Maxwell Fogel is a financial advisor at Fogel Capital Management Inc with Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at MAGV Securities, Canaccord Genuity, HVA, and Maxim Group. He also works as a senior analyst advising on M&A transactions outside of his advisory practice. 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 manages approximately $438 million in discretionary assets and employs investment strategies that combine fundamental and technical analysis, including options trading and margin transactions.

James Bashaw is a Series 65-licensed advisor with 15 years of industry experience. He has been with JLB & Associates Inc since 1987. JLB & Associates provides discretionary and non-discretionary portfolio management and retirement-plan advisory services to individuals, trusts, corporations, and employee benefit plans. The firm emphasizes fundamental equity analysis within a defined research universe, managing portfolios typically holding 20–30 stocks blending growth and value, alongside fixed-income strategies focused on investment-grade corporate bonds.

Laura Hutter is a financial advisor at Aegis Wealth Management, Inc. with four years of industry experience. She holds a Series 65 designation and has worked with Aegis since 2021. Prior to that, she was involved with Osprey Retirement Solutions starting in 2015 and has experience in administrative roles related to retirement planning. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by multiple sub-advisers and provides comprehensive financial planning and portfolio management tailored to client objectives.

David Barrett is a financial advisor with Baldwin Wealth Partners, LLC, based in Hobe Sound, Florida. He holds 32 years of industry experience and has been with Baldwin Wealth Partners (formerly Baldwin Brothers, LLC) since 1982. Baldwin Wealth Partners provides financial planning and investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and corporations. The firm manages approximately $2.33 billion in client assets and employs a top-down macro approach combined with bottom-up fundamental research, including a manager-of-managers strategy and in-house equity models with ESG integration.

Jason Young is a financial advisor with Discipline Wealth Solutions, Inc., holding a Series 65 designation and eight years of industry experience. He previously worked at CPR Investments Inc. and has operated as an independent insurance agent since 2017. Outside of his advisory role, he spent nine years as a charter fishing captain. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other advisors with tailored investment advisory services that include discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm combines in-house management with third-party oversight and offers participant-level education and support for retirement clients.

Kevin Kennedy is a financial advisor at Victrix Investment Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at Money Concepts. Outside of advising, Kevin acts professionally in stage and screen productions, hosts the "Mountain Money" radio show on KPCW, and owns a bee rental and hive maintenance business. Victrix Investment Advisors serves individual investors, trusts, and retirement plan clients, providing discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm applies a combination of fundamental, technical, and cyclical analysis in its investment strategies and uses derivatives and related techniques in separately managed accounts.

Michael Terrio is a financial advisor at Motiv8 Investments LLC with 17 years of industry experience. He holds the Series 65 designation and has been involved with several related entities, including M. Terrio Investments, Inc. and M. Terrio, Inc. He serves as Director of Roadways for the Four Rivers Property Owners Association. 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 range of investment strategies tailored to client goals and risk tolerance, utilizing multiple analytical methods and third-party platforms to manage and rebalance portfolios.

Donald White Jr. is a financial advisor with Collaborative Wealth, holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. His career includes roles at LPL Financial, INVEST Financial Corporation, and Treasure Coast Financial Services, Inc. He serves as treasurer for the nonprofit organization Love Without Boundaries Inc. Collaborative Wealth provides financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients. The firm employs both fundamental and technical analysis to develop long-term asset allocation strategies and uniquely offers a private real estate fund combining AI-assisted underwriting with blockchain-anchored reporting.

Nicholas Skillman is a financial advisor at Fogel Capital Management Inc with six years of industry experience. He holds the Series 65 designation and has been with Fogel Capital Management since 2019. Prior to his advisory career, he was a student for ten years. 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 tailored to each client’s financial situation and risk tolerance.

Stanton Weissenborn is a financial advisor at Wealth Effects with Series 63 and Series 65 licenses and 56 years of industry experience. His prior work includes positions at Coburn & Meredith Inc and Janney Montgomery Scott. He serves as a board member for Stuart Congregational Church, where he provides investment advice on a volunteer basis. Wealth Effects offers discretionary wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm combines fundamental and technical analysis to manage primarily long-term portfolios using a range of securities, and operates 11 offices managing approximately $472 million for about 596 clients.

