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.

Stephan Zehner is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has worked at Atticus Wealth Management since 2021 and previously held roles at Castle Wealth Management and PFS Advisors DBA Castle Wealth Management. 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 employs a multi-faceted investment approach that includes fundamental, quantitative, technical, and charting analysis, offering a range of strategies from long-term allocations to short-term trading.

Denise Anderson is a financial advisor with IBEX Wealth Advisors, LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at LPL Financial and IBEX Wealth Advisors since 2019 and previously held positions at BPP Wealth Solutions and National Financial Network. Outside of her advisory work, she serves as Assistant Treasurer for the LCJ Summit Middle School PTO. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement consulting to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis and utilizes both long- and short-term strategies, including options and structured products, managing client portfolios on a discretionary basis.

Michael Coady is a financial advisor at SlateStone Wealth LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Ameris Bank, First Republic Bank, First Citizens Bank, and Lewis James Professional. SlateStone Wealth provides 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 approach combining fundamental, quantitative, technical, and cyclical analysis, offering customized portfolios and access to alternative private investments.

Lisa Tomczak is a financial advisor at SlateStone Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at SVB Wealth LLC and Boston Private Wealth LLC. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, foundations, and business entities. The firm’s investment process includes fundamental, quantitative, technical, and cyclical analysis applied through internally developed equity strategies, model portfolios, and third-party managers.

Mary Huston Liscom is a financial advisor with Veracity Capital LLC, holding a Series 65 designation and four years of industry experience. Her prior work includes roles at Harbor Insurance and Michael J. Rose INC. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach utilizing mutual funds, ETFs, individual equities, and fixed income, complemented by various analytical methods and option overlay strategies.

Bruce Fletcher is a financial advisor at LRI Investments with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and M Holdings Securities. He is based in Palm Beach Gardens, Florida. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, serving both individual and institutional-type clients, including government entities.

Russell O’Brien is a CFP® professional with 30 years of industry experience. He is currently with SlateStone Wealth LLC and has previous experience at Morgan Stanley Private Bank and Morgan Stanley, where he worked for a combined 17 years. 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 and offers access to alternative private investments for eligible investors.

Cheryl Andrew is a financial advisor at IBEX Wealth Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, Transcend Capital Advisors, and Purshe Kaplan Sterling Investments. Andrew also serves as a notary. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including options and structured products, managing portfolios on a discretionary basis.

Malcolm Makin is a CFP® professional with 47 years of experience in the financial industry. He has worked at Professional Planning Group since 1975 and has been associated with Raymond James Financial Services and New England Professional Planning Group since 1989. He also serves as CEO of a support company related to his firm. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $1.17 billion in client assets and integrates both fundamental and technical analysis in its tailored investment strategies.

Brian Brescia is a CFP® with 19 years of industry experience, currently serving as a tax partner at Brescia McCluskey, LLC, an accounting firm. He has worked at Global Trust Asset Management, LLC since 2007 and previously at Nowlen, Holt, & Miner, P.A. Since 2024, he has balanced his accounting role alongside his advisory work. Global Trust is a team of eight advisors providing fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm emphasizes asset allocation, diversification, and low-cost mutual funds and ETFs, and utilizes documented option strategies and a beta-plus portable-alpha framework in select accounts.