Linden Gould is a financial advisor at G. A. Repple & Company with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at G. A. Repple & Company since 2017, with prior experience at Security Financial Management and ProEquities Inc. Outside of finance, he is a professional musician performing with a choral ensemble. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm offers a range of portfolio management options and employs various analytical approaches to align investments with clients’ goals and risk tolerances.

Joseph Bert is a CFP® professional with 50 years of experience in the financial services industry. He has been affiliated with Certified Advisory Corp since 1991 and previously worked at Certified Financial Group, Inc. for over three decades. 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 government entities. The firm employs a tailored investment approach that aligns client objectives with risk tolerance and liquidity needs, utilizing strategies such as fundamental and technical analysis, Modern Portfolio Theory, and automated platforms through Betterment.

Matthew Finley is a CFP® with 17 years of experience in the financial services industry. He currently works at Savvy and has previously held roles at Focus Financial Network, OSAIC, Investors Financial Group, and LPL Financial. Finley is also a partner at Perspective 6 Wealth Advisors LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm uses a blended investment approach combining index-based strategies with tailored solutions such as direct indexing with tax-loss harvesting and ESG-focused models, supported by proprietary technology and third-party platforms.

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.

Ronald Somers Jr. is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Verity Asset Management and maintains roles at JW Retirement Solutions, LLC and Master Capital Wealth Management. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, as well as employer-sponsored retirement plans and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

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.

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, Seacoast Bank, and Morgan Stanley. Outside of advisory services, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions that integrate fundamental, technical, and cyclical analysis and provides portfolio management through a range of internally managed accounts and third-party managers.

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 with Zacks Investment Management, Inc. He holds Series 66 and Series 63 licenses and has 25 years of industry experience. His prior work includes roles at Ameriprise Advisor Services, Inc., LBMZ Securities, Inc., and J.J.B. Hilliard, W.L. Lyons, LLC. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, managing a range of strategies including all-cap core, dividend, quantitative, and long/short approaches. The firm combines proprietary quantitative models with qualitative portfolio management and offers retail wealth management, alternative investments, and model portfolios across various platforms.

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. in Maitland, FL, holding a Series 66 designation and 12 years of industry experience. His prior firms include Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and Modern Capital Advisors, among others. Outside his advisory role, he serves as an Honorary Consul for the Czech Republic and is a book-selling author. Calton & Associates is a registered investment adviser and broker-dealer that serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and businesses. The firm offers fee-based portfolio management and financial planning, sponsors wrap fee programs, and employs a combination of analytical approaches while providing access to third-party money managers and model portfolios.