Wallace Legg

Nicholas Silva is the sole advisor at N.A. Silva & Company, Inc., an independent firm based in Fort Pierce, FL. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Grand Bay Investments, Silva & Associates, and Raymond James. N.A. Silva & Company provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and business entities. The firm combines fundamental, technical, cyclical, and quantitative analysis to develop tailored investment strategies and also offers business-focused consulting services such as capital structure advice and cash-flow forecasting.

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 the sole advisor at Integritt Wealth Management, LLC in Stuart, Florida, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Integritt Investment Management LLC since 2014. Outside of his advisory role, he is a co-owner of Energize Alarms and serves as president of the homeowners association board for The Esplanade of Downtown Stuart. Integritt Wealth Management provides discretionary asset management primarily to individual and high-net-worth clients, as well as trusts and estates. The firm constructs portfolios using individual stocks and bonds, mutual funds, and ETFs, applying Modern Portfolio Theory with strategies tailored to client objectives and risk tolerance.

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 the principal of W.H. Financial Services, Inc., an independent registered investment adviser based in Stuart, Florida. He holds the ChFC® designation and Series 65 license and has 14 years of industry experience. Prior to his current role, he worked at Tounjian Advisory Group, LLC from 2010 to 2017. Hazlett is also a licensed insurance agent and occasionally offers insurance products, which may involve commission-based compensation. W.H. Financial Services, Inc. serves individuals and business entities with financial planning, portfolio analysis, and referrals to third-party investment managers. The firm operates on a non-discretionary, referral/co-advisory model, requiring clients to use the Matson Money platform and focuses on mutual fund recommendations using modern portfolio theory and quantitative analysis.

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.