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.

Samuel Bruning is the sole advisor at Southern Magnolia Investment Management LLC in Port Saint Lucie, FL, holding a Series 66 credential with 20 years of industry experience. His prior career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2019. Outside of his advisory work, he serves in multiple nonprofit leadership roles, including president of Project Graduation of Martin County and treasurer positions at several local organizations, and operates a small sports memorabilia business. Southern Magnolia provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, estates, and other registered investment advisers. The firm employs a fundamentals-driven, generally long-term investment approach using a mix of mutual funds, ETFs, individual equities and bonds, and occasionally alternative investments or options, with portfolios customized by strategic asset allocation, retention of legacy holdings, and periodic rebalancing.

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.

Edward Wildman is a financial advisor with Edward R. Wildman, CPA, LLC in Port St Lucie, FL. He holds the PFS™ designation and a Series 65 license, with 18 years of experience in the industry. Wildman is also a shareholder in a dormant CPA firm, Johnson, Mattson & Wildman, PA, and is licensed as a health and life insurance agent in Florida. His firm provides advisory services to a mix of individual and institutional clients, including trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. It combines traditional tax and accounting services with SEC-registered investment advisory, employing a value-driven, fundamentally based, long-term investment approach tailored through client-specific Investment Policy Statements.

Peter Bisulca is the sole advisor at Selected Objectives LLC in Port St. Lucie, FL, holding Series 63, 65, and 66 licenses with 28 years of industry experience. His prior roles include positions at Colarion LLC, JHH Wealth, Allen C. Ewing & Co., and MassMutual Life Insurance, among others. Outside of advisory work, he is an author and publisher of books and is involved in insurance brokerage as well as mortgage brokerage. Selected Objectives LLC is a Florida state-registered investment adviser offering discretionary portfolio management services to individuals, high-net-worth clients, corporations, and trusts. The firm employs a combination of fundamental and technical analysis with both long-term and short-term strategies, including options and short sales, typically favoring heavier allocations to stocks and options over bonds.

Joel Lipton is the sole advisor at Lipton Capital Management in Stuart, Florida, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has led Lipton Capital Management since its founding in 1992. Outside of his advisory work, he is involved in boat sales and brokerage through Universal Yacht Sales, LLC. Lipton Capital Management provides discretionary portfolio management to a small number of individual retail clients, focusing on long-term growth with a "Keep It Simple" investment approach. The firm primarily invests in a limited range of securities and commonly uses options strategies, operating as a solo independent advisor.

William Donner is a financial advisor at Donner's Financial Services Inc. in Port St. Lucie, FL, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foresters Equity Services, Inc. from 2015 to 2018. Outside of advising, he is an independent insurance agent and coaches basketball at Redford Union High School. Donner's Financial Services Inc. provides portfolio management, financial planning, and asset allocation services for individuals, corporations, and other advisers. The firm uses a combination of model portfolios, third-party managers, and analytical methods with a focus on long-term holdings and offers both discretionary and non-discretionary management.

Thomas Davies is the principal and sole advisor at Davies Wealth Management LLC, an independent firm based in Stuart, FL. He holds the Series 66 designation and has 18 years of industry experience, including prior roles at large brokerage firms. Outside of his advisory work, he has held a part-time, non-investment position with a local sports organization. Davies Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as corporate and institutional clients. The firm utilizes a combination of fundamental, technical, and cyclical analysis to manage diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and option strategies.

Codie Thomas is a financial advisor with Abaco Retirement Advisors LLC, holding Series 63 and Series 65 credentials and over 10 years of industry experience. His work history includes roles at Advus Financial Partners, LLC, Vista Management Company, and GWN Securities Inc. Thomas also operates as an independent insurance agent. Abaco Retirement Advisors LLC provides non-discretionary asset management to individual clients and limited-scope ERISA advisory services to qualified retirement plans. The firm combines pension consulting with individual portfolio management and focuses on tailored investment programs with prior client approval before transactions.

Wallace Legg is a CFP® professional with 16 years of experience in financial advising. He has been operating W. V. Legg Financial Management LLC since 2012 in Port St Lucie, FL. The firm provides portfolio management and pension consulting services to individual investors and a select group of corporate and employee benefit plan clients. It manages approximately $22.8 million, focusing on non-discretionary, client-directed advice that incorporates both fundamental and technical analysis with an emphasis on mutual funds and ETFs. The firm is notable for its specialized pension consulting services and its work with corporate plan sponsors, including compliance with ERISA fiduciary requirements.

Michael Burr is a Series 66 licensed advisor with Steady Returns in Charlotte, NC, where he has worked since 2013. He has 19 years of industry experience. Steady Returns provides discretionary investment supervisory services primarily to individual and high-net-worth clients, tailoring Investment Policy Statements to client goals, tax situations, and risk tolerances. The firm manages diversified portfolios using a combination of fundamental, technical, and cyclical analysis, employing long- and short-term trading, options writing, and a proprietary Healthcare Boom Strategy.

Nicholas Christensen is a financial advisor at Ralicki Wealth Management & Trust Services with a Series 65 designation and two years of industry experience. He has been with Ralicki Wealth Management since 2016 and previously worked in education and retail. Ralicki Wealth Management & Trust Services provides investment supervisory services, financial planning, pension consulting, and limited trust services to individual and pension/profit-sharing plan clients, focusing on a manager-of-managers approach by selecting and monitoring third-party money managers and SMA platforms.

Benjamin Graybow is a financial advisor at Peak Capital Management with five years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Bank of America, Merrill, Family Heritage Division Globe Life, and Aflac. Graybow is also an independent licensed insurance agent. Peak Capital Management provides investment advisory services to individuals, trusts, estates, and business organizations, offering discretionary portfolio management alongside estate planning and tax-preparation support. The firm serves several hundred client relationships with a focus on education, customized asset allocations, and ongoing portfolio monitoring.

Walter Burns is a Certified Financial Planner™ (CFP®) with 40 years of industry experience. He is the principal of Family Steward Wealth Consulting®, where he has worked since 1994. The firm provides financial management, planning, wealth consulting, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable organizations. Family Steward Wealth Consulting® employs a process-driven advisory model focused on passive, asset-class/index investing with long-term holdings and periodic rebalancing, supported by proprietary data-gathering tools and a recommended qualified custodian.

Christopher Burr is a financial advisor at Steady Returns with 16 years of industry experience. He holds a Series 66 designation and has worked at Steady Returns, LLC since 2013. Outside of his advisory role, Burr is a licensed insurance agent and participates in a college planning program at Treasure Coast College. Steady Returns provides discretionary investment supervisory services primarily to individual and high-net-worth clients, creating tailored Investment Policy Statements based on each client’s goals, tax situation, and risk tolerance. The firm employs a range of securities and combines multiple analysis methods with both long- and short-term trading and options strategies.

Carol Chesser is a CFP® with 30 years of industry experience. She is currently with Family Steward Wealth Consulting®, where she has worked since 1994 under Burns Financial Management. Family Steward Wealth Consulting® provides financial management, planning, wealth consulting, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable organizations. The firm uses a process-driven advisory model with proprietary data-gathering tools to develop a Dynamic Lifetime Plan™ and emphasizes passive, asset-class/index investing with generally long-term holdings and periodic rebalancing.