Robert Radoccia is a financial advisor with The Capital Group Fiduciary Advisors, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Ausdal Financial Partners, Inc. and various entities within The Capital Group since 1995. In addition to his advisory work, he has been involved in insurance sales since 1995, dedicating limited time to this activity. The Capital Group Fiduciary Advisors serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and pension consulting. The firm offers advice across a wide range of investments and typically delivers tailored discretionary management, often utilizing third-party model portfolios or sub-advisers.

Scott Udine is a financial advisor with Udine Wealth Management Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Udine has been with his current firm since 2008. Udine Wealth Management provides discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm uses a combination of fundamental analysis, technical charting, and cyclical investing to create diversified, customized portfolios aligned with clients’ risk profiles and objectives.

Christopher Champion is a financial advisor at Holden Family Office, LLC with a Series 65 designation and one year of industry experience. He has previously worked at Champion Locating, LLC and Aptamigo. Outside of his advisory role, he is involved with Champion Locating, LLC, an entrepreneurial venture. Holden Family Office advises high-net-worth individuals, trusts, family offices, charitable organizations, and corporations by providing discretionary and non-discretionary investment management alongside family-office services such as consolidated reporting, estate and insurance planning, and business advisory including M&A support. The firm employs a long-term, owner-oriented investment approach across a broad range of assets and publishes educational materials while maintaining capabilities beyond typical advisory boutiques.

Brian Tirri is a financial advisor at Greycliff Wealth Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at BCG Securities, Inc. from 2016 to 2020 before joining Greycliff in 2020. Greycliff Wealth Management serves individuals—including high-net-worth clients—as well as families, trusts, non-profits, pension plans, and businesses, providing financial planning and discretionary asset management. The firm constructs diversified, long-term portfolios focused on cost control and tax efficiency, combining fundamental and technical analysis to develop client-specific asset-allocation strategies.

Roy Wiley is a financial advisor with SmartPlan Investing in Juno Beach, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Financial Planning Counselors, Inc. DBA SmartPlan Investing since 2010 and has operated Covenant Financial & Tax, Inc. DBA SmartPlan Financial Services since 1994. Wiley is also a licensed CPA and insurance agent in Florida, with additional experience in tax, accounting, and payroll services through his firm Covenant Financial, P.A. SmartPlan Investing primarily serves individual investors along with pension and profit-sharing plans and business clients, offering financial coaching, planning, and investor education workshops. The firm employs academic investing principles and partners with Matson Money to provide diversified portfolio construction, while emphasizing client coaching and ongoing investment monitoring through a co-advisory arrangement.

Ivan Rosa is a financial advisor at Optimist Capital with two years of industry experience. He holds a Series 66 designation and has worked previously at Park Avenue Securities, Guardian Life Insurance, R Squared Consulting, and New York Life. Outside of his advisory role, Rosa serves as President of the Palm Beach and Treasure Coast Chapter of the US Naval Academy Alumni Association and is Treasurer and a board member of Sunfest, Florida’s largest waterfront music and art festival. Optimist Capital is a state-registered investment adviser that provides investment counseling and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm also offers pension consulting for small- to medium-sized businesses, using a combination of fundamental security selection and client-specific Investment Policy Statements to manage portfolios emphasizing listed equities, investment-grade fixed income, and listed equity options.

Robert Williams is a financial advisor at Poinciana Advisors Group, LLC with Series 63 and Series 65 credentials. He has been in the industry for one year, joining Poinciana Advisors Group in 2026 after positions at The Breakers Palm Beach and Gateway Business Advisors. Outside of finance, he has experience in hospitality and retail, including work at Island Girl Cigar Bar. Poinciana Advisors Group provides discretionary portfolio management and retirement plan advisory services to individuals, qualified plans, trusts, corporations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversified, primarily passive allocations implemented through mutual funds, ETFs, and model portfolios, supported by third-party resources and periodic reviews.

William Johnston is a financial advisor at ISGAM US LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Mercer Consulting and Chubb Life Insurance. Johnston is also involved with Aktivolabs in a concurrent role. ISGAM US LLC provides discretionary asset management and financial planning services to individual clients and families, including high-net-worth individuals. The firm emphasizes strategic asset allocation and long-term equity selection, managing approximately $66 million across about 50 client relationships.

Joshua Angell is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Poinciana Advisors Group, LLC and has held roles at Smith, Stohlman, James & Gardere, P.A., where he is a partner, as well as founding The Barrons Group, LLC, where he serves as Chief Investment Officer. Poinciana Advisors Group provides discretionary portfolio management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing primarily passively managed mutual funds and ETFs, while offering comprehensive financial consulting including tax and estate planning.

