Walter Burns III is a CFP® with 41 years of industry experience. He is affiliated with Family Steward Wealth Consulting, where he has worked since 1994. Family Steward Wealth Consulting serves individual clients, including high-net-worth households, and charitable organizations by providing wealth consulting, financial planning, and portfolio management. The firm emphasizes a process-driven, holistic planning approach and utilizes broadly diversified, passive asset-class and index-based allocations in its investment strategy.

Jacquelyn Goldstick is a CFP® with 19 years of experience in the financial industry. She has been with Core Wealth Management, Inc. since 2012, where she is part of a small advisory team. Core Wealth Management, Inc. primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management, comprehensive financial planning, and company retirement plan consulting. The firm employs an investment approach based on Modern Portfolio Theory, utilizing model asset allocations and a mix of mutual funds, ETFs, fixed-income ladders, and unified managed account structures.

Jennifer Foster is a Series 65-licensed financial advisor with eight years of industry experience. She is affiliated with SmartPlan Investing and has been associated with Financial Planning Counselors Inc. since 2010. SmartPlan Investing primarily serves individual investors along with pension and profit-sharing plans and business clients, offering financial coaching, planning, and investor education workshops. The firm employs an academic investing approach using Modern Portfolio Theory and efficient-market allocation models through the Matson Money platform, emphasizing client coaching and portfolio analysis while partnering with a third-party portfolio manager for discretionary trading and rebalancing.

Larry Aft is a CFA® charterholder with 21 years of industry experience. He has been with Aft, Forsyth and Company, Inc. since 2005 and also works at Aft, Forsyth & Sober, LLC. Aft, Forsyth and Company, Inc. provides discretionary portfolio management for individual and trust clients, including high-net-worth households, tailoring portfolios to client objectives, risk tolerance, and liquidity needs. The firm employs a combination of fundamental, technical, and economic analysis across equities, fixed income, and cash, managing accounts on a discretionary basis with ongoing supervision and formal annual reviews.

Carol Chesser is a CFP® designated financial advisor with 31 years of industry experience. She is affiliated with Family Steward Wealth Consulting® in Hobe Sound, FL, where she has worked since 1994 under the Burns Financial Management umbrella. Family Steward Wealth Consulting serves individual clients, including high-net-worth households, and charitable organizations by providing comprehensive wealth consulting, financial planning, and portfolio management. The firm employs a process-driven, holistic planning approach and generally implements broadly diversified, passive asset-class and index-based allocations.

Erik Lembcke is a CFP® professional with 14 years of industry experience, currently serving as an advisor at URS Advisory. He previously worked at Gradient Securities, LLC and has been involved in the affiliated insurance business, JEL Enterprises Inc. dba URS Insurance, since 2016. URS Advisory serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm uses a fee-based model and combines quantitative tools and personalized strategies, managing over $200 million in client assets with a small team.

Donald Burleigh is a Series 65-licensed financial advisor with Peak Capital Management, bringing 19 years of industry experience. He has been associated with Treasure Coast Financial Group, LLC since 2006 and has operated Burleigh and Associates, LLC DBA Peak Capital Management since 1993. Outside of advisory services, he is a managing member and licensed insurance agent at Treasure Coast Financial Group. Peak Capital Management serves individuals, trusts, estates, and business organizations with discretionary asset management, tax preparation, and estate-planning services. The firm employs a goal-setting approach to asset allocation, using fundamental and technical analysis, and may engage sub-advisers to manage portions of client assets.

Scott Roads is a financial advisor at Spectra Investment Management, LLC with four years of industry experience. He previously worked at Northern Trust from 2013 to 2017 before joining Spectra in 2017. Spectra Investment Management serves high-net-worth individuals, families, and related entities with discretionary portfolio management, financial planning, investment consulting, family office services, and outsourced chief investment officer engagements. The firm combines quantitative and qualitative approaches to asset allocation and portfolio construction, emphasizing global equity exposure and tax-aware management, and offers specialized family office and OCIO services.

David Ralicki is a financial advisor at Ralicki Wealth Management & Trust Services in Stuart, FL, holding a Series 65 designation with 16 years of industry experience. He has been with Ralicki Wealth Management & Trust since 2007. Ralicki Wealth Management & Trust Services is an SEC-registered adviser serving individual and high-net-worth clients, as well as retirement plan sponsors. The firm operates as a manager-of-managers, providing investment supervisory services through third-party money managers alongside financial planning, pension consulting, and trustee services.

David Ralicki is a financial advisor at Ralicki Wealth Management & Trust Services in Stuart, FL, holding a Series 65 designation with 24 years of industry experience. He has been with Ralicki Wealth Management & Trust Services since 2006. Ralicki Wealth Management & Trust Services provides investment supervisory services, financial planning, pension consulting, and limited trust services primarily to high-net-worth individuals and pension/profit-sharing plan clients. The firm operates as a manager-of-managers, selecting and monitoring third-party money managers to execute investment decisions on behalf of clients.

