Jason Auerbach is a financial advisor with Navis Wealth Advisors LLC in Jupiter, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at Bank of America and Deutsche Bank Securities Inc. He is dually registered as an investment advisor representative with Navis Wealth Advisors and as a registered representative with Great Point Capital, allocating most of his time to Navis. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $902 million in assets and employs a fundamental analysis-based investment approach that includes diversified mutual funds, ETFs, individual equities, bonds, alternative investments, and options.

Charlene Fogel is a financial advisor with Fogel Capital Management Inc in Stuart, FL, holding 30 years of industry experience. She has been with Fogel Capital Management since 1995. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. The firm employs a combination of fundamental and technical analysis and offers a range of strategies including long- and short-term buy-and-hold, short sales, options, and margin transactions, tailoring portfolios to client objectives and risk tolerance.

Peter Bobolia is a CFP®, ChFC®, and Series 66-registered advisor with eight years of industry experience. He is currently with Destiny Capital Corporation, where he has worked since 2025. His prior experience includes roles at Origin Financial, Family First Financial Planning, Symmetry Financial Group, JPMorgan, Merrill, and Northern Trust Investments. Outside of his advisory work, he is also licensed as an insurance agent for various carriers. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, with a specialized practice for entrepreneurs. The firm manages approximately $382 million through an eight-advisor team across six offices, employing a strategic asset allocation approach combined with tactical adjustments and ESG analysis.

Ross Cutler is a CFP® professional with five years of industry experience. He is currently with Victrix Investment Advisors and has previously worked at King Tide Advisors LLC, Core Group Financial, LLC, and AAFMAA Wealth Management & Trust Company. Outside of his advisory role, Mr. Cutler is a passive investor with a 50% ownership in a daycare business in Stuart, FL. Victrix Investment Advisors serves individual investors, trusts, and retirement plan clients by providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods to implement both long-term and short-term strategies and is noted for its use of derivatives and options strategies within separately managed accounts.

Philip Rongo III is a financial advisor with IBEX Wealth Advisors, LLC and holds a Series 65 designation. He has worked in various roles since 2014, including positions at The Mullings Group, Cratus Capital, and Lowe’s. Outside of finance, he has been involved with USA Hockey since 2014. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, high-net-worth clients, and charitable organizations. The firm employs a multifaceted investment approach that incorporates fundamental, technical, and cyclical analysis along with the use of derivatives and structured products.

Todger Strunk is a financial advisor at Cayside Partners with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Cayside Partners since 2021. His prior roles include positions at Aethos Investment Management, Suntrust Advisory Services, and GenSpring Family Offices. Additionally, he serves as managing member of Cayside Asset Management, focusing on investing in revenue-producing projects. Cayside Partners is an SEC-registered advisory firm that offers investment management, financial planning, retirement-plan advisory, and family office services to individuals, families, and businesses. The firm manages bespoke portfolios using a range of instruments and provides expanded services including formal family office offerings and consolidated reporting for outside assets.

Carter Mansbach is a financial advisor with Atcap Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at National Asset Management, National Securities Corp, and Investacorp. He is also president of Jupiter Wealth Strategies, a corporation established for tax purposes. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a mix of proprietary strategies, sub-advisors, and third-party managers, incorporating fundamental and technical analysis, including market-timing techniques, and offers access to alternative investments and affiliated private fund offerings.

Brian Bzik is a financial advisor at WestEnd Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Victory Capital Services, Inc., State Street Global Advisors Trust Company, and related affiliates. WestEnd Advisors is an SEC-registered investment adviser providing discretionary portfolio management and third-party ETF model strategies to a broad client base, including individuals, pension plans, trusts, and government entities. The firm employs a macro-driven investment process and specializes in large-cap core equity and ETF strategies, operating as an autonomous Victory Capital investment franchise.

Jami McCree is a financial advisor at Victrix Investment Advisors with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of advisory work, she serves as a scheduler for a handyman services business. Victrix Investment Advisors provides investment advisory services to individuals, trusts, and retirement plan clients with a focus on customized financial planning and asset management. The firm employs a variety of analytical methods and offers discretionary and non-discretionary management, including the use of derivatives and options strategies in certain accounts.

Maxwell Fogel is a financial advisor at Fogel Capital Management Inc with four years of industry experience. He holds Series 65 and Series 63 credentials. Prior to his current role, he has held positions at MAGV Securities, Inc., Canaccord Genuity, HVA, and Maxim Group. Outside of his advisory work, Fogel serves as a senior analyst advising on M&A transactions at Madison Alley. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. The firm manages approximately $438 million in discretionary assets and employs a mix of fundamental and technical analysis with strategies including buy-and-hold, options trading, short sales, and margin transactions.

