Dennis Harkin is a financial advisor with SlateStone Wealth LLC in Jupiter, FL, holding Series 63, Series 65, and Series 66 licenses. He has seven years of industry experience, including five years at Bp Wealth Management and a one-year tenure at Merrill prior to joining SlateStone Wealth. 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 incorporating fundamental, quantitative, technical, and cyclical analysis, overseen by an Investment Policy Committee and implemented through internally developed equity strategies, model portfolios, and third-party managers.

Gregory Cecchini is a financial advisor at Primoris Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Primoris Wealth Advisors since 2019, following a two-year tenure at Lincoln Investment. Outside of his advisory role, he is a part-time producer for the RJ Battaglia Agency, referring business occasionally in property and casualty insurance. Primoris Wealth Advisors is an independent, fee-only investment management firm serving individuals, pension and profit-sharing plans, foundations, trusts, estates, and businesses. The firm focuses on strategic asset allocation and tax-aware portfolio management, offering continuous oversight and quarterly performance reviews.

Charles Daniels Jr. is a financial advisor at SlateStone Wealth LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at BMO Harris Financial Advisors, Inc., UBS Financial Services, and Suncoast Auto Transmissions, LLC. Daniels has been with SlateStone Wealth since 2020. 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 within internally developed strategies and third-party management.

Sheri Messer is a financial advisor at FEFA Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VCI Wealth Management LLC, Fefa Asset Management LLC, AE Wealth Management, LLC, and Fefa Advisors LLC. Messer is also a licensed insurance agent. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis along with modern portfolio theory to guide investment decisions, with an emphasis on equities and ETFs tailored to client risk profiles.

Kenneth Polcari is a financial advisor at SlateStone Wealth LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Yahoo Finance and Kace Capital Advisors, where he serves as Managing Founder and owner. Polcari hosts a podcast on Yahoo Finance focused on investment education. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including families, trusts, and business entities. The firm offers multi-asset wealth management with strategies developed through a combination of fundamental, quantitative, technical, and cyclical analysis.

Paul Casey is a financial advisor at Renew Family Wealth with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including Third Seven Capital, Green Vista Capital, and SICA Wealth Management. Outside of his primary advisory role, he is involved with Refuge Investments LLC, assisting with multi-family distressed property acquisitions. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm employs a mix of analytic approaches and strategies, including alternatives and the use of sub-advisers, to deliver tailored investment advice with ongoing monitoring and rebalancing.

Jacob Metro is a financial advisor at SlateStone Wealth LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Forbes Family Trust and Boston Private Wealth/Silicon Valley Bank. 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 wealth management approach that incorporates fundamental, quantitative, technical, and cyclical analysis overseen by an Investment Policy Committee.

Timothy Schmedes is a CFP® and Series 65 licensed advisor with six years of industry experience. He currently works at Global Trust and is a manager and part-owner of Schmedes McAllister, PLLC, a CPA firm. Outside of financial advising, he holds ownership and management roles in several private companies, including a lodging billing company and a material holdings vehicle. Global Trust is a fee-only advisory team serving individuals, trusts, corporations, and employer retirement plans. The firm emphasizes individualized portfolios through written investment policies, focusing on asset allocation, diversification, and low-cost mutual funds and ETFs, while also employing options strategies and a beta-plus portable-alpha framework in select accounts.

John Genco is a CFA® charterholder with 12 years of industry experience. He has been with WhaleRock Point Partners, LLC since 2018 and previously worked at Beaumont Financial Partners from 2012 to 2018. WhaleRock Point Partners provides discretionary investment management to a range of clients, including individuals, high-net-worth clients, trusts, estates, and pension plans. The firm uses a top-down macroeconomic approach combined with fundamental and technical analysis, focusing on directly owned fixed-income portfolios and offering retirement plan fiduciary services.

Nicholas Botticelli is a financial advisor at Global Strategic NextGen OCIO with nine years of industry experience. He holds a Series 65 designation and has worked at Global Strategic Investment Solutions, RBX Associates, Exelon Corporation, and Hirtle Callaghan & Co. LLC. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm uses a dynamic strategic asset allocation framework driven by proprietary quantitative models and emphasizes due diligence across a wide range of public and private market investments.

Wei Pan is an advisor with Global Trust, holding a Series 65 designation and currently gaining industry experience. He has worked with Nowlen, Holt & Miner, P.A. for 13 years and is a partner at Brescia McCluskey, LLC, a certified public accounting firm. Global Trust provides fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm emphasizes individualized portfolios, asset allocation, diversification, and uses low-cost mutual funds and ETFs, with specialized strategies including options and a beta-plus portable-alpha framework for select accounts.

