Cole Thomas is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Stonebridge Financial Planning Group, LLC, where he has worked since 2021, and has prior experience at Commonwealth Financial Network and Triad Advisors LLC. Outside of advisory work, he was employed by Cru for several years. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis, employing both long-term and shorter-term investment strategies across various asset classes.

Chad Warrick is a financial advisor with Summit Wealth Partners, LLC in Orlando, FL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Summit Wealth Partners since 2015. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach that incorporates academic models and uses pooled vehicles, third-party managers, and derivatives in portfolio construction.

Jeffrey Skraban is a financial advisor with Alternative Investment Advisors, LLC and holds Series 63 and Series 65 designations. He has 26 years of industry experience, including roles at APW Capital Inc, Delta Securities Company, and First Financial Strategies, LLC. He is also a managing member of Alternative Investment Advisors and a co-owner of First Financial Strategies, where he is involved in sales and support of insurance products. Alternative Investment Advisors, LLC serves individuals, trusts, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and employee benefit plan advisory services. The firm employs a team-based approach and customizes client portfolios using a variety of investment methods, emphasizing ETFs and options.

Federico Londono Castillo is a financial advisor at Occidental Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has been with Occidental since 2019. Occidental Asset Management, LLC provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a variety of analytical methods tailored to client objectives and uses third-party technology platforms for portfolio implementation and management.

Cory Churchill is a financial advisor at Fortress Wealth Group with six years of industry experience and holds a Series 65 designation. His prior roles include positions at The Lifewealth Group, AE Wealth Management, and Ruggie Wealth Management. Outside of financial services, he has been involved with Diversity Fitness, including operating Diversity Fitness, LLC. Fortress Wealth Group advises individuals, high-net-worth clients, corporations, and charitable organizations with services including discretionary investment management, financial planning, and retirement plan advisory. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis in its research.

Charles Fitzgerald is a Certified Financial Planner™ with 26 years of industry experience. He has been with Moisand Fitzgerald Tamayo, LLC in Orlando, Florida since 1998. Outside of his advisory role, he serves as the volunteer president and board director of the Millers Cove Homeowners Association. Moisand Fitzgerald Tamayo is a fee-only, independent investment advisory firm serving individuals, families, trusts, estates, and retirement plan sponsors. The firm emphasizes evidence-based, long-term investing with low-cost funds and offers a range of services including discretionary portfolio management, financial planning, retirement plan consulting, tax preparation, and business consulting.

Thomas Lucas is a CFP® professional with 4 years of experience at Moisand Fitzgerald Tamayo, LLC in Orlando, FL, where he has worked since 2015. He is part of an 11-advisor team at the firm. Moisand Fitzgerald Tamayo is a fee-only, independent advisory firm serving individuals, families, trusts, estates, and retirement plan sponsors. The firm emphasizes evidence-based, long-term investment strategies and offers comprehensive services including discretionary portfolio management, financial planning, tax return preparation, and business consulting for S-corporation owners.

Andrew Baker is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Summit Wealth Partners, LLC and has previously worked at Pelican Wealth Advisors LLC and Mass Mutual. Outside of his advisory role, he is a licensed real estate agent in Bonita Springs, FL. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach that incorporates academic models, third-party managers, and the use of pooled vehicles such as ETFs and mutual funds.

Stacey Cole is a financial advisor at Haven Private with six years of industry experience. She holds a Series 65 credential and has previously worked at firms including AlphaQ Advisors, LLC and Bank of America. Outside of her advisory role, Stacey is an active member of the Florida Bar Association’s Real Property Probate Trust and Law Section, where she serves on multiple committees and holds a leadership position in the educational committee. Haven Private is a fee-based registered investment adviser that serves individual and high-net-worth clients with private wealth management and discretionary portfolio management. The firm’s investment approach is based on a written Investment Policy Statement and diversified asset-allocation models, and it also serves as sub-advisor to a private pooled vehicle, a service uncommon for firms its size.

Julia Adams is a financial advisor with Synergy Investment Management LLC, holding a Series 66 designation and one year of industry experience. She has worked at Synergy Investment Management and LPL Financial since 2023. Prior to her financial career, she was employed in various roles including at Fay Hu Dentistry and Bishop Moore High School. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to a broad client base including individuals, trusts, estates, businesses, and charitable organizations. The firm applies Modern Portfolio Theory in its investment strategy and employs proprietary quantitative models along with a held-away account platform to manage retirement accounts.

