William Chapman is a CFP® with 21 years of industry experience currently serving at Victrix Investment Advisors. His prior roles include positions at Fogel Capital Management Inc., Great Lakes & Atlantic Wealth Management, and his own firm, Chapman Capital Advisors. From 2018 to 2021, he also worked in real estate. Victrix Investment Advisors provides investment advisory services to individuals, trusts, and retirement plans, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to develop tailored financial profiles and investment plans, managing approximately $343 million across several hundred client accounts.

Kimberly Pierce is a CFA® charterholder with 21 years of industry experience. She has been with SlateStone Wealth LLC since 2018 and previously worked at Daniel Devine & Company from 2004 to 2018. 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 analysis across internally developed equity strategies and third-party managers.

Michael Coady is a financial advisor at SlateStone Wealth LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Ameris Bank, First Republic Bank, First Citizens Bank, and Lewis James Professional. SlateStone Wealth provides investment management and comprehensive financial planning services 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 approach combining fundamental, quantitative, technical, and cyclical analysis, offering customized portfolios and access to alternative private investments.

Lisa Tomczak is a financial advisor at SlateStone Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at SVB Wealth LLC and Boston Private Wealth LLC. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, foundations, and business entities. The firm’s investment process includes fundamental, quantitative, technical, and cyclical analysis applied through internally developed equity strategies, model portfolios, and third-party managers.

Russell O’Brien is a CFP® professional with 30 years of industry experience. He is currently with SlateStone Wealth LLC and has previous experience at Morgan Stanley Private Bank and Morgan Stanley, where he worked for a combined 17 years. SlateStone Wealth provides investment management and financial planning services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a multi-asset approach that integrates fundamental, quantitative, technical, and cyclical analysis and offers access to alternative private investments for eligible investors.

Malcolm Makin is a CFP® professional with 47 years of experience in the financial industry. He has worked at Professional Planning Group since 1975 and has been associated with Raymond James Financial Services and New England Professional Planning Group since 1989. He also serves as CEO of a support company related to his firm. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $1.17 billion in client assets and integrates both fundamental and technical analysis in its tailored investment strategies.

Stephen Magallanes is a CFP® certificant with 18 years of experience in financial advisory. He has worked at Collaborative Wealth since 2018 and previously at Invest Financial Corporation from 2011 to 2018. Magallanes provides investment advisory services through Collaborative Wealth, an independent registered investment advisory firm. Collaborative Wealth offers financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis to develop long-term asset allocation strategies, using mutual funds, ETFs, equities, and fixed income, and also operates a private real estate fund with data-driven underwriting and enhanced reporting methods.

Eric Breitenbach Jr. is a financial advisor at One + One Wealth Management, LLC with five years of industry experience. He holds the Series 63 and Series 66 registrations and previously worked at Equitable Advisors LLC, Symmetry Financial Group, ColdWell Banker, and served ten years with the Highland Park Police. Breitenbach also spent nine years at the College of DuPage. One + One Wealth Management serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, model-portfolio implementation, consulting services, and integrates use of derivatives and margin strategies in separately managed accounts.

Casey West is a financial advisor with Fogel Capital Management Inc, holding a Series 65 designation and eight years of industry experience. He has been with Fogel Capital Management since 2016. 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 a combination of fundamental and technical analysis and uses a range of strategies including long- and short-term buy-and-hold, short sales, options, and margin transactions, tailoring portfolios to clients’ financial situations and risk tolerance.

Mackenzie Edwards is a financial advisor at Inlet Private Wealth, LLC with six years of industry experience. She holds a Series 65 designation and has been with Inlet Private Wealth since 2019. Prior to her advisory role, she worked at Jonathan's Landing Golf Club and attended the University of Florida. Inlet Private Wealth, LLC manages discretionary and non-discretionary portfolios for individuals, trusts, estates, and charitable organizations, with approximately $554.9 million in client assets as of December 31, 2024. The firm employs a value-oriented investment approach focused on intrinsic value and risk defined as permanent capital impairment, and offers trustee and custodial services through a private-label trust representative office arrangement.

Daniel Payne is a CFA® charterholder with 23 years of industry experience. He is currently a member of the team at SlateStone Wealth LLC, where he has worked since 2023. Prior to joining SlateStone Wealth, Payne spent several years at Morgan Stanley in various capacities, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning services 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 approach that integrates fundamental, quantitative, technical, and cyclical analysis overseen by an Investment Policy Committee.