Darren Hardersen is a financial advisor with Center for Asset Management, LLC and holds a Series 65 designation. He has 18 years of industry experience, including roles at Blatt Financial Group and his own firm, Tdhg Hardersen Group Inc. In addition to advisory work, he is involved in commission-based insurance sales through Blatt Financial Group LLC. Center for Asset Management, LLC serves individual and high-net-worth clients as well as retirement and profit-sharing plans, offering discretionary asset management, financial planning, and retirement-plan consultations. The firm manages approximately $229 million for about 284 clients, utilizing a combination of charting, fundamental, and technical analysis, with strategies that include long- and short-term trading and options writing.

Michelle Rey Lutein is a financial advisor at Resnick Wealth Alliance, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Matrix Private Capital Group and Camden Capital, LLC. Outside of her advisory role, she serves as managing member of a holding company for real estate properties. Resnick Wealth Alliance provides portfolio management, financial planning, and consulting services to high- and ultra-high-net-worth individuals, families, and institutions. The firm manages approximately $110 million in client assets through a two-advisor team and employs a range of investment strategies across various asset classes.

John Smith Jr. is a financial advisor with Optimist Capital, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Optimist Capital in 2020, he worked at Lowry Capital Management from 2016 to 2020. He is also president of International Consultants & Investors, Inc., a compliance and consulting firm where he has been involved since 1978. Optimist Capital is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and small- to medium-sized pension plans. The firm combines fundamental security selection with tailored client portfolios emphasizing equities, investment-grade fixed income, and listed equity options, and provides regular reporting and market commentary.

Nicholas Krsnich is a financial advisor at JMN Investment Management LLC with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with JMN Investment Management since 2011. JMN Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and other advisors, employing a patented Common Sense Pricing Model (CSPM™) to guide asset allocation. The firm focuses on residential mortgage-backed securities and alternative assets, serving as a fiduciary and offering consulting and analytic tools alongside managing a private pooled vehicle with commodity trading activities.

Peter Harper is a Series 65 licensed financial advisor with GW Asena Pty Ltd, based in West Palm Beach, FL, with three years of industry experience. He has been associated with GW Asena Pty Ltd since 2022 and has also served as CEO and founder of Asena Advisors LLC since 2010. Outside of investment advisory, he holds leadership roles in holding companies Asena Holdings, LLC and Drifting Ventures, LLC. GW Asena Pty Ltd is an SEC-registered investment adviser serving high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using both passive and active strategies, offering a range of financial planning, tax, retirement, and consulting services.

Steven Grey is a financial advisor at Grey Rhodes Advisors, LLC with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has founded and managed investment entities including Grey Investment Management, LLC and Grey Value Management, LLC. Grey is involved in managing the Grey Value Opportunity Fund through these firms. Grey Rhodes Advisors serves individual clients, including high-net-worth individuals, as well as pension and retirement plan fiduciaries. The firm offers portfolio management, financial planning, and pension consulting, employing a long-term investment approach based on independent research and fundamental analysis, with discretionary and non-discretionary account management.

Michael Ritger is a financial advisor with Fortuna Investors LLC in Jupiter, FL, holding a Series 65 designation and 12 years of industry experience. He has been with Fortuna Investors since 2014 and was self-employed from 2014 to 2017. Outside of his advisory role, Mr. Ritger and his wife manage a non-financial business providing marketing, writing, and copy editing services. Fortuna Investors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and corporate clients. The firm employs quantitative analysis and modern portfolio theory, focusing on dynamic asset allocation and long-term trading with portfolios concentrated in exchange-traded funds.

David Boggess is a financial advisor at Boggess Asset Management with a Series 65 credential and three years of industry experience. He has worked at Boggess Asset Management since 2021 and previously at Boggess Advisory Group and Axos Technologies Inc. Boggess Asset Management is a quantitative investment manager serving qualified and accredited investors, family offices, and charitable foundations. The firm employs systematic, factor-based strategies that integrate machine learning and fundamental valuation techniques across multiple institutional-style funds.

James Knetsch is a financial advisor at Landing Financial Group, Inc. with one year of industry experience. His prior work history includes roles at Pero Family Farms, V&V Supremo, and Del Monte Foods. Landing Financial Group, Inc. provides asset management, financial planning, and retirement-plan advisory services, focusing on tailored investment programs and ERISA 3(21) fiduciary duties for qualified plans. The firm emphasizes non-discretionary asset management and integrates insurance-related services alongside retirement-plan advisory.

Lisamarie Lozon is a financial advisor with Pinafore Wealth Counsel Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Pinafore Wealth Counsel since 2014 and also manages LISAMARIE ENTERPRISES LLC, where she works as an integral life coach. Pinafore Wealth Counsel provides investment management, financial planning, retirement consulting, and financial transition planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analyses to construct tailored portfolios and offers services that include the use of options and securities-backed lines of credit.

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.