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.

Raymond Eaton is a financial advisor with Primoris Wealth Advisors, LLC, holding a Series 65 credential and bringing 11 years of industry experience. He is also the managing partner of Catalfamo, Eaton & DeLisi, LLC, a tax preparation and bookkeeping firm, and serves as CEO of Box of Rain Consulting Inc., which provides small business consulting services. Additionally, he manages a retail vape shop and has involvement in commercial real estate management. Primoris Wealth Advisors is an independent, fee-based registered investment adviser serving individuals, high-net-worth clients, and various institutional entities. The firm manages approximately $230 million through a six-advisor team, focusing on strategic asset allocation with discretionary portfolio management and integrated tax and investment services.

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.

Frank Ashley III is a PFS™ credentialed financial advisor with 19 years of industry experience. He has been with Global Trust Asset Management since 2017 and also serves as vice president of Ashley & Ashley CPA's PA, an accounting firm where he contributes on a limited basis. Global Trust is a fee-only investment management firm that serves individuals, trusts, corporations, and employer retirement plans. The firm focuses on asset allocation, diversification, and low-cost mutual funds and ETFs, and employs documented options strategies within separately managed accounts.

Gavin Mcnally is a financial advisor with Primoris Wealth Advisors, LLC in North Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primoris Capital Management, LLC since 2016. Primoris Wealth Advisors is an independent, fee-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and other entities. The firm manages approximately $230 million across a six-advisor team, emphasizing strategic asset allocation with discretionary portfolio management and integrated tax and investment services.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Christina Worley is a CFP®, CFA®, and PFS™ professional with 28 years of industry experience. She has been with Castle Wealth Management since 1997. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm uses asset-allocation analysis and a committee-driven portfolio oversight process, emphasizing tax-aware management and adherence to professional standards.

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.

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.