Justin Isenhour is a financial advisor with Fortress Wealth Group in Winter Park, FL, holding a Series 65 designation and two years of industry experience. His prior roles include positions at PFM Financial Advisors LLC and Evershore Financial Group. He also worked at Orange Tree Golf Club for three years before entering the financial industry. Fortress Wealth Group serves individuals, high-net-worth clients, corporations, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis in its research.

Edward Robinson is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Thrivent Financial and several other financial firms. He is also involved with One Family Church. 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 core-satellite investment approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, business and corporate planning, and consulting services.

Corey Wojnarowski is a financial advisor with GFG Solutions in Orlando, FL. He holds a Series 65 designation and has been with GFG Solutions since 2025. Prior to joining the firm, he worked in the automotive industry for several years. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategy as key elements of its planning process.

David Witter is a CFP® with 23 years of industry experience and has been with Financial Harvest Wealth Advisors since 2005. He is licensed as an independent insurance agent, selling life, health, and annuity insurance products alongside his advisory role. Financial Harvest Wealth Advisors serves individual and high-net-worth clients, offering wealth management through discretionary portfolio management, financial planning, and advanced planning services. The firm follows a structured, consultative process and emphasizes modern portfolio theory, utilizing mutual funds, unit investment trusts, fixed income, ETFs, and private offerings in portfolio construction.

Sally Tomlinson is a financial advisor at Green Vista Asset Management LLC with seven years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining Green Vista, she worked at Smith & Nephew for 13 years and had a brief tenure at Dillard's. Green Vista Asset Management is a boutique firm with a six-person team managing approximately $16.2 million for around 58 clients. The firm offers customized portfolio management, third-party manager selection, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and select institutional clients, including insurance companies.

Christiaan Van Der Burgh is a financial advisor at Green Vista Asset Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Green Vista Capital since 2019. In addition to his advisory work, he is involved with Flight Scope, a company outside the financial sector. Green Vista Asset Management LLC is a six-person advisory firm managing approximately $16.2 million for about 58 clients. The firm provides discretionary and non-discretionary portfolio management, third-party manager selection, and financial planning services to a range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and select institutional clients such as insurance companies.

Roberto Yudice is a financial advisor at Synergy Investment Management LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, LLC and LPL Financial LLC. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $460 million in assets and employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios with mutual funds, ETFs, and other investment vehicles.

Gavin Ganzkow is a CFP® and holds a Series 65 license with nine years of industry experience. He currently serves at Best Life Infinity, LLC and has prior experience at Investment Advisor Group, Investment Advisor Alliance, and American Tax and Financial Planners. Ganzkow’s background also includes practicing law at the Law Office of GM Ganzkow. Best Life Infinity, LLC is a six-advisor firm that provides investment management and comprehensive financial planning to individual and high-net-worth clients, including families of fallen service members and combat veterans. The firm employs diversified investment strategies based on modern portfolio theory and macroeconomic analysis, managing approximately $48 million across 110 client relationships.

Jimmy Greene is a financial advisor at Synergy Investment Management LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Cetera Advisors LLC. Greene also operates Greene Insurance Services of Orlando, Inc., an insurance agency he has owned since 2000. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets for approximately 1,072 clients, offering discretionary portfolio management and financial planning with a long-term, Modern Portfolio Theory–based approach.

Bradley Lacore is a CFP® with 13 years of industry experience, currently serving as an advisor at Cogent Private Wealth since 2022. He previously worked at Pathstone and Eaton Vance WaterOak Advisors, where he spent a combined three years, and Water Oak Advisors for seven years. Bradley holds the Series 65 designation and is based in Orlando, FL. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans, providing discretionary investment management and comprehensive financial planning. The firm employs custom, long-term allocation strategies using institutional funds and ETFs, incorporating fundamental and cyclical analysis, and manages a focused client base through a five-advisor team.

Nicole Halweg is a financial advisor with Financial Harvest Wealth Advisors in Winter Park, FL, holding Series 65 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Grace Church Orlando and StudioBuell. Financial Harvest Wealth Advisors manages approximately $557 million in client assets for a diverse client base, offering comprehensive wealth management through a consultative process that integrates investment consulting, advanced planning, and relationship management. The firm emphasizes strategic asset allocation based on modern portfolio theory and multifactor analysis.

