Dennis Gagnon is a CFP® professional with 25 years of experience in the financial services industry. He is the principal and sole advisor at Non-Traditional Wealth Management, LLC, where he has worked since 2005. His prior experience includes roles at Center Street Securities Inc and Arete Wealth Management, LLC. Outside of his advisory work, Gagnon serves as treasurer for the Central Florida Rifle & Pistol Club. Non-Traditional Wealth Management is an independent, single-advisor registered investment adviser providing financial planning, consulting, and portfolio monitoring services. The firm focuses on multi-phase financial planning aligned with recognized standards, implementing recommendations through outside professionals rather than managing portfolios directly.

Richard Reyes is a CFP® professional with 27 years of industry experience. He has been with Wealth & Business Planning Group, LLC since 2008, where he is the sole advisor. Outside of his advisory role, he provides tax preparation, tax planning, and limited insurance sales focused on life, annuity, and long-term care products. Wealth & Business Planning Group, LLC is an independent firm serving clients with comprehensive wealth and business planning services.

John Maffei is a financial advisor at MFM Capital Management, Inc. with 37 years of industry experience. He has worked at MFM Capital Management since 1986. Outside of advising, he serves as Chief Operating Officer of MFM Financial, a tax preparation and advisory service.

Stephen Lee is a financial advisor at Equistar Wealth Management Inc. with 22 years of industry experience. He holds the CFP® and Series 65 designations and has been with Equistar since 2009. Outside of advisory services, he is also an independent insurance agent involved in term life policy sales on a limited basis. Equistar Wealth Management is an independent firm serving individual clients.

Paul Shelton Jr. is a financial advisor at Warwick Shore Advisors, LLC in Orlando, FL, holding a Series 65 designation with eight years of industry experience. He previously worked at Water Oak Advisors from 2015 to 2018 before joining Warwick Shore Advisors, where he has been since 2018. Warwick Shore Advisors is an independent firm with a sole advisor, focusing on providing personalized financial advisory services.

Deivanayak Balakrishnan is a CFP® and Series 66 registered advisor with four years of industry experience. He currently works at XYPN Sapphire and WBI Advisory LLC and has prior experience at Certified Insurance Corp, Certified Advisory Corp, Fortune Financial Services, and Siemens Energy Inc. Outside of his advisory roles, he is involved in insurance sales with Certified Insurance Corp. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach utilizing diversified portfolios and offers both discretionary and non-discretionary management, with an emphasis on human oversight and digital asset management initiatives.