Michael Lofley is a financial advisor with HBKS Wealth Advisors in Stuart, Florida. He helps individuals and families make informed decisions about retirement, investments, taxes, and wealth transfer. Michael’s background in accounting and wealth management shapes his approach to financial planning. He considers investments, taxes, retirement spending, and estate planning together, helping clients understand how decisions in one area affect the others. He particularly enjoys working with people approaching or already in retirement, as well as high-income professionals and business owners facing increasingly complex financial decisions. His approach is straightforward: understand what matters to each client, explain the tradeoffs clearly, and build a plan around the decisions that can make a meaningful difference. Michael is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Public Accountant and Personal Financial Specialist (CPA/PFS), and an Enrolled Agent (EA) with the Internal Revenue Service. He is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), Florida Institute of CPAs (FICPA), and Martin County Estate Planning Council. He earned his Bachelor of Business Administration in Accounting from Florida Atlantic University in 2009. Areas of focus: • Retirement planning and withdrawal strategies • Tax planning and tax-efficient investing • Investment management • Social Security and Medicare planning • Estate and wealth-transfer planning • Business-owner planning

Bryce Buchanan is a financial advisor with Edward Jones in Palm City, Florida. Since joining the firm in 2014, he has been dedicated to helping individuals, families, and business owners make informed financial decisions and work toward their long-term goals. Bryce believes financial planning is about more than investments. It is about understanding what matters most to each client and building a strategy that aligns with their values, priorities, and vision for the future. He works closely with clients through life's major transitions, including retirement, business ownership, wealth accumulation, and legacy planning. A particular area of focus for Bryce is helping business owners prepare for significant financial and personal transitions. He enjoys collaborating with clients and their other professional advisors to create thoughtful strategies tailored to their unique circumstances. Bryce and his team are committed to building long-term relationships based on trust, personalized service, and ongoing guidance.

Jacob Levine is a financial advisor at Trout Capital Management, LLC in Jupiter, FL, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Merrill, Bank of America, Merit Financial Group, Camden Capital, and Trillium Management. Trout Capital Management is an independent, state-registered investment adviser that provides portfolio management and financial planning services to individuals, trusts, retirement plans, and small businesses. The firm employs tailored investment strategies based on asset allocation, fundamental and risk/return analysis, and offers both discretionary and non-discretionary account management while incorporating insurance products when appropriate.

Laongdao Suppasettawat is a financial advisor with TAK Advisory in Juno Beach, FL, holding CFP® and Series 66 designations and 17 years of industry experience. She has been with TAK Advisory since 2013 and is also a partner in CAT Properties LLC. Suppasettawat regularly conducts public seminars on investment, estate, and financial planning and serves on the boards of the University of Southern Maine Alumni Association and the World Affairs Council of Maine. TAK Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, trustees, and conservators. The firm’s approach includes tailored asset allocation, diversification, and periodic rebalancing, utilizing both fundamental and technical analysis and a range of strategies, while managing costs and tax consequences.

Robert Chapman is a CFA® charterholder with 24 years of experience in the financial industry. He has been the principal of Tegeta Capital, LLC since 2010 and previously worked at firms including Merrill and Citigroup Global Markets. Tegeta Capital provides discretionary portfolio management and sub-advisory services to individual, high-net-worth, corporate, trust, and pension plan clients. The firm employs a “go-anywhere” equity strategy combined with a risk-aware fixed-income process and utilizes leverage and derivatives in some strategies.

Kyle Knopp is a financial advisor at Bluewater Asset Management with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including HBKS Wealth Advisors and Atlantic Wealth Partners. In addition to his advisory role, Knopp is a licensed insurance agent. Bluewater Asset Management is a single-advisor firm providing discretionary portfolio management and financial planning to individuals, trusts, business entities, and pooled or institutional investors. The firm employs a tactical allocation strategy using a mix of equities, fixed income, and other securities, applying fundamental, technical, and cyclical analysis in its active management approach.

