Steven Freed is a financial advisor with Vision Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Vision Investment Advisors since 2010 and previously worked at Tax Advisors of Palm Beach Inc. Mr. Freed is also president of Atlas Capital, LLC, a real estate investment company. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach includes large-cap, growth-oriented equity selection supported by fundamental and technical analysis, income enhancement strategies, and option-based leveraged strategies for clients with higher risk tolerance.

Bethany Evans is a CFP® professional at Blue Ocean Capital with experience spanning her roles since 2010 in tax preparation and accounting. She serves as president of Meyers, Evans, & Feagans, P.A., a CPA firm where she dedicates part of her time to tax return review, primarily during tax season. Evans has been with Blue Ocean Capital and its affiliated CPA asset management group since 2022. 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 integrated tax and accounting engagements through a five-advisor team.

Russell Thompson is a financial advisor at Fmsa with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, The Prudential Insurance Company of America, and WESTERN SOUTHERN Life. Outside of his advisory work, he is a partner at H&R Insurance and Financial Services LLC, focusing on commercial liability and property insurance. Fmsa is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million across more than 1,200 clients through a multi-advisor team, providing comprehensive financial planning and discretionary portfolio management with a fundamental, research-driven investment approach.

Brian Staubus is a financial advisor at Landolt Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oberweis Securities, Inc. and LaSalle St Securities LLC prior to joining Landolt Securities in 2020. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations, managing $137.8 million in regulatory assets as of March 2026. The firm emphasizes fundamental analysis with a focus on small-cap growth stocks and offers both discretionary and non-discretionary portfolio management, along with access to third-party asset management programs.

Nicholas Ventura Jr. is a financial advisor with Ventura Wealth Management in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Ventura Wealth Management since 2010 and was previously with American Portfolios Financial Services, Inc. He serves as treasurer and board member for two child welfare nonprofits, Children’s Homes Society of NJ and PEI Kids Lawrenceville. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a model-based investment approach with a focus on asset allocation and risk control, managing portfolios through a variety of securities and regularly monitoring and rebalancing them.

Everett Youngberg is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Lebenthal Global Advisors in 2020, he worked at Avenir Private Advisors, Kovack Securities, and Capital Guardian Wealth Management. He is also a registered tax preparer and serves as a FINRA arbitrator. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized portfolio management and financial planning through a multi-advisor team managing approximately $820 million in assets.

Jacques Sonnier is a financial advisor at FMSA with two years of industry experience. He holds a Series 65 designation and is based in Delray Beach, Florida. Prior to his advisory role, he has been a student since 2009. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning, following a fundamental, research-driven investment approach focused on company financials and SEC filings.

Nickolas Alleva is a financial advisor with Sutter Capital Partners, LLC in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at New York Life for nine years before joining Sutter Securities and Sutter Capital Partners. Sutter Capital Partners provides investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, offering mostly non-discretionary investment advisory services along with financial planning and consulting.

David Vela is a financial advisor at FMSA with 23 years of industry experience. He has been with FMSA since 2011 and holds a Series 63 designation. Outside of his advisory role, he is a partner in a property management business. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm uses a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

Alexander Harvey is a financial advisor at Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation with 19 years of industry experience. He has been with Harvey Capital Management since 2007. A senior executive at his firm holds a minority interest in a wine and spirits import business. Harvey Capital Management provides discretionary investment management services to high-net-worth individuals and related entities. The firm employs a flexible, bottom-up investment approach combining fundamental and technical analysis, managing portfolios that may include equities, fixed income, ETFs, and covered-call options.

Ron Eisner is a financial advisor with Amerant Investments, Inc. in Ocean Ridge, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Hightower, Kensington Financial Associates, 1818 Private Client Group, and Leumi Investment Services Inc. Outside of finance, Eisner is a musician and performs with The Resolvers, LLC and Eisner Music LLC, where he also manages administrative functions. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts with discretionary and non-discretionary portfolio management. The firm emphasizes global, multi-asset diversification and uses model portfolios, third-party managers, and alternative investments, managing approximately $688 million in assets through 15 advisors.

