Iroland Garcia is a financial advisor at Absolute Capital Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Legend Advisory, LLC and Wells Fargo Clearing. Garcia has been with Absolute Capital Management since 2018. Absolute Capital Management provides fee-based investment management and supervisory services primarily to individual investors, as well as retirement plans, pension plans, corporations, and investment companies. The firm employs model portfolios and program-based solutions, managing client assets across mutual funds, ETFs, bonds, equities, and variable annuity sub-accounts through a market analysis-driven approach.

Spencer Goldsmith is a financial advisor at Bearing360 Wealth with 16 years of industry experience. His prior roles include positions at Bearing Point Capital, 44 North Capital Management, Hector Turf, U.S. Bancorp Investments, U.S. Bank, and Merrill. He also works as a consultant outside his advisory role. Bearing360 Wealth serves individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and corporate entities. The firm provides personalized financial planning and discretionary investment management using a diverse range of securities and investment vehicles, applying a client-centered process that incorporates fundamental and technical analysis.

Avi Berg is a financial advisor with Satovsky Asset Management LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Satovsky Asset Management since 2021 and previously spent five years at Elm Ridge Management, LLC. Berg serves as a council member of the Financial Accounting Standards Advisory Council and is treasurer and board member of the Park Hill Tenants Co-op; he also acts as an outside advisor to Quantum Farma. Satovsky Asset Management advises high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a goals-based, tax-aware investment approach that balances low-cost passive strategies with factor tilts, structured notes, and alternative investments, managing most portfolios on a discretionary basis while offering technology-enabled automated options.

Bethany Evans is a CFP® professional with one year of industry experience, currently serving at Blue Ocean Capital. She is also the president of Meyers, Evans, & Feagans, P.A., a tax preparation CPA firm, where she dedicates part of her time reviewing tax returns during the tax season. Blue Ocean Capital is a CPA asset management group that serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses. The firm offers discretionary portfolio management, financial planning, and integrated tax and accounting services through a team of five advisors managing approximately $619 million in discretionary assets.

Brian Staubus is a financial advisor with Landolt Securities, Inc. in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes positions at Oberweis Securities, Inc. and LaSalle St Securities LLC. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm focuses on fundamental analysis with an emphasis on small-cap growth stocks and offers both discretionary and non-discretionary portfolio management, as well as access to third-party asset management programs.

Everett Youngberg is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Lebenthal Global Advisors in 2020, he worked at Avenir Private Advisors, Kovack Securities, and Capital Guardian Wealth Management. He is also a registered tax preparer and serves as a FINRA arbitrator. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized portfolio management and financial planning through a multi-advisor team managing approximately $820 million in assets.

Alexander Harvey is a financial advisor at Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation with 19 years of industry experience. He has been with Harvey Capital Management since 2007. A senior executive at his firm holds a minority interest in a wine and spirits import business. Harvey Capital Management provides discretionary investment management services to high-net-worth individuals and related entities. The firm employs a flexible, bottom-up investment approach combining fundamental and technical analysis, managing portfolios that may include equities, fixed income, ETFs, and covered-call options.

Ron Eisner is a financial advisor with Amerant Investments, Inc., holding a Series 66 designation and 11 years of industry experience. He has previously worked at Hightower, Kensington Financial Associates, 1818 Private Client Group, and Leumi Investment Services. Outside of finance, Eisner is a musician and performer involved with The Resolvers, LLC and Eisner Music LLC, where he manages and performs in music and entertainment activities. Amerant Investments serves primarily affluent and high-net-worth individuals, as well as personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm employs a model portfolio approach with quantitative and qualitative due diligence, uses third-party managers, and offers advisory services through both discretionary and non-discretionary arrangements.

Christopher Kelly Jr. is an advisor at Provenio Capital with Series 65 and Series 63 licenses and has been in the financial industry since 2025. His prior experience includes roles at Premia Solutions Inc., Premia Holdings Inc., and Tilden Park Capital. Kelly is based in Palm Beach, Florida. Provenio Capital serves high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies, focusing on wealth management, financial planning, and portfolio construction with an emphasis on alternative investments. The firm employs a client-centric process and selects third-party managers across various private markets to build portfolios tailored to each client's needs.

Robert Harvey is a CFA charterholder and founder of Harvey Capital Management Inc in Palm Beach, FL, with 20 years of industry experience. He has led Harvey Capital Management since 1996. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities. The firm employs a bottom-up investment process combining fundamental and technical analysis and manages approximately $523 million in client assets as of December 31, 2024.

