Donald White Jr. is a financial advisor with Collaborative Wealth, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. He has worked at Collaborative Wealth since 2018 and previously spent 11 years with INVEST Financial Corporation and over 30 years with Treasure Coast Financial Services, Inc. Outside of his advisory work, he serves as treasurer for the nonprofit organization Love Without Boundaries Inc. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for a diverse client base including individual and high-net-worth households, pension and profit-sharing plans, foundations, charities, and business entities. The firm offers investment management and planning services using a combination of fundamental and technical analysis to construct portfolios with a long-term target asset mix and periodic rebalancing.

Nicholas Skillman is a financial advisor at Fogel Capital Management Inc with six years of industry experience. He holds the Series 65 designation and has been with Fogel Capital Management since 2019. Prior to his advisory career, he was a student for ten years. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. The firm employs a combination of fundamental and technical analysis and offers a range of strategies tailored to each client’s financial situation and risk tolerance.

Victoria Peaper is a financial advisor with Inlet Private Wealth, LLC in Jupiter, FL. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Inlet Private Wealth in 2018, she worked at Wilmington Trust for twelve years. Inlet Private Wealth, LLC offers discretionary and non-discretionary portfolio management, sub-advisory services, and model portfolios to individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented investment approach focused on intrinsic value and free cash flow analysis, and it provides trustee and custodial services through a trust representative office arrangement.

Charles Woolston is a Series 65 licensed advisor with Salvus Wealth Management, LLC, where he has worked since 2014. He has 16 years of industry experience and previously operated Woolston Consulting Group for eight years. Outside of his advisory work, Woolston is a partner in several vehicle importing and sales businesses. Salvus Wealth Management serves individuals, retirement plans, trusts, estates, corporations, and businesses with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm tailors portfolios using a mix of fundamental, technical, and cyclical analysis, combining various asset classes and strategies to align with client objectives and risk profiles.

Stanton Weissenborn is a financial advisor at Wealth Effects with 56 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Janney Montgomery Scott and Coburn & Meredith Inc. He serves as a board member for Stuart Congregational Church, where he advises on investments. Wealth Effects is a multi-office team advising individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm manages discretionary portfolios using a combination of fundamental and technical analysis across a range of securities, offering both individual and retirement plan advisory services.

Michael Fogel is a financial advisor at Fogel Capital Management Inc with 29 years of industry experience. He has been with Fogel Capital Management since 1996. He holds a Series 63 designation. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and nonprofits. The firm employs both fundamental and technical analysis and offers a range of strategies, including buy-and-hold, short sales, options, and margin transactions, tailoring portfolios to clients’ objectives and risk tolerance.

Joshua Rudolph is a CFP® professional with 19 years of industry experience. He currently works at SlateStone Wealth LLC and has held roles at Emerald Benefits, Inc. and Emerald Planning Group LLC, where he serves as president and insurance agent. Outside of advisory work, he is involved in employee benefits and insurance activities through businesses he operates. 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, and business entities. The firm employs a multi-asset wealth management approach incorporating fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and a range of internally developed and third-party strategies.

Deena Jones is a financial advisor at Fogel Capital Management Inc with seven years of industry experience. She holds a Series 65 designation and has worked at Fogel Capital Management since 2018, following roles at Suntrust Bank and Harbor Community Bank. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profits. The firm manages approximately $438 million in discretionary assets across about 238 client households and utilizes a combination of fundamental and technical analysis with strategies including buy-and-hold, options trading, short sales, and margin transactions.

Jason Cain is a financial advisor at Cynosure Portfolio Advisors LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at SVB Wealth LLC, The Cynosure Group, and BDO USA, LLP. Outside of his advisory work, he serves as a lecturer at Columbia University School of Professional Studies. Cynosure Portfolio Advisors LLC provides portfolio advisory, financial planning, consolidated reporting, and investment consulting services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm focuses on retail, non-high-net-worth individuals and builds customized portfolios using mutual funds, ETFs, separately managed accounts, and pooled vehicles.

