Charles Daniels Jr. is a financial advisor at SlateStone Wealth LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining SlateStone Wealth in 2020, he worked at Suncoast Auto Transmissions, LLC for four years. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning services 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 integrates fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and a range of internally developed and third-party strategies.

Sheri Messer is a financial advisor at FEFA Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including VCI Wealth Management LLC and AE Wealth Management, 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 and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Kenneth Polcari is a financial advisor with SlateStone Wealth LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior experience includes roles at Yahoo Finance, where he currently hosts an investment education podcast, as well as positions at Kace Capital Advisors, Sable Capital LLC, Butcherjoseph Asset Management, and O'Neil Securities. In addition to his advisory work, he is the managing founder and owner of Kace Capital Advisors, where he provides financial, educational, consulting, and public speaking services. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities by offering personalized investment management and comprehensive wealth planning. The firm employs a fiduciary, goals-oriented approach supported by a CFA-led research team and integrates financial planning with portfolio construction, including access to alternative private investments and direct private opportunities for qualified clients.

Jacob Metro is a financial advisor at SlateStone Wealth LLC with two years of industry experience. He previously worked at Forbes Family Trust and spent nine years at Boston Private Wealth/Silicon Valley Bank. He holds a Series 65 designation. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities with personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by a CFA-led research team and integrates financial planning with portfolio construction, including access to alternative private investments for qualified clients.

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.

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® and holds a Series 66 license with nine years of industry experience. He has worked at Atticus Wealth Management since 2018 and previously at Bartolf Wealth Advisors and The Loxahatchee Club. In addition to his advisory work, he is an independent insurance agent based in Palm Beach Gardens, FL. Atticus Wealth Management is a team-based registered investment advisor serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

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.

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 in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at National Asset Management Inc and National Securities Corporation. Outside of his advisory role, he serves as president of Elani Investments LLC and Elani Properties LLC, managing investment-related activities. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a combination of fundamental and technical analysis to develop individualized investment strategies ranging from long-term holdings to short-term trading and options.

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.

Rubina Hossain is a CFP® professional with five years of industry experience, currently serving at Meira Wealth since 2021. Her prior experience includes roles at Raymond James Financial Services Advisors, Hein Wealth & Tax Solutions, and Benchmark Financial. She is an author and editor on financial planning topics and volunteers pro bono financial advice through organizations such as Savvy Ladies and Minority Wealth Gap. Hossain also serves on the CFP Board examination committee and is a co-founder of the financial literacy nonprofit Conscious Wallet. Meira Wealth provides personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach combines active and passive management with Modern Portfolio Theory principles, including the use of derivatives and limited leverage, and offers access to alternative investments for qualified clients.

Bethany Evans is a CFP® professional at Blue Ocean Capital with experience spanning her roles since 2010 in tax preparation and accounting. She serves as president of Meyers, Evans, & Feagans, P.A., a CPA firm where she dedicates part of her time to tax return review, primarily during tax season. Evans has been with Blue Ocean Capital and its affiliated CPA asset management group since 2022. 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 integrated tax and accounting engagements through a five-advisor team.

Demetrios Limperopoulos is a Series 66 licensed advisor at Navis Wealth Advisors LLC with one year of industry experience. His prior roles include positions at Quincy Wells Capital, Morgan Stanley Smith Barney, Wells Fargo, and Mass Mutual. Outside of advisory work, he owns Chronos Holdings, LLC and engages in licensed python hunting through a separate business activity. Navis Wealth Advisors is an SEC-registered firm providing wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental analysis-based investment approach focused on long-term strategies using diversified mutual funds, ETFs, equities, bonds, alternatives, and options, with additional support from unaffiliated independent managers and affiliated tax and insurance entities.

Benjamin Hall is a financial advisor at LRI Investments with 25 years of industry experience. He holds the ChFC® and Series 63 designations and has been associated with JKJ Financial Services and M Holdings Securities since 2013. Hall serves as Vice President and Managing Director at JKJ Financial Services, focusing on client management and business production. LRI Investments provides financial planning and fee-based investment advisory services predominantly to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and state and municipal government entities. The firm offers customized investment management and retirement plan consulting, with a focus on ongoing portfolio supervision and tax-aware adjustments.

Steve Erikson is a financial advisor at Valley Wealth Managers, Inc. with 20 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Valley Wealth Managers in 2024, he spent over 18 years at Hallmark Capital Management, Inc., followed by a brief retirement period. Outside of his advisory role, he is involved in business consulting. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional and individual clients, including high-net-worth households, offering discretionary portfolio management and modular financial planning based on client-specific risk and equity targets.

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.

Christopher Kelly Jr. is an advisor at Provenio Capital with Series 65 and Series 63 licenses. He has experience working at several firms, including Premia Solutions Inc. and Tilden Park Capital, and has been with Provenio Capital since 2025. Provenio Capital advises high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies on wealth management and financial planning, with a focus on alternative investments. The firm emphasizes a documented, client-centric process and invests through a curated selection of third-party managers across various asset classes, managing over $1.6 billion with a small advisory 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.