Patricia Ashley is a Series 65 licensed advisor with 28 years of industry experience, currently serving at Global Trust. Her prior work includes roles at Ashley Financial Services, P.A., Ashley & Ashley CPA's PA, and the Law Office of P. Jill Ashley, P.A. She is also the president of Banana Lake Communications, Inc., a professional writing and business consulting firm. Global Trust is a fee-only investment management firm that provides tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm personalizes portfolios using written Investment Policy Statements and emphasizes asset allocation, diversification, and the use of low-cost mutual funds and ETFs.

Anthony Pace is a CFP® professional with 35 years of experience in the financial services industry. He is currently a managing principal at Lindberg & Ripple and a key member of LRI Investments, where he co-manages the firm, leads the investment division, and consults with clients. Pace has held roles at M Holdings Securities and Harvest Capital Advisors earlier in his career. He serves as president of the Palm Beach County Estate Planning Council and is a member of the Audit Oversight Committee for the Town of Juno. LRI Investments is a team-based firm serving individuals, high-net-worth clients, businesses, financial institutions, and certain government entities. The firm manages approximately $2.78 billion using customized asset allocation strategies focused on long-term growth and capital preservation, and it offers both discretionary and non-discretionary portfolio management.

Steven Marcus is a Series 65-licensed advisor at Global Trust with 24 years of industry experience. He has worked at Global Trust Asset Management since 2016 and previously spent 16 years at Financial Security Services. Global Trust is a fee-only investment management firm that provides tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans, including defined contribution plans and a VEBA. The firm emphasizes asset allocation, diversification, and low-cost investment vehicles, and it employs documented options strategies and a beta-plus portable-alpha framework in select managed accounts.

Alexia McCluskey is a financial advisor at Castle Island Wealth with 11 years of industry experience. She holds the Series 65 designation and has worked previously at Global Trust Asset Management, LLC and Nowlen, Holt & Miner, P.A. In addition to her advisory role, she is a Partner and Founder of Brescia McCluskey, LLC, a public accounting firm specializing in tax and accounting services. Castle Island Wealth serves individuals, including high-net-worth clients, and charitable organizations, managing approximately $121 million in client assets. The firm offers portfolio management, financial planning, and pension consulting, employing both in-house and third-party investment strategies with a focus on tailored client objectives and risk tolerances.

Tanner Strunk is a financial advisor with Cayside Partners in Jupiter, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Cowen and Company, Merrill, and Bofa Securities. He serves as Managing Member of Cayside Asset Management, LLC, an investment-related venture focused on identifying revenue-generating projects. Cayside Partners is an SEC-registered advisory firm offering investment management, financial planning, retirement-plan advisory, and family office services to individuals, families, and businesses. The firm utilizes a range of investment strategies and instruments, including ETFs, mutual funds, and individual securities, and manages a relatively large asset base for a small client group while providing expanded services such as formal family office offerings and affiliated special purpose vehicle management.

Frank Maurno III is a Certified Financial Planner® with 31 years of industry experience. He is currently with One + One Wealth Management, LLC, where he has worked since 2020, after previous roles at Raymond James & Associates and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he serves on the finance committee of St. Jude Catholic Church in Tequesta, FL, and is a board member and treasurer of Legatus in Jupiter, FL. One + One Wealth Management serves individual clients, pension plans, charitable organizations, and corporations, offering a range of portfolio management and consulting services. The firm employs a primarily long-term investment approach that incorporates internal due diligence, model portfolios, third-party sub-advisers, and the use of derivatives and margin in separately managed accounts.

Jack Mccluskey is a financial advisor at Castle Island Wealth with one year of industry experience. He holds a Series 65 designation and has prior work experience at the Crummer School of Business at Rollins College, Rollins College, and The Benjamin School. Castle Island Wealth is a registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations, managing approximately $121 million in assets. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies including both long- and short-term trading, derivatives, and alternative instruments.

Ethan Freishtat is a CFP® with 26 years of industry experience and currently serves at Bay Colony Advisors. His prior work includes roles at Securities America, Inc., The Patriot Financial Group, and LPL Financial. He is a board member of Gateways, a nonprofit organization in the Boston area. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines family-office and concierge services with institutional retirement fiduciary offerings, utilizing a fundamental, long-term investment approach that incorporates model portfolios and third-party sub-advisers as appropriate.

Robert Scarborough is a financial advisor at SpirePoint Private Client, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank and Purshe Kaplan Sterling Investments. Outside of his advisory role, Scarborough serves as Vice President and board member of Palm Beach Island Cats and performs with the Palm Beach Opera. SpirePoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, institutions, and retirement plans. The firm employs a multi-disciplinary investment approach combining fundamental and technical analysis with portfolio construction tools, offering both active and passive strategies tailored to client profiles.

Douglas Bartolf is a financial advisor at Atticus Wealth Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atticus Wealth Management since 2018, following prior roles at Bartolf Wealth Advisors, Inc. and Banc One Securities Corporation. Atticus Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, and business entities, typically with at least $500,000 in investable assets. The firm employs a range of investment strategies and emphasizes ongoing portfolio management, broad financial planning, and pension consulting.

