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.

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.

Dillon Dunn is a financial advisor at Rainey & Randall Wealth Advisors, Inc. with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Charles Schwab & Co., Inc. and Lockheed Martin. Rainey & Randall Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, along with limited-scope fiduciary services for ERISA-qualified retirement plans. The firm emphasizes diversified, asset-allocation-based strategies tailored to client risk profiles, utilizing ETFs, mutual funds, equities, fixed income, and, when appropriate, options and derivatives.

Paul Rhodes is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 credential and four years of industry experience. He has been with Blacktower Financial Management since 2012 and serves as an Associate Director for several Blacktower entities internationally, including roles in Gibraltar and Cyprus, where he advises clients on investment solutions. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis using a variety of investment vehicles and custodial platforms.

Paul Roldan is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with AllGen since 2006. Outside of his advisory role, he is a CFO and partner at The Intelligent Office, a virtual office space and receptionist service. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for around 981 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.

Alexander Gover is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Principal People and SJB Global. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates living in the United States, as well as U.S. persons with retirement assets. The firm focuses on pension transfer work and manages client assets mainly on a non-discretionary basis using a range of investment vehicles and third-party managers.

Thomas Hood is a Series 66-licensed financial advisor with 17 years of industry experience. He is a managing member and investment advisor at Alternative Investment Advisors, LLC, where he has worked since 2013. Mr. Hood also has involvement with First Financial Strategies, supporting insurance sales through its affiliated entities. Alternative Investment Advisors, LLC serves individuals, trusts, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, ERISA and employee benefit plan advisory, and third-party manager referral services. The firm employs a team-based approach and customizes portfolios using a range of investment models that emphasize ETFs, options, and other asset classes.

Ryan Osborne is a CFP® and Series 65 registered advisor at Moisand Fitzgerald Tamayo, LLC with eight years of industry experience. He previously worked at Manchester Capital for one year before joining his current firm. Ryan is based in Orlando, FL. Moisand Fitzgerald Tamayo manages approximately $1.35 billion for about 900 clients, including individuals, high-net-worth households, trusts, and retirement plan sponsors. The firm offers fee-only wealth management, financial planning, retirement plan consulting, business consulting for S-corporation owners, and optional tax return preparation and insurance advisory services, employing a fiduciary, evidence-based investment approach focused on low-cost mutual funds and ETFs.

Jason Martin is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Since 2003, he has been associated with Good Risk Reward, Inc. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily individual and high-net-worth households. The firm provides discretionary portfolio management, financial planning, business and corporate planning, and consulting services, using a core-satellite asset allocation approach guided by Modern Portfolio Theory.

Hilgardt Lamprecht is a CFP® professional with 29 years of industry experience. She is affiliated with The LifeWealth Group, where she has held various roles since 2002, including owner and president. Her career includes tenure at firms such as Madison Avenue Securities and AE Wealth Management. Lamprecht serves as a board member of a fundraising organization, Mission Increase. The LifeWealth Group is a team-based registered investment adviser that provides comprehensive wealth management services to individuals, businesses, and retirement plans. The firm employs discretionary portfolio management through proprietary models and third-party sub-advisors, combining strategic and tactical asset allocation with value-oriented strategies tailored to client needs.

Ronald Loyo is a financial advisor at Expressive Wealth LLC in Orlando, FL, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Oxford Wealth Group, Edward Jones, and Merrill Lynch. Outside of advising, he owns and manages a small business unrelated to investments. Expressive Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans with discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm uses a range of investment strategies tailored to client goals and risk tolerance and offers oversight of sub-advisors as well as services uncommon among peers, such as managing held-away accounts and defined-contribution participant accounts.

Skylar Kunau is a financial advisor at Oxford Wealth Group, LLC in Orlando, FL, holding a Series 65 designation with one year of industry experience. Kunau has been with Oxford Wealth Group since 2021. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice. The firm uses a goals- and household-based approach to asset allocation, typically placing clients into model portfolio programs overseen by its financial professionals and implemented by third-party sub-advisers.

Gyasi Marshall is a Series 65-licensed advisor with 11 years of industry experience. He has worked at 401k Generation since 2016 and previously held roles at Primerica Advisors and Primerica Financial Services. He also spent six years at the University of Central Florida. 401k Generation provides retirement plan consulting to plan sponsors and fiduciaries, along with individual investment advisory and managed account services. The firm serves individuals, trusts, and business-sponsored retirement plans, using model portfolios and an internal Investment Policy Committee to guide investment decisions.

Cole Linquist is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Fortress Wealth Group since 2020 and previously worked at Ameriprise Financial Services from 2014 to 2020. Linquist is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios, implementing strategies both directly and through independent managers and automated platforms.

Thomas Henry is a financial advisor at Synergy Investment Management LLC with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial LLC, Virtus Financial Partners, and The Principal Financial Group. In addition to his advisory role, he is involved in non-investment related business activities through TLH Financial, LLC for tax and investment purposes. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, and proprietary quantitative models to support portfolio construction and ongoing management.

Steven Seager is a CFA® charterholder and financial advisor at 55 North Private Wealth in Winter Park, FL, with one year of industry experience. Prior to joining 55 North, he worked at Lockheed Martin and several financial services firms, including MML Investors Services and Signature Wealth Advisors LLC. 55 North Private Wealth serves individual and high-net-worth clients with wealth planning and investment management on a fee-only basis. The firm employs a predominantly quantitative approach combining passive and active management and offers customized portfolios aligned with client liabilities and goals.

Dwight Dykstra is a financial advisor with Alternative Investment Advisors, LLC in Maitland, Florida, holding a ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has worked at multiple firms, including Florida Financial Consulting LLC and Aegis Wealth Management, LLC. Outside of his advisory role, he serves as managing director of the Storage Units Alternative Income Fund, LLC, facilitating investment capital opportunities. 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 delivers customized, primarily discretionary portfolios based on defined base models, incorporating ETFs, options, mutual funds, bonds, and alternative investments.

Samuel Dixon is a financial advisor at Oxford Wealth Group, LLC, based in Orlando, FL, with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Eqis Capital Management. Dixon is also involved with Oxford Advisory Group, a licensed insurance agency, where he engages in insurance sales and services. Oxford Wealth Group provides investment advisory, portfolio management, and financial planning services to individuals, retirement plans, corporations, trusts, and estates. The firm utilizes a goals-based approach with model portfolios overseen by Oxford Wealth professionals and implemented by third-party sub-advisers.

Scott Kremer is a financial advisor at Summit Wealth Partners, LLC in Orlando, FL, with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience with firms including Fifth Third Wealth Advisors, U.S. Bank N.A., PNC Bank, Key Investment Services, and Lancaster Pollard Investment Advisory Group. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm provides comprehensive wealth management, investment advice, and pension consulting with an investment approach focused on diversification, strategic asset allocation, and tax-efficient funds, incorporating technology such as AI and machine learning into its processes.

James Clements is a financial advisor with Green Vista Asset Management LLC in Winter Park, FL, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked at Green Vista since 2018 and previously spent eight years with Wealth Management, LLC. In addition to his advisory role, Clements serves as president of Clements CPA Group PA, a tax preparation and accounting firm. Green Vista Asset Management LLC is a six-person advisory firm managing approximately $16.2 million for around 58 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and insurance companies. The firm offers customized separately managed accounts utilizing equities, fixed income, options, and alternative investments, combining in-house analysis with third-party research and providing both discretionary and non-discretionary portfolio management as well as financial planning.