Serge Berger is a Series 65-licensed financial advisor with Blue Marlin Advisors, LLC, based in Wellington, FL, and has three years of industry experience. He is also the CEO of Blue Oak Advisors LLC, a financial publishing firm that distributes investment and trading ideas through newsletters. Blue Marlin Advisors serves individual clients by providing discretionary investment management and ongoing financial planning through a subscription model. The firm employs a primarily passive, asset-allocation investment approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options.

Katarzyna Marczyk is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She is currently with Anchor Wealth Management Group LLC and previously worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Marczyk also maintains a licensed insurance practice specializing in life, disability, health, and long-term care insurance, and operates a consulting management company. Anchor Wealth Management Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business owners. The firm tailors investment programs to client objectives and risk tolerance, using fundamental analysis and an open-architecture platform, and manages approximately $205 million in discretionary assets for about 200 clients.

Alexander Cooke is a financial advisor at Optimist Capital with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fairfield, Bush & Co. for 12 years before joining Optimist Capital in 2017. Optimist Capital is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and small- to medium-sized pension plans. The firm combines fundamental security selection with portfolio-level composites and custom Investment Policy Statements, emphasizing listed equities, investment-grade fixed income, and listed equity options.

Dana Perez is a CFP® professional at Mariaca Wealth Management, LLC with 14 years of industry experience. She has been with Mariaca Wealth Management since 2012, following prior roles at LPL Financial and Edward Jones. Mariaca Wealth Management provides discretionary investment management and financial consulting services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a globally diversified, model-based investment approach focused on risk-adjusted returns, managing approximately $251 million across about 285 client relationships.

Jonathon Fernandez Rubio is a CFP® with three years of industry experience, currently serving at Core Wealth Management, Inc. He has previously worked at Steven Trend, Coastal Wealth (a Mass Mutual Firm), and Alliance Financial Group. From 2016 to 2022, he was a member of the Board of County Commissioners. Core Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope company retirement plan consulting. The firm’s investment approach emphasizes diversification through modern portfolio theory, passive ETF and mutual fund exposure, and tax-aware implementation, supported by unified managed accounts and sub-advisers.

Arriana Neese is a financial advisor at LRI Investments with a Series 65 credential and three years of industry experience. She previously worked at Advanced Insurance Strategies, Inc and Retirement Income Strategies, Inc. Neese also serves as a marketing associate at Lindberg & Ripple through M Holdings Securities. LRI Investments, LLC provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain government entities. The firm manages approximately $2.78 billion with a team of 25 professionals, focusing on customized asset allocation and a long-term investment approach across mutual funds, ETFs, and equities.

James Johnson is a CFP® and Series 65-licensed advisor with 23 years of industry experience. He is currently with Blue Ocean Capital, where he has worked since 2001, and previously spent 11 years at Elhilow, Smith & Company, LLC. 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 employs a team of five advisors and combines fundamental analysis with modern portfolio theory to manage approximately $619 million in discretionary assets.

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.