Timothy Schmedes is a CFP® and Series 65 licensed advisor with six years of industry experience. He currently works at Global Trust and is a manager and part-owner of Schmedes McAllister, PLLC, a CPA firm. Outside of financial advising, he holds ownership and management roles in several private companies, including a lodging billing company and a material holdings vehicle. Global Trust is a fee-only advisory team serving individuals, trusts, corporations, and employer retirement plans. The firm emphasizes individualized portfolios through written investment policies, focusing on asset allocation, diversification, and low-cost mutual funds and ETFs, while also employing options strategies and a beta-plus portable-alpha framework in select accounts.

John Genco is a CFA® charterholder with 12 years of industry experience. He has been with WhaleRock Point Partners, LLC since 2018 and previously worked at Beaumont Financial Partners from 2012 to 2018. WhaleRock Point Partners provides discretionary investment management to a range of clients, including individuals, high-net-worth clients, trusts, estates, and pension plans. The firm uses a top-down macroeconomic approach combined with fundamental and technical analysis, focusing on directly owned fixed-income portfolios and offering retirement plan fiduciary services.

Nicholas Botticelli is a financial advisor at Global Strategic NextGen OCIO with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Global Strategic Investment Solutions, RBX Associates, Exelon Corporation, and Hirtle Callaghan & Co. LLC. Global Strategic Investment Solutions provides discretionary portfolio management and manager-selection services to individuals and institutional clients, including high-net-worth individuals, donor-advised funds, endowments, and foundations. The firm uses a long-term, dynamic strategic asset allocation process driven by quantitative methods and an investment committee, incorporating public and private market investments tailored to client needs.

Wei Pan is an advisor with Global Trust, holding a Series 65 designation and currently gaining industry experience. He has worked with Nowlen, Holt & Miner, P.A. for 13 years and is a partner at Brescia McCluskey, LLC, a certified public accounting firm. Global Trust provides fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm emphasizes individualized portfolios, asset allocation, diversification, and uses low-cost mutual funds and ETFs, with specialized strategies including options and a beta-plus portable-alpha framework for select accounts.

Colin Arnold is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Atticus Wealth Management since 2018 and previously at Bartolf Wealth Advisors and The Loxahatchee Club. In addition to his advisory work, he is an independent insurance agent based in Palm Beach Gardens, FL. 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.

Austin Nelson is a financial advisor with Atticus Wealth Management in Palm Beach Gardens, FL. He holds the Series 65 and Series 66 designations and has one year of industry experience. Prior to joining Atticus Wealth Management, he worked at Eastpointe Country Club and Evershore Financial and has been a student since 2010. Atticus Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, and business entities, typically working with clients who have at least $500,000 of investable assets. The firm offers portfolio management, financial planning, and pension consulting, employing a range of investment strategies with ongoing portfolio monitoring and access to institutional trading platforms.

Hayden Dawes is a financial advisor at Renew Family Wealth with a Series 65 credential and nine years of industry experience. He has worked at several firms, including Appfiles Inc and Capital Market Strategies LLC, and is involved in real estate as a licensed agent with Crossroads Real Estate Co. Additionally, he manages an affiliated insurance agency, 633 Holdings LLC. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm employs a mix of analytic approaches and investment strategies, offering tailored advice and, where appropriate, engaging sub-advisers or alternative investment managers to implement client allocations.

Ronnie Marceaux is a financial advisor at Spirepoint Private Client, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Marceaux is also a licensed insurance agent, providing services related to insurance policies based on client needs. Spirepoint Private Client, LLC serves individuals, families, trusts, institutions, and retirement plans with discretionary investment management, financial planning, and consulting. The firm employs a multi-faceted investment approach that integrates fundamental and technical analysis with portfolio construction tools, offering tailored portfolios that may include third-party managers and alternative investments.

Kenneth Drekou is a financial advisor with AtCap Partners, LLC in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at National Asset Management Inc and National Securities Corporation. Outside of his advisory role, he serves as president of Elani Investments LLC and Elani Properties LLC, managing investment-related activities. AtCap Partners provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a combination of fundamental and technical analysis to develop individualized investment strategies ranging from long-term holdings to short-term trading and options.

