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.

Michael Soroudi is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Digital Asset Investment Management since 2021 and previously held roles at Tax and Financial Group and Securian Financial Services Inc. He holds a Series 63 license and is based in Palm Beach Gardens, FL. Digital Asset Investment Management specializes in investment management and consulting for high-net-worth and high-income individuals, accredited investors, non-profits, and institutions, focusing on digital assets. The firm employs a tactical allocation strategy centered on Bitcoin, blending fundamental and technical analysis, and offers discretionary and non-discretionary services, educational programs, and litigation support.

Tyler Kiepke is a financial advisor at Holden Family Office, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Tyler is also involved in managing futures contracts through Eleven Two Investments LLC, where he serves as managing member. Holden Family Office provides discretionary and non-discretionary investment management to individuals, trusts, family offices, and other entities, offering customized portfolios across public securities and alternative private investments. The firm also provides family office services, consolidated reporting, and business advisory work, including mergers and acquisitions advice.

Patrick Sandner is a financial advisor with Landing Financial Group, Inc. He holds a Series 65 designation and has nine years of industry experience. Sandner has worked at Landing Financial Group since 2022 and previously spent five years with AE Wealth Management, LLC. He is also the president of Florida Adult Education, Inc., which offers educational classes on health and wealth. Landing Financial Group, Inc. provides asset management, financial planning, and retirement-plan advisory services, focusing primarily on non-discretionary assets. The firm employs a variety of analytical approaches and offers plan clients services including investment policy documentation, monitoring, and participant education.

Christopher Fetes is a CFA® charterholder and holds Series 63 and Series 65 licenses, with two years of industry experience. He is currently with Grey Rhodes Advisors, LLC and has previously worked at MAI Capital Management, Evoke Advisors, PNC Private Bank, and Bolderwood Capital Management. Grey Rhodes Advisors provides investment advice and portfolio management to individuals, including high-net-worth clients, and to pension and profit-sharing plans. The firm employs a long-term investment approach based on independent research and fundamental analysis, offering both discretionary and non-discretionary services.

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.

Peter Blatt is a financial advisor at Center for Asset Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Center for Asset Management since 2008. In addition to his advisory role, he is a licensed attorney practicing estate planning law through Blatt Legal, PLC. Center for Asset Management provides discretionary asset management, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a range of investment strategies including fundamental and technical analysis and manages many accounts through the AssetMark advisory platform.

Troy Katterheinrich is a financial advisor at Retire Agile with six years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Agile Retirement Management, Merit Financial Group, and LPL Financial. Outside of advising, he is a commissioned notary in the state of Florida. Retire Agile provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis within a primarily long-term buy-and-hold approach, incorporating AI-assisted tools that are reviewed by professionals.

Tyler Wright is a financial advisor at Stillwater Wealth Management Group LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Palm Beach Atlantic University, SandPointe LLC, and operated Sailfish Alley Outfitters for four years. Stillwater Wealth Management Group LLC provides 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 across about 244 accounts, utilizing a mix of fundamental, technical, and charting analysis to create tailored investment allocations.

Joel Braswell is a financial advisor at Holden Family Office, LLC with a Series 65 credential and one year of industry experience. Prior to joining Holden Family Office, he worked at Savant Wealth Management and has a background that includes engineering and education. Holden Family Office provides discretionary and non-discretionary investment management to individuals, family offices, charitable organizations, and corporations. The firm customizes portfolios based on client objectives and risk tolerance, managing assets through separately managed accounts and pooled vehicles while offering family office, governance, and business advisory services.

Scott Udine is a financial advisor with Udine Wealth Management Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Udine has been with his current firm since 2008. Udine Wealth Management provides discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm uses a combination of fundamental analysis, technical charting, and cyclical investing to create diversified, customized portfolios aligned with clients’ risk profiles and objectives.

Christopher Champion is a financial advisor at Holden Family Office, LLC with a Series 65 designation and one year of industry experience. He has previously worked at Champion Locating, LLC and Aptamigo. Outside of his advisory role, he is involved with Champion Locating, LLC, an entrepreneurial venture. Holden Family Office advises high-net-worth individuals, trusts, family offices, charitable organizations, and corporations by providing discretionary and non-discretionary investment management alongside family-office services such as consolidated reporting, estate and insurance planning, and business advisory including M&A support. The firm employs a long-term, owner-oriented investment approach across a broad range of assets and publishes educational materials while maintaining capabilities beyond typical advisory boutiques.

