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 Series 63 and Series 65 licenses and 56 years of industry experience. His prior work includes positions at Coburn & Meredith Inc and Janney Montgomery Scott. He serves as a board member for Stuart Congregational Church, where he provides investment advice on a volunteer basis. Wealth Effects offers discretionary wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm combines fundamental and technical analysis to manage primarily long-term portfolios using a range of securities, and operates 11 offices managing approximately $472 million for about 596 clients.

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 with Blackridge Asset Management, LLC, holding the PFS™ and Series 66 designations and bringing 23 years of industry experience. He has held positions at several firms, including Peak Brokerage Services, LLC and Lurie, LLP. In addition to his advisory role, he is president and owner of MAR CPA LLC, a CPA firm providing tax and accounting services. He also serves as president of two condominium associations in Fort Myers, FL. Blackridge Asset Management offers 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 network of investment adviser representatives and provides access to model portfolios, third-party managers, and wrap programs, with an investment process that incorporates fundamental, technical, and charting analysis.

Benjamin Lynch is a financial advisor at HBKS Wealth Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and been employed in various roles including at Sailor’s Return and Airtime Aviation LLC. Outside of advisory work, he has experience as a server at Sailor’s Return. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm uses tailored portfolios with discretionary management through proprietary models and multiple platform arrangements, providing a broad range of strategies without specializing in any single area.

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.

James Scott is a CFP®-designated financial advisor with 18 years of industry experience. He is currently with Simplicity Wealth and has previously worked at Concierge Financial, Regal Investment Advisors, VOYA Financial Advisors, and Wells Fargo Clearing. In addition to his advisory role, he works as an independent insurance agent selling fixed annuities, life insurance, and health-related insurance products. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational solutions for other advisers through its managed account platform.

Erica Massie is a Series 66-licensed advisor affiliated with Blackridge Asset Management, LLC in Jupiter, Florida. She has five years of industry experience, including roles at Peak Brokerage Services, LLC and Massie & Associate Financial Planning Corp. Outside of advising, she has experience as a homemaker and Airbnb host. Blackridge Asset Management provides financial planning, investment management, and consulting through a network of investment adviser representatives, serving a range of clients from individuals to charitable organizations. The firm uses a network structure with affiliated platforms and offers tailored portfolio management, including access to model portfolios and third-party managers.

John Hughes is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds a Series 63 designation and has previously operated Hughes Investment Advisory Services for over three decades. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines fundamental investment analysis with family-office and concierge services, supporting a broad range of client needs through discretionary management and access to diverse investment options.

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.

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 at Sowell Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Barclay Breland Family Office, LPL Financial, Banc of America Investment Services, and Merrill. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 investment adviser representatives.

Tonya Cooper is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors and Retirement Wealth Advisors. Outside of her advisory work, she 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 uses a network of investment adviser representatives and offers tailored portfolio management solutions, including access to model portfolios, third-party managers, and estate-planning referrals.