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 at Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation with 18 years of industry experience. She has been with Harvey Capital Management since 2007. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities, using a bottom-up approach that combines fundamental and technical analysis. The firm manages approximately $523 million in assets and focuses on customized portfolio management without participating in wrap fee programs.

Ebba Gustafsson is a financial advisor at 1 St Discount Brokerage, Inc. with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at Palm Beach Atlantic University, Coastal Health Group, and Varbergs Gravteknik AB. 1 St Discount Brokerage, Inc. serves individuals, corporations, and pension/profit-sharing plans by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies guided by written policy statements and multiple analysis techniques, offering both fee-based and commission-based account options.

Dynah Sistrunk is a financial advisor at FMSA with one year of industry experience and holds a Series 65 designation. Her prior work experience includes roles in healthcare and retail sectors, as well as self-employment as an independent insurance agent focusing on fixed insurance sales for risk management. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages over $216 million for more than 1,200 clients, providing comprehensive financial planning and discretionary portfolio management with a fundamental, research-driven investment approach.

Tyson Reed is a financial advisor at WhaleRock Point Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with WhaleRock since 2014. He also has a long-term affiliation with JPMorgan Chase bank beginning in 2010. WhaleRock Point Partners provides discretionary investment management to a diverse client base, including high-net-worth individuals, trusts, and retirement plans. The firm employs a top-down investment approach combined with fundamental and technical analysis, with a focus on managing fixed-income portfolios and offering fiduciary services for retirement plans.

Frank Shanley is a Series 65-licensed financial advisor at Dudley & Shanley, Inc. with 14 years of industry experience. He has been with Dudley & Shanley, LLC since 1986. Dudley & Shanley provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and charitable institutions, and serves several privately offered pooled investment vehicles. The firm pursues long-term capital appreciation through fundamental, in-house research, managing concentrated portfolios across domestic and international equities, convertibles, options, ETFs, and some debt instruments.

Ronald Smith is a financial advisor at Blue Ocean Capital with 24 years of industry experience. He holds a Series 65 designation and previously worked at Elhilow, Smith & Company, LLC and Financial Analytics, Inc. Outside of his advisory role, he is involved in a horse barn rental business. 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 tax and accounting engagements. The firm combines fundamental analysis with modern portfolio theory to implement customized investment strategies and integrates CPA services with asset management through a team of five advisors.

Nathan Paulson is a CFP® and Series 66 designated advisor with 21 years of industry experience. He has worked at Paulson Wealth Management Inc. since 2015 and previously spent 13 years with Comprehensive Asset Management and Servicing, Inc. Outside of his advisory role, Paulson serves as CEO of Storm827 Holdings, LLC, a holding company focused on estate planning, and is a board member and investor in Monomyth LLC and Monomyth Anovion LLC. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other registered advisers. The firm manages portfolios using a diversified, index-based approach combined with active option strategies, including a proprietary covered-call program, and offers both integrated financial planning and sub-advisory services.

Brian Orourke is a financial advisor at O'Rourke & Company, Incorporated with 44 years of industry experience. He has worked at Cetera Advisors LLC and Investors Capital Corporation before joining O'Rourke & Company Inc. in 1987, where he serves as an advisory representative and owner. In addition to financial planning and investment advisory, he is a trustee for multiple family trusts and holds a role in fixed insurance sales. O'Rourke & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm uses a top-down asset-allocation approach combined with fundamental analysis to build diversified portfolios, offering ongoing management and retirement-plan advisory support.

Michael Sloan is a financial advisor with FMSA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Portfolio Medics, Elite Investment Team, and Brookstone Capital Management. Outside of advising, he works as an independent insurance agent and is involved with Legalshield, selling personal and small business legal plans. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning across a variety of securities and products.

Matthew Welsh is a CFP® professional with 13 years of industry experience. He is a financial advisor at Materetsky Financial Group and previously worked at Royal Alliance Associates. In addition to his advisory role, he owns a tax preparation business. Materetsky Financial Group serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering investment management primarily on a non-discretionary basis through a wrap-fee program that includes retirement plan consulting and participant education.

William Woodson is a financial advisor at Cynosure Portfolio Advisors LLC with 39 years of industry experience. He holds Series 63, 65, and 66 certifications. His prior firms include The Cynosure Group, LLC, SVB Wealth Advisory Inc., Boston Private Wealth LLC, and CitiGroup Global Markets, Inc. Cynosure Portfolio Advisors serves individual clients, primarily retail and non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers discretionary portfolio advisory, integrated financial planning, and consulting services, constructing customized portfolios through a strategic asset allocation framework and providing consolidated reporting of liquid and illiquid holdings.

Jeffrey Hoang is a CFP® professional with three years of industry experience. He currently works at Paulson Wealth Management Inc. and previously worked at Zehnder Wealth Management LLC and Mobilization Funding LLC. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other advisers. The firm focuses on diversified, index-based equity allocations combined with active option strategies, managing approximately $559 million in assets.

Victor Sonnier is a financial advisor at FMSA with 23 years of industry experience. He has been with FMSA since 2004 and holds a Series 65 designation. Outside of his advisory role, Sonnier is involved in independent insurance sales and owns a self-serve car wash 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 employs a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a range of securities and products.

Lary Weintraub is a Certified Financial Planner® with 28 years of industry experience. He has worked at Synergy Financial Partners, LLC since 2020 and previously held roles at Guardian Life Insurance Company of America and Park Avenue Securities for 11 years each. Synergy Financial Partners serves individual clients, including high-net-worth individuals, and certain businesses by providing discretionary portfolio management and financial planning. The firm emphasizes asset allocation using mutual funds, ETFs, and model portfolios, managing approximately $280 million across nearly 500 client relationships.

Marc Fauler is a CFP® professional with 23 years of industry experience. He currently works at Q3 Advisors, LLC and previously held positions at Global Wealth Management Investment Advisory, Inc., CAMARDA WEALTH ADVISORY GROUP, TDG Financial, and Fidelity. Q3 Advisors provides financial planning and tax-focused consulting services through fixed-fee engagements, emphasizing retirement, tax, estate, insurance, and employee-benefit planning without managing client investment portfolios.

Christina Worley is a CFP®, CFA®, and PFS™ with 28 years of experience in financial advising. She has been with Castle Wealth Management since 1997. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities, providing customized wealth management and financial planning through a fee-based, assets-under-management model. The firm offers services including investment supervisory, retirement and estate planning, and tax-aware portfolio management, and is noted for its wrap fee program sponsorship and affiliation with an independent public accounting firm.

Joseph Carpenito is a financial advisor with Materetsky Financial Group in Boynton Beach, FL, holding a Series 66 designation and over 13 years of industry experience. Prior to joining Materetsky Financial Group in 2022, he spent nine years at Raymond James Financial Services, Inc. In addition to his advisory role, he owns and operates a tax-preparation business. Materetsky Financial Group is a team-based firm serving individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm primarily offers non-discretionary investment advisory services with a focus on mutual funds and ETFs, providing bundled trade execution, custody, and reporting within its wrap-fee program.

Mark Elhilow is a Series 65 licensed financial advisor with 28 years of industry experience. He has worked at Blue Ocean Capital since 1997 and previously spent 11 years with Elhilow, Smith & Company, LLC. Outside of his advisory role, he is involved in a warehouse rental business unrelated to investment activities. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses by providing discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm employs a team of five advisors and integrates CPA expertise into its investment and family office offerings.