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.

Kevin Wenke is a CFP®-credentialed financial advisor at Stormathrive Wealth Management with 11 years of industry experience. His career includes roles at Decision Tree Investment Advisors LLC and Freedom Mortgage Corporation. Outside of finance, he owns Decision Tree Tax Advisors LLC and is involved in several small businesses, including a trucking and construction company and a travel referral service. Stormathrive Wealth Management provides customized financial planning and investment advisory services to individuals, families, and a broad range of institutional and nonprofit clients. The firm employs a rules-based, risk-focused investment approach incorporating proprietary strategies and offers various engagement formats, including fixed-fee, hourly, and performance-based arrangements.

Rolland Basant is a financial advisor at Freedom Financial Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with the firm since 2005. Freedom Financial Management, Inc. provides fee-only holistic financial planning and investment management primarily to individuals and families. The firm offers comprehensive services including financial, retirement, and estate planning, as well as tax planning and preparation, and operates mainly on a non-discretionary basis with a focus on integrating tax considerations into portfolio analysis.

Manan Patel is a CFP® with seven years of industry experience, currently serving as the sole advisor at Ample Wealth Partners LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Ample Wealth Partners LLC provides discretionary asset management, financial planning, and retirement plan consulting services. The firm manages diversified portfolios using a combination of fundamental analysis and modern portfolio theory, tailoring strategies to individual client risk profiles.

Kevin Dunleavy is a CFP® with five years of experience in financial advising at Freedom Financial Management, Inc. He has a background in marketing promotions through his long-term involvement with Super Marketing Promotions. Outside of financial advising, he serves as General Manager of DD&R Enterprises LLC, a real estate investment company. Freedom Financial Management, Inc provides fee-only holistic financial planning and investment management primarily to individuals and families, focusing on tax-aware, non-discretionary investment recommendations and combining financial planning with tax preparation services.

Arthur Zapesochny is a financial advisor with Your Choice Financial LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has previously worked at Ameriprise Financial and AXA Advisors. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Santa Barbara community association and is a board member of the University of Rochester alumni association. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a long-term strategic trading approach enhanced by tactical decisions and uses a variety of investment methods and instruments across its multiple offices.

Sebastian Elliot is a financial advisor with Your Choice Financial LLC in St. Cloud, FL, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at several firms, including Mid American Wealth Advisory Group Inc. and ReJoyce Wealth Management LLC. Outside of advisory work, he serves as CEO of Enlighten Interactive LLC, a software development company, and tutors finance on Wyzant.com. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a strategic investment approach that incorporates modern portfolio theory, quantitative analysis, and other methods, offering both discretionary and non-discretionary management through multiple offices.

Joseph Schreiner III is a financial advisor with Legacy Wealth Management, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Legacy Wealth Management in 2025, he worked at Northwestern Mutual in various capacities from 2021 to 2025 and spent over a decade at Publix supermarkets. He is also involved in insurance sales, providing risk management analysis and insurance placement as part of clients' financial plans. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a diverse investment approach that includes in-house models, sub-advisers, and alternative investments, with customized strategies tailored to clients’ objectives and risk tolerances.

Kenneth Clark is a financial advisor at Portfolio Medics, LLC with 15 years of industry experience. He holds Series 63, 65, and 66 licenses. Outside of advisory work, Mr. Clark serves as Senior Vice President at Vital Records Control, a records management and information scanning business, and is the owner of Harbor Light LLC, a personal investment firm. He is also President of All Around Inc., which involves textile restoration and other personal investments. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a diversified investment approach combining fundamental, technical, and cyclical analysis and offers a range of portfolio management strategies tailored to client objectives and risk tolerance.

Frank Giguere is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes roles at Intrepid, Sagepoint Financial, Sunamerica Securities, and Jackson Hewitt. Outside of advisory work, he is also an insurance agent and operates a travel agency business. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations by offering financial planning, investment management, and consulting through a network of investment adviser representatives. The firm utilizes a turnkey asset management platform and combines fundamental, technical, and charting analysis in its investment process.

Emmanuel Santiago Perez is a financial advisor at Kovack Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nationwide Planning Associates, Cetera Investment Services, and Regions Bank. Outside of his advisory work, he is president and instructor of Aikido of Central Florida, a martial arts school he fully owns. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering traditional advisory services supported by an Envestnet workflow and a mix of proprietary and third-party investment models.

Leslie Garrett is a financial advisor at Level Four Advisory Services with 31 years of industry experience. He holds a Series 63 designation and has been with Level Four Advisory Services since 2021, also operating Garrett Wealth Management LLC since 2007. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services using model portfolios and both affiliated and third-party managers.

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.

Waldemar Marques Ortiz is a financial advisor at Global View Capital Management LLC with 16 years of industry experience. He holds a Series 65 credential and has worked with firms including Mutual of Omaha Investor Services and MML Investors Services. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach uses technical and quantitative analysis applied to ETFs and mutual funds, supported by proprietary research from AdvisorGuide, LLC.

Christopher Ishack is a financial advisor with Savvy in Kissimmee, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Bank of America and Merrill, serving clients for over a decade before joining Savvy in 2026. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools to customize investment plans according to client objectives.

Carmen Hodnett is a financial advisor at Meridian Wealth Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Southport Capital, Burnette Insurance, and Principal Financial Services. Outside of her advisory role, she is involved with Meridian Insurance LLC, where she consults and sells life insurance and annuity products. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services with an investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Kenneth Metviner is a financial advisor at SeaCrest Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest since 2012. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that integrates fundamental and technical analysis and uses artificial-intelligence tools alongside human review.

Brent Arnold is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Kestra Advisory and has prior experience with LPL Financial and Templar Financial Services. Outside of his advisory work, Arnold is involved in family farming operations and holds leadership roles in nonprofit organizations, including serving as Vice President of the Colusa Masonic Lodge and Chief Rabban of the Nile Shriners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors and large investors such as sovereign wealth funds. The firm offers various services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions within a supervisory framework.

Martin Plant is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Kissimmee, FL. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has been with Fifth Third Securities since 2010 and with the broader Fifth Third organization since 2009. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers various managed account programs and investment strategies via the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Dawn Spaulding is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Her career includes roles at Principal Securities, Charles Schwab, and Fidelity. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm provides tailored financial planning and investment management through a combination of advisor-led discretionary management, model-based strategies, and proprietary and third-party platforms.