Geovanni James is a financial advisor at Occidental Asset Management, LLC with three years of industry experience. He holds a Series 65 credential and has been with Occidental Asset Management since 2022. Prior to his advisory role, he was a student for ten years. Occidental Asset Management is an independent registered investment adviser managing approximately $1.07 billion for primarily high-net-worth individuals and institutional separately managed accounts. The firm offers discretionary and non-discretionary portfolio management along with wealth management and financial planning, employing a combination of fundamental, technical, and cyclical analysis tailored to client objectives and risk tolerances.

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.

Solomon Shen is a financial advisor at Synergy Investment Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with LPL Financial, LLC and Merit Financial Group, LLC. Outside of his advisory work, he is the owner of Kick'N Ash BBQ, a home-based barbecue business. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million across about 2,469 clients and employs a long-term investment approach grounded in Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, alternatives, and proprietary quantitative models.

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.

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.

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 $392.5 million for nearly 1,000 clients, primarily serving individual and high-net-worth households with discretionary portfolio management, financial planning, and consulting services. The firm uses a core-satellite asset-allocation approach guided by Modern Portfolio Theory and offers a unique youth financial-education workshop called MoneyCent$.

Casandra Garrett is a CFP® with seven years at Moisand Fitzgerald Tamayo, LLC in Orlando, FL, and one year of industry experience. Prior to joining Moisand Fitzgerald Tamayo, she worked at Verizon for three years. 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 allocation and long-term investing with low-cost mutual funds, ETFs, and investment-grade fixed income, providing discretionary portfolio management alongside tax, estate, insurance, and business consulting services.

Anthony De Luca is a CFP® with six years of industry experience, currently serving as an advisor at Delta Advisory Group, Inc. He has held roles at Delta Capital Management since 2019 and previously worked in construction and at Masch Meyer. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for life events. The firm manages approximately $192.6 million across several hundred accounts and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

Michael Ackerman is a CFA® charterholder with three years of industry experience. He is currently with 55 North Private Wealth, where he has worked since 2023. Prior to this, he was with CI Brightworth and Tiffany Property Group. 55 North Private Wealth is an independent, fee-only wealth management firm serving individuals and high-net-worth clients. The firm uses a quantitative approach to tailor portfolios across a mix of passive and active strategies, focusing on clients’ entire financial structures and employing a multidisciplinary team.

Paul Hershiser is a financial advisor at Haven Private with 29 years of industry experience. He holds a Series 63 designation and has worked at AlphaQ Advisors, LLC, OLH Capital, LLC, and ALPHAQ ADVISORS LLC d/b/a Haven Private. Haven Private provides wealth management services to individuals and families across a range of net worth levels, employing diversified investment strategies and discretionary portfolio management. The firm utilizes fundamental, quantitative, technical, cyclical, and behavioral analysis to implement approaches including modern portfolio theory, tactical investing, and alternative assets, and also serves as sub-advisor to a Regulation D pooled investment vehicle.

Alexander Petsos is a financial advisor at Delta Advisory Group, Inc. with four years of industry experience. He holds a Series 65 designation and has worked previously at Lee Hecht Harrison, BNY Mellon, and the Walt Disney Company. Outside of his advisory role, he is involved with Storage Units Capital Management Corp and Delta Capital Management. Delta Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and consulting for significant life events. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers regular client communications including a monthly newsletter.

Mark Wichrowski is a CFA® charterholder and Series 63 licensee with three years of industry experience. He currently works at 55 North Private Wealth after previous roles at Bessemer Trust and Northern Trust. 55 North Private Wealth is a 100% employee-owned firm advising individuals and high-net-worth clients on wealth planning and investment management on a fee-only basis. The firm uses a predominantly quantitative approach combining passive and active management, and offers customized portfolios alongside alternative and private investment options.

Christos Oakley is an advisor at Regal Advisory Services, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Regal Securities since 2006. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, retirement plans, trusts, foundations, and business entities. The firm uses a combination of fundamental and quantitative research and offers various program structures, including discretionary and non-discretionary managed accounts and third-party portfolios.

Roy Miranda is a financial advisor at Delta Advisory Group, Inc. in Maitland, FL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with Delta Advisory Group and its related entities since 2010. Outside of his advisory role, Miranda serves as the Media Deacon of the Metro Church of Christ, overseeing marketing, advertising, and web development. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for significant life events. The firm employs a multifaceted investment approach and provides quarterly account reviews, managing approximately $192.6 million across several hundred client accounts.

Andrew Dickens is a financial advisor with Summit Wealth Partners, LLC in Orlando, FL, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. He has been with Summit Wealth Partners since 2015 and also serves as a managing shareholder of Legacy Business Design LLC, which specializes in closely held business merger and acquisition consulting. Additionally, he is a partner at Tax and Business Solutions LLC, providing tax, accounting, payroll, and business advisory services. 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 offers wealth management, investment advice, and pension consulting, emphasizing diversified portfolios, strategic asset allocation, and tax-efficient investment vehicles within an academically grounded framework.

Benjamin Richardson is a financial advisor at GFG Solutions in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining GFG Solutions, he worked for seven years at Landscape Resources. GFG Solutions serves individuals, high-net-worth households, and business owners with discretionary and non-discretionary asset management and integrated financial planning, using a customized investment approach that combines fundamental, technical, and tactical analysis. The firm sponsors a wrap-fee program and offers performance-based fee structures for qualified accredited clients.

Stephen Curley is a CFP®, CFA®, and Series 65 credentialed advisor with 15 years of industry experience. He currently works at 55 North Private Wealth, joining the firm in 2023 after roles at Eaton Vance WaterOak Advisors and Water Oak Advisors, LLC. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients. The firm offers investment management and comprehensive wealth planning, using a quantitative process that integrates passive and active strategies tailored to clients’ financial structures.

Timothy Smisek is a financial advisor with Fortress Wealth Group, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including six years at Moors & Cabot, Inc. before joining Fortress Wealth Group in 2021. 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 combining fundamental and technical analysis to build diversified portfolios, implementing strategies both directly and through unaffiliated managers and automated platforms.