMAA Wealth Management & Trust Company. Outside of his advisory role, Mr. Cutler is a passive investor with a 50% ownership in a daycare business in Stuart, FL. Victrix Investment Advisors serves individual investors, trusts, and retirement plan clients by providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods to implement both long-term and short-term strategies and is noted for its use of derivatives and options strategies within separately managed accounts.

Jami McCree is a financial advisor at Victrix Investment Advisors with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of advisory work, she serves as a scheduler for a handyman services business. Victrix Investment Advisors provides investment advisory services to individuals, trusts, and retirement plan clients with a focus on customized financial planning and asset management. The firm employs a variety of analytical methods and offers discretionary and non-discretionary management, including the use of derivatives and options strategies in certain accounts.