Eugene Pender Sr. is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Fusion Investment Advisors, Sammons Securities Company LLC, and Metropolitan Life Insurance Company, alongside operating E.R. Pender & Associates, LLC since 2001. He is a member of the board of directors at Clearwater Yacht Club. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs an open-architecture investment platform and combines customized asset allocation models with fundamental and technical analysis to manage client portfolios on a discretionary basis.

Samuel Nelson is a financial advisor with Choreo, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Charles Schwab for seven years prior to joining Choreo in 2022. Choreo serves a diverse client base including individual investors, high-net-worth clients, family offices, corporate and retirement plan sponsors, and institutional clients. The firm’s investment approach combines strategic asset allocation based on global indices with quantitative screening and Investment Committee oversight to select managers and model portfolios, offering a range of advisory services from portfolio management to specialized consulting.

Gary Abely is a CFP® with 12 years of experience at Certified Advisory Corp and a total of over 30 years in financial and tax-related services. He has been with Certified Advisory Corp since 2013 and also operates Gary Abely, CPA, providing tax preparation services. Additionally, he is involved with Central Florida Group Services, Inc., a firm specializing in employee benefits consulting, including retirement plans. Certified Advisory Corp offers 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 approach and emphasizes plan-level services, participant education, and systematic reporting.

Jonathan Ullivarri is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Eternal Empire Insurance, Blueprint Insurance Group, True Spec Golf, Club Champion Golf, and Golf Galaxy. He is also involved as President and Investment Advisor Representative of Eternal Empire Investments. 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 operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Corico Mc Cray Sr. is a financial advisor at Encompass More Asset Management LLC with four years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Edward Jones and AE Wealth Management, as well as operating McCray Enterprises & Associates, LLC. He is also a licensed independent agent for life and health insurance. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis and manages approximately $582 million for around 4,000 clients.

William Farrell is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Northwest Asset Management since 2021 and previously spent six years at Ronald Blue & Co. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

Richard Crouse is a CFP® with 40 years of industry experience. He has been with G. A. Repple & Company since 1992 and previously worked at GVC Financial Inc from 1989 to 2008. Outside of his advisory role, he is president and owner of a tax preparation and IRS representation business. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to build portfolios aligned with clients’ goals and risk tolerances and offers a range of management options, including an ETF-focused program and a Biblically-Responsible Investing model.

Matthew Marcus is a financial advisor with Arkadios Wealth Advisors in Longwood, FL, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Principal Financial Services, LPL Financial, and Morgan Stanley. In addition to his advisory work, he is involved in the sale of various insurance products including life, health, and annuities. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans using fundamental, technical, and cyclical analysis, offering portfolio management, retirement plan consulting, and financial planning through a variety of managed account options and third-party managers.

Gregory Brick is a financial advisor at Regal Investment Advisors LLC with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Cetera and Questar Capital Corporation, among others. He serves as trustee for the Brick Family Revocable Trust. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party strategies that include mutual funds, ETFs, equities, fixed income, and option overlays. The firm serves individual, charitable, and corporate clients through its network of financial advisers.

Joel Martin is a financial advisor with G. A. Repple & Company, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at G. A. Repple & Company since 2005 and also leads Mangrove Financial Group LLC, a financial planning firm. Outside of his advisory roles, Martin serves as a general board member of The Azalea Youth Soccer League, Inc. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical methods to create tailored portfolios and offers multiple investment programs including a Biblically-Responsible Investing model.

Adam Bond is a financial advisor with Principal Advised Services holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Principal Advised Services, he worked at Verizon Wireless and is currently associated with several entities under the Principal Financial Group, including Principal Bank and Principal Life Insurance Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group family, leveraging affiliated entities to offer access to proprietary mutual funds, bank products, and model services.

Timothy Harper is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at LBMZ Securities, Inc., Ameriprise Advisor Services, Inc., and J.J.B. Hilliard, W.L. Lyons, LLC. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, serving also as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a range of strategies and offers its services through various platforms including wrap-fee and unified managed accounts.

Mark Collier is a financial advisor at Altitude Capital Management LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Oxford. Collier is also a licensed insurance agent involved in the sale of various insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized based on client goals, risk tolerance, and time horizon, using strategies such as asset allocation and dollar-cost averaging.

Shawn Jiles is a financial advisor at Cyndeo Wealth Partners with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. Outside of advising, he is involved as an owner of consulting entities related to tax and estate planning, although these activities do not require his active time commitment. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, and business advisory services. The firm employs customized investment strategies across various asset classes and offers specialized consulting for middle-market businesses, managing approximately $2.58 billion in client assets.

Lisa Isaacs is a financial advisor at Moors & Cabot, Inc. with 37 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Moors & Cabot in 2025, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley from 2013 to 2025, and at Merrill from 1991 to 2013. 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, fee-based financial planning, and advisory services with a tailored approach, incorporating a range of strategies and access to sub-advisors.

Rupert Curry is a CFP® professional with 24 years of industry experience, currently serving at Certified Advisory Corp. His prior roles include positions at Fortune Financial Services, Charles Schwab & Co., Inc., and National Asset Management. He is also the manager of Curry Investment Management, LLC. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, Modern Portfolio Theory, and automated rebalancing through platforms such as Betterment.

Rodney Ownby is a CFP® professional with eight years of experience in financial advising. He has worked at Certified Advisory Corp since 2018 and previously held roles at Transam Securities, Inc. and Enterprise Florida, Inc. Outside of his advisory work, he was involved in operating Firehouse Subs franchises in Leesburg and Lady Lake. 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 emphasizes plan-level services, participant education, and systematic client reporting.

Delbert Smith is a financial advisor with Certified Advisory Corp in Altamonte Springs, FL. He holds the CFP®, ChFC®, and Series 66 designations and has 21 years of industry experience. His career includes roles at Certified Insurance Corp, Equitable Advisors, KAFL Insurance, Allstate Insurance Co, and State Farm. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional portfolio management with digital advisory platforms, detailed pension consulting, and systematic client reporting.

Richard Patterson is a financial advisor with Certified Advisory Corp in Orlando, FL, holding the ChFC® and Series 63 credentials and bringing 50 years of industry experience. He has worked with Certified Advisory Corp since 2006 and is also the president and owner of Associated Planners Group, a role he has held since 1985. Additionally, he has been an independent life and health insurance agent since 1967. 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’s investment approach is individualized and goal-driven, combining traditional analysis with modern portfolio techniques, and emphasizes plan-level consulting, participant education, and systematic reporting.

Roman Inochovsky is a financial advisor with Calton & Associates, Inc. holding a Series 66 license and bringing 12 years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and several other firms. Outside of advising, he serves as an honorary consul for the Czech Republic and is a book-selling author. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment programs and combines advisory services with brokerage and insurance products through its dual registration.