Troy Sorel is a financial advisor at SlateStone Wealth LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at SlateStone Wealth since 2020, following prior roles at SlateStone Private Client, Emerald Asset Advisors, LLC, and The Sorel Financial Group. He holds a Life, Health & Variable Annuities license but spends minimal time on related activities. SlateStone Wealth provides discretionary and non-discretionary investment management and financial planning services to high-net-worth and ultra-high-net-worth individuals and entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis supported by an Investment Policy Committee.

Laura Hutter is a financial advisor at Aegis Wealth Management, Inc. with four years of industry experience. She holds a Series 65 designation and has worked with Aegis since 2021. Prior to that, she was involved with Osprey Retirement Solutions starting in 2015 and has experience in administrative roles related to retirement planning. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by multiple sub-advisers and provides comprehensive financial planning and portfolio management tailored to client objectives.

Carolyn Sipperley is a Series 66-licensed financial advisor with 26 years of industry experience. She has been with One + One Wealth Management, LLC since 2020 and previously worked at Raymond James & Associates from 2006 to 2020. Outside of financial advising, she owns and serves as treasurer of Step 2 Consulting, Inc., a mechanical engineering firm, and volunteers with the Stuart Community Band’s public relations committee. One + One Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, corporations, and other advisers. The firm employs a combination of internal due diligence, model portfolios, and third-party sub-advisers, utilizing a primarily long-term investment approach that integrates the use of derivatives and margin in separately managed accounts, along with a specialized consulting service for diversification of concentrated assets.

David Barrett is a financial advisor with Baldwin Wealth Partners, LLC, based in Hobe Sound, Florida. He holds 32 years of industry experience and has been with Baldwin Wealth Partners (formerly Baldwin Brothers, LLC) since 1982. Baldwin Wealth Partners provides financial planning and investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and corporations. The firm manages approximately $2.33 billion in client assets and employs a top-down macro approach combined with bottom-up fundamental research, including a manager-of-managers strategy and in-house equity models with ESG integration.

Ted Furniss is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Inlet Private Wealth, LLC since 2018 and previously worked at Wilmington Trust, N.A. and M&T Securities, Inc. He is based in Jupiter, FL, and holds Series 63 and Series 66 licenses. Inlet Private Wealth, LLC manages approximately $554.9 million in client assets, serving individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented investment approach focused on intrinsic value and risk as permanent capital impairment, and it offers discretionary and non-discretionary portfolio management, sub-advisory services, and trustee/custodial services through a private-label trust representative office.

Edward Grassi is a financial advisor at J.W. Burns & Company, Inc. in Jupiter, FL, holding a Series 65 credential with four years of industry experience. He has been part of J.W. Burns & Company since 1999. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term investment approach based on fundamental analysis and manages approximately $872 million on a discretionary basis.

Kevin Kennedy is a financial advisor at Victrix Investment Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at Money Concepts. Outside of advising, Kevin acts professionally in stage and screen productions, hosts the "Mountain Money" radio show on KPCW, and owns a bee rental and hive maintenance business. Victrix Investment Advisors serves individual investors, trusts, and retirement plan clients, providing discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm applies a combination of fundamental, technical, and cyclical analysis in its investment strategies and uses derivatives and related techniques in separately managed accounts.

Marc Ruemmler is a financial advisor with Stonepath Wealth Management, holding a Series 66 designation and three years of industry experience. His prior roles include positions with SPWM Advisors LLC and Cambridge Investment Research. Outside of his advisory work, he serves as an independent insurance agent for SPWM Insurance Agency LLC. Stonepath Wealth Management provides discretionary investment management, retirement-plan advisory, financial planning, and consulting services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm constructs customized, primarily long-term portfolios using a mix of low-cost mutual funds, ETFs, individual securities, and independent manager strategies, supported by both fundamental and technical research.

Scott Miller is a financial advisor with Renew Family Wealth in Jupiter, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Charles Schwab & Co. and Schwab Bank. He is also involved in managing 633 Holdings LLC, an insurance agency. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers tailored investment advice using a mix of fundamental, technical, and cyclical approaches, with the ability to incorporate alternative strategies and third-party managers.

Erin Gibbs Mathey is a financial advisor at SlateStone Wealth LLC with credentials including Series 65 and Series 63 licenses. She has 20 years of industry experience, having worked previously at Gibbs Wealth Management LLC and S&P Global. 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, and business entities. The firm’s investment approach integrates fundamental, quantitative, technical, and cyclical analysis through internally developed equity strategies and externally managed portfolios.