Karen Vergara is a Series 65-licensed financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, where she has worked since 2018. She has seven years of industry experience, including prior roles at Karen Vergara, P.A., HBIF of Florida, and as an independent insurance agent. Outside of her advisory work, she is the owner of Dynasty Concept Group, LLC, a real estate management entity. 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 employs a Modern Portfolio Theory-based core-satellite asset allocation approach, offering discretionary portfolio management, financial planning, and consulting services.

Heath Black is a financial advisor at Cookson Peirce Wealth Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Voya Investment Management and Prudential Investment Management Services. Outside of advisory work, he has been involved with Blaqshack LLC, a textiles-related business, though it is currently inactive. Cookson Peirce Wealth Management is a fee-only firm serving private and institutional clients through wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis investment approach and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Danica Bolton is a financial advisor at Financial Harvest Wealth Advisors with eight years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Charles Schwab & Co., Inc. from 2016 to 2019 before joining Financial Harvest in 2019. Financial Harvest Wealth Advisors serves individuals and families across a range of net worth levels, managing approximately $557 million in client assets. The firm provides comprehensive wealth management services through a multi-step consultative process emphasizing strategic asset allocation and a disciplined investment approach.

Kevin Mayo is a financial advisor at Cogent Private Wealth with 10 years of industry experience. He holds a Series 65 designation and has previously worked at CNL Financial Group for 10 years. In addition to his advisory role, Mayo serves as Vice President of Financial Reporting at Cogent Bank. Cogent Private Wealth provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes financial planning, discretionary portfolio management, and retirement plan consulting, managing customized, goals-based portfolios that utilize institutional mutual funds, ETFs, and individual equities for tax efficiency.

Josiah Jazwa is a financial advisor with The LifeWealth Group based in Winter Garden, FL, holding a Series 66 designation and bringing four years of industry experience. His career includes roles at Ameriprise, AE Wealth Management, and Madison Avenue Securities. Outside of advisory work, he is a minority owner of a commercial real estate company and assists with accounting functions as an APAR consultant. The LifeWealth Group is a team advisory firm serving individuals, high-net-worth clients, businesses, and retirement plans. The firm offers discretionary asset management, financial planning, estate design, and donor-advised fund advice, employing tailored strategies through proprietary and third-party models while also providing educational seminars and workshops.

Chelsea Santos is a financial advisor at GFG Solutions in Orlando, FL, holding a Series 65 designation with one year of industry experience. Prior to joining GFG Solutions in 2026, she worked at Omniplex and Caci and has experience outside finance with Yaya + Lou and USCS Investigations LLC. GFG Solutions serves individuals, high-net-worth households, and business owners with asset management and integrated financial planning. The firm builds customized portfolios using fundamental, technical, and tactical analysis, operates a wrap-fee program, and offers performance-based fees for qualified accredited clients.

Philip Schmitt is a financial advisor with Koss-Olinger Consulting, LLC, holding Series 63, Series 65, and Series 66 designations and four years of industry experience. His prior roles include positions at Metlife Investment Management, Verus Investments, and ANDCO Consulting. Koss Olinger serves individuals, families, charitable entities, trusts, estates, pension and profit-sharing plans, and business clients with integrated wealth management and financial planning services. The firm applies a structured planning process and employs a range of investment strategies, managing over $2.2 billion in assets and generally working with clients who have at least $2 million in investable assets or $5 million in net worth.

Robert Dechick is a financial advisor with D.H. Hill Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with D.H. Hill Advisors since 2012 and is also associated with related entities including D.H. Hill Insurance Services and D.H. Hill Securities. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm uses a variety of investment approaches, including tactical asset allocation and tax-management techniques, and supports independent Investment Adviser Representatives through multiple operating platforms.

Corey Roun is a financial advisor at SyntheticFi LLC with 16 years of industry experience. He holds a Series 65 designation and has been with Lyons Wealth Management since 2009. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers as well as individual clients, corporations, and small businesses. The firm employs an automated trading strategy focused on exchange-traded European-style S&P 500 index options and offers client-facing software for performance reporting, margin monitoring, and alerts.

Paul Mazon is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation and five years of industry experience. He has been with AllGen since 2020 and previously worked for CHEP (U.S.A.), Inc. from 2007 to 2020. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily serving individual and high-net-worth households. The firm employs a Modern Portfolio Theory-based, core-satellite investment approach and offers discretionary portfolio management, financial planning, business and corporate planning, and consulting services.

