Megan Kiziah is a financial advisor at Castle Wealth Management with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, UBS Financial Services, Stifel Nicolaus, and Gunster Yoakley Stewart. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm employs a committee-driven approach to portfolio management, emphasizing tax-aware strategies and adherence to professional standards.

Frank Torrone is a CFP® professional with seven years at Satovsky Asset Management LLC and three years previously at Lenox Wealth Advisors, totaling ten years in the financial industry. He is based in West Palm Beach, FL. Satovsky Asset Management advises high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a goals-based, tax-aware approach with a preference for low-cost, passive investments alongside factor tilts, structured notes, privately placed alternatives, and tailored strategies, offering both discretionary and non-discretionary management complemented by a technology-enabled automated platform.

Hillary Knotts is a CFP® professional with nine years of industry experience, currently serving as an advisor at Blue Ocean Capital since 2013. She works with a five-advisor team based in West Palm Beach, FL. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses with discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm integrates fundamental analysis and modern portfolio theory to manage diversified portfolios, often combining mutual funds, ETFs, equities, fixed income, and private placements.

Paul Davis is a financial advisor at Hudson Value Partners, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Oppenheimer & Co Inc and Private Client Services. In addition to his advisory role, he is an independent insurance agent. Hudson Value Partners, LLC provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, specializing in discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment options including individual equities, fixed income, mutual funds, ETFs, and private funds, and manages an affiliated private fund while utilizing AI tools with human oversight.

George Rohloff is a financial advisor at 1 St Discount Brokerage, Inc. in Lake Worth, Florida, with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1 St Discount Brokerage since 2007. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, pension consulting, manager-selection, and tax/accounting services. The firm employs a variety of investment strategies guided by written investment policy statements and conducts regular account reviews for its clients.

William Bruckner is a financial advisor at Woodstock Wealth Management, Inc. with 16 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at Merrill, Sanford C. Bernstein & Co., LLC, and AllianceBernstein L.P. Bruckner is also involved with Banyan Private Wealth, where he manages non-securities related insurance business and oversees a branch office of Woodstock Wealth Management. Woodstock Wealth Management, Inc. offers discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using a variety of investment strategies and operates a performance-fee program alongside standard asset-under-management arrangements.

Michael Piccoli is a financial advisor at Woodstock Wealth Management, Inc. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance. Piccoli serves as president of the Cambridge at Abacoa Homeowners Association board. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a notable performance-based fee program.

Leslie Sawyer is a financial advisor at WhaleRock Point Partners, LLC with five years of industry experience and holds a Series 65 designation. Prior to joining WhaleRock Point Partners, Leslie has worked in various hospitality roles, including positions at Avvio Ristorante, East Island Reserve Hotel, The Smokehouse Cafe, Newport Vineyards, and The Mooring Restaurant. Leslie is currently involved with Avvio Ristorante outside of their advisory role. WhaleRock Point Partners provides discretionary investment management and retirement plan fiduciary services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension plans. The firm combines top-down macroeconomic analysis with fundamental and technical security selection, focusing heavily on directly owned fixed-income portfolios and serving as a 3(38) ERISA investment manager for plan sponsors.

Gil Blas Velez is a financial advisor at Amerity Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Markets IQ and GV Financial Services, Inc. Amerity Wealth Management is a multi-advisor registered investment adviser serving individuals, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, retirement-plan consulting, and specialized services for UK expatriate pension transfers, implementing portfolios through third-party model managers, ETFs, mutual funds, and individual securities.

Christopher Davis is a financial advisor with Hudson Value Partners, LLC in Palm Beach, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Hudson Value Partners since 2019 and previously at Private Client Services and Oppenheimer. Davis serves as an advisory board member for Whiterock AI, a startup focused on using artificial intelligence and machine learning to improve bad debt recovery rates. Hudson Value Partners provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach involves primarily individual equities, fixed income, mutual funds, and ETFs, and it also advises an affiliated private fund while incorporating AI tools under human oversight.

Eric Stauffer is a financial advisor at 401k Generation with nine years of industry experience. He holds a Series 65 license and previously worked at Edward Jones for one year before joining 401k Generation in 2017. 401k Generation provides retirement plan consulting to plan sponsors and fiduciaries, as well as individual investment advisory and managed account services. The firm serves individuals, trusts, and business-sponsored retirement plans, using an internal Investment Policy Committee and quantitative grading to select mutual funds and ETFs.

Clayton Liscom is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Veracity Capital LLC since 2018 and has prior experience at F3 Logic, F3/Veracity Capital, and The Ayco Company, L.P./Mercer Allied. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized approach using a range of investment strategies and tools, including mutual funds, ETFs, equities, fixed income, option overlays, and outside managers.

Richard Ervolino is a financial advisor at Capital Management Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC. Outside of his advisory role, he owns USA Tax Plan, Inc., which sells insurance and annuities, and serves as an independent contractor consultant for a financial education firm focused on tax, insurance, retirement, and estate planning. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs and manages accounts for both retail clients and other investment advisers.

Debbie Lux is an advisor at 57 West Capital Advisors, Inc. with a Series 65 designation and no prior industry experience. Before joining 57 West Capital Advisors in 2025, she was co-owner of Floor City, LLC, a flooring installation and remodeling business. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies, employing a long-term, buy-and-hold equity strategy with diversified positions and selective use of options and margin. The firm serves both U.S. and non-U.S. clients through an offshore affiliate and offers detailed performance reporting uncommon among its peers.

Lori Jackson is a financial advisor at Cove Private Wealth, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, Bank of America, N.A., and Merrill. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors by providing comprehensive portfolio management and retirement plan consulting. The firm employs a diversified investment approach that incorporates fundamental, technical, sector, and qualitative analysis, with an emphasis on customized strategies including the use of options and alternative investments.

James Varaklis is a financial advisor with IBEX Wealth Advisors, LLC, holding a Series 66 designation and 32 years of industry experience. He has been with IBEX Wealth Advisors since 2022 and has also maintained a long tenure with LPL Financial since 2004. IBEX Wealth Advisors, LLC 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 employs a combined fundamental, technical, and cyclical analysis investment process with both long- and short-term strategies and a range of derivative instruments.

Melissa Gannon is a CFP® and Series 65-registered advisor with 11 years of industry experience. She has been with Castle Wealth Management since 2016 and previously worked at Regal Investment Advisors LLC. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm employs asset-allocation analysis and committee-driven portfolio oversight, emphasizing tax-aware management and adherence to professional standards.

Philip Rongo Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience. He has worked at IBEX Wealth Advisors, LLC since 2014 and has been affiliated with LPL Financial since 1997. In addition to his advisory role, he co-owns a captive insurance company with his spouse. IBEX Wealth Advisors, LLC 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 uses a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including options and derivatives, and manages client portfolios on a discretionary basis.

Denise Negron is a financial advisor with Amerant Investments, Inc., holding the CFP® designation along with Series 63, 65, and 66 licenses. She has 15 years of industry experience, including positions at Amerant Bank, First Horizon Bank, and City National Bank of Florida. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm uses investor profiling and model portfolios, along with both discretionary and non-discretionary advisory arrangements, to provide portfolio management and access to alternative investments.

Joshua Fleming is a financial advisor with Advisory Services Network in Palm Beach, FL. He holds Series 65 and Series 66 licenses and has six years of industry experience, including prior roles at U.S. Bank NA and Wells Fargo Clearing. He has been with Advisory Services Network since 2020. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing various securities and third-party managers to develop strategies aligned with clients’ objectives and risk tolerances.