Christopher Kelly Jr. is an advisor at Provenio Capital with Series 65 and Series 63 licenses. He has experience working at several firms, including Premia Solutions Inc. and Tilden Park Capital, and has been with Provenio Capital since 2025. Provenio Capital advises high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies on wealth management and financial planning, with a focus on alternative investments. The firm emphasizes a documented, client-centric process and invests through a curated selection of third-party managers across various asset classes, managing over $1.6 billion with a small advisory team.

Jacob Couch is an advisor at FMSA with a Series 65 designation and no prior industry experience. Before joining FMSA, he was owner and principal broker at Porchlight Life & Legacy LLC, a fixed insurance business. He has also worked with Resonate Church Network and Home Depot. FMSA is a privately owned registered investment adviser serving individuals, corporate pension plans, municipalities, and trusts with approximately $216 million under management. The firm employs a fundamental, research-driven investment approach and provides comprehensive financial planning and discretionary portfolio management through a multi-advisor team.

Robert Harvey is a CFA charterholder and founder of Harvey Capital Management Inc in Palm Beach, FL, with 20 years of industry experience. He has led Harvey Capital Management since 1996. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities. The firm employs a bottom-up investment process combining fundamental and technical analysis and manages approximately $523 million in client assets as of December 31, 2024.

Paul Lebowitz is a CFP® with 39 years of industry experience. He has worked at Princeton Global Asset Management LLC since 2019 and has held prior roles at Chelsea Financial Services and Abrahamsenrock, LLC/Fountainhead. Princeton Global Asset Management provides discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm employs a fundamentally driven investment process with global macro and geopolitical analysis to construct customized portfolios, often using third-party platforms to manage held-away accounts and implement strategies.

Denise Anderson is a financial advisor at IBEX Wealth Advisors, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019. Outside of her advisory role, she serves as assistant treasurer for the LCJ Summit Middle School PTO. IBEX Wealth Advisors is a fee-based advisory firm serving nearly 1,000 clients, including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, separately managed accounts, and derivatives.

Scott Morrison is a CFP® professional with seven years of industry experience, currently serving as an advisor at Moment Private Wealth in Wellington, FL. His prior experience includes roles at The Colony Group, First Republic Investment Company, and Prudential Insurance Company. Outside of his financial career, he has been involved with educational institutions and athletics organizations, including Hadar High School for Girls and Elite Squad Baseball. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary and non-discretionary investment management along with comprehensive financial planning. The firm emphasizes long-term, low-cost, diversified portfolios based on Modern Portfolio Theory and provides tailored services including loan advisement and coordination with tax and estate professionals.

Bernard Katz is a financial advisor at Wealth Effects with Series 63 and Series 65 licenses and four years of industry experience. He previously operated Katz Capital Management for over 30 years and worked as a CPA for more than four decades. Wealth Effects is a nine-advisor firm providing discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm employs a mix of fundamental and technical analysis with primarily long-term investment strategies and manages portfolios using individual stocks, ETFs, mutual funds, bonds, and options.

Cheryl Andrew is a financial advisor with IBEX Wealth Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at LPL Financial LLC, Transcend Capital Advisors, Purshe Kaplan Sterling Investments, and several other firms. She also serves as a notary in Bedminster, NJ. IBEX Wealth Advisors is a fee-based advisory firm serving nearly 1,000 clients, including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm employs a discretionary investment approach utilizing mutual funds, ETFs, separately managed accounts, individual securities, and alternative investments, and incorporates options strategies, structured notes, and derivatives in portfolio management.

Tara Froyen is a financial advisor with Madison Advisory Services, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her prior firms include Cambridge Investment Research, Lion Street Financial, Royal Alliance Associates, and MetLife Securities. Outside of her advisory role, she is an owner of Froyen & Froyen, PA, and an agent with Madison Planning Group, focusing on insurance and benefits. Madison Advisory Services serves a diverse client base including individual and high-net-worth clients as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management and financial planning, utilizing mutual funds, ETFs, and model portfolios with both strategic and tactical asset allocation approaches.