Robert Radoccia is a financial advisor with The Capital Group Fiduciary Advisors, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Ausdal Financial Partners, Inc. and various entities within The Capital Group since 1995. In addition to his advisory work, he has been involved in insurance sales since 1995, dedicating limited time to this activity. The Capital Group Fiduciary Advisors serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and pension consulting. The firm offers advice across a wide range of investments and typically delivers tailored discretionary management, often utilizing third-party model portfolios or sub-advisers.

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.

William Johnston is a financial advisor at ISGAM US LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Mercer Consulting and Chubb Life Insurance. Johnston is also involved with Aktivolabs in a concurrent role. ISGAM US LLC provides discretionary asset management and financial planning services to individual clients and families, including high-net-worth individuals. The firm emphasizes strategic asset allocation and long-term equity selection, managing approximately $66 million across about 50 client relationships.

David Brask is a Series 65-licensed financial advisor with 15 years of industry experience. He is the sole advisor at Aaron Brask Capital and has held an adjunct academic position at the University of Florida since 2018. In addition to his advisory role, he is licensed to offer insurance products to clients. Aaron Brask Capital is a single-advisor registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and project-based financial planning. The firm employs a proprietary, research-driven investment process that integrates macroeconomic analysis and security-level evaluation to build customized portfolios, primarily focused on individual securities and incorporating ETFs, mutual funds, and options as appropriate.

Peter Harper is a Series 65 licensed financial advisor with GW Asena Pty Ltd, based in West Palm Beach, FL, with three years of industry experience. He has been associated with GW Asena Pty Ltd since 2022 and has also served as CEO and founder of Asena Advisors LLC since 2010. Outside of investment advisory, he holds leadership roles in holding companies Asena Holdings, LLC and Drifting Ventures, LLC. GW Asena Pty Ltd is an SEC-registered investment adviser serving high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using both passive and active strategies, offering a range of financial planning, tax, retirement, and consulting services.

David Boggess is a financial advisor at Boggess Asset Management with a Series 65 credential and three years of industry experience. He has worked at Boggess Asset Management since 2021 and previously at Boggess Advisory Group and Axos Technologies Inc. Boggess Asset Management is a quantitative investment manager serving qualified and accredited investors, family offices, and charitable foundations. The firm employs systematic, factor-based strategies that integrate machine learning and fundamental valuation techniques across multiple institutional-style funds.

James Knetsch is a financial advisor at Landing Financial Group, Inc. with one year of industry experience. His prior work history includes roles at Pero Family Farms, V&V Supremo, and Del Monte Foods. Landing Financial Group, Inc. provides asset management, financial planning, and retirement-plan advisory services, focusing on tailored investment programs and ERISA 3(21) fiduciary duties for qualified plans. The firm emphasizes non-discretionary asset management and integrates insurance-related services alongside retirement-plan advisory.

Serge Berger is a Series 65-licensed financial advisor with Blue Marlin Advisors, LLC, based in Wellington, FL, and has three years of industry experience. He is also the CEO of Blue Oak Advisors LLC, a financial publishing firm that distributes investment and trading ideas through newsletters. Blue Marlin Advisors serves individual clients by providing discretionary investment management and ongoing financial planning through a subscription model. The firm employs a primarily passive, asset-allocation investment approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options.

Katarzyna Marczyk is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She is currently with Anchor Wealth Management Group LLC and previously worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Marczyk also maintains a licensed insurance practice specializing in life, disability, health, and long-term care insurance, and operates a consulting management company. Anchor Wealth Management Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business owners. The firm tailors investment programs to client objectives and risk tolerance, using fundamental analysis and an open-architecture platform, and manages approximately $205 million in discretionary assets for about 200 clients.

Jonathan Ball is a financial advisor at Intrinsic Asset LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Intrinsic Asset LLC since 2016. Intrinsic Asset LLC provides ongoing portfolio management to individuals, high-net-worth investors, and businesses. The firm develops investment policy statements tailored to client goals, risk tolerance, and time horizons, using a diverse investment approach that includes charting, fundamental, technical, cyclical, and quantitative analysis, as well as modern portfolio theory.

Edward Kaplan is a financial advisor at EMK Investment Advisors, LLC with 11 years of industry experience. He holds a Series 65 credential and has a longstanding legal career as the owner of the Law Office Edward M. Kaplan since 1968. In addition to his advisory role, he is involved in philanthropy consulting through 770 Society LLC and serves as a director for the Atlantic Chapter of Certified Public Accountants. EMK Investment Advisors, LLC provides discretionary, personalized portfolio management primarily for high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm focuses on fundamental analysis with a long-term investment horizon, emphasizing master limited partnerships, REITs, and high-dividend equities.

