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.

Scott Morrison is a CFP® professional with seven years of experience in the financial services industry. He has worked at several firms, including The Colony Group, First Republic Investment Company, and Prudential Insurance. Outside of his advisory roles, he has experience with Elite Squad Baseball, indicating involvement in sports or youth activities. Moment Private Wealth is a six-advisor firm managing approximately $357 million in discretionary assets. The firm serves individuals, high-net-worth clients, pension plans, and charitable organizations, focusing on long-term, low-cost, diversified portfolios guided by Modern Portfolio Theory and tailored financial planning.

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.

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. She holds a Series 65 credential and previously worked in various healthcare and retail roles. Outside of her advisory role, she is self-employed as an independent insurance agent specializing in fixed insurance sales for risk management purposes. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts, managing approximately $216 million across more than 1,200 clients. The firm employs a fundamental, research-driven investment approach and offers comprehensive financial planning and discretionary portfolio management through a multi-advisor team.

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.

Bo Lan is a financial advisor at Satovsky Asset Management LLC with a Series 65 designation and four years of industry experience. He has been with Satovsky Asset Management since 2015. Satovsky Asset Management is a wealth management firm serving high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a goals-based, tax-aware investment approach with a preference for low-cost, passive structures, while incorporating factor tilts, structured notes, privately placed alternatives, and a range of portfolio strategies to suit client needs.

Jeffrey Loperfido is a financial advisor at Amerity Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, Allstate, and Prudential. Amerity Wealth Management is a multi-advisor fiduciary serving individual clients, businesses, pension and profit-sharing plans, and trusts, managing approximately $339 million in assets. The firm offers asset management, financial planning, retirement consulting, and specialized UK pension transfer and management services.

Nathan Paulson is a CFP® with 22 years of industry experience and currently serves at Paulson Wealth Management Inc., where he has worked since 2015. His prior experience includes roles at Comprehensive Asset Management and Servicing, Inc. and UBS Financial Services. Paulson is also CEO of a holding company focused on estate planning and serves as a board member and investor for private holding companies. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other advisers, managing approximately $559 million in assets. The firm employs a diversified, index-based investment approach with active option strategies and offers wrap-fee and sub-advisory programs.

Brian Orourke is a financial advisor at O'Rourke & Company, Incorporated, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has worked at Cetera Advisors LLC for 10 years and has been with O'Rourke & Company since 1987. Outside of advisory services, he serves as a trustee for multiple family trusts and is the owner and president of O'Rourke Corp, a business entity for commission receipts. O'Rourke & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm employs a top-down asset-allocation approach combined with fundamental analysis to build diversified portfolios and offers ongoing portfolio management, comprehensive financial planning, and retirement-plan advisory support.

Michael Sloan is a financial advisor with FMSA in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Portfolio Medics, Elite Investment Team, and Brookstone Capital Management, among others. Outside of advising, he works as an independent insurance agent and sells personal and small business legal plans through LegalShield, and he also arranges real estate financing and refers clients for cost segregation services. 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, applying a fundamental, research-driven investment approach with discretionary portfolio management tailored to client objectives.

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, Series 65, and Series 66 designations. His prior firms include The Cynosure Group, LLC, SVB Wealth Advisory Inc., Boston Private Wealth LLC, Citigroup Global Markets, Inc., Credit Suisse Securities (USA) LLC, and Merrill. Cynosure Portfolio Advisors serves individual advisory clients, primarily retail and non–high-net-worth individuals connected to its affiliate, The Cynosure Group, LLC. The firm offers discretionary portfolio management, integrated financial planning, and investment consulting, constructing customized portfolios through a strategic asset allocation framework and providing consolidated reporting that includes both liquid and illiquid holdings.

Stephen Lynch is a financial advisor with Wellington Consulting Services Inc in Delray Beach, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Wellington Consulting Services since 1992 and serves as President of Wellington Retirement Solutions, Inc., a third-party recordkeeping firm for company retirement plans. Lynch is also President of Hornet Software, Inc., a software development company. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals and company-sponsored plans. The firm frequently accepts ERISA fiduciary roles and emphasizes low-cost implementation through diversified model portfolios using no-load mutual funds, index funds, and ETFs, supported by a participant-oriented service approach.

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.