Mark Rupolo is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. He holds the PFS™ and Series 66 designations. Rupolo has worked at several firms, including Peak Brokerage Services, Lurie LLP, and 1st Global Insurance Services. He is also the owner and president of a CPA firm and serves as president of two condominium association boards in Fort Myers, Florida. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-based portfolio management approach through a turnkey asset management platform and offers a range of wrap-fee programs with discretionary and non-discretionary management.

Ryan Lachmansingh is a financial advisor at Northern Trust Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Northern Trust Securities since 2015. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios that include proprietary and third-party investment products.

Andrew Rodriguez is a financial advisor with Mutual Of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked with Mutual of Omaha and its affiliated firms since 1981. Outside of advisory services, he is also an insurance agent specializing in life, health, and annuities and operates a registered DBA, Sippican Wealth Strategies LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, account management programs, and retirement plan consulting. The firm delivers managed solutions through platforms like Envestnet and works alongside broker-dealer and insurance operations within the Mutual of Omaha group.

Matthew Spilfogel is a financial advisor with Novem Group in Jupiter, FL, holding a Series 65 designation and two years of industry experience. Prior to joining Novem Group, he worked at Antimicrobial Solutions, LLC, Temple Torat Emet, and G-Star School of the Arts. Novem Group provides ongoing portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of investment strategies across multiple asset classes.

Alexander Pasquale is a financial advisor at Summit Financial, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience as an independent insurance agent and with Everest Consultants, LLC. Pasquale also provides consultation related to Bitcoin holdings for a small number of clients. Summit Financial, LLC is an SEC-registered, multi-team advisory firm serving approximately 17,800 clients with about $26.35 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, using a combination of discretionary and consultative approaches.

Timmy Baker is a financial advisor at Wealthcare Advisory Partners LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Luminous Wealth, LLC, Index Fund Advisors, Inc., Conscious Wealth, LLC, and Timonier. Outside of his advisory work, he is the author of the book *The Awakened Investor*, from which he receives royalty income. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advising approach supported by proprietary software and behavioral economics, combining passive and active investment strategies alongside quantitative and qualitative analysis.

Tim Schaffer is a financial advisor at RMR Wealth Builders, Inc. with 31 years of industry experience. He holds a Series 66 designation and has worked at RMR Wealth Builders since 2020, following eight years at Calton & Associates, Inc. RMR Wealth Builders, Inc. is an SEC-registered multi-team advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, fiduciary services, and specialist advisory options including annuity management and digital asset programs.

Emily Rowe is a financial advisor at DayMark Wealth Partners, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network, LLC for six years. Outside of her advisory role, she owns Giraffe Herding, LLC, a business based in Port St. Lucie, Florida. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, providing asset management, portfolio management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a diversified investment approach that includes fundamental, technical, quantitative, and ESG analysis, as well as digital assets and crypto products.

Christopher Kelly is a financial advisor with Sowell Management in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Sowell Management since 2023 and concurrently serves at Barclay Breland Family Office since 2016. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm operates through over 100 independent contractor advisors and offers a variety of investment styles and solutions, including strategic and tactical allocation, sub-advisory relationships, and third-party manager selection.

Tonya Cooper is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She has worked at Blackridge since 2019 and previously held positions at PEAK Brokerage Services, Retirement Wealth Advisors, and Lincoln Financial Advisors. Outside of her financial advisory roles, Cooper coaches middle school girls volleyball at First Christian Academy in High Springs, FL. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a mix of fundamental, technical, and charting analysis, offers model-based portfolio management through an online platform, and maintains affiliations with broker-dealers and multiple wrap-fee programs.

Darryl Grayson is a financial advisor with ACR Alpine Capital Research, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with ACR Alpine Capital Research since 2017 and previously worked at IMST Distributors, LLC and Alpine Investment Management, LLC. Grayson is also involved in managing client relations and distribution for Alpine Capital Research's mutual fund and SMA product lines. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across equity and multi-asset strategies and manages a diverse range of products including mutual funds, private limited partnerships, and wrap programs.