James Hall is the sole advisor at Black Raven Investments, LLC, an independent firm based in Celebration, FL. He holds a Series 65 designation and has eight years of industry experience. Hall serves as trustee for three irrevocable trusts and owns a consulting firm that holds two issued patents. Black Raven Investments provides discretionary portfolio management and tailored investment planning primarily for high-net-worth individuals, family offices, and charitable organizations. The firm employs a multifaceted investment approach that includes both traditional and alternative strategies, managing a small number of client relationships with an emphasis on private funds, pooled investment vehicles, and sophisticated trading techniques.

Frank Pagan is the president and investment advisor at Westbrook Investment Advisory, LLC in Kissimmee, Florida. He holds Series 63 and Series 65 licenses and has 33 years of experience in the financial services industry. His prior roles include positions at Sovereign Legacy Securities, Ameritas Investment Corp, and The Alfaomega Financial Group. In addition to his advisory work, Pagan is licensed to sell fixed insurance products including life, health, disability income, and annuities. Westbrook Investment Advisory provides discretionary investment management, qualified retirement plan consulting, and financial consulting to individuals, trusts, estates, businesses, charities, and plan sponsors. The firm implements client strategies primarily through the selection and oversight of third-party advisors and private fund managers, using a combination of macroeconomic, fundamental, quantitative, qualitative, and technical analysis to construct diversified portfolios aligned with client objectives.

Elizabeth Mccollum is a CFP® and holds a Series 66 license, with two years of industry experience. She is the principal of Prosperity Financial Planning LLC, an independent advisory firm she joined in 2025. Prior to this, she worked at The Vanguard Group, Inc. from 2022 to 2024. Outside of financial advising, she is a licensed real estate broker and operates her own brokerage business. Prosperity Financial Planning LLC provides comprehensive financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a strategic, asset-allocation approach based on fundamental analysis and offers both discretionary and non-discretionary management with regular reviews.

Tharcisio De Souza Santos is a financial advisor at Vita Investimentos with a Series 65 designation and zero years of industry experience. His prior work includes ten years at Jazz Seguros. Vita Investimentos provides non-discretionary asset monitoring, portfolio management, and financial planning primarily for business owners, entrepreneurs, executives, families, individuals, and retirees. The firm emphasizes tailored asset-allocation advice and periodic portfolio reviews, combining behavioral, charting, cyclical, fundamental, and technical analysis to guide client strategies.

Claudia Salles is a financial advisor at Vita Advisors, doing business as Vita Investimentos, with six years of industry experience. She holds a Series 65 designation and serves Brazilian clients as an investment adviser representative with a minority interest in Vita Investimentos. Vita Advisors provides non-discretionary asset monitoring, portfolio management, and financial planning to business owners, entrepreneurs, executives, families, individuals, and retirees. The firm focuses on tailored asset-allocation advice and periodic portfolio reviews, using a combination of behavioral, technical, and fundamental analysis across various securities, and maintains a significant non-U.S. client base through its affiliation with a Brazilian advisory entity.

Dillon Dunn is a financial advisor at Rainey & Randall Wealth Advisors, Inc. with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Charles Schwab & Co., Inc. and Lockheed Martin. Rainey & Randall Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, along with limited-scope fiduciary services for ERISA-qualified retirement plans. The firm emphasizes diversified, asset-allocation-based strategies tailored to client risk profiles, utilizing ETFs, mutual funds, equities, fixed income, and, when appropriate, options and derivatives.

Jennifer Anderson is a financial advisor at Bay Colony Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, LPL Financial, LLC, Integrated Wealth Concepts LLC, and Lincoln Financial Advisors Corp. Outside of her advisory role, she serves as a board member of Ashburnham Community Church. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing comprehensive financial planning, portfolio management, retirement plan consulting, and family office services. The firm combines fundamental investment analysis with access to model portfolios and third-party sub-advisers, and offers a blend of family-office services alongside institutional retirement fiduciary solutions.

Michael Rainey is a financial advisor with Rainey & Randall Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 1999, he has been with Rainey & Randall Investment Management, Inc. He also works as an independent insurance agent, addressing insurance-related client needs on a limited basis outside of business hours. Rainey & Randall Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope ERISA retirement-plan services. The firm manages approximately $820 million in discretionary assets and uses tailored asset-allocation models combining mutual funds, ETFs, and selected individual securities based on a blend of modern portfolio theory and various analytical methods.

