Guy Davidson is a financial advisor at Synergy Investment Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with LPL Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of financial services, he has been involved with Bluegrass Chic Floral, a business he operates alongside his advisory role. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm utilizes a Modern Portfolio Theory-based approach with a variety of investment vehicles and employs proprietary quantitative models and a held-away account platform to support its clients.

Geovanni James is a financial advisor at Occidental Asset Management, LLC with three years of industry experience. He holds a Series 65 credential and has been with Occidental Asset Management since 2022. Prior to his advisory role, he was a student for ten years. Occidental Asset Management is an independent registered investment adviser managing approximately $1.07 billion for primarily high-net-worth individuals and institutional separately managed accounts. The firm offers discretionary and non-discretionary portfolio management along with wealth management and financial planning, employing a combination of fundamental, technical, and cyclical analysis tailored to client objectives and risk tolerances.

Corey Roun is a financial advisor at SyntheticFi LLC with 16 years of industry experience. He holds a Series 65 designation and has been with Lyons Wealth Management since 2009. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers as well as individual clients, corporations, and small businesses. The firm employs an automated trading strategy focused on exchange-traded European-style S&P 500 index options and offers client-facing software for performance reporting, margin monitoring, and alerts.

Solomon Shen is a financial advisor at Synergy Investment Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with LPL Financial, LLC and Merit Financial Group, LLC. Outside of his advisory work, he is the owner of Kick'N Ash BBQ, a home-based barbecue business. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million across about 2,469 clients and employs a long-term investment approach grounded in Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, alternatives, and proprietary quantitative models.

Mark Bras is a financial advisor with American Financial Advisors Inc in Winter Park, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has provided financial planning and retirement advice primarily to American Airlines pilots since 2007 and is also an airline captain and trainer for American Airlines. Bras owns American Financial Consulting Service, which offers financial planning services to airline pilot clients. American Financial Advisors is a team-based registered investment adviser serving individual and high-net-worth clients, retirement accounts, and plan sponsors. The firm emphasizes a passive, asset-class investment approach with primarily non-discretionary portfolio management and provides specialized services including participant education and retirement plan consulting.

Carl Rylander is a financial advisor at Orca Investment Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Paulson Investment Advisors LLC and Paulson Investment Company, LLC. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across 359 client accounts, employing a mix of fundamental, technical, charting, and cyclical analysis to implement diversified, tailored investment strategies.

Jaren Holmes is a financial advisor at Collaborative Wealth with a Series 65 designation and two years of industry experience. He previously worked at Merrill Lynch for eight years. Outside of advisory work, he serves as Director of Public Relations for Collaborative Digital Innovations, an AI and machine learning software company. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for a diverse client base including individuals, high-net-worth households, and institutions. The firm employs a combination of fundamental and technical analysis to construct portfolios with a long-term focus, offering investment management alongside comprehensive planning and consulting services.

Anthony De Luca is a CFP® with six years of industry experience, currently serving as an advisor at Delta Advisory Group, Inc. He has held roles at Delta Capital Management since 2019 and previously worked in construction and at Masch Meyer. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for life events. The firm manages approximately $192.6 million across several hundred accounts and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

Michael Ackerman is a CFA® charterholder with three years of industry experience. He is currently with 55 North Private Wealth, where he has worked since 2023. Prior to this, he was with CI Brightworth and Tiffany Property Group. 55 North Private Wealth is an independent, fee-only wealth management firm serving individuals and high-net-worth clients. The firm uses a quantitative approach to tailor portfolios across a mix of passive and active strategies, focusing on clients’ entire financial structures and employing a multidisciplinary team.

Alexander Petsos is a financial advisor at Delta Advisory Group, Inc. with four years of industry experience. He holds a Series 65 designation and has worked previously at Lee Hecht Harrison, BNY Mellon, and the Walt Disney Company. Outside of his advisory role, he is involved with Storage Units Capital Management Corp and Delta Capital Management. Delta Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and consulting for significant life events. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers regular client communications including a monthly newsletter.

Mark Wichrowski is a CFA® charterholder and Series 63 licensee with three years of industry experience. He currently works at 55 North Private Wealth after previous roles at Bessemer Trust and Northern Trust. 55 North Private Wealth is a 100% employee-owned firm advising individuals and high-net-worth clients on wealth planning and investment management on a fee-only basis. The firm uses a predominantly quantitative approach combining passive and active management, and offers customized portfolios alongside alternative and private investment options.

Roy Miranda is a financial advisor at Delta Advisory Group, Inc. in Maitland, FL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with Delta Advisory Group and its related entities since 2010. Outside of his advisory role, Miranda serves as the Media Deacon of the Metro Church of Christ, overseeing marketing, advertising, and web development. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for significant life events. The firm employs a multifaceted investment approach and provides quarterly account reviews, managing approximately $192.6 million across several hundred client accounts.

Stephen Curley is a CFP®, CFA®, and Series 65 credentialed advisor with 15 years of industry experience. He currently works at 55 North Private Wealth, joining the firm in 2023 after roles at Eaton Vance WaterOak Advisors and Water Oak Advisors, LLC. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients. The firm offers investment management and comprehensive wealth planning, using a quantitative process that integrates passive and active strategies tailored to clients’ financial structures.

Timothy Smisek is a financial advisor with Fortress Wealth Group, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including six years at Moors & Cabot, Inc. before joining Fortress Wealth Group in 2021. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios, implementing strategies both directly and through unaffiliated managers and automated platforms.

Donald Nestor is a CFP® with 25 years of experience in financial advising. He has worked at Delta Advisory Group, Inc. since 2006 and previously spent ten years at Delta Capital Management LLC. Delta Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and consulting for life events such as retirement or divorce. The firm manages approximately $192.6 million across several hundred accounts and utilizes a combination of fundamental, technical, and cyclical analysis, employing various investment strategies tailored to client goals.

Justin Isenhour is a financial advisor with Fortress Wealth Group in Winter Park, FL, holding a Series 65 designation and two years of industry experience. His prior roles include positions at PFM Financial Advisors LLC and Evershore Financial Group. He also worked at Orange Tree Golf Club for three years before entering the financial industry. Fortress Wealth Group serves individuals, high-net-worth clients, corporations, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis in its research.

Dagean Larsen is a financial advisor at Siler Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at SDR Investment Management, The Core Financial Group, and D6Financial. Outside of finance, he has been involved with Old World Masonry since 2009. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, trusts, small-business owners, and select institutional clients. The firm employs a tailored, long-term investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, and offers a range of portfolio management strategies alongside estate-planning coordination and Social Security consulting.

Thomas Rogers is a financial advisor with Financial Transparency in Longwood, FL, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. He has held roles at Envision Financial Transparency, Trustee Empowerment & Protection, and Cssc Brokerage Services, and serves as president of Wealth Strategies Collaborative, Inc., a consulting business. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm uses an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering a range of portfolio management programs including customized accounts that incorporate tax-loss harvesting and socially responsible investing options.

Shawn Smith is a financial advisor with Collaborative Wealth in Lake Mary, FL, holding Series 63 and Series 66 licenses and offering 12 years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He also operates SMS Wealth Advisors LLC, a separate business entity used for tax and investment purposes. Collaborative Wealth provides financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients such as pension plans and foundations. The firm employs both fundamental and technical analysis to develop long-term asset allocation strategies and manages a private real estate fund with AI-assisted underwriting and blockchain-anchored reporting.

Tracie Handberg is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Verisail Partners, LLC. She has two years of industry experience, including prior work at Stonebridge Financial Planning Group, LLC. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm uses a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model, managing portfolios on a discretionary basis with a focus on multi-year holding periods.