Marlene Nitsch is a financial advisor at 401k Generation in Altamonte Springs, FL, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has worked at 401k Generation since 2018 and previously held roles at Skyview Wealth Management, Asset Staffing, and Truist Investment Services. 401k Generation provides retirement plan consulting and individual investment advisory services to a diverse client base including individuals, trusts, and business-sponsored retirement plans. The firm employs a quantitative approach to selecting mutual funds and ETFs, offers both discretionary and non-discretionary portfolio management, and serves approximately 9,815 plans with over $811 million in assets.

Angela Moore is a CFP® professional with 13 years of industry experience. She currently serves as a financial advisor at Fruitful and previously worked at Charles Schwab and operated Modern Money Education LLC. Fruitful Advisory provides financial planning and discretionary investment management to members of Fruitful, Inc. through a subscription-based, web-enabled platform. The firm emphasizes diversified, low-cost portfolios primarily constructed with passive ETFs and index funds, combined with dynamic financial planning aligned with CFP® principles.

Francisco Aguilera is a CFP® and CFA® with 13 years of industry experience. He is currently with Aviance Capital Partners LLC and previously worked at Fidelity Investments from 2015 to 2024. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities, offering discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm manages portfolios using multiple strategies tailored to client objectives and employs a variety of investment vehicles including equities, bonds, mutual funds, ETFs, and structured products.

Christopher Mc Anany is a financial advisor at Oxford Wealth Group, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment, Capital Analysts, and Northwestern Mutual, among other firms. Oxford Wealth Group, LLC is a registered investment adviser serving individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates. The firm offers portfolio management, financial planning, and retirement-account advice, typically using model portfolio programs monitored continuously and tailored to clients' goals and household-level diversification.

Luis Pinto is a financial advisor with The LifeWealth Group based in Winter Garden, FL. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Merrill Lynch, Madison Avenue Securities, and Northwestern Mutual. Outside of his advising duties, he serves as a chapter advisory board member for Theta Chi Fraternity, mentoring members on personal and professional development. The LifeWealth Group is a team-based registered investment adviser that provides holistic wealth management services to individuals, businesses, and retirement plans. The firm uses proprietary model portfolios, third-party sub-advisors, and strategic asset allocation to tailor discretionary portfolio management and also maintains an affiliated insurance agency alongside other specialized services.

Scott Clementi is a financial advisor at Oxford Wealth Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Camarda Wealth Advisory Group, Fisher Investments, and Voya Investment Management. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates, providing portfolio management, financial planning, and retirement-account advice. The firm employs a goals- and household-based approach to asset allocation and utilizes model portfolio programs managed by financial professionals and third-party sub-advisers.

Andrew Birkmire is a CFP® with seven years of experience in financial advising. He is currently with 55 North Private Wealth and has previously worked at Independent Financial Partners, Bank of America, and Merrill. His background includes roles in both the financial services industry and other areas such as hospitality. 55 North Private Wealth is a fee-only firm serving individuals and high-net-worth clients with wealth planning and investment management. The firm utilizes a quantitative investment approach combining passive and active strategies, and offers customized portfolios that align with clients’ liabilities and goals, including access to alternative and private investments.

James Boswell is a financial advisor at Ferguson Shapiro LLC in Orlando, FL, with seven years of industry experience. He holds a Series 66 credential and has worked at Ferguson Shapiro since 2018, having prior experience with AXA Advisors LLC, Green Light Capital Advisors LLC, Troutman Sanders, and DS Capital Lending Group. Outside of advisory work, he is a partner in Purefit Nutrition, a drop-shipment supplement business operating through Amazon. Ferguson Shapiro provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, foundations, and other institutions with a team-based approach. The firm manages approximately $415 million across several hundred client relationships, offering portfolio management, written financial plans, coordination with other professionals, and selection of third-party money managers.

Scott Brewster is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL. He holds a Series 65 designation and has experience in financial services since 2024, including a prior role at New York Life Insurance Company. Outside of finance, he was involved with Civil Axe Throwing for five years. AllGen Financial Advisors manages approximately $475 million for over 1,000 clients through a team of 12 advisors. The firm offers portfolio management, financial planning, and consulting services, utilizing a discretionary investment process that includes ETF-based core allocations and an AI-driven cryptocurrency strategy.

