Joao Carlos Ramalho Lemos Andre is a financial advisor with Blacktower Financial Management (US) LLC. He holds a Series 65 designation and has been with Blacktower since 2020, including a role at Utmost Services Ireland in 2025. Located in Orlando, FL, his industry experience spans several years across related firms. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios mainly on a non-discretionary basis using various investment vehicles and third-party managers.

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, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at firms including APW Capital Inc, Delta Securities Company, LLC, and First Financial Strategies, LLC. Skraban is also a co-owner of First Financial Strategies, LLC, where he is involved in sales and support of insurance-related products. Alternative Investment Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as institutional and retirement plan clients. The firm offers customized discretionary portfolios based on defined model allocations and utilizes third-party manager referrals and advanced operational technologies in its investment approach.

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. Prior to his advisory role, he was a student for ten years. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning services. The firm manages approximately $1.4 billion for around 945 clients across six offices, utilizing fundamental, technical, and cyclical analysis along with discretionary investment implementation.

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.

Monica Jalife is a CFP®, CFA®, and Series 66 licensed advisor with 15 years of industry experience. She has worked at Pinnacle Wealth Management Advisory Group, LLC since 2011 and Pinnacle Associates, Ltd. since 2002. Monica is based in Winter Garden, FL. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension and profit-sharing plan sponsors, trusts, estates, and charitable organizations. The firm uses a goals-based investment process with tax optimization and customized portfolio design, offering an Integrated Wealth Management platform for clients with over $2 million that includes wealth planning and estate review.

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.

Mark Perez is a financial advisor at Paradigm Wealth Advisory LLC with eight years of industry experience. He holds a Series 66 designation and has worked with LPL Financial and Paradigm Wealth Advisory since 2017. Outside of his advisory role, he is involved in residential real estate sales through a mortgage and real estate services business. Paradigm Wealth Advisory LLC provides investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, and individual securities, tailoring strategies to clients’ accumulation or retirement phases.

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.

Chad Justice is a financial advisor at Collaborative Wealth with 21 years of industry experience. He holds a Series 66 designation and has worked with Collaborative Wealth since 2006. His prior experience includes a role at LPL Financial LLC from 2006 to 2023. Outside of advising, he is involved with advisorRETIRE, LLC, a business that capitalizes acquisitions of independent financial services firms. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for a diverse client base, including individuals, high-net-worth households, pension plans, and nonprofits. The firm uses a combination of fundamental and technical analysis to construct portfolios, typically employing long-term asset mixes with periodic rebalancing and offers both discretionary and non-discretionary management.

Benjamin Sullivan is a financial advisor with Collaborative Wealth, holding a Series 65 license and four years of industry experience. His background includes roles at BNY Mellon and Heritage Wealth Management, among others. Collaborative Wealth provides financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients such as pension plans and foundations. The firm employs both fundamental and technical analysis to develop long-term asset allocation strategies and operates a private real estate fund with data-driven underwriting and blockchain-anchored reporting.