Kimberly Pierce is a CFA® charterholder with 21 years of industry experience. She has worked at SlateStone Wealth LLC since 2018 and previously spent 14 years at Daniel Devine & Company. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, offering personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach that integrates financial planning with portfolio construction and provides access to alternative private investments through a defined sourcing and due-diligence process.

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 at IBEX Wealth Advisors, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019. Outside of her advisory role, she serves as assistant treasurer for the LCJ Summit Middle School PTO. IBEX Wealth Advisors is a fee-based advisory firm serving nearly 1,000 clients, including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, separately managed accounts, and derivatives.

Michael Coady is a financial advisor at SlateStone Wealth LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Lewis James Professional, Ameris Bank, First Republic Bank, and First Citizens Bank. He is based in Jupiter, Florida. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities by providing personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, combining various research methods to manage discretionary and customized portfolios.

Lisa Tomczak is a financial advisor at SlateStone Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses 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 clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach supported by fundamental, quantitative, technical, and cyclical analysis overseen by an Investment Policy Committee.

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.

Scott Morrison is a CFP® professional with seven years of industry experience, currently serving as an advisor at Moment Private Wealth in Wellington, FL. His prior experience includes roles at The Colony Group, First Republic Investment Company, and Prudential Insurance Company. Outside of his financial career, he has been involved with educational institutions and athletics organizations, including Hadar High School for Girls and Elite Squad Baseball. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary and non-discretionary investment management along with comprehensive financial planning. The firm emphasizes long-term, low-cost, diversified portfolios based on Modern Portfolio Theory and provides tailored services including loan advisement and coordination with tax and estate professionals.

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 29 years of industry experience. He currently works at SlateStone Wealth LLC and previously held roles at Morgan Stanley Private Bank and Morgan Stanley. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, providing personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, integrating financial planning with portfolio construction and offering access to alternative private investments for qualified clients.

Cheryl Andrew is a financial advisor with IBEX Wealth Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at LPL Financial LLC, Transcend Capital Advisors, Purshe Kaplan Sterling Investments, and several other firms. She also serves as a notary in Bedminster, NJ. IBEX Wealth Advisors is a fee-based advisory firm serving nearly 1,000 clients, including individuals, trusts, businesses, retirement plans, and charitable organizations. The firm employs a discretionary investment approach utilizing mutual funds, ETFs, separately managed accounts, individual securities, and alternative investments, and incorporates options strategies, structured notes, and derivatives in portfolio management.

Tara Froyen is a financial advisor with Madison Advisory Services, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her prior firms include Cambridge Investment Research, Lion Street Financial, Royal Alliance Associates, and MetLife Securities. Outside of her advisory role, she is an owner of Froyen & Froyen, PA, and an agent with Madison Planning Group, focusing on insurance and benefits. Madison Advisory Services serves a diverse client base including individual and high-net-worth clients as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management and financial planning, utilizing mutual funds, ETFs, and model portfolios with both strategic and tactical asset allocation approaches.

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.

Sophia Burnichon is a financial advisor at Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation with 18 years of industry experience. She has been with Harvey Capital Management since 2007. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities, using a bottom-up approach that combines fundamental and technical analysis. The firm manages approximately $523 million in assets and focuses on customized portfolio management without participating in wrap fee programs.

Ebba Gustafsson is a financial advisor at 1 St Discount Brokerage, Inc. with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at Palm Beach Atlantic University, Coastal Health Group, and Varbergs Gravteknik AB. 1 St Discount Brokerage, Inc. serves individuals, corporations, and pension/profit-sharing plans by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies guided by written policy statements and multiple analysis techniques, offering both fee-based and commission-based account options.

Brent Greninger is a financial advisor at Buckman Advisory Group LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James and Associates. 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 employing mutual funds, equities, bonds, and ETFs, and manages approximately $236 million across over 800 client relationships.

Justin Goodhue is a financial advisor at Primoris Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capitol Securities Management and Buell Securities Corp. before joining Primoris Wealth Advisors in 2022. Primoris Wealth Advisors is an independent, fee-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, foundations, trusts, estates, and business entities. The firm manages approximately $230 million across a six-advisor team and emphasizes strategic asset allocation, offering discretionary portfolio management with ongoing performance reviews and integrated tax and investment services.

Daniel Payne is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at SlateStone Wealth LLC, where he has worked since 2023. Prior to joining SlateStone Wealth, he spent nearly a decade at Morgan Stanley in various roles within their private banking and wealth management divisions. SlateStone Wealth serves high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and corporations. The firm provides personalized investment management and comprehensive wealth planning, combining fiduciary oversight with a research-driven investment approach that includes both discretionary portfolio management and tailored consulting engagements.

Tyson Reed is a financial advisor at WhaleRock Point Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with WhaleRock since 2014. He also has a long-term affiliation with JPMorgan Chase bank beginning in 2010. WhaleRock Point Partners provides discretionary investment management to a diverse client base, including high-net-worth individuals, trusts, and retirement plans. The firm employs a top-down investment approach combined with fundamental and technical analysis, with a focus on managing fixed-income portfolios and offering fiduciary services for retirement plans.

Frank Shanley is a Series 65-licensed financial advisor at Dudley & Shanley, Inc. with 14 years of industry experience. He has been with Dudley & Shanley, LLC since 1986. Dudley & Shanley provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and charitable institutions, and serves several privately offered pooled investment vehicles. The firm pursues long-term capital appreciation through fundamental, in-house research, managing concentrated portfolios across domestic and international equities, convertibles, options, ETFs, and some debt instruments.