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 at Cayside Partners since 2021. His prior roles include positions at Aethos Investment Management, Suntrust Advisory Services, and GenSpring Family Offices. Additionally, he serves as managing member of Cayside Asset Management, focusing on investing in revenue-producing projects. 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 manages bespoke portfolios using a range of instruments and provides expanded services including formal family office offerings and consolidated reporting for outside assets.

Norman Yester is a financial advisor with LRI Investments, holding a Series 66 credential and 25 years of industry experience. His prior work includes roles at Lindberg & Ripple, M Holdings Securities, Mariner Financial Group, and LPL Financial. Outside of advising, he serves as president of NY & CO P.C., a tax and accounting firm, and Rainbow Graphics, Inc., a graphic embroidering and silk printing business. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets for approximately 377 clients. The firm offers financial planning, portfolio management, retirement plan consulting, and a wrap-fee program, with a focus on diversified investment allocations and serving institutional-type clients such as state and municipal government entities.

Lauren Bellomo is a financial advisor at Castle Island Wealth in Palm Beach Gardens, FL, holding a Series 65 designation. She has been with Castle Island Wealth since 2026 and has five years of experience running Bellomo Tax and Accounting Services LLC. Prior to that, she worked at Branstetter Tax and Accounting Services LLC for five years. Castle Island Wealth is a registered investment adviser serving individual and high-net-worth clients as well as charitable organizations. The firm offers portfolio management, financial planning, and pension consulting, managing a combined total of approximately $422 million in client assets including held-away accounts under advisory oversight.

Carter Mansbach is a financial advisor with Atcap Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at National Asset Management, National Securities Corp, and Investacorp. He is also president of Jupiter Wealth Strategies, a corporation established for tax purposes. AtCap Partners provides investment management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm uses a mix of proprietary strategies, sub-advisors, and third-party managers, incorporating fundamental and technical analysis, including market-timing techniques, and offers access to alternative investments and affiliated private fund offerings.

Brian Bzik is a financial advisor at WestEnd Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Victory Capital Services, Inc., State Street Global Advisors Trust Company, and related affiliates. WestEnd Advisors is an SEC-registered investment adviser providing discretionary portfolio management and third-party ETF model strategies to a broad client base, including individuals, pension plans, trusts, and government entities. The firm employs a macro-driven investment process and specializes in large-cap core equity and ETF strategies, operating as an autonomous Victory Capital investment franchise.

Troy Sorel is a financial advisor at SlateStone Wealth LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at SlateStone Wealth since 2020, following prior roles at SlateStone Private Client, Emerald Asset Advisors, LLC, and The Sorel Financial Group. He holds a Life, Health & Variable Annuities license but spends minimal time on related activities. SlateStone Wealth provides discretionary and non-discretionary investment management and financial planning services to high-net-worth and ultra-high-net-worth individuals and entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis supported by an Investment Policy Committee.

Laura Hutter is a financial advisor at Aegis Wealth Management, Inc. with four years of industry experience. She holds a Series 65 designation and has worked with Aegis since 2021. Prior to that, she was involved with Osprey Retirement Solutions starting in 2015 and has experience in administrative roles related to retirement planning. Aegis Wealth Management is an SEC-registered advisory firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by multiple sub-advisers and provides comprehensive financial planning and portfolio management tailored to client objectives.

John Catalfamo is a financial advisor with Primoris Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been a managing partner at Catalfamo, Eaton & DeLisi, LLC since 2006, a firm providing income tax and accounting services. Additionally, he serves as president of Luna Sea Consultants, Inc., which offers marketing and promotion consulting to small businesses and nonprofits. 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 emphasizes strategic asset allocation and tax-aware management, combining investment oversight with integrated accounting and tax services provided by its principals.

Carolyn Sipperley is a Series 66-licensed financial advisor with 26 years of industry experience. She has been with One + One Wealth Management, LLC since 2020 and previously worked at Raymond James & Associates from 2006 to 2020. Outside of financial advising, she owns and serves as treasurer of Step 2 Consulting, Inc., a mechanical engineering firm, and volunteers with the Stuart Community Band’s public relations committee. One + One Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, corporations, and other advisers. The firm employs a combination of internal due diligence, model portfolios, and third-party sub-advisers, utilizing a primarily long-term investment approach that integrates the use of derivatives and margin in separately managed accounts, along with a specialized consulting service for diversification of concentrated assets.

