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.

Luis Whu is a financial advisor at Lulla Wealth Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Securities Corporation, Bankers Life Securities, ProEquities, and Bankers Life and Casualty Company. Luis is also a licensed insurance agent offering a range of insurance products. Lulla Wealth Financial provides personalized investment advisory and wealth management services primarily to individuals and families, including high net worth clients. The firm operates on a non-discretionary basis, collaborating closely with clients to set investment objectives and approving transactions, while also offering wealth-planning and oversight of third-party investment managers.

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.

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.

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.

Douglas Petersen is a financial advisor with Amidon & Petersen Financials, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at Commonwealth Financial Network, Cadaret, Grant & Co, Inc., and GWN Securities Inc. Petersen also spends a portion of his time involved in fixed insurance sales. Amidon & Petersen Financials provides personalized financial planning, discretionary portfolio management, and pension consulting primarily to individual clients, including high-net-worth households. The firm uses a structured asset-allocation approach combining fundamental and technical analysis to tailor portfolios to clients’ risk tolerances.

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.

Edward Gardner is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked for Cutter & Company, Inc. for 11 years. Outside of his advisory work, he co-owns a decorative pillow business with his spouse. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans with approximately $12.4 billion in assets under management. The firm offers a range of investment advisory and financial planning services through various platforms and employs a combination of firm models, third-party sub-advisers, and customizable allocations.

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.

George Gerner is a financial advisor at TRG Capital Management, Inc. with 13 years of industry experience. He holds a Series 65 designation and has been with TRG Capital Management since 2013. TRG Capital Management is an SEC-registered investment adviser managing approximately $103 million in assets. The firm serves individuals, businesses, pension plans, trusts, charitable organizations, and pooled investment vehicles, using customized portfolios based on client risk profiles and a range of strategies including fundamental and technical analysis.

Manuel Menendez is a financial advisor with CPR Financial & Insurance Services, Inc. in Port Saint Lucie, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with CPR Financial & Insurance Services since 2015 and also works as an independent insurance agent. CPR Financial & Insurance Services is a registered investment adviser serving individual investors, high-net-worth clients, corporations, and retirement plans. The firm manages approximately $69 million in assets across about 646 clients, providing asset management, financial planning, and ERISA plan advisory services through a combination of in-house management and outsourced solutions.

Lauren Desmarteaux is a financial advisor at Preserve Private Wealth, LLC with Series 63 and Series 65 licenses. She has experience working at SlateStone Wealth and Preserve Private Wealth since 2018. Preserve Private Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, and third-party adviser selection. The firm uses a combination of fundamental and quantitative analysis to implement long-term investment decisions and manages discretionary assets with a focus on alternative investments such as hedge funds, private equity, and venture capital.

Mark Huber is a financial advisor at You First Financial LLC in Port Saint Lucie, FL, holding a Series 65 designation with three years of industry experience. He is also the owner of Sandbar Financial and Insurance LLC, where he is involved in insurance sales and services, and owns Huber Enterprises LTD, an online sales business. You First Financial LLC is a small, owner-operated advisory firm with two advisors managing approximately $18.4 million in discretionary assets. The firm primarily serves individual clients, including both high-net-worth and non-HNW households, offering discretionary portfolio management, comprehensive financial planning, and consulting through a combination of digital platforms and third-party money managers.

Marshall Gilman is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at Purshe Kaplan Sterling Investments, Foresight Wealth Management, and SSN Advisory, Inc. Outside of his advisory role, Gilman is involved in fixed insurance sales and business reorganization consulting. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing asset management, financial planning, and retirement plan consulting. The firm utilizes third-party research and a multi-faceted investment approach, offering tailored portfolio management and ongoing reviews aligned with clients’ goals and risk tolerances.

Andrey Kolpakov is a financial advisor at Motiv8 Investments LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at BBVA Insurance Agency Inc., JP Morgan Chase Bank, JP Morgan Securities LLC, and Edward Jones. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and broad-based financial planning for individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored advice based on clients’ goals and risk tolerance, utilizing a range of analytical methods and implementing various investment strategies while leveraging custodial and third-party platforms to manage client portfolios.

Michael Mc Gee is an investment adviser with Hudson Advisor Services, Inc. in Vero Beach, Florida, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Northern Trust. Outside of his advisory work, he serves on the boards and investment committees of two local nonprofit hospice organizations. Hudson Advisor Services is an SEC-registered investment adviser managing approximately $312 million for about 285 clients through a team of six advisors. The firm offers customized portfolio management for individuals, pension plans, trusts, and charitable organizations, using a fundamental analysis approach supplemented by technical and cyclical factors, with oversight from an internal investment committee.

Jason Young is a Series 65 licensed financial advisor with seven years of industry experience. He is currently with Discipline Wealth Solutions, Inc. and has prior experience at CPR Investments Inc. Outside of advisory work, he has served as a charter fishing captain and is involved as an independent insurance agent. Discipline Wealth Solutions Inc. serves individuals, corporations, other registered advisers, and retirement plans, managing client assets on a discretionary basis. The firm employs tailored investment strategies incorporating asset allocation, dollar-cost averaging, and both long- and short-term approaches, with regular account reviews and oversight of third-party managers.

Michael Terrio is a financial advisor at Motiv8 Investments LLC with 17 years of industry experience. He holds the Series 65 designation and has been involved with several related entities, including M. Terrio Investments, Inc. and M. Terrio, Inc. He serves as Director of Roadways for the Four Rivers Property Owners Association. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies tailored to client goals and risk tolerance, utilizing multiple analytical methods and third-party platforms to manage and rebalance portfolios.

Dana Binsbachar is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has 27 years of industry experience, including prior roles at LPL Financial and INVEST Financial Corporation. Outside of his advisory work, he is the owner of SHTF Armory, LLC, a separate business unrelated to investment activities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, and manages assets through various strategies and third-party models.