Gregory Adams is a financial advisor at Optimist Capital with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Ameritas Investment Corp, Alpha Wealth Strategies LLC, and Lowry Capital Management Corporation. Optimist Capital is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and small- to medium-sized business pension plans. The firm combines fundamental security selection with portfolio-level composites and custom Investment Policy Statements, focusing on listed equities, investment-grade fixed income, and listed equity options, with a practice of regular portfolio review and client reporting.

Arthur Gordon is a financial advisor with Gordon Asset Management LLC in West Palm Beach, FL. He holds a Series 65 designation and has 13 years of industry experience. Gordon has worked at Gordon Asset Management since 1997. Gordon Asset Management advises high-net-worth and individual investors and serves as adviser to private pooled investment vehicles known as the Gordon Funds. The firm focuses on long-term growth with diversified portfolios that include mutual funds, ETFs, direct securities, and private funds, often allocating to private equity, real estate, and hedge-fund style strategies.

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.

Partick Quealy is a financial advisor at Aureum Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Aureum, he worked at TFG Accounting and Tax and has a background that includes roles outside finance, such as at Buffalo Aquatics and Clarence High School. Aureum Wealth Management provides financial planning, portfolio management, and pension consulting services for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis, offers access to alternative investments through third-party sub-advisers, and incorporates AI tools in its investment process.

Alexander Ruby is a financial advisor with Asset Planning Corporation, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including roles at Cambridge Investment Research, Inc. and Financial Planning Investment Group, Inc. Outside of advisory work, he is also an independent insurance agent for various companies. Asset Planning Corporation serves individual clients, retirement plans, and other entities, providing personalized financial planning, discretionary portfolio management, and advisory services. The firm emphasizes customized asset allocation and ongoing portfolio monitoring to align investments with clients’ objectives and risk tolerance.

John Patten Jr. is a financial advisor at Mar Wealth Management Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Private Client Wealth, LLC. Outside of advisory services, he is the managing member of Patvest, LLC, which provides personal and auto loans as well as real estate mortgage loans, and Patten Fiduciary Services, LLC, offering fiduciary roles such as trustee and personal representative. Mar Wealth Management Services specializes in discretionary portfolio management and financial planning for individuals, charitable organizations, and businesses. The firm combines various analytical approaches and trading strategies to tailor portfolios according to each client’s risk tolerance and time horizon.

Bradley Hurston is a Series 65 licensed advisor at Krusen Capital Management, LLC with three years of industry experience. He previously worked at First Republic Bank and First Horizon Advisors, accumulating over 17 years of experience before joining Krusen Capital Management. Outside of his advisory role, he is a member of Clear Global LLC, a real estate holding company. Krusen Capital Management advises Qualified Purchasers and high-net-worth clients, including pension plans and pooled investment vehicles. The firm emphasizes private and hedge fund investments, combining fundamental and quantitative analysis with manager due diligence and ongoing monitoring.

Maricela Ramos is a CFP® professional with 20 years of industry experience, currently serving at Mar Wealth Management Services, LLC since 2012. She holds the Series 66 designation and is based in Loxahatchee, Florida. Outside of advisory work, she is a partial owner of EXE Vending Services, LLC, where she assists with operations. Mar Wealth Management Services, LLC provides investment supervisory services and financial planning to individuals, charitable organizations, and businesses. The firm employs a diverse investment approach combining fundamental, technical, charting, and cyclical analysis, with ongoing portfolio monitoring and implementation typically conducted under discretionary authority.

Alana Collins is a CFP® professional with six years of experience, currently serving as the sole advisor at Aljen Asset Management LLC. Her background includes roles in education and retail prior to joining Aljen Asset Management. Aljen Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, foundations, and small businesses. The firm uses a combination of fundamental and technical analysis with modern portfolio theory to create diversified portfolios, employing a range of investment vehicles and offering both discretionary and non-discretionary management.

Bryan Courchesne is a financial advisor at Digital Asset Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BGC Financial, LP and Sunrise Brokers LLC prior to joining his current firm in 2018. Outside of advisory work, he is involved in real estate development and construction as a principal and consultant for two companies. Digital Asset Investment Management serves high-net-worth individuals, accredited investors, non-profits, and institutions, focusing on portfolio management for digital assets. The firm uses a tactical allocation approach centered on Bitcoin, combining fundamental and technical analysis, and offers services including financial planning, consulting, educational seminars, and litigation support.

Frederick Lane is a financial advisor at Lane Generational LLC in Palm Beach, FL, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. from 2014 to 2020. Lane also serves as a non-compensated trustee of charitable and family trusts. Lane Generational advises individual and high-net-worth clients, offering discretionary investment management, model-based concentrated equity strategies, and financial planning. The firm’s approach is long-term and conviction-driven, incorporating fundamental analysis and allowing customized allocations, including a digital-assets advisory service focused on Bitcoin for qualified investors.

Michael Dixon is a financial advisor at Your Planning Partner LLC with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to his advisory role since 2016, he is a self-employed CPA with over 40 years of experience providing accounting and tax services. Your Planning Partner LLC offers portfolio management, financial planning, pension consulting, and estate-document facilitation to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $90.7 million across about 86 client relationships, using a range of analysis techniques and investment strategies tailored to client risk profiles.

Tommy Lewis is a financial advisor at First Financial Group in Raleigh, NC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with First Financial Group since 2012, operating in a self-employed capacity with the firm since 1994. Outside of his advisory role, he serves on the Board of Trustees at East Carolina University and works as a boat captain and merchandise/music seller for Island Hopper Charters, LLC. First Financial Group serves individual investors, trusts, estates, and business entities, providing portfolio management, consulting, and financial planning services. The firm employs a client-driven, tailored investment approach that includes fundamental and cyclical analysis, with strategies ranging from long- and short-term to option writing and margin transactions.

Monte Resnick is a financial advisor at Resnick Wealth Alliance, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Matrix Private Capital Group and Camden Capital, LLC. Resnick Wealth Alliance, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to high- and ultra-high-net-worth individuals and families, as well as business owners, attorneys, trusts, and private foundations. The firm manages approximately $110 million in client assets for about 45 clients through a two-advisor team, employing fundamental and cyclical analysis alongside modern portfolio theory across a broad investment universe.

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.

Corey Crawford is a financial advisor at Boggess Asset Management with two years of industry experience. He holds a Series 65 designation and has been affiliated with Alluvium House since 2016. Boggess Asset Management is a quantitative investment manager serving qualified investors, family offices, and charitable foundations with systematic, factor-based strategies that incorporate machine learning, AI-driven models, and fundamental valuation techniques. The firm offers discretionary portfolio management across multiple institutional-style funds and provides a unique Portfolio Analysis service billed on an hourly basis.

Nathan Amos is a financial advisor with Davis Private Wealth, LLC, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Davis Private Wealth, he worked at Ameriprise and Thrivent Financial. Outside of his advisory role, he co-owns Agape Handcrafted Goods, a cosmetic products business based in Boca Raton, FL. Davis Private Wealth, LLC provides advisory services primarily to individuals, high-net-worth individuals, and certain retirement plans. The firm offers discretionary portfolio management, financial planning, and sub-advisory investment management, using long-term trading strategies tailored to client risk tolerances and incorporating advanced service providers with artificial intelligence components.