Joseph Labanz is a financial advisor with Patriot Securities LLC in Jupiter, FL, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He founded Patriot Securities in 2015 after senior roles at Wells Fargo Advisors, Wachovia Securities, and Janney Montgomery Scott. Patriot Securities LLC provides fee-based, discretionary investment advisory services to individuals, trusts, and small business entities, focusing on custom portfolio management without account minimums. The firm employs a tactical allocation approach using fundamental and cyclical analysis, exchange-listed securities, corporate and municipal debt, mutual funds, and ETFs, with discretionary trading authority and quarterly portfolio reviews.

Hunter Brockway is the sole advisor at Boca Retirement Strategies Inc. in Jupiter, FL, holding a Series 65 license with six years of industry experience. He has been with Boca Retirement Strategies since 2020 and simultaneously manages a construction project management business, Hypower. Boca Retirement Strategies provides portfolio management and comprehensive financial planning to individuals as well as a select group of institutional and nonprofit clients. The firm employs a long-term trading approach using various analytical methods and manages approximately $2.9 million across about two dozen clients.

William Riddick is a financial advisor with Riddick & Co Entrepreneurial Finance, LLC in Palm City, FL. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his firm in 2021, he worked at Fortitude Advisory Group LLC and Saffer & Co. He also serves as Director of Operations for AV8 Realty, a real estate brokerage specializing in aviation properties, providing pro bono operational guidance. Riddick & Co Entrepreneurial Finance offers asset management, financial planning, and retirement-plan advice to individual investors, small business owners, and pension or profit-sharing plan clients. The firm utilizes both automated and traditional planning methods and conducts educational webinars and seminars on asset allocation, retirement, and tax planning.

Marc Rittersporn is a financial advisor with Integritt Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he co-owns an alarm monitoring business and serves as president of the homeowners association board for The Esplanade of Downtown Stuart. Integritt Wealth Management provides discretionary asset management to individuals, high-net-worth clients, and entities such as trusts and charitable organizations, focusing on tailored portfolios of individual stocks, bonds, mutual funds, and ETFs. The firm follows investment strategies guided by Modern Portfolio Theory with an emphasis on ETF-based allocations and offers both discretionary management and periodic portfolio monitoring.

Mindie Molina is the principal advisor at Mindie Molina Investments, LLC, an independent firm based in Stuart, Florida. She holds a Series 65 designation and has 10 years of industry experience, including previous roles at Aegis Wealth Management, AE Wealth Management, and Gradient Advisors. Outside of her advisory work, Mindie is also a Christian writer and video blogger, producing book promotions and video content. Mindie Molina Investments, LLC provides portfolio management and investment advice primarily to individual and high-net-worth clients, tailoring Investment Policy Statements to their goals and risk tolerance. The firm uses a quantitative approach drawing on modern portfolio theory, managing accounts with a combination of equities, fixed income, and ETFs, and may incorporate third-party money managers when appropriate.

William Hazlett is a ChFC® credentialed financial advisor with 15 years of industry experience. He is the principal of W.H. Financial Services, Inc., an independent registered investment advisory firm, and previously worked at Tounjian Advisory Group, LLC for seven years. Hazlett is also a licensed insurance agent and occasionally offers insurance products to clients. W.H. Financial Services, Inc. provides financial planning, one-time portfolio analyses, and referrals to third-party investment managers for individuals and business entities. The firm operates on a non-discretionary, referral-based model, requiring clients to use the Matson Money advisory platform and generally recommends mutual funds based on modern portfolio theory, quantitative analysis, and periodic rebalancing.

Thomas Bates is a CFA® charterholder and holds a Series 65 license with two years of industry experience. He is the sole advisor at TGB Asset Management, LLC, where he has worked since 2026. His prior roles include positions at NextEra Energy Marketing and NextEra Energy Resources, as well as asset management experience at Wilbanks Smith & Thomas Asset Management and Wisehaupt Bray Asset Management. TGB Asset Management provides wealth and portfolio management services to individual clients, combining ongoing investment advice with financial planning at no additional charge. The firm employs a strategic asset allocation process based on Modern Portfolio Theory, using both passive and active investment vehicles and conducting regular portfolio reviews.