Kevin Mccluskey is a financial advisor at Castle Island Wealth with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Castle Island Wealth since 2016, with prior experience at Raymond James & Associates. Mccluskey serves as a member of the Investment Advisory Committee to the Town of Palm Beach, reviewing pension fund investments. Castle Island Wealth is a registered investment adviser that serves individual, high-net-worth, and charitable clients, providing portfolio management, financial planning, and pension consulting. The firm manages approximately $117 million in client assets and offers advisory oversight for an additional $305 million held at unaffiliated custodians, utilizing model portfolios and third-party money managers across a broad range of investment instruments.

Joseph Mariani is a financial advisor at Cayside Partners in Jupiter, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Cayside Partners, he worked at PopStroke and Allied Wealth Partners, and he has a background in education at Fordham University and The Benjamin School. Cayside Partners serves individuals, families, and businesses with portfolio management, financial planning, retirement plan consulting, and family office services. The firm manages approximately $314 million in assets and uses strategic asset allocation supported by fundamental and technical analysis.

Rubina Hossain is a CFP® professional with five years of industry experience, currently serving at Meira Wealth since 2021. Her prior experience includes roles at Raymond James Financial Services Advisors, Hein Wealth & Tax Solutions, and Benchmark Financial. She is an author and editor on financial planning topics and volunteers pro bono financial advice through organizations such as Savvy Ladies and Minority Wealth Gap. Hossain also serves on the CFP Board examination committee and is a co-founder of the financial literacy nonprofit Conscious Wallet. Meira Wealth provides personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach combines active and passive management with Modern Portfolio Theory principles, including the use of derivatives and limited leverage, and offers access to alternative investments for qualified clients.

Maria Kleinhans is a financial advisor at Angeles Wealth Management, LLC with 13 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Merrill and Ellevest, Inc. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm manages approximately $2.8 billion in discretionary assets and focuses on allocating client capital to model portfolios and third-party managers, incorporating alternative investments and proprietary manager research.

Stephen Ruvituso is a financial advisor at Sykon Capital LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Sykon Capital in 2023, he worked at Bank of America and Merrill from 2013 to 2023. Sykon Capital serves individual and institutional clients by providing investment management, financial planning, retirement plan services, and consulting. The firm employs a blend of quantitative and fundamental analysis with strategic and tactical asset allocation, and incorporates alternative investments and derivatives within portfolios.

Bethany Evans is a CFP® professional at Blue Ocean Capital with experience spanning her roles since 2010 in tax preparation and accounting. She serves as president of Meyers, Evans, & Feagans, P.A., a CPA firm where she dedicates part of her time to tax return review, primarily during tax season. Evans has been with Blue Ocean Capital and its affiliated CPA asset management group since 2022. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses, offering discretionary portfolio management, financial planning, family office services, and integrated tax and accounting engagements through a five-advisor team.

Drew Chiurato is an advisor with Renew Family Wealth in Jupiter, FL, holding a Series 65 designation. He has no prior industry experience and has worked outside the financial sector at Evo Italian and Whits Frozen Custard. He is completing a long-term period as a full-time student. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) consulting to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers customized investment advice using multiple analytical approaches and can engage sub-advisers or third-party models to implement client strategies.

David Bone is a financial advisor at One + One Wealth Management, LLC with five years of industry experience. He previously worked at Equitable Advisors, LLC for five years and has been involved with Bonefide Farms, LLC, a poultry and egg production business, since 2020. Outside of finance, he serves as a Cub Scout den leader for the Boy Scouts of America. One + One Wealth Management serves individuals, pension plans, charitable organizations, corporations, and other advisers, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm employs a primarily long-term investment approach tailored to client objectives and risk tolerance, incorporating technical, fundamental, and cyclical analysis alongside modern portfolio theory.

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 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including JPMorgan Securities LLC, Forbes Family Trust, and AM Global Family Investment Office. Outside of his advisory role, he is involved in several business ventures including water and mold restoration services and investments related to outdoor sports. Cayside Partners serves individuals, families, and businesses by providing portfolio management, financial planning, retirement plan consulting, and family office services. The firm manages approximately $314 million in assets and employs strategic asset allocation informed by fundamental and technical analysis.

Michael Rhea is a financial advisor at Cayside Partners with six years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Morgan Stanley Private Bank, Optima Asset Management, LLC, and Tannenbaum Capital Group. Cayside Partners provides investment advisory services to individuals, families, business clients, and retirement plan trustees and sponsors. The firm emphasizes long-term, diversified portfolio management supported by strategic asset allocation and a combination of fundamental and technical analysis, while also offering family office services and retirement plan education programs.