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 at Collaborative Wealth with three years of industry experience. He holds the Series 65 designation and has worked at firms including BNY Mellon and Heritage Wealth Management. Collaborative Wealth Management is an SEC-registered firm with a team of nine advisors managing approximately $564 million for individual and high-net-worth households, pension and profit-sharing plans, foundations, charities, and business entities. The firm employs a combination of fundamental and technical analysis to construct diversified portfolios, offering both discretionary and non-discretionary management alongside planning and consulting services.

Philip Beytell is a financial advisor at Green Vista Asset Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at G.A. Repple & Company. Outside of finance, he serves part-time as a head judo coach at Lakeland Judo Academy. Green Vista Asset Management is a six-person firm managing approximately $16.2 million for individual, high-net-worth, trust, estate, corporate, and select institutional clients. The firm provides discretionary and non-discretionary portfolio management, third-party manager selection and oversight, and financial planning, employing customized separately managed accounts and a combination of in-house and third-party research.

Lida Phillips is a financial advisor with Alternative Investment Advisors, LLC, holding a Series 65 designation and two years of industry experience. Her prior work includes roles at Proficient Processing, LLC, Orange County Public Schools, and the University of Central Florida. Alternative Investment Advisors, LLC provides portfolio management, financial planning, ERISA and employee benefit plan advisory, and third-party manager referral services to individuals, trusts, and institutional clients. The firm customizes asset allocations primarily using ETFs and options and offers educational seminars and workshops for groups seeking general investment instruction.

Evan Gruchot is a financial advisor at Solyco Wealth LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Northwestern Mutual and Clarity Financial Planning. In addition to his advisory role, he provides private equity consulting focused on fund administration, capital raising strategies, board advisory services, and optimizing organizational structures. Solyco Wealth offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis and provides tax preparation and accounting services through an affiliated entity.

Thomas Pratt is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Collaborative Wealth Management, LPL Financial, and Evershore Financial Group. Outside of finance, he is involved with Diamond P Ranch, a farming business he has managed since 2004. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for individual and high-net-worth clients, pension plans, foundations, charities, and businesses. The firm employs a combined fundamental and technical investment approach, offering both discretionary and non-discretionary management along with comprehensive wealth planning services.

Erik Margetts is a financial advisor at Prostatis Financial Advisors Group with one year of industry experience. He holds a Series 65 designation and previously worked at ABM Industries for eight years and the University of Central Florida for five years. Prostatis Financial Advisors Group provides investment management and financial planning services to individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm utilizes a top-down, tactical asset-allocation approach with sector rotation and integrates third-party managers, including those using AI and machine-learning models, within its portfolio management process.

Samson Streachek is a financial advisor at Financial Harvest Wealth Advisors in Winter Park, FL. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Financial Harvest, Samson worked at Universal Destinations & Experiences and has experience in consulting and other industries. Financial Harvest Wealth Advisors serves individuals and families across a broad range of wealth levels, managing approximately $557 million in client assets with a team of six advisors. The firm provides comprehensive wealth management services grounded in a consultative process and emphasizes strategic asset allocation using various investment vehicles.

Douglas Jones is a financial advisor at Collaborative Wealth with a Series 66 designation and one year of industry experience. Prior to joining Collaborative Wealth Management, he was affiliated with Bankers Life Advisory Services, Inc. and related entities. Outside of his advisory role, he serves as the personal representative for an estate, managing probate-related fiduciary responsibilities. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for individual and high-net-worth clients, as well as institutions. The firm employs a combination of fundamental and technical analysis to construct portfolios and offers a range of services from investment management to comprehensive multigenerational wealth planning.

Barbara Deboer is a financial advisor at Greenup Wealth with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Greenup Wealth in 2023, she worked at Regal Securities for ten years. Greenup Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, ongoing financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies, including fundamental and quantitative analysis, and supplements in-house management with selected third-party managers when appropriate.

Jordan Knapke is a financial advisor at Oxford Wealth Group, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Oxford Wealth Group, he worked at several advisory firms including Foundations Investment Advisors, The Chamberlin Group, and C2P Capital Advisory Group. Outside of his advising role, he has provided insurance and non-legal estate planning administrative services through The Chamberlin Group. Oxford Wealth Group offers investment advisory and financial planning services to individuals, retirement plans, corporations, trusts, and estates, utilizing a goals-based approach and model portfolios managed by financial professionals in conjunction with third-party sub-advisers.

Robert Cortes is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 66 credential and 16 years of industry experience. He has worked at AllGen Financial Advisors since 2017 and previously held roles with Fairwinds Credit Union and Cuso Financial Services. Outside of his advisory work, he is an owner of a private rental property business. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for nearly 1,000 clients, primarily individual and high-net-worth households. The firm uses a core-satellite asset-allocation approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Jeffrey Ackler is a financial advisor with Synergy Investment Management LLC, holding the CFP® designation and Series 63 and 66 licenses, with 34 years of industry experience. He has worked at Synergy Investment Company since 2024, following seven years at Merit Financial Group and over a decade at LPL Financial. Outside of financial advising, he owns and operates a travel agency franchise. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm applies Modern Portfolio Theory in its investment approach and utilizes proprietary quantitative models and a held-away account platform to support client portfolios.

Chad Vergason is a CFP® with eight years of industry experience, currently serving at Siler Wealth Management. His prior roles include positions at CEV Financial Ventures, Sdr Investment Management, and Principal Securities Inc. He is a board member of the National Association of Insurance and Financial Advisors and is a licensed insurance agent with Executive Insurance of Central Florida. Siler Wealth Management serves individuals, families, small business owners, and institutional clients by providing investment management, financial planning, and consulting services. The firm employs customized strategies through both passive and active solutions and manages approximately $188.6 million in assets as of March 2026.

Kelli Rojas is a Series 65-licensed financial advisor with 16 years of industry experience. She has been with 401k Generation since 2009, contributing to the firm's retirement plan consulting and individual advisory services. 401k Generation provides retirement plan consulting to plan sponsors and fiduciaries, as well as individual investment advisory and managed account services. The firm serves individuals, trusts, and business-sponsored retirement plans, relying on an internal Investment Policy Committee and quantitative grading to select investment options.

Lisa Malaspine is a financial advisor at QTR Family Wealth, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith, Metric Financial, Inc., and Bison Wealth, LLC. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm employs a manager-of-managers approach, utilizing model portfolios and third-party managers, and offers both discretionary and non-discretionary programs with services including financial and estate planning, tax coordination, trustee assistance, and philanthropic support.