Serge Berger is a Series 65-licensed financial advisor with Blue Marlin Advisors, LLC, based in Wellington, FL, and has three years of industry experience. He is also the CEO of Blue Oak Advisors LLC, a financial publishing firm that distributes investment and trading ideas through newsletters. Blue Marlin Advisors serves individual clients by providing discretionary investment management and ongoing financial planning through a subscription model. The firm employs a primarily passive, asset-allocation investment approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options.

Mara Schainuck is a financial advisor with Allied Private Wealth in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been affiliated with Morgan Stanley and its related entities since 2007. Schainuck is also the author of a forthcoming book titled *The Stockbroker*. Allied Private Wealth serves primarily individual and high-net-worth clients as well as employee benefit plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach that includes fundamental and technical analysis, portfolio theory, and various trading strategies, supported by custodial platforms from Fidelity and Schwab.

Katarzyna Marczyk is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She is currently with Anchor Wealth Management Group LLC and previously worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Marczyk also maintains a licensed insurance practice specializing in life, disability, health, and long-term care insurance, and operates a consulting management company. Anchor Wealth Management Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business owners. The firm tailors investment programs to client objectives and risk tolerance, using fundamental analysis and an open-architecture platform, and manages approximately $205 million in discretionary assets for about 200 clients.

Jonathan Ball is a financial advisor at Intrinsic Asset LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Intrinsic Asset LLC since 2016. Intrinsic Asset LLC provides ongoing portfolio management to individuals, high-net-worth investors, and businesses. The firm develops investment policy statements tailored to client goals, risk tolerance, and time horizons, using a diverse investment approach that includes charting, fundamental, technical, cyclical, and quantitative analysis, as well as modern portfolio theory.

Edward Kaplan is a financial advisor at EMK Investment Advisors, LLC with 11 years of industry experience. He holds a Series 65 credential and has a longstanding legal career as the owner of the Law Office Edward M. Kaplan since 1968. In addition to his advisory role, he is involved in philanthropy consulting through 770 Society LLC and serves as a director for the Atlantic Chapter of Certified Public Accountants. EMK Investment Advisors, LLC provides discretionary, personalized portfolio management primarily for high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm focuses on fundamental analysis with a long-term investment horizon, emphasizing master limited partnerships, REITs, and high-dividend equities.

Marilyn Soffer is a financial advisor with EMK Investment Advisors, LLC and holds a Series 65 designation. She has 11 years of industry experience and has been with EMK Investment Advisors since 2013. Outside of advisory work, she serves as a director of the Morris and Gladys Lewy Family Foundation, a nonprofit organization. EMK Investment Advisors provides discretionary, personalized portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and business entities, focusing on long-term investments in master limited partnerships, real estate investment trusts, and high-dividend equities. The firm operates with a small advisory team and manages assets with a fundamental analysis approach.

Floyd Ozeck is a financial advisor at FAO Wealth Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at CFS Securities, Inc. and Cooper Financial Services, Inc. He also operates an accounting practice as a certified public accountant. FAO Wealth Inc serves pooled and institutional retirement-plan clients, offering discretionary asset management and ERISA 3(21) fiduciary services. The firm’s investment process incorporates multiple analysis methods to develop strategies aligned with client objectives and risk tolerances, providing ongoing portfolio management and support tailored to qualified plans.

Dana Perez is a CFP® with 13 years of industry experience and has been with Mariaca Wealth Management, LLC since 2012. She holds the Series 66 designation and works out of Wellington, FL. Mariaca Wealth Management provides discretionary investment management and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses proprietary model portfolios tailored to client objectives, emphasizing global diversification and academic-driven asset-class exposures, often incorporating Dimensional Fund Advisors funds.

James Johnson is a CFP® and Series 65-licensed advisor with 23 years of industry experience. He is currently with Blue Ocean Capital, where he has worked since 2001, and previously spent 11 years at Elhilow, Smith & Company, LLC. 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 tax and accounting engagements. The firm employs a team of five advisors and combines fundamental analysis with modern portfolio theory to manage approximately $619 million in discretionary assets.