Neil Matlins is a Series 65 licensed advisor with 14 years of industry experience. He has worked at Global Trust since 2025 and previously founded and led Matlins Financial Consulting, Inc. for over four decades. Global Trust provides fee-only investment management alongside tax, estate, and retirement planning services for individuals, trusts, corporations, and employer retirement plans. The firm uses individualized Investment Policy Statements and emphasizes asset allocation, diversification, and low-cost mutual funds and ETFs, with specialized strategies including exchange-traded options within separately managed accounts.

Richard Jankus is a financial advisor with Woodstock Wealth Management, Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Woodstock Financial Group, Inc. for 20 years before joining his current firm in 2018. Outside of his advisory role, he serves as President and CEO of Winston Cooper, Inc., a non-securities insurance agency, and is involved in entertainment management and real estate as a Realtor Associate. He also holds a secretary position at the Xcel Mentoring Network, a mentoring group. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to the SPDR S&P 500 ETF.

Jason Auerbach is a financial advisor with Navis Wealth Advisors LLC in Jupiter, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior experience includes roles at Bank of America and Deutsche Bank Securities Inc. He is dually registered as an investment advisor representative with Navis Wealth Advisors and as a registered representative with Great Point Capital, allocating most of his time to Navis. Navis Wealth Advisors is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $902 million in assets and employs a fundamental analysis-based investment approach that includes diversified mutual funds, ETFs, individual equities, bonds, alternative investments, and options.

William Urquhart is a Series 65-licensed financial advisor with 24 years of industry experience. He is currently with Castle Island Wealth, where he has worked since 2025. Prior to joining the firm, he spent 16 years at Florida Atlantic University and 24 years at Longhorn Investments, Inc. Outside of advisory work, he owns a CPA practice providing tax and accounting services and prepares approximately 150 tax returns annually. Castle Island Wealth serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm manages about $117 million in client assets and provides advisory oversight for an additional $305 million held at unaffiliated custodians.

Peter Bobolia is a CFP®, ChFC®, and Series 66-registered advisor with eight years of industry experience. He is currently with Destiny Capital Corporation, where he has worked since 2025. His prior experience includes roles at Origin Financial, Family First Financial Planning, Symmetry Financial Group, JPMorgan, Merrill, and Northern Trust Investments. Outside of his advisory work, he is also licensed as an insurance agent for various carriers. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, with a specialized practice for entrepreneurs. The firm manages approximately $382 million through an eight-advisor team across six offices, employing a strategic asset allocation approach combined with tactical adjustments and ESG analysis.

Michael Roscoe is a financial advisor at Primoris Wealth Advisors, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Primoris Wealth Advisors since 2018, following two years at Barclay Breland Family Office. Primoris Wealth Advisors is an independent, fee-only investment management firm serving individuals, pension and profit-sharing plans, foundations, trusts, estates, and business entities. The firm focuses on strategic asset allocation with tax-aware management and provides continuous oversight, including quarterly performance reviews.

Philip Rongo III is a financial advisor with IBEX Wealth Advisors, LLC and holds a Series 65 designation. He has worked in various roles since 2014, including positions at The Mullings Group, Cratus Capital, and Lowe’s. Outside of finance, he has been involved with USA Hockey since 2014. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, high-net-worth clients, and charitable organizations. The firm employs a multifaceted investment approach that incorporates fundamental, technical, and cyclical analysis along with the use of derivatives and structured products.

Erika Wolek is a CFP® professional with 10 years of industry experience, currently serving at Cohen Capital. Her prior experience includes roles at Raymond James & Associates and UBS Financial Services. Cohen Capital is an SEC-registered investment adviser that offers discretionary investment management, wealth management, and financial planning services. The firm serves individuals, trusts, businesses, institutional accounts, and pooled vehicles, employing a primarily long-term investment approach that utilizes low-cost diversified mutual funds and ETFs alongside other securities, with discretion to adjust holdings for tax management and market conditions.

Todger Strunk is a financial advisor at Cayside Partners with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Aethos Investment Management, Suntrust Advisory Services, GenSpring Family Offices, and UBS Financial Services. He is also the managing member of Cayside Asset Management, LLC, which invests in various projects that produce revenue or value. Cayside Partners is an SEC-registered advisory firm serving individuals, families, and businesses with investment management, financial planning, retirement-plan advisory, and family office services. The firm offers customized portfolios using various instruments and also manages affiliated special purpose vehicles and private fund services for accredited and qualified investors.

Norman Yester is a financial advisor at LRI Investments with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Lindberg & Ripple, Mariner Financial Group, and LPL Financial. Outside of his advisory role, he serves as president of NY & CO P.C., a tax services and accounting firm, and Rainbow Graphics, Inc., a graphic embroidering and silk printing business. LRI Investments, LLC provides financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and state and municipal government entities. The firm’s team of 25 investment professionals manages approximately $2.78 billion across client accounts, offering customized portfolios with regular reviews and both discretionary and non-discretionary services.