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 at LRI Investments with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Mariner Financial Group. LRI Investments serves individuals, high-net-worth clients, businesses, financial institutions, and government entities with financial planning, fee-based investment management, and retirement-plan consulting. The firm offers customized portfolios emphasizing mutual funds, ETFs, and equities, and manages both discretionary and non-discretionary accounts.

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 a Series 66 designation and has worked at Lindberg & Ripple and M Holding Securities since 2010. Heyniger also serves on the board of directors for Potapaug Gun Club, a firearms club. LRI Investments, LLC provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm manages approximately $2.78 billion through customized portfolios focused on long-term asset allocation and offers both discretionary and non-discretionary services.

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 one year of industry experience. She holds the Series 65 and Series 63 designations. Her prior experience includes six years at Gibbs Wealth Management LLC and thirteen years at 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, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach combining fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and internally developed equity strategies.

Clayton Liscom is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Veracity Capital LLC since 2018 and has prior experience at F3 Logic, F3/Veracity Capital, and The Ayco Company, L.P./Mercer Allied. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized approach using a range of investment strategies and tools, including mutual funds, ETFs, equities, fixed income, option overlays, and outside managers.

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.

Melissa Montalvo is a CFP® and ChFC® credentialed advisor at Atticus Wealth Management with 15 years of industry experience. She previously worked at Lipari and Associates Investment Management, Helius Wealth Management, Raymond James Financial Services, Burke Financial Strategies, and Fidelity Investments. Montalvo is also president of Abundancia Wealth Corporation, a holding company for shares of Atticus 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 offers portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Micah Droescher is a Series 65-licensed advisor with Atticus Wealth Management in Palm Beach Gardens, FL. He has been with Atticus Wealth Management since 2025 and has prior experience with The Jonus Group, Harvest Insurance, and other firms. Outside of his advisory role, he is a part owner of Droescher Therapy LLC, where he assists with accounting and business coaching. 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 offers portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Joshua Rudolph is a CFP® professional with 19 years of industry experience. He currently works at SlateStone Wealth LLC and has held roles at Emerald Benefits, Inc. and Emerald Planning Group LLC, where he serves as president and insurance agent. Outside of advisory work, he is involved in employee benefits and insurance activities through businesses he operates. 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 employs a multi-asset wealth management approach incorporating fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and a range of internally developed and third-party strategies.

Hayley Snell is a financial advisor with LRI Investments, holding a Series 66 designation and eight years of industry experience. She has worked with Lindberg & Ripple and M Holdings Securities since 2016 and currently serves as Chief Compliance Officer at LRI Investments. LRI Investments, LLC is a team of 25 professionals managing approximately $2.78 billion in assets, offering 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 emphasizes customized asset allocation with a long-term investment orientation and provides both discretionary and non-discretionary services.

Jason Cain is a financial advisor at Cynosure Portfolio Advisors LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at SVB Wealth LLC, The Cynosure Group, and BDO USA, LLP. Outside of his advisory work, he serves as a lecturer at Columbia University School of Professional Studies. Cynosure Portfolio Advisors LLC provides portfolio advisory, financial planning, consolidated reporting, and investment consulting services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm focuses on retail, non-high-net-worth individuals and builds customized portfolios using mutual funds, ETFs, separately managed accounts, and pooled vehicles.

Jordan Brooks is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 15 years of industry experience, including previous roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Outside of advisory work, Brooks serves as Vice President of Sales and Marketing at SteadPoint Insurance Group, a workers compensation insurance provider. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various securities and third-party managers to meet client objectives.