Dillon Little is a CFP® professional with four years of experience at Certified Advisory Corp. His background includes roles at The Car Park and involvement with the Ponce De Leon Inlet Lighthouse Preservation Association. He has also worked in education at the University of South Florida and Spruce Creek High School. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and charitable organizations. The firm employs an individualized, goal-driven investment process and emphasizes plan-level consulting, participant education, and systematic reporting, utilizing both traditional custodians and the Betterment for Advisors platform.

Eric Reinhold is a CFP® with 29 years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2023. His prior roles include positions at Ameriprise Financial Services, Inc., Commonwealth Financial Network, and Osaic FA, Inc. Outside of his advisory work, Reinhold serves on the Board of Directors for Character 4 Kids, Inc. and is an author of fiction and non-fiction books. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates and trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory services, and a range of platforms including private markets and values-based strategies, supporting both individual clients and independent advisory firms nationwide.

Adam Thielen III is a financial advisor at Virtue Capital Management, LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Virtue Capital in 2020, he worked at LPL Financial and Invest Financial Corporation, and he has operated his own insurance agency since 2000. Virtue Capital Management, LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model and uses tactical, strategic, and dynamic investment approaches, combining portfolio management, financial planning, and consulting services.

Dale Wondisford is a financial advisor at Gradient Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has been involved with Medigap Supplement Headquarters since 2008. In addition to his work at Gradient, he owns and operates Your Pension Rep, a financial planning and advisory business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily works through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model that incorporates tools such as risk analysis and various portfolio analysis methods.

Vicki Kovach is a CFP® professional with 27 years of experience in financial planning and advisory services. She is currently with Certified Advisory Corp and has held roles at firms including Maitland Securities, Inc. and Team Beachbody. Outside of her advisory work, she serves as owner and president of VDK Financial Services, Inc., a non-investment business. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and employer-sponsored plans. The firm emphasizes individualized, goal-driven portfolio management combined with detailed plan-level consulting and systematic client communications.

Jessica Hall is a financial advisor at Certified Advisory Corp with five years of industry experience. She holds the Series 66 designation and has worked at firms including Fortune Financial Services, Bank of America, Merrill Lynch, and Wells Fargo Bank. Outside of her advisory role, she is also an agent and sales representative with Certified Insurance Corp. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment process and offers plan-level services such as pension consulting, participant education, and systematic quarterly reporting, utilizing both traditional custodians and digital platforms like Betterment for Advisors.

Roy Kelsey is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Cape Investment Advisory, Inc., 401K Generation, and Skyview Wealth Management, LLC. Outside of his advisory work, he owns SkyView Business Solutions, a company focused on helping businesses recover R&D tax incentives. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors and model portfolios to implement strategies.

Peter Medgyesy is a financial advisor at Moors & Cabot, Inc. in Maitland, Florida, holding a Series 66 designation with 19 years of industry experience. He has been with Moors & Cabot since 2012 and previously worked at Wells Fargo Clearing from 2007 to 2008. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with portfolios tailored to client objectives using various strategies and options for discretionary or non-discretionary arrangements.

Anthony Dorval is a CFP® professional with 27 years of industry experience. He has been with Moors & Cabot, Inc. since 2013 and previously worked at New England Securities and Merrill. In addition to his advisory role, he is an independent insurance agent specializing in disability, life, accident, and health insurance. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management through its Portfolio Management Program, fee-based financial planning, and consulting, with a flexible approach that includes discretionary and non-discretionary services tailored to clients’ objectives and risk tolerances.

Edward Dover III is a financial advisor at Moors & Cabot, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SunTrust Advisory Services, Truist Investment Services, and Legg Mason Wood Walker. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and consulting through discretionary and non-discretionary arrangements. The firm uses a variety of strategies including asset allocation, fundamental and technical analysis, and may allocate client assets to third-party or affiliated sub-advisors.

Peter Duggan is a financial advisor at Intellicents Investment Solutions Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at TRG Financial Advisors, Inc., and TRG Advisors, Inc. outside of his advisory role, he assists clients with retirement plan consulting and investment policy reviews. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, as well as individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with quarterly monitoring and provides a range of consulting and wealth management services through a multi-advisor enterprise.

Keith Svendby Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He has worked at LPL Financial since 2011 and has been associated with IHT Wealth Management LLC since 2019. His career also includes eight years at Independent Financial Partners. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Harry Stadelmayer is a CFP® professional with 39 years of industry experience, currently serving at Certified Advisory Corp. His career includes roles at Fortune Financial Services, Maitland Securities, Certified Insurance Corp, and Transam Securities. He has been involved with Certified Advisory Corp since 1995 and with Certified Insurance Corp since 1998. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment process and emphasizes plan-level services, participant education, and systematic reporting, combining traditional custodial arrangements with a digital advisory platform.

Michael Tannenbaum is a financial advisor at Archer Investment Corporation with 13 years of industry experience. He holds a Series 65 designation and has been with Archer since 2012. In addition to his advisory role, he is the owner and managing member of Frutchey Tannenbaum, LLC, a CPA firm. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm also supports a multi-branch independent-contractor model, with a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and options.

Daniel Thornton is a financial advisor at Good Life Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Good Life Financial Advisors of Orlando. Good Life Advisors is a large 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, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, with an investment process that integrates fundamental, technical, and cyclical analysis.

Glenn Rodriguez is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1997. He focuses on developing strategies and providing investment guidance for individuals, their families, and businesses by understanding their short- and long-term financial objectives. His client focus includes college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Glenn holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Investment Management Analyst® designation, and is a Personal Investment Advisor (PIA). He graduated summa cum laude from Rollins College with bachelor's degrees in Business Administration and Economics. Glenn began his financial services career after a brief period as an investment banker and has built his practice by establishing direct and personal relationships with clients. His nearly three decades of experience include working with multiple generations within families and delivering comprehensive financial solutions. He lives in Lake Mary with his two children, and they are active in the community supporting Habitat for Humanity. Glenn’s personal interests include biking, cooking, reading, writing, and spending time with his family.

Stephen Meikle is a financial advisor with Calton & Associates, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Calton & Associates in 2018, he worked at International Assets Advisory LLC and UBS Financial Services. He operates an independent financial services practice under the name Investia Financial Services. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities, offering fee-based portfolio management, financial planning, and brokerage and insurance products through its dually registered representatives. The firm employs multiple investment approaches and manages accounts via firm-sponsored programs or third-party managers after formal due diligence.

Emily Perez is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Certified Advisory Corp and Certified Financial Group, having previously been employed by firms including Ogden Wealth, Cetera Advisor Networks, Strollo Partners, Financial Advisory Institute, and Summit Brokerage Services. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored approach that aligns client goals, risk tolerance, and liquidity needs with investment strategies, offering discretionary portfolio management, Betterment automated platforms, pension consulting, and tax services through affiliated CPAs.

Andres Zambrano is a financial advisor at Regal Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Bankers Life Advisory Services, Inc. and Bankers Life & Casualty, Inc., and served six years in the United States Air Force. Outside of advising, he provides insurance services as a licensed insurance agent. Regal Investment Advisors LLC offers discretionary investment management services primarily through independent advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm employs a range of proprietary and third-party model portfolios, with advisers selecting and overseeing allocations while Regal manages implementation and rebalancing.

Sean Price is a financial advisor with B. Riley Wealth Advisors, Inc. in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corporation, and Gilman + Ciocia, Inc. He also serves as president of Price Tax Advisory LLC, providing tax preparation services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm offers a broad range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both firm-sponsored and third-party sub-advisers.