Elizabeth Milardo is a financial advisor with Discipline Wealth Solutions, Inc. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior work includes roles at Turnkey Financial Partners, Commonwealth Financial Network, and Cambridge Investment Research Advisors. Outside of advisory work, she is involved with bookkeeping through Checklist, LLC. Discipline Wealth Solutions serves individual, corporate, and retirement plan clients by providing discretionary and non-discretionary investment advisory services, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives using a variety of strategies and also offers participant-level education and support for retirement plans.

Keith Dubauskas is a financial advisor with One + One Wealth Management, LLC and holds a Series 66 designation. He has 21 years of industry experience, including seven years at Raymond James & Associates before joining his current firm in 2020. One + One Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other advisers, offering discretionary and non-discretionary portfolio management, consulting, and specialized services such as Section 351 exchange advice and direct management of held-away accounts. The firm’s investment approach combines internal due diligence with model portfolios and third-party sub-advisers, employing a range of instruments and strategies including derivatives and margin when aligned with client objectives.

Sharon Daniels is a financial advisor at SlateStone Wealth LLC with 20 years of industry experience. She holds the Series 63 and Series 65 designations and has been with SlateStone in various roles since 2017. Outside of advisory work, she serves as Managing Member of SlateStone Holdings LLC, a non-investment related holding company associated with the firm. 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 approach combining fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and internally developed equity strategies.

William Thompson IV is a CFP® professional with 13 years of experience serving clients at Victrix Investment Advisors in Stuart, FL. He has been with Victrix since 2013. Victrix Investment Advisors provides investment advisory services to individual investors, trusts, and retirement plan clients, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to implement long- and short-term strategies and manages approximately $343 million across several hundred client accounts.

Tanner Strunk is a financial advisor with Cayside Partners in Jupiter, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Cowen and Company, Merrill, and Bofa Securities. He serves as Managing Member of Cayside Asset Management, LLC, an investment-related venture focused on identifying revenue-generating projects. Cayside Partners is an SEC-registered advisory firm offering investment management, financial planning, retirement-plan advisory, and family office services to individuals, families, and businesses. The firm utilizes a range of investment strategies and instruments, including ETFs, mutual funds, and individual securities, and manages a relatively large asset base for a small client group while providing expanded services such as formal family office offerings and affiliated special purpose vehicle management.

Frank Maurno III is a CFP® professional with 30 years of experience in the financial services industry. He has been with One + One Wealth Management, LLC since 2020 and previously worked at Raymond James & Associates for 14 years. Outside of his advisory role, he serves on the finance committee of St. Jude Catholic Church and is a board member and treasurer of the religious organization Legatus in Jupiter, FL. One + One Wealth Management serves individual clients, including high-net-worth individuals, as well as institutional clients like pension plans and charitable organizations. The firm employs a primarily long-term investment approach combining internal due diligence, model portfolios, and third-party sub-advisers, with the ability to use derivatives and margin in separately managed accounts.

Ethan Freishtat is a CFP® with 26 years of industry experience and currently serves at Bay Colony Advisors. His prior work includes roles at Securities America, Inc., The Patriot Financial Group, and LPL Financial. He is a board member of Gateways, a nonprofit organization in the Boston area. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines family-office and concierge services with institutional retirement fiduciary offerings, utilizing a fundamental, long-term investment approach that incorporates model portfolios and third-party sub-advisers as appropriate.

Richard Jankus is a financial advisor with Woodstock Wealth Management, Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Woodstock Financial Group, Inc. for 20 years before joining his current firm in 2018. Outside of his advisory role, he serves as President and CEO of Winston Cooper, Inc., a non-securities insurance agency, and is involved in entertainment management and real estate as a Realtor Associate. He also holds a secretary position at the Xcel Mentoring Network, a mentoring group. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to the SPDR S&P 500 ETF.

Jodi Tribble is a financial advisor at Fogel Capital Management Inc with 27 years of industry experience. She has been with Fogel Capital Management since 2013. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations, managing approximately $390 million in discretionary client assets. The firm combines fundamental and technical analysis and employs a range of strategies tailored to clients’ objectives, financial conditions, tax status, and risk tolerance.