Iroland Garcia is a financial advisor at Absolute Capital Management, LLC with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Absolute Capital Management since 2018. Prior to this, he worked at Atlantic Insurance Brokerage and Wholehan Marketing. Absolute Capital Management provides discretionary investment management and account supervisory services primarily to individual investors, including both non-high-net-worth and high-net-worth clients. The firm offers model portfolios and programs that allocate among various securities based on risk profiles and market analysis, and it also serves as adviser to multiple proprietary mutual funds and retirement plan accounts.

Spencer Goldsmith is a financial advisor with Bearing Point Capital, holding Series 65 and Series 63 designations and bringing 16 years of industry experience. His prior experience includes roles at U.S. Bancorp Investments and Hector Turf. In addition to his advisory work, he provides consulting services as a paid consultant. Bearing Point Capital, LLC offers personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a comprehensive, client-specific planning process and uses a broad mix of investment instruments, combining fundamental and technical analysis to tailor portfolios.

Bethany Evans is a CFP® professional at Blue Ocean Capital with experience spanning her roles since 2010 in tax preparation and accounting. She serves as president of Meyers, Evans, & Feagans, P.A., a CPA firm where she dedicates part of her time to tax return review, primarily during tax season. Evans has been with Blue Ocean Capital and its affiliated CPA asset management group since 2022. 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 integrated tax and accounting engagements through a five-advisor team.

Brian Staubus is a financial advisor at Landolt Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oberweis Securities, Inc. and LaSalle St Securities LLC prior to joining Landolt Securities in 2020. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations, managing $137.8 million in regulatory assets as of March 2026. The firm emphasizes fundamental analysis with a focus on small-cap growth stocks and offers both discretionary and non-discretionary portfolio management, along with 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. in Ocean Ridge, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Hightower, Kensington Financial Associates, 1818 Private Client Group, and Leumi Investment Services Inc. Outside of finance, Eisner is a musician and performs with The Resolvers, LLC and Eisner Music LLC, where he also manages administrative functions. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts with discretionary and non-discretionary portfolio management. The firm emphasizes global, multi-asset diversification and uses model portfolios, third-party managers, and alternative investments, managing approximately $688 million in assets through 15 advisors.

Christopher Kelly Jr. is an advisor at Provenio Capital with Series 65 and Series 63 licenses. He has experience working at several firms, including Premia Solutions Inc. and Tilden Park Capital, and has been with Provenio Capital since 2025. Provenio Capital advises high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies on wealth management and financial planning, with a focus on alternative investments. The firm emphasizes a documented, client-centric process and invests through a curated selection of third-party managers across various asset classes, managing over $1.6 billion with a small advisory team.

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.

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 industry experience, currently serving as an advisor at Moment Private Wealth in Wellington, FL. His prior experience includes roles at The Colony Group, First Republic Investment Company, and Prudential Insurance Company. Outside of his financial career, he has been involved with educational institutions and athletics organizations, including Hadar High School for Girls and Elite Squad Baseball. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary and non-discretionary investment management along with comprehensive financial planning. The firm emphasizes long-term, low-cost, diversified portfolios based on Modern Portfolio Theory and provides tailored services including loan advisement and coordination with tax and estate professionals.

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 at Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation with 18 years of industry experience. She has been with Harvey Capital Management since 2007. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities, using a bottom-up approach that combines fundamental and technical analysis. The firm manages approximately $523 million in assets and focuses on customized portfolio management without participating in wrap fee programs.

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.

Brent Greninger is a financial advisor at Buckman Advisory Group LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James and Associates. Buckman Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm uses a strategic asset-allocation process with model portfolios, primarily employing mutual funds, equities, bonds, and ETFs, and manages approximately $236 million across over 800 client relationships.

Tyson Reed is a financial advisor at WhaleRock Point Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with WhaleRock since 2014. He also has a long-term affiliation with JPMorgan Chase bank beginning in 2010. WhaleRock Point Partners provides discretionary investment management to a diverse client base, including high-net-worth individuals, trusts, and retirement plans. The firm employs a top-down investment approach combined with fundamental and technical analysis, with a focus on managing fixed-income portfolios and offering fiduciary services for retirement plans.