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® professional at Mariaca Wealth Management, LLC with 14 years of industry experience. She has been with Mariaca Wealth Management since 2012, following prior roles at LPL Financial and Edward Jones. Mariaca Wealth Management provides discretionary investment management and financial consulting services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a globally diversified, model-based investment approach focused on risk-adjusted returns, managing approximately $251 million across about 285 client relationships.

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 financial advisor with 21 years of industry experience, currently with 1 St Discount Brokerage, Inc., where he has worked since 2002. He holds a Series 66 designation and previously worked at Portsmouth Financial Services from 2020 to 2024. Outside of his advisory role, he owns a CPA firm specializing in taxation and accounting. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension plans, offering portfolio management, financial planning, pension consulting, and tax/accounting services. The firm employs a blend of fundamental, technical, quantitative, and qualitative analyses to guide investment decisions and serves clients through both discretionary and non-discretionary accounts.

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 with Castle Wealth Management in Boynton Beach, FL, holding a Series 65 license and 10 years of industry experience. He has worked at Castle Wealth Management since 2015 and previously at Eco Water Technologies Corp from 2017 to 2020. Outside of his advisory role, Worley is a licensed general contractor and managing member of Northstar Building Management, as well as president and licensed broker at Northstar Homes Realty, both real estate-related activities. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm uses a written investment policy statement and asset-allocation analysis to build diversified portfolios, offering discretionary and non-discretionary management with an emphasis on tax-aware strategies and professional standards.

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.

Christine Lucero is a CFP® professional at Satovsky Asset Management LLC with five years of industry experience. She has been with Satovsky Asset Management since 2013. Satovsky Asset Management is a wealth management firm serving high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a goals-based, tax-aware approach emphasizing low-cost, passive investment structures while incorporating factor tilts, structured notes, and alternative strategies where appropriate.

Matthew Kaszel is a CFA charterholder with over a decade of experience in the financial industry. He has worked at Heward Investment Management, Lester Asset Management, and currently at Castle Wealth Management, where he has been since 2026. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm emphasizes tax-aware portfolio management and uses a committee-driven oversight process, offering a range of investment options including alternative investments and wrap fee programs.

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.

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.

Steven Freed is a financial advisor with Vision Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Vision Investment Advisors since 2010 and previously worked at Tax Advisors of Palm Beach Inc. Mr. Freed is also president of Atlas Capital, LLC, a real estate investment company. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach includes large-cap, growth-oriented equity selection supported by fundamental and technical analysis, income enhancement strategies, and option-based leveraged strategies for clients with higher risk tolerance.

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.