Bradford Smith is a CFA® charterholder currently with FMSA, bringing experience from several prior roles including Northwestern Mutual, Sierra Global Management, and Wilmington Trust. He also provides insurance-related services as part of his comprehensive financial planning. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management across a broad range of securities and products.

Nicky De Young is a Series 66 licensed advisor with 20 years of industry experience, currently working at 1 St Discount Brokerage, Inc. since 2002. Prior to that, De Young was affiliated with Portsmouth Financial Services from 2020 to 2024. In addition to financial advising, De Young owns a CPA firm focused on taxation and accounting. 1 St Discount Brokerage, Inc. provides advisory services to a range of clients including individuals, corporations, and pension plans, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to guide investment decisions and offers both discretionary and non-discretionary services.

Margaret Blackman is a Series 65-licensed financial advisor at Horizon Investment Services, LLC, with 17 years of industry experience. She has been with Horizon since 2009. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm uses a proprietary quantitative stock-rating system alongside fundamental research to guide investment decisions, offering a range of strategies including equity, income, and socially/faith-based approaches.

Scott Worley is a financial advisor at Castle Wealth Management with nine years of industry experience. He holds a Series 65 designation and has also worked as a licensed general contractor and real estate broker through his management and leadership roles at Northstar Building Management and Northstar Homes Realty. Castle Wealth Management provides customized wealth management and financial planning services primarily to high-net-worth and individual clients. The firm offers a range of services including investment supervisory services, comprehensive financial planning, and tax-aware portfolio management, utilizing a diversified, research-driven investment approach that incorporates client-specific factors.

Ira Materetsky is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor and president at Materetsky Financial Group. His career includes extensive tenure at Royal Alliance Associates, INC., spanning over two decades. Outside of investment advising, he owns and operates a tax preparation business. Materetsky Financial Group serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering investment management primarily on a non-discretionary basis through a wrap-fee program. The firm emphasizes mutual fund and ETF allocations, client consent for transactions, and retirement plan consulting with participant education.

John Genco is a CFA® charterholder with 12 years of industry experience. He has been with WhaleRock Point Partners, LLC since 2018 and previously worked at Beaumont Financial Partners from 2012 to 2018. WhaleRock Point Partners provides discretionary investment management to a range of clients, including individuals, high-net-worth clients, trusts, estates, and pension plans. The firm uses a top-down macroeconomic approach combined with fundamental and technical analysis, focusing on directly owned fixed-income portfolios and offering retirement plan fiduciary services.

Matthew Kaszel is a CFA® charterholder working with Castle Wealth Management in Boynton Beach, FL. He has 14 years of industry experience, including positions at Lester Asset Management and Heward Investment Management. Kaszel has been with Castle Wealth Management since 2026. Castle Wealth Management provides customized wealth management and financial planning services primarily to high-net-worth and non-high-net-worth individuals, families, businesses, trusts, and charitable entities. The firm offers both discretionary and non-discretionary portfolio management, using modern portfolio theory to construct diversified portfolios and maintains a process for private alternative investments.

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.

Maurice Clarke is a financial advisor at FMSA with a Series 65 license and no prior industry experience. Before joining FMSA, he worked at Health Compass Consulting, focusing on employee benefits consulting and management, and has held roles as an insurance advisor providing life insurance solutions and handling property and casualty claims. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a research-driven investment approach centered on company financials and SEC filings, offering discretionary portfolio management and comprehensive financial planning across a wide range of securities and products.

Sandra Dalton is a financial advisor at Atlas Private Wealth Advisors in Delray Beach, FL, with 28 years of industry experience. She holds the ChFC® and Series 63 designations and has worked previously at Ameriprise Financial Services, Inc. from 2006 to 2017. Outside of her advisory work, she is a partner in OCD Properties, LLC, an entity involved in accounting for property expenses and profits. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets across a 13-advisor team and offers portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.