Victor Sonnier is a financial advisor with FMSA in Delray Beach, FL, holding a Series 65 designation and 24 years of industry experience. He has been with FMSA since 2004 and previously worked at American General Securities Incorporated from 2002 to 2007. Outside of advising, he is involved in independent insurance sales through a company he owns. FMSA is a privately owned registered investment adviser that manages approximately $216 million for over 1,200 clients, including individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm follows a fundamental, research-driven investment approach and provides comprehensive financial planning and discretionary portfolio management through a team of advisors.

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.

Nicholas Cassandra is a financial advisor at Forthright Capital with nine years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Raymond James Financial Services. In addition to his advisory role, Cassandra is involved in independent insurance brokering, specializing in fixed annuities. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios, incorporates outside managers when appropriate, and provides comprehensive financial planning and employee benefit plan services.

Mark Elhilow is a Series 65-licensed financial advisor with Blue Ocean Capital, bringing 29 years of industry experience. He previously worked at Elhilow, Smith & Company, LLC for 11 years. Outside of his advisory role, he is involved in a warehouse rental business unrelated to his investment activities. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses, providing discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm combines fundamental analysis with modern portfolio theory and is structured as a CPA asset management group, integrating tax and accounting services with investment management.

Glenn Stephenson is a CFP® professional with 40 years of industry experience, currently serving at IBEX Wealth Advisors, LLC since 2022. He has also worked at LPL Financial since 2000. Outside of advisory work, he has engaged in captive insurance activities alongside his primary role. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting for 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 across various strategies, including derivatives and structured products, managing client portfolios on a discretionary basis.

William Corley Jr. is a financial advisor at 1 St Discount Brokerage, Inc. in Lake Worth, FL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with 1 St Discount Brokerage since 1995. Outside of his advisory role, he is a writer for Equities.com and a financial speaker. 1st Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, consulting, and tax/accounting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, serving clients through both discretionary and non-discretionary accounts.

Richard Preston is a ChFC® with 30 years of experience in the financial services industry. He has worked with Northwestern Mutual in various roles from 1996 to 2026 before joining Fort Sheridan Advisors LLC in 2026. Fort Sheridan Advisors LLC provides discretionary investment management and institutional advisory services to family offices, high-net-worth individuals, pensions, endowments, trusts, charitable organizations, and other businesses. The firm employs a long-term, value-oriented approach that incorporates quantitative optimization, computer models, technical analysis, and qualitative judgment, managing portfolios under individualized mandates with ongoing monitoring and client reviews.

Matthew Gensler is a financial advisor at Meld Financial, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Meld Financial since 2020, following prior roles at Capstone Investment Financial Group and GERSON LEHrMAN. Meld Financial provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and educational seminars. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and government entities, employing model portfolios, fundamental and technical analysis, and modern portfolio theory in its investment approach.

Megan Kiziah is a financial advisor at Castle Wealth Management with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, UBS Financial Services, Stifel Nicolaus, and Gunster Yoakley Stewart. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm employs a committee-driven approach to portfolio management, emphasizing tax-aware strategies and adherence to professional standards.

Frank Torrone is a CFP® professional with seven years at Satovsky Asset Management LLC and three years previously at Lenox Wealth Advisors, totaling ten years in the financial industry. He is based in West Palm Beach, FL. Satovsky Asset Management advises high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a goals-based, tax-aware approach with a preference for low-cost, passive investments alongside factor tilts, structured notes, privately placed alternatives, and tailored strategies, offering both discretionary and non-discretionary management complemented by a technology-enabled automated platform.

Hillary Knotts is a CFP® professional with nine years of industry experience, currently serving as an advisor at Blue Ocean Capital since 2013. She works with a five-advisor team based in West Palm Beach, FL. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses with discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm integrates fundamental analysis and modern portfolio theory to manage diversified portfolios, often combining mutual funds, ETFs, equities, fixed income, and private placements.

James Podgorny is a Series 65 licensed advisor with Wellington Consulting Services Inc., where he has worked since 2010. He has 15 years of industry experience. In addition to his role at Wellington Consulting, he is an independent contractor for Wellington Retirement Solutions and a licensed real estate agent with Keller Williams in East Boca Raton. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, plan participants, and company-sponsored retirement plans. The firm employs a low-cost investment approach utilizing no-load mutual funds, index funds, ETFs, and diversified model portfolios tailored to clients’ risk tolerance and retirement timelines.

Paul Davis is a financial advisor at Hudson Value Partners, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Oppenheimer & Co Inc and Private Client Services. In addition to his advisory role, he is an independent insurance agent. Hudson Value Partners, LLC provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, specializing in discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment options including individual equities, fixed income, mutual funds, ETFs, and private funds, and manages an affiliated private fund while utilizing AI tools with human oversight.

George Rohloff is a financial advisor at 1 St Discount Brokerage, Inc. in Lake Worth, Florida, with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1 St Discount Brokerage since 2007. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, pension consulting, manager-selection, and tax/accounting services. The firm employs a variety of investment strategies guided by written investment policy statements and conducts regular account reviews for its clients.

William Bruckner is a financial advisor at Woodstock Wealth Management, Inc. with 16 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at Merrill, Sanford C. Bernstein & Co., LLC, and AllianceBernstein L.P. Bruckner is also involved with Banyan Private Wealth, where he manages non-securities related insurance business and oversees a branch office of Woodstock Wealth Management. Woodstock Wealth Management, Inc. offers discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using a variety of investment strategies and operates a performance-fee program alongside standard asset-under-management arrangements.

Michael Piccoli is a financial advisor at Woodstock Wealth Management, Inc. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance. Piccoli serves as president of the Cambridge at Abacoa Homeowners Association board. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a notable performance-based fee program.

Leslie Sawyer is a financial advisor at WhaleRock Point Partners, LLC with five years of industry experience and holds a Series 65 designation. Prior to joining WhaleRock Point Partners, Leslie has worked in various hospitality roles, including positions at Avvio Ristorante, East Island Reserve Hotel, The Smokehouse Cafe, Newport Vineyards, and The Mooring Restaurant. Leslie is currently involved with Avvio Ristorante outside of their advisory role. WhaleRock Point Partners provides discretionary investment management and retirement plan fiduciary services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pension plans. The firm combines top-down macroeconomic analysis with fundamental and technical security selection, focusing heavily on directly owned fixed-income portfolios and serving as a 3(38) ERISA investment manager for plan sponsors.

Gil Blas Velez is a financial advisor at Amerity Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Markets IQ and GV Financial Services, Inc. Amerity Wealth Management is a multi-advisor registered investment adviser serving individuals, businesses, trusts, and plan sponsors. The firm offers discretionary asset management, modular financial planning, retirement-plan consulting, and specialized services for UK expatriate pension transfers, implementing portfolios through third-party model managers, ETFs, mutual funds, and individual securities.