Dennis Harkin is a financial advisor at SlateStone Wealth LLC in Jupiter, FL, holding Series 63, 65, and 66 licenses with seven years of industry experience. He previously worked at BP Wealth Management, LLC before joining SlateStone Wealth, where he has been since 2019. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analyses, supported by internally developed equity strategies and third-party managers.

Charles Daniels Jr. is a financial advisor at SlateStone Wealth LLC with 13 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at SlateStone Wealth since 2020. Prior to his current role, he spent four years at Suncoast Auto Transmissions, LLC. SlateStone Wealth provides discretionary and non-discretionary investment management and financial planning services to high-net-worth and ultra-high-net-worth clients, including families, trusts, and business entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis, overseen by an Investment Policy Committee.

Kenneth Polcari is a financial advisor at SlateStone Wealth LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Yahoo Finance and Kace Capital Advisors, where he serves as Managing Founder and owner. Polcari hosts a podcast on Yahoo Finance focused on investment education. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including families, trusts, and business entities. The firm offers multi-asset wealth management with strategies developed through a combination of fundamental, quantitative, technical, and cyclical analysis.

Paul Casey is a financial advisor at Renew Family Wealth with 27 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including SICA Wealth Management, Circle Squared Alternative Investments, and Third Seven Capital. Outside of advisory work, he is involved with Refuge Investments LLC, assisting in the acquisition of multi-family distressed properties. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis across long- and short-term strategies and may engage sub-advisers for alternative investments.

Jacob Metro is a financial advisor at SlateStone Wealth LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Forbes Family Trust and Boston Private Wealth/Silicon Valley Bank. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach that incorporates fundamental, quantitative, technical, and cyclical analysis overseen by an Investment Policy Committee.

Nicholas Botticelli is a financial advisor at Global Strategic NextGen OCIO with nine years of industry experience. He holds a Series 65 designation and has worked at Global Strategic Investment Solutions, RBX Associates, Exelon Corporation, and Hirtle Callaghan & Co. LLC. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm uses a dynamic strategic asset allocation framework driven by proprietary quantitative models and emphasizes due diligence across a wide range of public and private market investments.

Mark Stratton is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Owlfi Ria, LLC, Motiv8 Investments LLC, and LPL Financial. In addition to his advisory work, he operates as an independent insurance agent. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, focusing on discretionary portfolio management and financial planning. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, and other securities with regular portfolio reviews and risk profiling.

Hayden Dawes is a financial advisor at Renew Family Wealth with a Series 65 credential and nine years of industry experience. He has worked at several firms, including Appfiles Inc and Capital Market Strategies LLC, and is involved in real estate as a licensed agent with Crossroads Real Estate Co. Additionally, he manages an affiliated insurance agency, 633 Holdings LLC. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm employs a mix of analytic approaches and investment strategies, offering tailored advice and, where appropriate, engaging sub-advisers or alternative investment managers to implement client allocations.

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.

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.

Joseph Mariani is a financial advisor at Cayside Partners with one year of industry experience. He holds a Series 65 designation and previously worked at PopStroke and Allied Wealth Partners. Cayside Partners is an SEC-registered advisory firm that provides investment management, financial planning, retirement-plan advisory, and family office services to individuals, families, and businesses. The firm uses a combination of fundamental and technical analysis, third-party research, and proprietary data models to develop customized portfolios and offers expanded services including formal family office offerings and management of affiliated special purpose vehicles.

Maria Kleinhans is a financial advisor at Angeles Wealth Management, LLC with 13 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Merrill and Ellevest, Inc. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm manages approximately $2.8 billion in discretionary assets and focuses on allocating client capital to model portfolios and third-party managers, incorporating alternative investments and proprietary manager research.

Stephen Ruvituso is a financial advisor at Sykon Capital LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Sykon Capital in 2023, he worked at Bank of America and Merrill from 2013 to 2023. Sykon Capital serves individual and institutional clients by providing investment management, financial planning, retirement plan services, and consulting. The firm employs a blend of quantitative and fundamental analysis with strategic and tactical asset allocation, and incorporates alternative investments and derivatives within portfolios.

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.

Drew Chiurato is an advisor with Renew Family Wealth in Jupiter, FL, holding a Series 65 designation. He has no prior industry experience and has worked outside the financial sector at Evo Italian and Whits Frozen Custard. He is completing a long-term period as a full-time student. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) consulting to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers customized investment advice using multiple analytical approaches and can engage sub-advisers or third-party models to implement client strategies.

David Bone is a financial advisor at One + One Wealth Management, LLC with five years of industry experience. He previously worked at Equitable Advisors for five years and has been involved with Bonefide Farms, LLC, a poultry and egg production business, since 2020. Outside of his advisory role, he serves as a Cub Scout den leader for the Boy Scouts of America. One + One Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm offers portfolio management, consulting, and specialized services such as Section 351 exchange consulting, using a primarily long-term investment approach that includes derivatives and margin trading when appropriate.

Colin Hickey is a financial advisor at Cayside Partners with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at JPMorgan Securities LLC, Forbes Family Trust, and AM Global Family Investment Office, among others. Outside of financial advising, he is involved in several business ventures including ownership in a water and mold restoration company and investments in a surf pool project. Cayside Partners is an SEC-registered firm providing investment management, financial planning, and family office services to individuals, families, and businesses. The firm offers bespoke portfolios and employs various strategies including options and margin, serving a relatively small client base with expanded services such as consolidated reporting and affiliated special purpose vehicles.

Michael Rhea is a financial advisor with Cayside Partners in Jupiter, FL, holding Series 63 and Series 65 credentials and six years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Optima Asset Management, LLC, and Tannenbaum Capital Group. Cayside Partners is an SEC-registered advisory firm that offers investment management, financial planning, retirement-plan advisory, and family office services to individuals, families, and businesses. The firm uses fundamental and technical analysis along with proprietary data models to develop customized portfolios and manages affiliated special purpose vehicles while providing expanded reporting and education programs.

Charles Rongo is a financial advisor at IBEX Wealth Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining IBEX in 2024, he worked at The Breakers Palm Beach and Opal Grand Hotel. He has been involved with USA Hockey since 2015. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis in its investment process, incorporating long- and short-term strategies and various derivatives.