Jeffrey Winn is a financial advisor with Global Assets Advisory, LLC in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Global Assets Advisory since 2019 and has been involved with affiliated firms International Assets Investment Management, LLC and International Assets Advisory, LLC since 2002 and 2016, respectively. Winn serves as an advisory board member for Stansberry Asset Management. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of advisors, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income.

Mark Bras is a financial advisor with American Financial Advisors Inc in Winter Park, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has provided financial planning and retirement advice primarily to American Airlines pilots since 2007 and is also an airline captain and trainer for American Airlines. Bras owns American Financial Consulting Service, which offers financial planning services to airline pilot clients. American Financial Advisors is a team-based registered investment adviser serving individual and high-net-worth clients, retirement accounts, and plan sponsors. The firm emphasizes a passive, asset-class investment approach with primarily non-discretionary portfolio management and provides specialized services including participant education and retirement plan consulting.

John San Filippo is a financial advisor with Your Choice Financial LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has held roles at multiple firms, including MML Investor Services and MassMutual Life Insurance, and currently is involved with several insurance-related businesses. Outside of advising, he coaches soccer for the Orlando City Lake Nona Soccer Club and is a partner in an accounting firm. Your Choice Financial LLC serves individuals, pension plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm employs a long-term strategic trading approach supplemented by tactical decisions, utilizing diverse analytical methods and investment instruments across multiple offices.

Tulio Barbosa Ribeiro is a financial advisor with Proxy Wealth Advisors LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Bank, as well as ownership of several consulting and service businesses in finance education, business management, and ATM maintenance. Outside of his advisory work, he manages a weight loss and aesthetic spa business. 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 services, including immigration-related financial planning for foreign clients.

Michael Rainey is a financial advisor with Rainey & Randall Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 1999, he has been with Rainey & Randall Investment Management, Inc. He also works as an independent insurance agent, addressing insurance-related client needs on a limited basis outside of business hours. Rainey & Randall Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope ERISA retirement-plan services. The firm manages approximately $820 million in discretionary assets and uses tailored asset-allocation models combining mutual funds, ETFs, and selected individual securities based on a blend of modern portfolio theory and various analytical methods.

Ross Milne is a financial advisor at Blacktower Financial Management (US) LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at Aymard Wealth and Reddington, as well as academic roles at Abertay University and Lathallan School. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, focusing notably on UK pension transfers. The firm manages client assets mainly on a non-discretionary basis, using a range of investment vehicles and third-party managers tailored to address UK-specific pension and transfer processes.

Claudio Gambin Neto is a financial advisor with GFG Solutions who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at MassMutual and Northwestern Mutual in various capacities spanning nearly a decade. Outside of his advisory work, he owns Offline Brands LLC, a fishing apparel and gear company. GFG Solutions serves individuals, high-net-worth households, and business owners with discretionary and non-discretionary asset management and integrated financial planning. The firm employs a customized investment approach combining fundamental, technical, and tactical analysis and sponsors a wrap-fee program with performance-based compensation options for qualified clients.

Charles Achoa is a financial advisor at Proxy Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Edgewater Markets, XP Investments US, Banco Voiter, and work in venture capital and private equity. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, with a focus on clients with cross-border needs. The firm employs a tactical allocation strategy using a variety of instruments and manages both wrap-fee and non-wrap accounts.

Gillen Manos is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Moisand Fitzgerald Tamayo, LLC, Regions Bank, and the University of Florida. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for nearly 1,000 clients, primarily serving individual and high-net-worth households with discretionary portfolio management, financial planning, and consulting services. The firm uses a core-satellite asset-allocation approach guided by Modern Portfolio Theory and offers a unique youth financial-education workshop called MoneyCent$.

Austin Wallace is a financial advisor with The LifeWealth Group, holding a Series 65 designation and having five years of industry experience. His prior firms include Trinity Wealth Securities and Florida Financial Advisors, where he worked as a registered representative and financial consultant. The LifeWealth Group is a team advisory firm serving individuals, businesses, and retirement plans, managing discretionary assets through tailored strategies using proprietary and third-party model portfolios. The firm employs fundamental, technical, and charting analysis methods and offers a range of services including financial planning, estate design, and donor-advised fund advice.