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, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior experience includes roles at National Asset Management Inc and National Securities Corporation. Outside of advisory work, he serves as president of investment-related entities, ELANI INVESTMENTS LLC and ELANI PROPERTIES LLC, in Jupiter, FL. AtCap Partners provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm employs a blend of fundamental and technical analysis with proprietary strategies and alternative investments, offering personalized portfolio management and ongoing client reviews.

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.

Joseph Mariani is a financial advisor at Cayside Partners with one year of industry experience. He holds a Series 65 designation and previously worked at PopStroke and Allied Wealth Partners. Cayside Partners is an SEC-registered advisory firm that provides investment management, financial planning, retirement-plan advisory, and family office services to individuals, families, and businesses. The firm uses a combination of fundamental and technical analysis, third-party research, and proprietary data models to develop customized portfolios and offers expanded services including formal family office offerings and management of affiliated special purpose vehicles.

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.

Maria Kleinhans is a financial advisor at Angeles Wealth Management, LLC with 13 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Merrill and Ellevest, Inc. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm manages approximately $2.8 billion in discretionary assets and focuses on allocating client capital to model portfolios and third-party managers, incorporating alternative investments and proprietary manager research.

Stephen Ruvituso is a financial advisor at Sykon Capital LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Sykon Capital in 2023, he worked at Bank of America and Merrill from 2013 to 2023. Sykon Capital serves individual and institutional clients by providing investment management, financial planning, retirement plan services, and consulting. The firm employs a blend of quantitative and fundamental analysis with strategic and tactical asset allocation, and incorporates alternative investments and derivatives within portfolios.

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.

Drew Chiurato is an advisor with Renew Family Wealth in Jupiter, FL, holding a Series 65 designation. He has no prior industry experience and has worked outside the financial sector at Evo Italian and Whits Frozen Custard. He is completing a long-term period as a full-time student. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) consulting to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers customized investment advice using multiple analytical approaches and can engage sub-advisers or third-party models to implement client strategies.

David Bone is a financial advisor at One + One Wealth Management, LLC with five years of industry experience. He previously worked at Equitable Advisors for five years and has been involved with Bonefide Farms, LLC, a poultry and egg production business, since 2020. Outside of his advisory role, he serves as a Cub Scout den leader for the Boy Scouts of America. One + One Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm offers portfolio management, consulting, and specialized services such as Section 351 exchange consulting, using a primarily long-term investment approach that includes derivatives and margin trading when appropriate.

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.

Colin Hickey is a financial advisor at Cayside Partners with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at JPMorgan Securities LLC, Forbes Family Trust, and AM Global Family Investment Office, among others. Outside of financial advising, he is involved in several business ventures including ownership in a water and mold restoration company and investments in a surf pool project. Cayside Partners is an SEC-registered firm providing investment management, financial planning, and family office services to individuals, families, and businesses. The firm offers bespoke portfolios and employs various strategies including options and margin, serving a relatively small client base with expanded services such as consolidated reporting and affiliated special purpose vehicles.

Michael Rhea is a financial advisor with Cayside Partners in Jupiter, FL, holding Series 63 and Series 65 credentials and six years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Optima Asset Management, LLC, and Tannenbaum Capital Group. Cayside Partners is an SEC-registered advisory firm that offers investment management, financial planning, retirement-plan advisory, and family office services to individuals, families, and businesses. The firm uses fundamental and technical analysis along with proprietary data models to develop customized portfolios and manages affiliated special purpose vehicles while providing expanded reporting and education programs.

Charles Rongo is a financial advisor at IBEX Wealth Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining IBEX in 2024, he worked at The Breakers Palm Beach and Opal Grand Hotel. He has been involved with USA Hockey since 2015. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis in its investment process, incorporating long- and short-term strategies and various derivatives.

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.

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.

Kimberly Pierce is a CFA® charterholder with 21 years of industry experience. She has been with SlateStone Wealth LLC since 2018 and previously worked at Daniel Devine & Company from 2004 to 2018. 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 integrates fundamental, quantitative, technical, and cyclical analysis across internally developed equity strategies and third-party managers.

Keith Ehinger is a financial advisor at LRI Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with SDM, Inc DBA JKJ Financial Services since 2011, where he is the owner and principal, focusing on insurance marketing and client relationship management. LRI Investments provides financial planning and fee-based investment advisory services primarily to individual and high-net-worth clients, as well as businesses, financial institutions, retirement plans, and government entities. The firm offers customized portfolio management and retirement plan consulting with ongoing supervision, including notable services for state and municipal government clients and ERISA fiduciary retirement-plan support.