Colin Arnold is a CFP® with nine years of industry experience, currently serving as an advisor at Atticus Wealth Management. He previously worked at Bartolf Wealth Advisors and held a role at The Loxahatchee Club. Arnold is also an independent insurance agent in Palm Beach Gardens, FL. Atticus Wealth Management is an SEC-registered advisory firm that provides portfolio management, financial planning, and pension consulting primarily to clients with at least $500,000 in investable assets, using a range of investment strategies and maintaining a fiduciary standard.

Christine Lucero is a CFP® professional at Satovsky Asset Management LLC with five years of industry experience. She has been with Satovsky Asset Management since 2013. Satovsky Asset Management is a wealth management firm serving high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm uses a goals-based, tax-aware approach emphasizing low-cost, passive investment structures while incorporating factor tilts, structured notes, and alternative strategies where appropriate.

Johnathan Burgess is a Series 65 licensed advisor with four years of industry experience, currently associated with Burgess Investment Group, LLC. His work history includes roles at Big Money Management and Taxpayers Choice, as well as teaching at the George Dean School of Economics and Business. Outside of his advisory role, he serves as president of the University of South Carolina Alumni Association. Burgess Investment Group, LLC provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients. The firm employs a multi-method investment process and offers a broad range of strategies and products, from long-term investments to higher-risk alternatives such as private placements and cryptocurrency funds.

Austin Nelson is a financial advisor with Atticus Wealth Management in Palm Beach Gardens, FL. He holds the Series 65 and Series 66 designations and has one year of industry experience. Prior to joining Atticus Wealth Management, he worked at Eastpointe Country Club and Evershore Financial and has been a student since 2010. Atticus Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, and business entities, typically working with clients who have at least $500,000 of investable assets. The firm offers portfolio management, financial planning, and pension consulting, employing a range of investment strategies with ongoing portfolio monitoring and access to institutional trading platforms.

Hayden Dawes is a financial advisor at Renew Family Wealth with a Series 65 credential and nine years of industry experience. He has worked at several firms, including Appfiles Inc and Capital Market Strategies LLC, and is involved in real estate as a licensed agent with Crossroads Real Estate Co. Additionally, he manages an affiliated insurance agency, 633 Holdings LLC. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm employs a mix of analytic approaches and investment strategies, offering tailored advice and, where appropriate, engaging sub-advisers or alternative investment managers to implement client allocations.

Ronnie Marceaux is a financial advisor at Spirepoint Private Client, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Marceaux is also a licensed insurance agent, providing services related to insurance policies based on client needs. Spirepoint Private Client, LLC serves individuals, families, trusts, institutions, and retirement plans with discretionary investment management, financial planning, and consulting. The firm employs a multi-faceted investment approach that integrates fundamental and technical analysis with portfolio construction tools, offering tailored portfolios that may include third-party managers and alternative investments.

Kenneth Drekou is a financial advisor with AtCap Partners, LLC, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior experience includes roles at National Asset Management Inc and National Securities Corporation. Outside of advisory work, he serves as president of investment-related entities, ELANI INVESTMENTS LLC and ELANI PROPERTIES LLC, in Jupiter, FL. AtCap Partners provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis with proprietary strategies and alternative investments, offering personalized portfolio management and ongoing client reviews.

Kevin Mccluskey is a financial advisor at Castle Island Wealth with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Castle Island Wealth since 2016, with prior experience at Raymond James & Associates. Mccluskey serves as a member of the Investment Advisory Committee to the Town of Palm Beach, reviewing pension fund investments. Castle Island Wealth is a registered investment adviser that serves individual, high-net-worth, and charitable clients, providing portfolio management, financial planning, and pension consulting. The firm manages approximately $117 million in client assets and offers advisory oversight for an additional $305 million held at unaffiliated custodians, utilizing model portfolios and third-party money managers across a broad range of investment instruments.

Joseph Mariani is a financial advisor at Cayside Partners with one year of industry experience. He holds a Series 65 designation and previously worked at PopStroke and Allied Wealth Partners. Cayside Partners is an SEC-registered advisory firm that provides investment management, financial planning, retirement-plan advisory, and family office services to individuals, families, and businesses. The firm uses a combination of fundamental and technical analysis, third-party research, and proprietary data models to develop customized portfolios and offers expanded services including formal family office offerings and management of affiliated special purpose vehicles.