Jonathan Satovsky is a CFP® and ChFC® with 32 years of industry experience. He is affiliated with Satovsky Asset Management LLC, where he has worked since 2007, following a brief tenure at Ameriprise. He is also the author of "Your Rich Life" and hosts a podcast focused on financial topics. Additionally, Satovsky volunteers as a pro-bono financial coach for the nonprofit Wings for Widows. Satovsky Asset Management serves high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers investment management, financial planning, family office, and consulting services, emphasizing a goals-based, tax-aware approach with a mix of passive and specialized investment strategies.

Paul Lebowitz is a CFP® with 39 years of industry experience. He has worked at Princeton Global Asset Management LLC since 2019 and has held prior roles at Chelsea Financial Services and Abrahamsenrock, LLC/Fountainhead. Princeton Global Asset Management provides discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm employs a fundamentally driven investment process with global macro and geopolitical analysis to construct customized portfolios, often using third-party platforms to manage held-away accounts and implement strategies.

Denise Anderson is a financial advisor with IBEX Wealth Advisors, LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at LPL Financial and IBEX Wealth Advisors since 2019 and previously held positions at BPP Wealth Solutions and National Financial Network. Outside of her advisory work, she serves as Assistant Treasurer for the LCJ Summit Middle School PTO. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement consulting to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis and utilizes both long- and short-term strategies, including options and structured products, managing client portfolios on a discretionary basis.

Mary Huston Liscom is a financial advisor with Veracity Capital LLC, holding a Series 65 designation and four years of industry experience. Her prior work includes roles at Harbor Insurance and Michael J. Rose INC. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach utilizing mutual funds, ETFs, individual equities, and fixed income, complemented by various analytical methods and option overlay strategies.

Scott Morrison is a CFP® professional with seven years of experience in the financial services industry. He has worked at several firms, including The Colony Group, First Republic Investment Company, and Prudential Insurance. Outside of his advisory roles, he has experience with Elite Squad Baseball, indicating involvement in sports or youth activities. Moment Private Wealth is a six-advisor firm managing approximately $357 million in discretionary assets. The firm serves individuals, high-net-worth clients, pension plans, and charitable organizations, focusing on long-term, low-cost, diversified portfolios guided by Modern Portfolio Theory and tailored financial planning.

Bernard Katz is a financial advisor at Wealth Effects with Series 63 and Series 65 licenses and four years of industry experience. He previously operated Katz Capital Management for over 30 years and worked as a CPA for more than four decades. Wealth Effects is a nine-advisor firm providing discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm employs a mix of fundamental and technical analysis with primarily long-term investment strategies and manages portfolios using individual stocks, ETFs, mutual funds, bonds, and options.

Cheryl Andrew is a financial advisor at IBEX Wealth Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, Transcend Capital Advisors, and Purshe Kaplan Sterling Investments. Andrew also serves as a notary. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including options and structured products, managing portfolios on a discretionary basis.

Tara Froyen is a financial advisor with Madison Advisory Services, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her prior firms include Cambridge Investment Research, Lion Street Financial, Royal Alliance Associates, and MetLife Securities. Outside of her advisory role, she is an owner of Froyen & Froyen, PA, and an agent with Madison Planning Group, focusing on insurance and benefits. Madison Advisory Services serves a diverse client base including individual and high-net-worth clients as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management and financial planning, utilizing mutual funds, ETFs, and model portfolios with both strategic and tactical asset allocation approaches.

Sophia Burnichon is a financial advisor with Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation and 19 years of industry experience. She has been with Harvey Capital Management since 2007. Harvey Capital Management provides discretionary investment management to high-net-worth individuals and related entities, employing a flexible, bottom-up investment approach that combines fundamental and technical analysis. The firm actively manages individualized portfolios including equities, fixed income, ETFs, and option strategies to align with clients’ growth, income, or balanced objectives.

Ebba Gustafsson is a financial advisor at 1 St Discount Brokerage, Inc. with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at Palm Beach Atlantic University, Coastal Health Group, and Varbergs Gravteknik AB. 1 St Discount Brokerage, Inc. serves individuals, corporations, and pension/profit-sharing plans by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies guided by written policy statements and multiple analysis techniques, offering both fee-based and commission-based account options.