Michael Fogel is a financial advisor at Fogel Capital Management Inc with 29 years of industry experience. He has been with Fogel Capital Management since 1996. He holds a Series 63 designation. 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 both fundamental and technical analysis and offers a range of strategies, including buy-and-hold, short sales, options, and margin transactions, tailoring portfolios to clients’ objectives and risk tolerance.

Deena Jones is a financial advisor at Fogel Capital Management Inc with seven years of industry experience. She holds a Series 65 designation and has worked at Fogel Capital Management since 2018, following roles at Suntrust Bank and Harbor Community Bank. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profits. The firm manages approximately $438 million in discretionary assets across about 238 client households and utilizes a combination of fundamental and technical analysis with strategies including buy-and-hold, options trading, short sales, and margin transactions.

Dana Binsbachar is a financial advisor with IFG Advisory, LLC and holds the Series 66 designation. He has 28 years of industry experience, with prior roles at LPL Financial, INVEST Financial Corporation, Kestra Investment Services, and ValMark Advisers. Outside of his advisory work, he owns a business called SHTF Armory, LLC. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm customizes investment strategies using sub-advisors and third-party managers, managing a broad range of assets and employing various analytical approaches.

Benjamin Lynch is a financial advisor at HBKS Wealth Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and been employed in various roles including at Sailor’s Return and Airtime Aviation LLC. Outside of advisory work, he has experience as a server at Sailor’s Return. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios with discretionary management through proprietary models and multiple platform arrangements, providing a broad range of strategies without specializing in any single area.

Denny Artache is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has worked with firms including PEAK Brokerage Services and Minnesota Life, and currently serves as President and CEO of Artache Financial Group. Outside of his advisory role, he performs in the Denny Artache Band and is involved in educational and community activities such as leading a local chapter of the Society of Financial Awareness and hosting a live radio show. Blackridge Asset Management provides financial planning and investment management services to individuals and institutional clients, employing a network of investment adviser representatives. The firm offers tailored portfolio management through an affiliated turnkey asset management platform, utilizing strategies like asset allocation and diversification alongside discretionary management options.

Andrew Gentile is a financial advisor with Novem Group, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., The Leaders Group Inc, and Capitas Pinnacle of GA. He serves on the Finance Committee of Tequesta Country Club and is a board member of the Fellowship of Christian Athletes. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a variety of investment strategies and offers discretionary management, regularly monitoring accounts and utilizing third-party money managers as part of its service offerings.

Andrew Rodriguez is a financial advisor with Mutual Of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked with Mutual of Omaha and its affiliated firms since 1981. Outside of advisory services, he is also an insurance agent specializing in life, health, and annuities and operates a registered DBA, Sippican Wealth Strategies LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, account management programs, and retirement plan consulting. The firm delivers managed solutions through platforms like Envestnet and works alongside broker-dealer and insurance operations within the Mutual of Omaha group.

John Hughes is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds a Series 63 designation and has previously operated Hughes Investment Advisory Services for over three decades. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines fundamental investment analysis with family-office and concierge services, supporting a broad range of client needs through discretionary management and access to diverse investment options.

Tim Schaffer is a financial advisor at RMR Wealth Builders, Inc. with 31 years of industry experience. He holds a Series 66 designation and has worked at RMR Wealth Builders since 2020, following eight years at Calton & Associates, Inc. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, fiduciary services, and specialist advisory options including annuity management and digital asset programs.

Emily Rowe is a financial advisor at DayMark Wealth Partners, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network, LLC for six years. Outside of her advisory role, she owns Giraffe Herding, LLC, a business based in Port St. Lucie, Florida. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, providing asset management, portfolio management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a diversified investment approach that includes fundamental, technical, quantitative, and ESG analysis, as well as digital assets and crypto products.