Baltazar Moreno Fuentes is a financial advisor at Moreno Capital with a Series 65 designation and two years of industry experience. He has held positions at Herbert Capital Management and operated his own entity, Baltazar Moreno LLC, prior to joining Moreno Capital. Moreno Capital provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting for individuals, high-net-worth clients, and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment approach and manages a concentrated client base with approximately $41.6 million in assets under management.

Tyler Kiepke is a financial advisor at Holden Family Office, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Tyler is also involved in managing futures contracts through Eleven Two Investments LLC, where he serves as managing member. Holden Family Office provides discretionary and non-discretionary investment management to individuals, trusts, family offices, and other entities, offering customized portfolios across public securities and alternative private investments. The firm also provides family office services, consolidated reporting, and business advisory work, including mergers and acquisitions advice.

Jack Monahan is a financial advisor at Elevation Wealth Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Elevation Wealth Partners, he worked at Empire Merchants and Clare Rose. Elevation Wealth Partners provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and employer-sponsored plans. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs, with additional use of individual stocks, bonds, and alternative investments as appropriate.

Patrick Sandner is a financial advisor with Landing Financial Group, Inc. He holds a Series 65 designation and has nine years of industry experience. Sandner has worked at Landing Financial Group since 2022 and previously spent five years with AE Wealth Management, LLC. He is also the president of Florida Adult Education, Inc., which offers educational classes on health and wealth. Landing Financial Group, Inc. provides asset management, financial planning, and retirement-plan advisory services, focusing primarily on non-discretionary assets. The firm employs a variety of analytical approaches and offers plan clients services including investment policy documentation, monitoring, and participant education.

Christopher Fetes is a CFA® charterholder and holds Series 63 and Series 65 licenses, with two years of industry experience. He is currently with Grey Rhodes Advisors, LLC and has previously worked at MAI Capital Management, Evoke Advisors, PNC Private Bank, and Bolderwood Capital Management. Grey Rhodes Advisors provides investment advice and portfolio management to individuals, including high-net-worth clients, and to pension and profit-sharing plans. The firm employs a long-term investment approach based on independent research and fundamental analysis, offering both discretionary and non-discretionary services.

Edward Holt Jr. is a financial advisor at Global Trust Wealth Management LLC with 19 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a tax partner at the accounting firm Nowlen, Holt & Miner P.A., where he has worked since 2003. Global Trust Wealth Management LLC provides investment management, tax planning, estate planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm emphasizes diversification, asset allocation, and tax-efficient strategies, serving a client base that includes both individual and high-net-worth clients.

Peter Blatt is a financial advisor at Center for Asset Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Center for Asset Management since 2008. In addition to his advisory role, he is a licensed attorney practicing estate planning law through Blatt Legal, PLC. Center for Asset Management provides discretionary asset management, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a range of investment strategies including fundamental and technical analysis and manages many accounts through the AssetMark advisory platform.

Andrew Little is a financial advisor at ISGAM US LLC with over two years of industry experience. He holds a Series 65 designation and has worked with ISGAM AG since 2018, where he serves as a Business Development Manager, Financial Planner, and Partner. He is also the sole shareholder and director of Global Private Client Solutions Sarl, a consultancy firm that connects high-net-worth clients with service providers. ISGAM US LLC provides discretionary asset management and financial planning primarily to individual clients and families, including high-net-worth individuals. The firm employs a strategic, quality-oriented investment approach focused on global and U.S. equities, fixed income, and alternative assets, incorporating model portfolios from a related foreign sub-adviser while maintaining sole discretion and custody.

Troy Katterheinrich is a CFP® professional with six years of experience in the financial services industry. He is currently with Retire Agile and has previously worked at firms including Align Financial, Agile Retirement Management, Merit Financial Group, and LPL Financial. Troy also holds a notary commission in the State of Florida. Retire Agile provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients, offering services such as retirement planning and portfolio management across multiple custodial platforms. The firm employs a blend of fundamental, technical, and cyclical analysis within a primarily long-term investment approach, utilizing AI-enabled tools reviewed by qualified professionals.

Tyler Wright is a financial advisor at Stillwater Wealth Management Group LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, Palm Beach Atlantic University, SandPointe LLC, and operated Sailfish Alley Outfitters for four years. Stillwater Wealth Management Group LLC provides portfolio management and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $206 million across about 244 accounts, utilizing a mix of fundamental, technical, and charting analysis to create tailored investment allocations.

Joel Braswell is a financial advisor at Holden Family Office, LLC with a Series 65 credential and one year of industry experience. Prior to joining Holden Family Office, he worked at Savant Wealth Management and has a background that includes engineering and education. Holden Family Office provides discretionary and non-discretionary investment management to individuals, family offices, charitable organizations, and corporations. The firm customizes portfolios based on client objectives and risk tolerance, managing assets through separately managed accounts and pooled vehicles while offering family office, governance, and business advisory services.

John Convery is a financial advisor at Retirement Capital Advisors with 19 years of industry experience. He holds a Series 65 designation and has worked at firms including Brookstone and NTB Advisers. He is also the managing member of Educated Wealth Center, LLC, where he provides leadership and oversight of operations. Retirement Capital Advisors serves individual and high-net-worth clients by offering discretionary and non-discretionary portfolio management and retirement-account fiduciary advice. The firm’s investment approach is based on modern portfolio theory and tailored to each client’s risk tolerance and time horizon, with ongoing portfolio monitoring across a range of asset classes.

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.

Scott Udine is a financial advisor with Udine Wealth Management Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Udine has been with his current firm since 2008. Udine Wealth Management provides discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm uses a combination of fundamental analysis, technical charting, and cyclical investing to create diversified, customized portfolios aligned with clients’ risk profiles and objectives.

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.

Brian Tirri is a financial advisor at Greycliff Wealth Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at BCG Securities, Inc. from 2016 to 2020 before joining Greycliff in 2020. Greycliff Wealth Management serves individuals—including high-net-worth clients—as well as families, trusts, non-profits, pension plans, and businesses, providing financial planning and discretionary asset management. The firm constructs diversified, long-term portfolios focused on cost control and tax efficiency, combining fundamental and technical analysis to develop client-specific asset-allocation strategies.

Roy Wiley is a financial advisor with SmartPlan Investing in Juno Beach, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Financial Planning Counselors, Inc. DBA SmartPlan Investing since 2010 and has operated Covenant Financial & Tax, Inc. DBA SmartPlan Financial Services since 1994. Wiley is also a licensed CPA and insurance agent in Florida, with additional experience in tax, accounting, and payroll services through his firm Covenant Financial, P.A. 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 academic investing principles and partners with Matson Money to provide diversified portfolio construction, while emphasizing client coaching and ongoing investment monitoring through a co-advisory arrangement.

Ivan Rosa is a financial advisor at Optimist Capital with two years of industry experience. He holds a Series 66 designation and has worked previously at Park Avenue Securities, Guardian Life Insurance, R Squared Consulting, and New York Life. Outside of his advisory role, Rosa serves as President of the Palm Beach and Treasure Coast Chapter of the US Naval Academy Alumni Association and is Treasurer and a board member of Sunfest, Florida’s largest waterfront music and art festival. Optimist Capital is a state-registered investment adviser that provides investment counseling and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm also offers pension consulting for small- to medium-sized businesses, using a combination of fundamental security selection and client-specific Investment Policy Statements to manage portfolios emphasizing listed equities, investment-grade fixed income, and listed 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.

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.