Marilyn Soffer is a financial advisor with EMK Investment Advisors, LLC and holds a Series 65 designation. She has 11 years of industry experience and has been with EMK Investment Advisors since 2013. Outside of advisory work, she serves as a director of the Morris and Gladys Lewy Family Foundation, a nonprofit organization. EMK Investment Advisors provides discretionary, personalized portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and business entities, focusing on long-term investments in master limited partnerships, real estate investment trusts, and high-dividend equities. The firm operates with a small advisory team and manages assets with a fundamental analysis approach.

Floyd Ozeck is a financial advisor at FAO Wealth Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at CFS Securities, Inc. and Cooper Financial Services, Inc. He also operates an accounting practice as a certified public accountant. FAO Wealth Inc serves pooled and institutional retirement-plan clients, offering discretionary asset management and ERISA 3(21) fiduciary services. The firm’s investment process incorporates multiple analysis methods to develop strategies aligned with client objectives and risk tolerances, providing ongoing portfolio management and support tailored to qualified plans.

Dana Perez is a CFP® with 13 years of industry experience and has been with Mariaca Wealth Management, LLC since 2012. She holds the Series 66 designation and works out of Wellington, FL. Mariaca Wealth Management provides discretionary investment management and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses proprietary model portfolios tailored to client objectives, emphasizing global diversification and academic-driven asset-class exposures, often incorporating Dimensional Fund Advisors funds.

James Johnson is a CFP® and Series 65-licensed advisor with 23 years of industry experience. He is currently with Blue Ocean Capital, where he has worked since 2001, and previously spent 11 years at Elhilow, Smith & Company, LLC. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses, offering discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm employs a team of five advisors and combines fundamental analysis with modern portfolio theory to manage approximately $619 million in discretionary assets.

Nicky De Young is a Series 66 licensed advisor with 20 years of industry experience, currently working at 1 St Discount Brokerage, Inc. since 2002. Prior to that, De Young was affiliated with Portsmouth Financial Services from 2020 to 2024. In addition to financial advising, De Young owns a CPA firm focused on taxation and accounting. 1 St Discount Brokerage, Inc. provides advisory services to a range of clients including individuals, corporations, and pension plans, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to guide investment decisions and offers both discretionary and non-discretionary services.

Scott Worley is a financial advisor at Castle Wealth Management with nine years of industry experience. He holds a Series 65 designation and has also worked as a licensed general contractor and real estate broker through his management and leadership roles at Northstar Building Management and Northstar Homes Realty. Castle Wealth Management provides customized wealth management and financial planning services primarily to high-net-worth and individual clients. The firm offers a range of services including investment supervisory services, comprehensive financial planning, and tax-aware portfolio management, utilizing a diversified, research-driven investment approach that incorporates client-specific factors.

Ira Materetsky is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor and president at Materetsky Financial Group. His career includes extensive tenure at Royal Alliance Associates, INC., spanning over two decades. Outside of investment advising, he owns and operates a tax preparation business. Materetsky Financial Group serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering investment management primarily on a non-discretionary basis through a wrap-fee program. The firm emphasizes mutual fund and ETF allocations, client consent for transactions, and retirement plan consulting with participant education.

John Genco is a CFA® charterholder with 12 years of industry experience. He has been with WhaleRock Point Partners, LLC since 2018 and previously worked at Beaumont Financial Partners from 2012 to 2018. WhaleRock Point Partners provides discretionary investment management to a range of clients, including individuals, high-net-worth clients, trusts, estates, and pension plans. The firm uses a top-down macroeconomic approach combined with fundamental and technical analysis, focusing on directly owned fixed-income portfolios and offering retirement plan fiduciary services.

Matthew Kaszel is a CFA® charterholder working with Castle Wealth Management in Boynton Beach, FL. He has 14 years of industry experience, including positions at Lester Asset Management and Heward Investment Management. Kaszel has been with Castle Wealth Management since 2026. Castle Wealth Management provides customized wealth management and financial planning services primarily to high-net-worth and non-high-net-worth individuals, families, businesses, trusts, and charitable entities. The firm offers both discretionary and non-discretionary portfolio management, using modern portfolio theory to construct diversified portfolios and maintains a process for private alternative investments.