Rafael Junqueira Nani is a financial advisor at Proxy Wealth Advisors LLC with three years of industry experience. He holds the Series 66 designation and has worked at XP Investments US, LLC and Larson Accounting Group. Outside of his advisory role, he is the owner and supervising manager of a UPS Store franchise in Ocoee, Florida. 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 serving foreign clients with immigration-related financial planning.

Bradley Brescia is a CFP® with 12 years of industry experience. He is currently with Moisand Fitzgerald Tamayo, LLC and previously worked at Ronald Blue Trust and TIAA-CREF Individual & Institutional Services, LLC. Moisand Fitzgerald Tamayo is a fee-only, independent advisory firm serving individuals, families, trusts, estates, and retirement plan sponsors. The firm emphasizes evidence-based, long-term investing with low-cost mutual funds and ETFs, and offers integrated services including portfolio management, financial planning, tax preparation, and business consulting.

Derrick Chandler is a CFP® professional with 17 years of industry experience, currently serving at Moisand Fitzgerald Tamayo, LLC since 2002. Based in Orlando, FL, he is part of a multi-team firm with 11 advisors. 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, offering a range of services including discretionary portfolio management, financial planning, tax return preparation, and business consulting for S-corporation owners.

Edward Rojas is a Series 65-licensed advisor with 12 years of industry experience. He has been with 401k Generation since 2012. 401k Generation provides retirement plan consulting and investment advisory services to plan sponsors and fiduciaries, offering fiduciary support under ERISA Sections 3(16), 3(21), and 3(38). The firm uses an in-house Investment Policy Committee to oversee model portfolios and manages assets on both discretionary and non-discretionary bases.

Nancy Witter is a financial advisor at Financial Harvest Wealth Advisors with 24 years of industry experience. She holds a Series 65 designation and has been with Financial Harvest, LLC since 2009. Outside of her advisory role, she co-manages a non-investment property management business with a family member. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels, offering comprehensive wealth management through a consultative process focused on strategic asset allocation and advanced planning.

Becky Farrant is a CFP® with 25 years of industry experience and has been with Pacific Global Investment Management Company since 2005. She also worked at Pacific Global Fund Distributors, Inc. from 2003 to 2019. Pacific Global serves individual investors, pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a value-oriented or core equity investment style, fundamental research, and a proprietary screening process to guide its investment decisions.

Daniel Moisand is a CFP® professional with 23 years of experience, currently serving at Moisand Fitzgerald Tamayo, LLC since 2002. He engages in freelance writing and speaking on personal finance topics as a sole proprietor. Moisand Fitzgerald Tamayo is a fee-only, independent advisory firm that serves individuals, families, trusts, estates, and retirement plan sponsors, focusing on evidence-based asset allocation and long-term investing with an emphasis on low-cost mutual funds, ETFs, and investment-grade fixed income. The firm offers comprehensive services including discretionary portfolio management, financial planning, retirement plan consulting, tax return preparation, and business consulting for S-corporation owners.

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 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Voya Investment Management and Prudential Investment Management Services. Outside of advising, he has been involved with a textile-related business, Blaqshack LLC, though it is currently inactive. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutions, and professional advisors. The firm employs a quantitative, rules-based approach to equity and fixed-income investing and acts as sub-advisor to a mutual fund while managing assets within multiple wrap fee programs.

Todd Heckman is an advisor at Blue Jasper Capital LLC with Series 65 and Series 63 credentials and no prior industry experience. He serves as trustee for Kingdom First Trust, where he manages trust assets, and he is president and treasurer of Talents 633 Ministries, a para-church organization where he oversees financial decisions and strategic partnerships. Blue Jasper Capital LLC is a five-person registered investment adviser managing approximately $23.6 million for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm provides discretionary portfolio management, financial planning, and tactical portfolio services, employing a mix of diversified mutual funds, ETFs, individual securities, and both fundamental and technical analysis.

Liam Riley is an advisor at Synergy Investment Management LLC with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at LPL Financial, Synergy Wealth Alliance, and Longship Group. 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 for about 2,469 clients, applying a Modern Portfolio Theory-based approach with a range of investment vehicles and proprietary quantitative models.