Brian Tirri is a financial advisor at Greycliff Wealth Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at BCG Securities, Inc. from 2016 to 2020 before joining Greycliff in 2020. Greycliff Wealth Management serves individuals—including high-net-worth clients—as well as families, trusts, non-profits, pension plans, and businesses, providing financial planning and discretionary asset management. The firm constructs diversified, long-term portfolios focused on cost control and tax efficiency, combining fundamental and technical analysis to develop client-specific asset-allocation strategies.

Roy Wiley is a financial advisor with SmartPlan Investing in Juno Beach, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Financial Planning Counselors, Inc. DBA SmartPlan Investing since 2010 and has operated Covenant Financial & Tax, Inc. DBA SmartPlan Financial Services since 1994. Wiley is also a licensed CPA and insurance agent in Florida, with additional experience in tax, accounting, and payroll services through his firm Covenant Financial, P.A. 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 academic investing principles and partners with Matson Money to provide diversified portfolio construction, while emphasizing client coaching and ongoing investment monitoring through a co-advisory arrangement.

Ivan Rosa is a financial advisor at Optimist Capital with two years of industry experience. He holds a Series 66 designation and has worked previously at Park Avenue Securities, Guardian Life Insurance, R Squared Consulting, and New York Life. Outside of his advisory role, Rosa serves as President of the Palm Beach and Treasure Coast Chapter of the US Naval Academy Alumni Association and is Treasurer and a board member of Sunfest, Florida’s largest waterfront music and art festival. Optimist Capital is a state-registered investment adviser that provides investment counseling and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm also offers pension consulting for small- to medium-sized businesses, using a combination of fundamental security selection and client-specific Investment Policy Statements to manage portfolios emphasizing listed equities, investment-grade fixed income, and listed equity options.

Robert Williams is a financial advisor at Poinciana Advisors Group, LLC with Series 63 and Series 65 credentials. He has been in the industry for one year, joining Poinciana Advisors Group in 2026 after positions at The Breakers Palm Beach and Gateway Business Advisors. Outside of finance, he has experience in hospitality and retail, including work at Island Girl Cigar Bar. Poinciana Advisors Group provides discretionary portfolio management and retirement plan advisory services to individuals, qualified plans, trusts, corporations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversified, primarily passive allocations implemented through mutual funds, ETFs, and model portfolios, supported by third-party resources and periodic reviews.

Joshua Angell is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Poinciana Advisors Group, LLC and has held roles at Smith, Stohlman, James & Gardere, P.A., where he is a partner, as well as founding The Barrons Group, LLC, where he serves as Chief Investment Officer. 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 based on Modern Portfolio Theory, utilizing primarily passively managed mutual funds and ETFs, while offering comprehensive financial consulting including tax and estate planning.

Darren Hardersen is a financial advisor with Center for Asset Management, LLC and holds a Series 65 designation. He has 18 years of industry experience, including roles at Blatt Financial Group and his own firm, Tdhg Hardersen Group Inc. In addition to advisory work, he is involved in commission-based insurance sales through Blatt Financial Group LLC. Center for Asset Management, LLC serves individual and high-net-worth clients as well as retirement and profit-sharing plans, offering discretionary asset management, financial planning, and retirement-plan consultations. The firm manages approximately $229 million for about 284 clients, utilizing a combination of charting, fundamental, and technical analysis, with strategies that include long- and short-term trading and options writing.

Michelle Rey Lutein is a financial advisor at Resnick Wealth Alliance, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Matrix Private Capital Group and Camden Capital, LLC. Outside of her advisory role, she serves as managing member of a holding company for real estate properties. Resnick Wealth Alliance provides portfolio management, financial planning, and consulting services to high- and ultra-high-net-worth individuals, families, and institutions. The firm manages approximately $110 million in client assets through a two-advisor team and employs a range of investment strategies across various asset classes.

John Smith Jr. is a financial advisor with Optimist Capital, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Optimist Capital in 2020, he worked at Lowry Capital Management from 2016 to 2020. He is also president of International Consultants & Investors, Inc., a compliance and consulting firm where he has been involved since 1978. Optimist Capital is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and small- to medium-sized pension plans. The firm combines fundamental security selection with tailored client portfolios emphasizing equities, investment-grade fixed income, and listed equity options, and provides regular reporting and market commentary.