Lisa Tomczak is a financial advisor at SlateStone Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at SVB Wealth LLC and Boston Private Wealth LLC. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, foundations, and business entities. The firm’s investment process includes fundamental, quantitative, technical, and cyclical analysis applied through internally developed equity strategies, model portfolios, and third-party managers.

Mary Huston Liscom is a financial advisor with Veracity Capital LLC, holding a Series 65 designation and four years of industry experience. Her prior work includes roles at Harbor Insurance and Michael J. Rose INC. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach utilizing mutual funds, ETFs, individual equities, and fixed income, complemented by various analytical methods and option overlay strategies.

Bruce Fletcher is a financial advisor with LRI Investments LLC in Palm Beach Gardens, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at Lindberg & Ripple, M Holdings Securities, Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. LRI Investments provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm emphasizes customized asset-allocation strategies with a long-term focus and manages approximately $2.78 billion across its client accounts.

Russell O’Brien is a CFP® professional with 30 years of industry experience. He is currently with SlateStone Wealth LLC and has previous experience at Morgan Stanley Private Bank and Morgan Stanley, where he worked for a combined 17 years. SlateStone Wealth provides investment management and financial planning services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a multi-asset approach that integrates fundamental, quantitative, technical, and cyclical analysis and offers access to alternative private investments for eligible investors.

Malcolm Makin is a CFP® professional with 47 years of experience in the financial industry. He has worked at Professional Planning Group since 1975 and has been associated with Raymond James Financial Services and New England Professional Planning Group since 1989. He also serves as CEO of a support company related to his firm. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $1.17 billion in client assets and integrates both fundamental and technical analysis in its tailored investment strategies.

Brian Brescia is a CFP® with 19 years of industry experience, currently serving as a tax partner at Brescia McCluskey, LLC, an accounting firm. He has worked at Global Trust Asset Management, LLC since 2007 and previously at Nowlen, Holt, & Miner, P.A. Since 2024, he has balanced his accounting role alongside his advisory work. Global Trust is a team of eight advisors providing fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm emphasizes asset allocation, diversification, and low-cost mutual funds and ETFs, and utilizes documented option strategies and a beta-plus portable-alpha framework in select accounts.

Eric Breitenbach Jr. is a financial advisor at One + One Wealth Management, LLC with five years of industry experience. He holds the Series 63 and Series 66 registrations and previously worked at Equitable Advisors LLC, Symmetry Financial Group, ColdWell Banker, and served ten years with the Highland Park Police. Breitenbach also spent nine years at the College of DuPage. One + One Wealth Management serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, model-portfolio implementation, consulting services, and integrates use of derivatives and margin strategies in separately managed accounts.

Brent Greninger is a financial advisor at Buckman Advisory Group LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James and Associates. Buckman Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm uses a strategic asset-allocation process with model portfolios, primarily employing mutual funds, equities, bonds, and ETFs, and manages approximately $236 million across over 800 client relationships.

Justin Goodhue is a financial advisor at Primoris Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capitol Securities Management and Buell Securities Corp. before joining Primoris Wealth Advisors in 2022. Primoris Wealth Advisors is an independent, fee-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, foundations, trusts, estates, and business entities. The firm manages approximately $230 million across a six-advisor team and emphasizes strategic asset allocation, offering discretionary portfolio management with ongoing performance reviews and integrated tax and investment services.

Mackenzie Edwards is a financial advisor at Inlet Private Wealth, LLC with six years of industry experience. She holds a Series 65 designation and has been with Inlet Private Wealth since 2019. Prior to her advisory role, she worked at Jonathan's Landing Golf Club and attended the University of Florida. Inlet Private Wealth, LLC manages discretionary and non-discretionary portfolios for individuals, trusts, estates, and charitable organizations, with approximately $554.9 million in client assets as of December 31, 2024. The firm employs a value-oriented investment approach focused on intrinsic value and risk defined as permanent capital impairment, and offers trustee and custodial services through a private-label trust representative office arrangement.

Daniel Payne is a CFA® charterholder with 23 years of industry experience. He is currently a member of the team at SlateStone Wealth LLC, where he has worked since 2023. Prior to joining SlateStone Wealth, Payne spent several years at Morgan Stanley in various capacities, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning services 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 approach that integrates fundamental, quantitative, technical, and cyclical analysis overseen by an Investment Policy Committee.