David Barrett is a financial advisor with Baldwin Wealth Partners, LLC, based in Hobe Sound, Florida. He holds 32 years of industry experience and has been with Baldwin Wealth Partners (formerly Baldwin Brothers, LLC) since 1982. Baldwin Wealth Partners provides financial planning and investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and corporations. The firm manages approximately $2.33 billion in client assets and employs a top-down macro approach combined with bottom-up fundamental research, including a manager-of-managers strategy and in-house equity models with ESG integration.

Ted Furniss is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Inlet Private Wealth, LLC since 2018 and previously worked at Wilmington Trust, N.A. and M&T Securities, Inc. He is based in Jupiter, FL, and holds Series 63 and Series 66 licenses. Inlet Private Wealth, LLC manages approximately $554.9 million in client assets, serving individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented investment approach focused on intrinsic value and risk as permanent capital impairment, and it offers discretionary and non-discretionary portfolio management, sub-advisory services, and trustee/custodial services through a private-label trust representative office.

Brendan Yester is a financial advisor with LRI Investments, holding a Series 66 designation and 15 years of industry experience. His career includes roles at LPL Financial, Mariner Financial Group, M Holdings Securities, and Lindberg & Ripple. LRI Investments is a multi-advisor registered investment adviser managing over $1 billion in discretionary assets and serving approximately 377 client relationships. The firm offers financial planning, portfolio management, retirement account advice, and retirement plan consulting, with a client base that includes institutional entities and a focus on ERISA fiduciary responsibilities.

Edward Grassi is a financial advisor at J.W. Burns & Company, Inc. in Jupiter, FL, holding a Series 65 credential with four years of industry experience. He has been part of J.W. Burns & Company since 1999. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term investment approach based on fundamental analysis and manages approximately $872 million on a discretionary basis.

Alexander Heyniger is a financial advisor at LRI Investments with 16 years of industry experience. He holds the Series 66 designation and has been affiliated with Lindberg & Ripple and M Holding Securities since 2010. Heyniger serves on the board of a firearms club, Potapaug Gun Club, Inc., in a non-investment capacity. 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 state and municipal government entities. The firm offers customized investment management, financial planning, and retirement plan consulting with a focus on ongoing portfolio supervision and alignment with client objectives.

Jay Marmer is a ChFC® credentialed financial advisor with 24 years of industry experience. He has worked at Global Trust Asset Management, LLC since 2016 and previously spent 16 years with Financial Security Services, LLC. Global Trust provides fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans, including defined contribution plans and a VEBA. The firm emphasizes individualized portfolios through written Investment Policy Statements, asset allocation, diversification, and low-cost mutual funds and ETFs, with a focus on higher-quality fixed income and specialized separately managed accounts using exchange-traded options and covered-call strategies.

Scott Miller is a financial advisor with Renew Family Wealth in Jupiter, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Charles Schwab & Co. and Schwab Bank. He is also involved in managing 633 Holdings LLC, an insurance agency. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers tailored investment advice using a mix of fundamental, technical, and cyclical approaches, with the ability to incorporate alternative strategies and third-party managers.

Erin Gibbs Mathey is a financial advisor at SlateStone Wealth LLC with credentials including Series 65 and Series 63 licenses. She has 20 years of industry experience, having worked previously at Gibbs Wealth Management LLC and S&P Global. 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, and business entities. The firm’s investment approach integrates fundamental, quantitative, technical, and cyclical analysis through internally developed equity strategies and externally managed portfolios.

Scott Furman is a financial advisor with Buckman Advisory Group LLC in North Palm Beach, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Buckman Buckman & Reid since 2010. Buckman Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm uses a strategic asset-allocation process with model portfolios primarily composed of mutual funds, equities, bonds, and ETFs, managing approximately $236 million across around 814 client relationships.

Victoria Peaper is a financial advisor with Inlet Private Wealth, LLC in Jupiter, FL. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Inlet Private Wealth in 2018, she worked at Wilmington Trust for twelve years. Inlet Private Wealth, LLC offers discretionary and non-discretionary portfolio management, sub-advisory services, and model portfolios to individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented investment approach focused on intrinsic value and free cash flow analysis, and it provides trustee and custodial services through a trust representative office arrangement.

Charles Woolston is a Series 65 licensed advisor with Salvus Wealth Management, LLC, where he has worked since 2014. He has 16 years of industry experience and previously operated Woolston Consulting Group for eight years. Outside of his advisory work, Woolston is a partner in several vehicle importing and sales businesses. Salvus Wealth Management serves individuals, retirement plans, trusts, estates, corporations, and businesses with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm tailors portfolios using a mix of fundamental, technical, and cyclical analysis, combining various asset classes and strategies to align with client objectives and risk profiles.