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Dennis M

Series 63, Series 65

West Palm Beach, FL

Melchior Investments LLC

Dennis Melchior is a financial advisor with Melchior Investments LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and having 50 years of industry experience. He has been with Melchior Investments LLC since 2013. The firm operates independently and serves clients through personalized financial advisory services.

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James U

Series 65

Lake Worth Beach, FL

Elementum Capital

James Ulseth is a financial advisor at Elementum Capital with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Fire Capital Management, LLC and We Family Offices. Elementum Capital is an independent firm providing advisory services tailored to individual client needs.

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William B

Series 63, Series 65

West Palm Beach, FL

Strategic Wealth Partners Inc.

William Boselli is a financial advisor with Strategic Wealth Partners Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Strategic Wealth Partners since 2011 and also associated with Sage Rutty & Company Inc. since 2008. Strategic Wealth Partners is an independent firm serving clients with personalized wealth management solutions.

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Michael G

CFP®, Series 63, Series 66

Boynton Beach, FL

Greenberg Financial Group

Michael Greenberg is a CFP® with 28 years of experience in the financial services industry. He is the principal advisor at Greenberg Financial Group, an independent firm based in Boynton Beach, FL, where he has worked since 2000. Outside of his advisory work, he is a partner in a retail business specializing in general merchandise including jewelry, toys, and garden ornaments. Greenberg Financial Group serves individual clients with a focus on personalized financial planning and investment strategies.

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Tucker S

Series 65

West Palm Beach, FL

Riverside Wealth Management, Inc.

Tucker Smith is a financial advisor at Riverside Wealth Management, Inc. based in West Palm Beach, FL. He holds a Series 65 designation and began his career in the financial industry in 2023 with prior experience at Brown Brothers Harriman & Co. Outside of finance, he is employed in a non-managerial position at LaRosa's Italian Café & Bar. Riverside Wealth Management, Inc. is a small firm with two advisors that provides supported financial advisory services.

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Karla P

Series 65

West Palm Beach, FL

Riverside Wealth Management, Inc.

Karla Pippins is a financial advisor with Riverside Wealth Management, Inc. in West Palm Beach, FL, holding a Series 65 designation and 19 years of industry experience. She has been with Riverside Wealth Management since 2006. In addition to her advisory work, she consults on strategic financial, personnel, and employment benefits matters for Persimmon Technologies, Corporation. Riverside Wealth Management serves clients with personalized wealth management strategies and provides supported advisory services through a small team.

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Alexa A

Series 65

Delray Beach, FL

XYPN Sapphire

Alexa Ashi is a financial advisor with XYPN Sapphire, holding a Series 65 designation and one year of industry experience. She has worked with XYPN Invest and XY Planning Network since 2024 and has previous experience at Investment Advisory Services Group LLC and other firms. Outside of advising, she is involved with ASAP Support Services LLC. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm utilizes a long-term, risk-based investment approach based on Modern Portfolio Theory and supports affiliated advisors through centralized compliance and model portfolio services.

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