Philip Beytell is a financial advisor at Green Vista Asset Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at G.A. Repple & Company. Outside of finance, he serves part-time as a head judo coach at Lakeland Judo Academy. Green Vista Asset Management is a six-person firm managing approximately $16.2 million for individual, high-net-worth, trust, estate, corporate, and select institutional clients. The firm provides discretionary and non-discretionary portfolio management, third-party manager selection and oversight, and financial planning, employing customized separately managed accounts and a combination of in-house and third-party research.

Lida Phillips is a financial advisor with Alternative Investment Advisors, LLC, holding a Series 65 designation and two years of industry experience. Her prior work includes roles at Proficient Processing, LLC, Orange County Public Schools, and the University of Central Florida. Alternative Investment Advisors, LLC provides portfolio management, financial planning, ERISA and employee benefit plan advisory, and third-party manager referral services to individuals, trusts, and institutional clients. The firm customizes asset allocations primarily using ETFs and options and offers educational seminars and workshops for groups seeking general investment instruction.

Evan Gruchot is a financial advisor at Solyco Wealth LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Northwestern Mutual and Clarity Financial Planning. In addition to his advisory role, he provides private equity consulting focused on fund administration, capital raising strategies, board advisory services, and optimizing organizational structures. Solyco Wealth offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis and provides tax preparation and accounting services through an affiliated entity.

Erik Margetts is a financial advisor at Prostatis Financial Advisors Group with one year of industry experience. He holds a Series 65 designation and previously worked at ABM Industries and Chick-fil-A. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in client assets using a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Samson Streachek is a financial advisor at Financial Harvest Wealth Advisors in Winter Park, FL. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Financial Harvest, Samson worked at Universal Destinations & Experiences and has experience in consulting and other industries. Financial Harvest Wealth Advisors serves individuals and families across a broad range of wealth levels, managing approximately $557 million in client assets with a team of six advisors. The firm provides comprehensive wealth management services grounded in a consultative process and emphasizes strategic asset allocation using various investment vehicles.

Matthew Lampman is a financial advisor at Global Assets Advisory, LLC with 13 years of industry experience. He holds the Series 66 designation and has held roles at several firms, including Primus Financial Services, LLC and International Assets Advisory, LLC. Lampman is also involved in operational duties at International Assets Investment Management, LLC and oversees administrative functions at Lampman Ventures LLC. Global Assets Advisory, LLC is an SEC-registered advisor serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services using a long-term, customized portfolio approach.

Jordan Knapke is a financial advisor at Oxford Wealth Group, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Oxford Wealth Group, he worked at several advisory firms including Foundations Investment Advisors, The Chamberlin Group, and C2P Capital Advisory Group. Outside of his advising role, he has provided insurance and non-legal estate planning administrative services through The Chamberlin Group. Oxford Wealth Group offers investment advisory and financial planning services to individuals, retirement plans, corporations, trusts, and estates, utilizing a goals-based approach and model portfolios managed by financial professionals in conjunction with third-party sub-advisers.

Robert Cortes is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 66 credential and 16 years of industry experience. He has worked at AllGen Financial Advisors since 2017 and previously held roles with Fairwinds Credit Union and Cuso Financial Services. Outside of his advisory work, he is an owner of a private rental property business. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for nearly 1,000 clients, primarily individual and high-net-worth households. The firm uses a core-satellite asset-allocation approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Jeffrey Ackler is a financial advisor with Synergy Investment Management LLC, holding the CFP® designation and Series 63 and 66 licenses, with 34 years of industry experience. He has worked at Synergy Investment Company since 2024, following seven years at Merit Financial Group and over a decade at LPL Financial. Outside of financial advising, he owns and operates a travel agency franchise. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm applies Modern Portfolio Theory in its investment approach and utilizes proprietary quantitative models and a held-away account platform to support client portfolios.

Chad Vergason is a CFP® professional with seven years of industry experience, currently serving at Siler Wealth Management. His prior roles include positions at CEV Financial Ventures, Sdr Investment Management, and Principal Securities Inc. He is a board member of the National Association of Insurance and Financial Advisors and holds a life and fixed insurance license. Siler Wealth Management offers 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, with a range of active and passive portfolio options.