Laurence Montello is a CFP® with 23 years of industry experience and the principal of Montello Wealth Management, Inc., an independent advisory firm he founded in 2009. He owns Montello Tax & Planning, LLC, which prepares tax returns for individuals and small businesses, and holds a 50% interest in Emergency Insurance Housing, LLC, a business developing a booking engine for temporary accommodations during insurance claims. Montello Wealth Management provides personalized investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm offers portfolio management, financial planning, and pension consulting, employing various analytical methods to guide security selection and tailoring portfolios to client objectives.

Jackson Leigh Allen is a financial advisor at Saber Asset Management with a Series 65 designation and no prior industry experience before joining the firm. He previously worked at Hood River Capital from 2022 to 2025 and was a student from 2015 to 2022. Saber Asset Management, established in May 2025, provides discretionary portfolio management and standalone financial planning services. The firm primarily serves individuals and high-net-worth clients, employing a fundamental analysis and long-term trading approach focused mainly on equities, along with mutual funds, ETFs, fixed income, TIPS, and non-U.S. securities.

Jacob Craton is a financial advisor at Rollingwave Capital with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rollingwave Capital since 2015. The firm is an independent advisory practice serving primarily individual investors, including high-net-worth clients, as well as some corporate clients. Rollingwave Capital manages about $21 million using client-specific investment policies and employs a variety of active strategies such as option strategies, short sales, and margin, with custodial services provided by Interactive Brokers.

Joseph Dirnfeld is the sole advisor at ALES29 Advisors, Inc., an independent firm based in West Palm Beach, FL. He holds a Series 65 designation and has eight years of industry experience, leading his firm since 2018. Prior to founding ALES29 Advisors, he has been self-employed since 1998. ALES29 Advisors provides discretionary portfolio management services to individual and high-net-worth clients, focusing on equities and fixed income. The firm employs a long-term, fundamental value approach supplemented by quantitative and technical analysis, managing approximately $39.7 million across a small client base without formal account minimums.

Robert Rubin is the sole advisor at LDL Capital Management, LLC, an independent advisory firm based in Jupiter, FL. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Rubin has led the firm since 2011, following prior senior roles at major broker-dealers and asset managers such as Bear, Stearns; Goldman Sachs; Deutsche Bank; Deutsche Asset Management; Plainfield Asset Management; and KKR Capital Markets. LDL Capital Management provides discretionary portfolio management and related advisory services to a concentrated client base, focusing on individualized portfolio management for high-net-worth clients.

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 credentials and over a decade of experience in the industry. Her prior roles include positions at Investacorp Inc., Essex Securities, Cantella & Co., Inc., Cambridge Investment Research, and Kovack Securities. She also operates as a self-employed advisor under J Leigh Wealth, LLC. J. Leigh Capital Management provides portfolio management and incidental financial-planning support to individuals, trusts, retirement accounts, and small businesses, tailoring portfolio construction to clients' objectives using fundamental analysis, asset allocation, and risk/return correlation. The firm offers both discretionary and non-discretionary advisory services and incorporates a fiduciary standard while operating with a small team.

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.