Wayne Randall is a Certified Financial Planner® with 34 years of industry experience. He has been with Rainey & Randall Investment Management, Inc. since 1999. In addition to his advisory role, he works as an independent insurance agent, providing insurance-related products outside regular business hours. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm’s investment approach uses tailored asset-allocation models based on mutual funds, ETFs, individual equities, and fixed income, incorporating modern portfolio theory alongside fundamental, technical, and cyclical analysis.

Deborah Oneil is a CFP® professional with over 31 years of industry experience. She is currently affiliated with M Holdings Securities, Inc. and AEM Partners, LLC, where she serves as a partner and provides legal counsel and financial advice. Her prior experience includes more than two decades at Equitable Advisors and AXA Advisors. Outside of her advisory role, she is involved in providing legal counsel for business entities and serves as an appointed insurance agent. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by ongoing monitoring and a combination of portfolio management and third-party sub-advisors.

Jarrod Harrison is a financial advisor with MissionSquare Retirement, holding a Series 66 credential and five years of industry experience. His prior affiliations include Edward Jones, Wells Fargo, and Prudential Insurance Company of America. Outside of his advisory work, he co-owns and manages a residential short-term rental property in Champions Gate, Florida. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers Guided Pathways Advisory Services that include discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice and model portfolios developed by Morningstar Investment Management.

Frank Giguere is a financial advisor at Blackridge Asset Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Intrepid, Sagepoint Financial, Inc., and Jackson Hewitt. Outside of his advisory role, he is also an insurance agent and a travel agent. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment process incorporates client risk profiles and employs a multiphase due diligence approach to portfolio management, including the use of third-party model providers and sub-advisory services.

Sean Mest is a financial advisor at Good Life Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, and Key Investment Services. He provides administrative support to Good Life Advisors, an independent registered investment advisory firm. Good Life Advisors is a large registered investment adviser with around 95 advisors and approximately $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations through customized portfolio management, comprehensive financial planning, retirement consulting, and access to third-party asset managers and advisory programs.

Jeremiah Locascio is a financial advisor at Good Life Advisors, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Cadaret, Grant & Co., Inc. and Adams & Associates. Outside of his advisory work, Locascio owns Wireframe Websites, a business providing web design, programming, and 3D printing services. Good Life Advisors offers investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to provide tailored advice and access to a range of programmatic investment solutions.

Renato Rizzatti is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and BTG Pactual US Capital LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, using customized allocations alongside firm-modeled multi-asset portfolios. The firm’s approach incorporates third-party macroeconomic research and allows for client-imposed investment restrictions across a broad range of asset classes.

Zachary Inklebarger is a financial advisor at Good Life Advisors, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC, BNY Mellon Securities Corporation, and Charles Schwab & Co., Inc. Prior to his financial services career, he worked at Bray Ace Hardware for four years. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers through a tailored investment approach combining fundamental, technical, and cyclical analysis.

William Tatro is a Series 65 licensed financial advisor with five years of industry experience. He is affiliated with Foundations Investment Advisors LLC and has held roles at Bass Financial Advisors and Myfedretirementwerks Insurance Services, LLC. Outside of his advisory work, he serves as president of Bass Financial Advisors and is involved in insurance sales and benefits advising through Myfedretirementwerks Insurance Services. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Waldemar Marques Ortiz is a financial advisor at Global View Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including Mutual of Omaha Investor Services and Mass Mutual Financial Group. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm utilizes a quantitative, algorithm-driven approach to investment selection and offers a range of managed account programs, including a low-cost ETF-only option.

Michael Rama is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2014 to 2026. Outside of his advisory work, he has ownership interests in raw land in the Republic of Panama. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through specialized strategies and maintains active brokerage and product-distribution activities beyond standard advisory services.

Lisa Strohm is a CFP® with 20 years of industry experience, currently serving as an advisor at Good Life Advisors, LLC since 2015. She is also the sole member of Athena Network, a group focused on networking and advising women on financial matters. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to tailor advice and offers a range of programmatic investment solutions alongside educational seminars and ongoing planning subscriptions.