Bryan Repple is a financial advisor with G. A. Repple & Company in Casselberry, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with G. A. Repple & Company since 1998. Outside of his advisory role, he is involved in insurance sales through his own firm, Bryan Repple LLC, and operates a financial planning business, Repple Wealth Group. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and offers various account options, including a Biblically-Responsible Investing model.

Michael Marini is a financial advisor with Kovack Advisors, Inc. in Altamonte Springs, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Kovack Advisors since 2012 and with Kovack Securities since 2003, also operating his own advisory practice since 1997. Outside of advisory work, he coaches golf for children aged 7 to 9 and is involved in ventures related to golf marketing and personalized golf club labels. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, employing both proprietary and third-party investment models supported by an Envestnet workflow.

William Brooks is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Before joining Virtue Capital Management in 2019, he worked at Secure Investment Management, Horter Investment Management, and Xexis, Inc. He is also involved in tax preparation advisory through Axe The Tax Services, LLC, and serves as an educator with the Association of Financial Consultants, a nonprofit hosting educational events. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers by providing customized portfolio management, financial planning, and consulting services. The firm employs tactical, strategic, and dynamic investment approaches through a multi-team model, offering ongoing monitoring, client education, and access to a range of investment programs and services.

Lawrence Nordmann is a financial advisor at Capitol Securities Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Cantella & Co., Inc. and Raymond James Financial Services. In addition to his advisory role, he serves as President and a member of the Stewardship Committee for Waterstone Church, Inc. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through various programs including separately managed accounts and third-party money managers.

Grant Kennedy is a CFP® and holds a Series 65 license, currently with Certified Advisory Corp. He has one year of industry experience, having worked at Certified Financial Group and Franklin Templeton, among other roles. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and state and municipal government clients. The firm uses a tailored investment approach incorporating fundamental and technical analysis, Modern Portfolio Theory, and automated platforms to align strategies with client goals and risk tolerance.

David Brunswick Jr. is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and bringing 32 years of industry experience. He has been with G. A. Repple & Company since 2013 and also provides financial planning and insurance services through Kingdom Financial Services. G. A. Repple & Company offers 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 approaches to portfolio construction and provides both discretionary and non-discretionary management, with options such as Biblically-Responsible Investing and ETF-focused strategies.

Jeffrey Beebe is a CFP® professional with 11 years of industry experience. He has worked at G.A. Repple & Company since 2015 and also founded Golden Rule Wealth Advisory, where he provides income tax preparation and financial counseling services. Outside of his advisory work, he serves as a Benevolence Coach focusing on budget and debt coaching at Westside Community Church. G.A. Repple & Company offers investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and provides multiple investment programs, including Biblically-Responsible Investing models.

Stephen Santoro is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Summit Wealth Partners, LLC and self-employment through Stephen V. Santoro MBA, LLC. Outside of advisory work, he is the founder of Seed for Me, an internet platform focused on raising awareness and support through volunteer efforts. 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 employs a variety of analytical approaches to build portfolios aligned with client goals and risk tolerances and offers both discretionary and non-discretionary portfolio management alongside multiple model strategies.

Jason Thornton is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds a Series 65 credential and previously worked at Encompass More Asset Management LLC. Thornton is also CEO and co-founder of PL Marketing LLC, an insurance brokerage focused on Life Insurance and Annuities. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and utilizes a range of asset-allocation strategies and third-party platforms.

Joseph Gallagher is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Kovack Advisors, Inc., Kovack Securities, Inc., Securian Financial Services, Inc., and Equity Services, Inc. He is the founder and president of Ali’s Hope Foundation, a nonprofit focused on supporting young adults newly diagnosed with illness. Fortis Capital Advisors provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm offers customized investment advice through various strategies, including discretionary management and ESG-oriented options, managing over $1.6 billion in discretionary assets as of the end of 2025.

Rafael Sosa Matos is a financial advisor with Level Four Advisory Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at American Fidelity, Mutual of Omaha Investor Services, Morgan Stanley, and Foresters Financial Services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and connects clients with third-party money managers and wrap-fee programs.

Shannon Hill is a financial advisor with Truist Advisory Services holding a Series 66 credential and three years of industry experience. Her career includes roles at Truist Advisory Services, Truist Investment Services, Fairwinds Credit Union, and CUSO Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and a manager-selection program through discretionary and non-discretionary approaches.

Francesco Amato is a financial advisor at Schwab Wealth Advisory with CFP® and CFA® designations and two years of industry experience. He has previously worked at First National Bank of Mount Dora, South Lake Wealth Management, and Legacy Trust Family Wealth Office, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm emphasizes client authorization for trades and typically recommends separately managed accounts managed by third-party or affiliated money managers.

Rebecca Kauffman is a CFP® professional with 18 years of industry experience. She is currently affiliated with Commonwealth Financial Network and previously worked at Lincoln Financial Advisors Corp for 16 years. Outside of her advisory role, she is an owner of Sapphire Wealth Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $200 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Michael Grinnon is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Michael has been with Eagle Strategies since 2010 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2007. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ion Angi Filip is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses, and has two years of industry experience. Prior to joining Schwab Wealth Advisory, he held roles at Charles Schwab & Co., Inc. and DoorDash Inc., among other companies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients. The firm’s investment approach is guided by Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations based on client goals and risk tolerance without exercising discretionary trading authority.

Renee Cooper is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2016. She previously served in the United States Air Force starting in 1998 and has been involved in real estate property management since 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing Charles Schwab’s asset allocation models and research tools to tailor recommendations to client goals and risk tolerance.

Constanza Jelambi Illanes is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at Stifel, Buckingham Strategic Wealth, and Wells Fargo Clearing Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering diversified, systematically invested mutual fund and ETF model portfolios along with discretionary fixed-income management and retirement plan fiduciary services.

Christopher Caro is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Schwab Wealth Advisory and Charles Schwab in Orlando, FL, having joined both firms in 2025 after 15 years at BNY Mellon. Outside of his advisory role, his spouse owns and operates a retail business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s services focus on asset allocation and investment selection using internal research tools and standard models, with client authorization required for all trades.

Daniel Sotomarino is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Empower Financial Services, private consulting, Flagstar Bank, and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point‑in‑time financial plans and optional managed account solutions.