Michael Salmon is a CFP® with 12 years of industry experience, currently serving at Moisand Fitzgerald Tamayo, LLC in Orlando, FL since 2007. He works at a firm known for its fee-only, independent advisory services. Moisand Fitzgerald Tamayo serves individuals, families, trusts, estates, and retirement plan sponsors with discretionary portfolio management, financial planning, retirement plan consulting, tax return preparation, and business consulting for S-corporation owners. The firm emphasizes evidence-based allocation, long-term investing, and low-cost investment options while providing in-house tax and insurance consulting through a team with multiple CFP®, CPA, and Enrolled Agent credentials.

Matthew Ferratusco is a financial advisor with GFG Solutions in Orlando, FL, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His professional background includes roles at Lyons Wealth Management and Foreside Fund Services, LLC. Outside of finance, he is the owner and president of Fitness Machine Technicians of East Central Florida, a fitness equipment maintenance and repair business. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning for individuals, high-net-worth clients, and business owners. The firm employs a blend of fundamental, technical, and tactical analysis to create customized portfolios, emphasizing risk management and insurance strategy as key components.

Kellen Williams is a CFP® with nine years of industry experience. He has been with Financial Harvest Wealth Advisors since 2018 and previously worked at Charles Schwab & Co., Inc. from 2016 to 2018. Outside of advising, he has contracted as a model with Bailey's Entertainment Group since 2019, dedicating a small portion of his time to this activity. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels with comprehensive wealth management services. The firm employs a consultative wealth management process and emphasizes strategic asset allocation based on modern portfolio theory, managing approximately $557 million in client assets through a team of six advisors.

Andrew Bras is a CFP® and holds a Series 65 license with seven years of experience in the financial industry. He has been with American Financial Advisors Inc since 2019 and is also president of Aviation Financial Analytics LLC, where he provides analytical services for pension plans. American Financial Advisors, Inc. serves individual clients across the wealth spectrum, including high-net-worth households, offering asset management, comprehensive financial planning, and 401(k) plan services. The firm uses a passive, asset-class investment approach with diversified model portfolios and emphasizes client decision-making through a centralized trading structure.

Shari De Ron is a financial advisor at Summit Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Signature Financial Strategies, Trustco Bank, and Verizon Wireless. Outside of her advisory role, she operates as a freelance mobile notary and provides photo digitizing services. 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. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach utilizing ETFs, mutual funds, third-party managers, and model portfolios.

Jason Print is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Summit Wealth Partners, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Naples, Florida. 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. The firm manages approximately $629.7 million in assets and emphasizes diversified, asset-class oriented portfolios using pooled vehicles, strategic asset allocation, and academic models such as Modern Portfolio Theory and Fama–French research.

Derek Collins is a financial advisor at Cogent Private Wealth in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Cogent, he held roles at Charles Schwab & Co., Inc and Smart Wealth, and has entrepreneurial experience running an auto detailing business. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm employs custom, long-term allocation strategies using institutional mutual funds and ETFs, supplemented by individual equities for tax efficiency, and offers discretionary investment management, comprehensive financial planning, and pension consulting.

Darrell Devaney is a CFP® professional with 27 years of industry experience. He currently serves at 55 North Private Wealth and has previously worked at IFP Securities, LPL Financial, Independent Financial Partners, and Ameriprise. 55 North Private Wealth is a 100% employee-owned firm advising individuals and high-net-worth clients on wealth planning and investment management. The firm employs a quantitative approach combining passive and active management and offers access to alternative and private investments for eligible investors.

Bradley Towle is a financial advisor at Summit Wealth Partners, LLC in Orlando, FL, holding Series 65 and Series 66 licenses with 18 years of industry experience. His career includes roles at Genesis Wealth Advisors, Genesis Capital Advisors, J.P. Morgan Securities, and Banc One Securities. He has been with Summit Wealth Partners since 2016. Summit Wealth Partners serves individual and institutional clients across more than 20 states, providing wealth management, investment advice, and pension consulting. The firm emphasizes diversified, tax-efficient investment strategies supported by academic frameworks and integrates technology such as AI and machine learning into its service delivery.