Ivan Rosa is a financial advisor at Optimist Capital with two years of industry experience. He holds a Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance. Rosa serves as president of the Palm Beach and Treasure Coast Chapter of the US Naval Academy Alumni Association and is also the treasurer and a board member of Sunfest of Palm Beach County, Florida's largest waterfront music and art festival. Optimist Capital is a state-registered adviser that provides investment counseling and portfolio management to individuals, trusts, estates, charitable organizations, corporations, and small- to medium-sized pension plans. The firm employs a fundamental security selection process combined with client-specific Investment Policy Statements, emphasizing listed equities, investment-grade fixed income, and 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.

Nicholas Krsnich is a financial advisor at JMN Investment Management LLC with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with JMN Investment Management since 2011. JMN Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and other advisors, employing a patented Common Sense Pricing Model (CSPM™) to guide asset allocation. The firm focuses on residential mortgage-backed securities and alternative assets, serving as a fiduciary and offering consulting and analytic tools alongside managing a private pooled vehicle with commodity trading activities.

Thomas Koehler is a financial advisor with Grant Koehler & Levin Ltd. in Palm City, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Polar Investment Counsel Inc. and Grant Koehler & Levin since 2007. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for about 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, using a buy-and-hold strategy centered on large U.S. companies, income-oriented approaches, and discretionary portfolio management with periodic reviews.

Steven Grey is a financial advisor at Grey Rhodes Advisors, LLC with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has founded and managed investment entities including Grey Investment Management, LLC and Grey Value Management, LLC. Grey is involved in managing the Grey Value Opportunity Fund through these firms. Grey Rhodes Advisors serves individual clients, including high-net-worth individuals, as well as pension and retirement plan fiduciaries. The firm offers portfolio management, financial planning, and pension consulting, employing a long-term investment approach based on independent research and fundamental analysis, with discretionary and non-discretionary account management.

Michael Ritger is a financial advisor with Fortuna Investors LLC in Jupiter, FL, holding a Series 65 designation and 12 years of industry experience. He has been with Fortuna Investors since 2014 and was self-employed from 2014 to 2017. Outside of his advisory role, Mr. Ritger and his wife manage a non-financial business providing marketing, writing, and copy editing services. Fortuna Investors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and corporate clients. The firm employs quantitative analysis and modern portfolio theory, focusing on dynamic asset allocation and long-term trading with portfolios concentrated in exchange-traded funds.

James Knetsch is a financial advisor at Landing Financial Group, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Landing Financial Group, he worked in roles at Pero Family Farms, V&V Supremo, and Del Monte Foods. Landing Financial Group provides ongoing asset management, financial planning, and retirement-plan advisory services, specializing in non-discretionary portfolios and ERISA 3(21) fiduciary services. The firm employs a mix of fundamental, technical, charting, and cyclical analysis and supports plan clients with investment policy documentation, monitoring, and participant education.

Lisamarie Lozon is a financial advisor with Pinafore Wealth Counsel Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Pinafore Wealth Counsel since 2014 and also manages LISAMARIE ENTERPRISES LLC, where she works as an integral life coach. Pinafore Wealth Counsel provides investment management, financial planning, retirement consulting, and financial transition planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analyses to construct tailored portfolios and offers services that include the use of options and securities-backed lines of credit.

Alexander Cooke is a financial advisor at Optimist Capital with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fairfield, Bush & Co. for 12 years before joining Optimist Capital in 2017. 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 portfolio-level composites and custom Investment Policy Statements, emphasizing listed equities, investment-grade fixed income, and listed equity options.

Jonathon Fernandez Rubio is a CFP® with three years of industry experience, currently serving at Core Wealth Management, Inc. He has previously worked at Steven Trend, Coastal Wealth (a Mass Mutual Firm), and Alliance Financial Group. From 2016 to 2022, he was a member of the Board of County Commissioners. Core Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope company retirement plan consulting. The firm’s investment approach emphasizes diversification through modern portfolio theory, passive ETF and mutual fund exposure, and tax-aware implementation, supported by unified managed accounts and sub-advisers.

Richard O’Hara is a CFP® professional at Lake Street with 18 years of industry experience. He has worked at Lake Street Financial since 2019 and previously held roles at Bank of America, Merrill, and Morgan Stanley. Lake Street serves individual and high-net-worth clients, business entities, retirement plans, trusts, estates, charitable organizations, private foundations, and insurance companies. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analyses, focusing on asset-class allocation, diversification, and tax awareness, and offers clients access to affiliated private investment funds.

Arriana Neese is a financial advisor at LRI Investments with a Series 65 credential and three years of industry experience. She previously worked at Advanced Insurance Strategies, Inc and Retirement Income Strategies, Inc. Neese also serves as a marketing associate at Lindberg & Ripple through M Holdings Securities. LRI Investments, LLC provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain government entities. The firm manages approximately $2.78 billion with a team of 25 professionals, focusing on customized asset allocation and a long-term investment approach across mutual funds, ETFs, and equities.

Dennis Harkin is a financial advisor with SlateStone Wealth LLC in Jupiter, FL, holding Series 63, Series 65, and Series 66 licenses. He has seven years of industry experience, including five years at Bp Wealth Management and a one-year tenure at Merrill prior to joining SlateStone Wealth. 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 incorporating fundamental, quantitative, technical, and cyclical analysis, overseen by an Investment Policy Committee and implemented through internally developed equity strategies, model portfolios, and third-party managers.

Gregory Cecchini is a financial advisor at Primoris Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Primoris Wealth Advisors since 2019, following a two-year tenure at Lincoln Investment. Outside of his advisory role, he is a part-time producer for the RJ Battaglia Agency, referring business occasionally in property and casualty insurance. Primoris Wealth Advisors is an independent, fee-only investment management firm serving individuals, pension and profit-sharing plans, foundations, trusts, estates, and businesses. The firm focuses on strategic asset allocation and tax-aware portfolio management, offering continuous oversight and quarterly performance reviews.

Charles Daniels Jr. is a financial advisor at SlateStone Wealth LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at BMO Harris Financial Advisors, Inc., UBS Financial Services, and Suncoast Auto Transmissions, LLC. Daniels has been with SlateStone Wealth since 2020. 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 within internally developed strategies and third-party management.

Sheri Messer is a financial advisor at FEFA Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VCI Wealth Management LLC, Fefa Asset Management LLC, AE Wealth Management, LLC, and Fefa Advisors LLC. Messer is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis along with modern portfolio theory to guide investment decisions, with an emphasis on equities and ETFs tailored to client risk profiles.