Tyler Wright is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Stillwater Wealth Management Group LLC since 2020 and previously held positions at Bank of America, Merrill, Palm Beach Atlantic University, SandPointe LLC, and Sailfish Alley Outfitters. Stillwater Wealth Management Group LLC provides discretionary portfolio management and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $206 million in client assets across about 244 accounts and emphasizes tailored Investment Policy Statements, dividend-paying large-cap equities, investment-grade fixed income, and a blend of fundamental, technical, and charting analysis.

Kevin Plunkett is a financial advisor at Semper Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Semper Financial and its affiliated entities since 2011. Semper Financial Advisors is a small registered investment adviser serving individual and high-net-worth clients. The firm employs a diversified, buy-and-hold investment approach based on Modern Portfolio Theory, managing portfolios primarily with mutual funds and ETFs on a discretionary basis.

Brian Tirri is a financial advisor with Greycliff Wealth Management, LLC, holding Series 66 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Greycliff since 2020 and previously held positions at BCG Securities, Inc and Equitable Advisors. Greycliff Wealth Management serves individuals, families, trusts, non-profits, pension plans, and businesses, offering financial planning and discretionary asset management. The firm creates diversified, long-term portfolios focused on cost control and tax efficiency, employing both fundamental and technical analysis to tailor asset allocation and manage accounts with a range of strategies suited to client risk tolerance.

Roy Wiley is a financial advisor with SmartPlan Investing in Juno Beach, FL, holding Series 63 and Series 66 licenses and offering 21 years of industry experience. He is also a certified public accountant and owner of Covenant Financial, P.A., providing tax, accounting, and payroll services since 1993. Wiley holds a Florida insurance license and has engaged in insurance sales on a limited basis. SmartPlan Investing serves individual investors, pension and profit-sharing plans, corporations, and other business entities by providing financial coaching, comprehensive planning, and investor education. The firm uses an academic investing approach based on Modern Portfolio Theory, working through a co-advisor model to deliver portfolio consulting and monitoring without direct investment discretion.

Cherif Nahas is a financial advisor at NWK Group with three years of industry experience. He holds a Series 65 designation and previously worked for Palm Beach County Fire Rescue for 28 years. NWK Group provides investment supervisory services, financial planning, and pension consulting to individuals, including high-net-worth clients, and retirement plans. The firm combines multiple analytical approaches with formal asset allocation and regular portfolio monitoring, offering detailed reporting and performance comparisons.

Thomas Koehler is a financial advisor with Grant Koehler & Levin Ltd. in Palm City, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Polar Investment Counsel Inc. and Grant Koehler & Levin since 2007. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for about 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, using a buy-and-hold strategy centered on large U.S. companies, income-oriented approaches, and discretionary portfolio management with periodic reviews.

Michael Ritger is a financial advisor with Fortuna Investors LLC in Jupiter, FL, holding a Series 65 designation and 12 years of industry experience. He has been with Fortuna Investors since 2014 and was self-employed from 2014 to 2017. Outside of his advisory role, Mr. Ritger and his wife manage a non-financial business providing marketing, writing, and copy editing services. Fortuna Investors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and corporate clients. The firm employs quantitative analysis and modern portfolio theory, focusing on dynamic asset allocation and long-term trading with portfolios concentrated in exchange-traded funds.

Jonathon Fernandez Rubio is a CFP® with three years of industry experience, currently serving at Core Wealth Management, Inc. He has previously worked at Steven Trend, Coastal Wealth (a Mass Mutual Firm), and Alliance Financial Group. From 2016 to 2022, he was a member of the Board of County Commissioners. Core Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope company retirement plan consulting. The firm’s investment approach emphasizes diversification through modern portfolio theory, passive ETF and mutual fund exposure, and tax-aware implementation, supported by unified managed accounts and sub-advisers.

Blaise Hayden is a financial advisor at Fogel Capital Management Inc with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fogel Capital Management since 2004. 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 combines fundamental and technical analysis and employs a range of strategies, including long- and short-term buy-and-hold, short sales, options strategies, and margin transactions, tailoring portfolios to clients' objectives and risk tolerance.

Richard O’Hara is a CFP® professional at Lake Street with 18 years of industry experience. He has worked at Lake Street Financial since 2019 and previously held roles at Bank of America, Merrill, and Morgan Stanley. Lake Street serves individual and high-net-worth clients, business entities, retirement plans, trusts, estates, charitable organizations, private foundations, and insurance companies. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analyses, focusing on asset-class allocation, diversification, and tax awareness, and offers clients access to affiliated private investment funds.