Russell Thompson is a financial advisor at Fmsa with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Regal Investment Advisors, Regulus Financial Group, and The Prudential Insurance Company of America. Outside of his advisory role, he is a partner at H&R Insurance and Financial Services LLC, which provides 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 for over 1,200 clients through a multi-advisor team, offering comprehensive financial planning and discretionary portfolio management based on a fundamental, research-driven investment approach.

Brian Staubus is a financial advisor with Landolt Securities, Inc. in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes positions at Oberweis Securities, Inc. and LaSalle St Securities LLC. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm focuses on fundamental analysis with an emphasis on small-cap growth stocks and offers both discretionary and non-discretionary portfolio management, as well as 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.

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., holding a Series 66 designation and 11 years of industry experience. He has previously worked at Hightower, Kensington Financial Associates, 1818 Private Client Group, and Leumi Investment Services. Outside of finance, Eisner is a musician and performer involved with The Resolvers, LLC and Eisner Music LLC, where he manages and performs in music and entertainment activities. Amerant Investments serves primarily affluent and high-net-worth individuals, as well as personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm employs a model portfolio approach with quantitative and qualitative due diligence, uses third-party managers, and offers advisory services through both discretionary and non-discretionary arrangements.

Christopher Kelly Jr. is a financial advisor at Provenio Capital with Series 63 and Series 65 licenses. He has worked in the financial industry since 2015, including roles at Premia Solutions Inc., Premia Holdings Inc., and Tilden Park Capital before joining Provenio Capital Management in 2025. Provenio Capital serves high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies, focusing on alternative investments and providing wealth management, financial planning, and portfolio construction. The firm emphasizes a documented, client-centric process and a diligence-led selection of third-party managers across various private market asset classes.

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.

Jonathan Satovsky is a CFP® and ChFC® with 32 years of industry experience. He is affiliated with Satovsky Asset Management LLC, where he has worked since 2007, following a brief tenure at Ameriprise. He is also the author of "Your Rich Life" and hosts a podcast focused on financial topics. Additionally, Satovsky volunteers as a pro-bono financial coach for the nonprofit Wings for Widows. Satovsky Asset Management serves high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers investment management, financial planning, family office, and consulting services, emphasizing a goals-based, tax-aware approach with a mix of passive and specialized investment strategies.

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 with IBEX Wealth Advisors, LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at LPL Financial and IBEX Wealth Advisors since 2019 and previously held positions at BPP Wealth Solutions and National Financial Network. Outside of her advisory work, she serves as Assistant Treasurer for the LCJ Summit Middle School PTO. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement consulting to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis and utilizes both long- and short-term strategies, including options and structured products, managing client portfolios on a discretionary basis.

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.

Scott Morrison is a CFP® 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-affiliated firms. Outside of his advisory career, he has been involved with Elite Squad Baseball for six years. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing discretionary and non-discretionary investment management alongside comprehensive financial planning and pension consulting. The firm focuses on long-term, low-cost, diversified portfolios grounded in Modern Portfolio Theory and offers tailored planning services including loan advisement, tax-efficient strategies, and coordination with CPAs and estate attorneys.

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 at IBEX Wealth Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, Transcend Capital Advisors, and Purshe Kaplan Sterling Investments. Andrew also serves as a notary. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including options and structured products, managing portfolios on a discretionary basis.

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.

Sophia Burnichon is a financial advisor with Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation and 19 years of industry experience. She has been with Harvey Capital Management since 2007. Harvey Capital Management provides discretionary investment management to high-net-worth individuals and related entities, employing a flexible, bottom-up investment approach that combines fundamental and technical analysis. The firm actively manages individualized portfolios including equities, fixed income, ETFs, and option strategies to align with clients’ growth, income, or balanced objectives.