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.

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.

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.

Alexander Cooke is a financial advisor at Optimist Capital with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fairfield, Bush & Co. for 12 years before joining Optimist Capital in 2017. 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 portfolio-level composites and custom Investment Policy Statements, emphasizing listed equities, investment-grade fixed income, and listed equity options.

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.

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.

Arriana Neese is a financial advisor at LRI Investments with a Series 65 credential and three years of industry experience. She has worked at LRI Investments and Lindberg & Ripple since 2023, and previously held roles at Advanced Insurance Strategies, Inc. and Retirement Income Strategies, Inc. Neese is also involved in marketing activities through Lindberg & Ripple’s broker/dealer operations. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and government entities. The firm constructs tailored portfolios using mutual funds, ETFs, and individual securities, emphasizing ongoing supervision and periodic rebalancing aligned with client objectives.

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.

Dennis Harkin is a financial advisor at SlateStone Wealth LLC in Jupiter, FL, holding Series 63, 65, and 66 licenses with seven years of industry experience. He previously worked at BP Wealth Management, LLC before joining SlateStone Wealth, where he has been since 2019. 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, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analyses, supported by internally developed equity strategies and third-party managers.

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.

Gregory Cecchini is a financial advisor at Primoris Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Primoris Wealth Advisors since 2019, following a two-year tenure at Lincoln Investment. Outside of his advisory role, he is a part-time producer for the RJ Battaglia Agency, referring business occasionally in property and casualty insurance. Primoris Wealth Advisors is an independent, fee-only investment management firm serving individuals, pension and profit-sharing plans, foundations, trusts, estates, and businesses. The firm focuses on strategic asset allocation and tax-aware portfolio management, offering continuous oversight and quarterly performance reviews.

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.

Charles Daniels Jr. is a financial advisor at SlateStone Wealth LLC with 13 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at SlateStone Wealth since 2020. Prior to his current role, he spent four years at Suncoast Auto Transmissions, LLC. SlateStone Wealth provides discretionary and non-discretionary investment management and financial planning services to high-net-worth and ultra-high-net-worth clients, including families, trusts, and business entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis, overseen by an Investment Policy Committee.

Sheri Messer is a financial advisor at FEFA Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including VCI Wealth Management LLC and AE Wealth Management, LLC. Messer is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Kenneth Polcari is a financial advisor at SlateStone Wealth LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Yahoo Finance and Kace Capital Advisors, where he serves as Managing Founder and owner. Polcari hosts a podcast on Yahoo Finance focused on investment education. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including families, trusts, and business entities. The firm offers multi-asset wealth management with strategies developed through a combination of fundamental, quantitative, technical, and cyclical analysis.

Jacob Metro is a financial advisor at SlateStone Wealth LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Forbes Family Trust and Boston Private Wealth/Silicon Valley Bank. 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, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach that incorporates fundamental, quantitative, technical, and cyclical analysis overseen by an Investment Policy Committee.