Ivan Rosa is a financial advisor at Optimist Capital with two years of industry experience. He holds a Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance. Rosa serves as president of the Palm Beach and Treasure Coast Chapter of the US Naval Academy Alumni Association and is also the treasurer and a board member of Sunfest of Palm Beach County, Florida's largest waterfront music and art festival. Optimist Capital is a state-registered adviser that provides investment counseling and portfolio management to individuals, trusts, estates, charitable organizations, corporations, and small- to medium-sized pension plans. The firm employs a fundamental security selection process combined with client-specific Investment Policy Statements, emphasizing listed equities, investment-grade fixed income, and 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 financial advisor with Gw Asena Pty Ltd in West Palm Beach, FL, holding a Series 65 credential and three years of industry experience. He has worked at Gw Asena Pty Ltd since 2022 and is also associated with Asena Advisors LLC since 2010. Outside of advisory work, he serves as president or managing member of multiple holding companies involved in corporate filings. Gw Asena Pty Ltd provides financial planning and portfolio management services to individuals, businesses, and institutional clients, offering a range of related services including retirement consulting, estate planning, tax advice, and company restructuring. The firm serves a diverse client base that includes high net worth individuals and institutional counterparts, employing various investment approaches tailored to client goals and risk tolerance.

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. He holds Series 65 and Series 63 licenses. Prior to joining Landing Financial Group, he worked in roles at Pero Family Farms, V&V Supremo, and Del Monte Foods. Landing Financial Group provides ongoing asset management, financial planning, and retirement-plan advisory services, specializing in non-discretionary portfolios and ERISA 3(21) fiduciary services. The firm employs a mix of fundamental, technical, charting, and cyclical analysis and supports plan clients with investment policy documentation, monitoring, and participant education.

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.

Jonathon Fernandez Rubio is a CFP® with three years of industry experience, currently serving at Core Wealth Management, Inc. He has previously worked at Steven Trend, Coastal Wealth (a Mass Mutual Firm), and Alliance Financial Group. From 2016 to 2022, he was a member of the Board of County Commissioners. Core Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope company retirement plan consulting. The firm’s investment approach emphasizes diversification through modern portfolio theory, passive ETF and mutual fund exposure, and tax-aware implementation, supported by unified managed accounts and sub-advisers.

Arriana Neese is a financial advisor at LRI Investments with a Series 65 credential and three years of industry experience. She previously worked at Advanced Insurance Strategies, Inc and Retirement Income Strategies, Inc. Neese also serves as a marketing associate at Lindberg & Ripple through M Holdings Securities. LRI Investments, LLC provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain government entities. The firm manages approximately $2.78 billion with a team of 25 professionals, focusing on customized asset allocation and a long-term investment approach across mutual funds, ETFs, and equities.

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.