Christopher Calise is a CFA® charterholder affiliated with Haven Private in Orlando, FL. He has one year of industry experience and previously spent ten years at MCK United LLC/RPM Realty. Calise is currently involved with Intentionalize, LLC and Enclave Risk Management, LLC alongside his role at Haven Private. Haven Private is a fee-based registered investment adviser serving individual and high-net-worth clients with private wealth management and discretionary portfolio management. The firm emphasizes ongoing account oversight through written Investment Policy Statements and diversified asset-allocation models, managing a range of traditional and alternative investments while also acting as sub-advisor to a private pooled vehicle.

Allison Young is a CFP® with three years of industry experience, currently serving at Stonebridge Financial Planning Group, LLC in Orlando, FL. Her career includes multiple roles within Stonebridge and Commonwealth Financial Network. Prior to her financial advisory career, she worked in the tourism and retail sectors. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, 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 diverse asset classes.

James Sewell is a financial advisor with Green Vista Asset Management LLC and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including 15 years at G.A. Repple & Company and ongoing roles at Covenant Financial Management and Niceville Business Exchange. Outside of finance, he serves as president of a local networking organization. Green Vista Asset Management serves individual and institutional clients through customized portfolio management, financial planning, and third-party manager selection. The firm combines third-party research with in-house due diligence across a broad range of investment strategies and maintains active oversight of third-party managers to align portfolios with client objectives.

Michelle Taylor is a financial advisor at GFG Solutions with 8 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at MML Investors Services, Mass Mutual Life Insurance Co., and Northwestern Mutual in various roles. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm uses a combination of fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategies as key planning components.

Matthew Jones is a financial advisor at Talon LLC with a Series 65 designation and two years of industry experience. Prior to joining Talon LLC, he worked at Talon Private Wealth and before that spent nine years at Cox Media Group. Talon LLC serves individual and high-net-worth clients, providing comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions through a third-party provider. The firm manages approximately $1.06 billion in client assets across 1,921 client relationships, employing a tactical asset allocation approach that incorporates model portfolios, technical analysis, and active strategies.

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.

Wesley Hunter is a financial advisor at QTR Family Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America and Merrill Lynch. Outside of his advisory role, Hunter is co-owner and financial operator of Raft Integrations, LLC, a technology server installation company, and co-owner/CFO of Florida Site Services, a construction business. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses, providing comprehensive wealth management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets and typically acts as a manager-of-managers by implementing model portfolios and engaging third-party managers.

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.

Peterson Cenerino is a financial advisor at Proxy Wealth Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked with Proxy Wealth Advisors since 2023. Outside of financial services, he owns and operates PIS Representations LLC, an information technology consulting firm based in Orlando, FL. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, and is noted for its cross-border advisory services for foreign clients.

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.

Tatiane Teixeira is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Proxy Wealth Advisors, she worked in the education sector at Anima Educacao (UNIFACS) and Laureate International Universities (UNIFACS) from 2014 to 2023. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a broad range of instruments, and is noted for its cross-border advisory services, including immigration-related financial planning for foreign clients.

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.

Chad Hunter is a CFP® professional with 18 years of industry experience, currently serving as a Private Wealth Advisor and owner at QTR Family Wealth, LLC. His career includes roles at Bank of America, Merrill Lynch, and several wealth management firms. Outside of financial advising, he consults for Rosterspot, Inc., a social media web application focused on athletic recruiting. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management and business consulting services. The firm manages approximately $582.8 million in discretionary assets and employs a manager-of-managers approach, offering a range of financial planning, tax coordination, and philanthropic support services.

Matthew Jackson is a Series 65 licensed financial advisor with 11 years of industry experience. He has been with Jackson Wealth Management, LLC since 2014. Jackson Wealth Management, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, retirement accounts, and business entities. The firm employs an active trend-following and tactical asset allocation approach across mutual funds, ETFs, and individual equities, combining fundamental, technical, and cyclical analysis with ongoing monitoring and periodic rebalancing.

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.