Elliot Silverstein is a financial advisor at LRI Investments with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including KB Financial Partners, Equitable Advisors, and OneDigital Investment Advisors. Outside of his advisory roles, he is the founder and board chair of The Coach Wren Initiative, a nonprofit organization. LRI Investments serves individuals, high-net-worth clients, businesses, financial institutions, and state and municipal government entities, managing approximately $2.78 billion. The firm focuses on customized asset allocation and offers discretionary and non-discretionary services, including a proprietary wrap-fee program and ERISA-fiduciary retirement plan support.

Keith Dubauskas is a financial advisor with One + One Wealth Management, LLC and holds a Series 66 designation. He has 21 years of industry experience, including seven years at Raymond James & Associates before joining his current firm in 2020. One + One Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other advisers, offering discretionary and non-discretionary portfolio management, consulting, and specialized services such as Section 351 exchange advice and direct management of held-away accounts. The firm’s investment approach combines internal due diligence with model portfolios and third-party sub-advisers, employing a range of instruments and strategies including derivatives and margin when aligned with client objectives.

Raymond Eaton is a Series 65-licensed financial advisor with Primoris Wealth Advisors, LLC, bringing 10 years of industry experience. He is also the managing partner of Catalfamo, Eaton & DeLisi, LLC, a tax preparation and bookkeeping firm, and CEO of Box of Rain Consulting Inc., which provides small business consulting services. Additionally, he manages a retail vape shop and holds leadership roles in related business entities. Primoris Wealth Advisors is an independent, fee-only investment management firm serving individuals, pension plans, foundations, trusts, estates, and business entities. The firm focuses on strategic asset allocation and tax-aware portfolio management, combining investment oversight with accounting and tax preparation services.

Sharon Daniels is a financial advisor at SlateStone Wealth LLC with 20 years of industry experience. She holds the Series 63 and Series 65 designations and has been with SlateStone in various roles since 2017. Outside of advisory work, she serves as Managing Member of SlateStone Holdings LLC, a non-investment related holding company associated with the firm. 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 approach combining fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and internally developed equity strategies.

Frank Ashley III is a PFS™ credentialed financial advisor with 19 years of industry experience. He has been with Global Trust Asset Management since 2017 and also serves as vice president of Ashley & Ashley CPA's PA, an accounting firm where he contributes on a limited basis. Global Trust is a fee-only investment management firm that serves individuals, trusts, corporations, and employer retirement plans. The firm focuses on asset allocation, diversification, and low-cost mutual funds and ETFs, and employs documented options strategies within separately managed accounts.

Gavin Mcnally is a financial advisor with Primoris Wealth Advisors, LLC in North Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primoris Capital Management, LLC since 2016. Primoris Wealth Advisors is an independent, fee-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and other entities. The firm manages approximately $230 million across a six-advisor team, emphasizing strategic asset allocation with discretionary portfolio management and integrated tax and investment services.

Patricia Ashley is a Series 65 licensed advisor with 28 years of industry experience, currently serving at Global Trust. Her prior work includes roles at Ashley Financial Services, P.A., Ashley & Ashley CPA's PA, and the Law Office of P. Jill Ashley, P.A. She is also the president of Banana Lake Communications, Inc., a professional writing and business consulting firm. Global Trust is a fee-only investment management firm that provides tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm personalizes portfolios using written Investment Policy Statements and emphasizes asset allocation, diversification, and the use of low-cost mutual funds and ETFs.

Anthony Pace is a CFP® professional with 35 years of experience in the financial services industry. He is currently a managing principal at Lindberg & Ripple and a key member of LRI Investments, where he co-manages the firm, leads the investment division, and consults with clients. Pace has held roles at M Holdings Securities and Harvest Capital Advisors earlier in his career. He serves as president of the Palm Beach County Estate Planning Council and is a member of the Audit Oversight Committee for the Town of Juno. LRI Investments is a team-based firm serving individuals, high-net-worth clients, businesses, financial institutions, and certain government entities. The firm manages approximately $2.78 billion using customized asset allocation strategies focused on long-term growth and capital preservation, and it offers both discretionary and non-discretionary portfolio management.

Steven Marcus is a Series 65-licensed advisor at Global Trust with 24 years of industry experience. He has worked at Global Trust Asset Management since 2016 and previously spent 16 years at Financial Security Services. Global Trust is a fee-only investment management firm that provides tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans, including defined contribution plans and a VEBA. The firm emphasizes asset allocation, diversification, and low-cost investment vehicles, and it employs documented options strategies and a beta-plus portable-alpha framework in select managed accounts.