Jordan Giessel is the founder of Giessel Wealth Advisors in Jupiter, FL. He holds a Series 65 registration and began his advisory career in 2026. Prior to entering financial advising, he worked in clinical healthcare and owned a small business. Giessel Wealth Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm focuses on asset allocation and Modern Portfolio Theory using a combination of passive and active strategies, including independent outside managers and model portfolios on the Altruist platform.

Genevieve George is a CFP® and holds a Series 66 license with 10 years of industry experience. She is the principal of Pelican Financial Planning and Wealth, PLLC, an independent firm she joined in 2025. Prior to this, she worked at Hamilton Capital, Ballentine Partners, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. Outside of her advisory role, she serves as Treasurer for Impact100 Martin, is a board member of the Wild Dolphin Project, and participates on the finance committee for the Martin County Healthy Start Coalition. Pelican Financial Planning and Wealth, PLLC provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and select pension or profit-sharing plan clients. The firm offers tailored investment advice and discretionary portfolio management across a range of asset classes, with portfolio decisions based on client objectives, risk tolerance, liquidity needs, and tax considerations. Pelican is affiliated with an accounting and tax preparation practice as well as a financial-education business, although clients are not required to use these affiliates.

Edward Huffman is the sole advisor at Huffman Financial Services Inc in Stuart, FL, with nine years at the firm and a total of 25 years of industry experience. He has worked exclusively at Huffman Financial Services since 2001. Huffman Financial Services provides discretionary investment advisory services to individuals, pensions, profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment process integrates fundamental, technical, and cyclical analysis, supplemented by proprietary statistical data and direct engagement with mutual fund managers, focusing primarily on long-term investments with occasional short-term trades.

Craig Lappen is a CFP® with 31 years of experience in the financial industry. He has been with Twenty-First Century Financial Advisors Inc since 1994 and currently operates as the firm's sole advisor. The firm provides investment management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. Twenty-First Century Financial Advisors emphasizes asset allocation and typically manages portfolios using mutual funds and ETFs, with monthly reviews and discretionary management to adjust for market conditions.

Sean Abbey is a CFA® charterholder and principal at Vail Valley Asset Management, LLC with five years of industry experience. He is also the founder and CEO of Convex Capital Group, LLC, a holding company focused on acquisitions of lower middle market private companies. Prior to his advisory roles, he worked at the Financial Industry Regulatory Authority for seven years. Vail Valley Asset Management offers discretionary investment management and financial planning services to individual investors and owners of lower-middle-market private businesses. The firm employs fundamental research and a long-term, long-only investment approach across various equity categories, providing strategic advice related to the sale or recapitalization of closely held companies.

John Lovett is a CFP® and ChFC® credentialed financial advisor with 18 years of industry experience. He has been with Index Portfolio Advisors, LLC since 2014, serving as the firm's sole advisor. Index Portfolio Advisors, LLC is an independent, state-registered investment adviser specializing in discretionary portfolio management and CFP-prepared financial planning for individual clients, including high-net-worth individuals. The firm applies long-term, Modern Portfolio Theory–based investment principles, focusing on strategic asset allocation and globally diversified portfolios primarily constructed with no-load passive and index mutual funds and ETFs.

Eric Withers is an investment professional at Hudson Trading Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hudson Trading Group and Constanta Trading LLC. Outside of his advisory role, he is a licensed Primerica life insurance agent in Florida. Hudson Trading Group provides portfolio management services primarily to pooled investment vehicles and institutional-type clients, employing a combination of charting, fundamental, quantitative, and technical analysis. The firm uses a variety of investment strategies including equities, ETFs, fixed income, and private placements, and operates on a small scale with a single management person.