Lisa Malaspine is a financial advisor at QTR Family Wealth, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith, Metric Financial, Inc., and Bison Wealth, LLC. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm employs a manager-of-managers approach, utilizing model portfolios and third-party managers, and offers both discretionary and non-discretionary programs with services including financial and estate planning, tax coordination, trustee assistance, and philanthropic support.

Paul Roldan is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with AllGen since 2006. Outside of his advisory role, he is a CFO and partner at The Intelligent Office, a virtual office space and receptionist service. 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 uses a core-satellite asset allocation approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Thomas Hood is a Series 66-licensed financial advisor with 17 years of industry experience. He is a managing member and investment advisor at Alternative Investment Advisors, LLC, where he has worked since 2013. Mr. Hood also has involvement with First Financial Strategies, supporting insurance sales through its affiliated entities. Alternative Investment Advisors, LLC serves individuals, trusts, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, ERISA and employee benefit plan advisory, and third-party manager referral services. The firm employs a team-based approach and customizes portfolios using a range of investment models that emphasize ETFs, options, and other asset classes.

Ryan Osborne is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Moisand Fitzgerald Tamayo, LLC since 2018. He previously worked at Manchester Capital and Broderick and Davenport, PLLC. 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 using low-cost mutual funds, ETFs, and investment-grade fixed income, and offers comprehensive services including discretionary portfolio management, financial planning, tax return preparation, and business consulting for S-corporation owners.

Jason Martin is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Since 2003, he has been associated with Good Risk Reward, Inc. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily individual and high-net-worth households. The firm provides discretionary portfolio management, financial planning, business and corporate planning, and consulting services, using a core-satellite asset allocation approach guided by Modern Portfolio Theory.

Hilgardt Lamprecht is a CFP® professional with 28 years of experience in financial advisory roles. He is currently affiliated with The LifeWealth Group and has held positions at firms including Madison Avenue Securities, AE Wealth Management, and Global Financial Private Capital. Lamprecht is also an author of financial articles and serves as a board member for a fundraising organization. The LifeWealth Group is an SEC-registered investment manager serving individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a holistic wealth-management approach that integrates strategic and tactical asset allocation, value investing, and multiple analytical techniques, offering discretionary asset management, model-portfolio management, and estate-design services.

Johnny Gibson is a CFA® charterholder with 10 years of industry experience. He is currently with Haven Private in Orlando, FL, where he serves as part of a five-advisor team. His prior work includes roles at Bank of America and Fieldpoint Private. Haven Private provides wealth management and discretionary portfolio management services to individuals and families across a range of net worth levels. The firm employs diversified investment strategies that incorporate fundamental, quantitative, and behavioral analysis, and it also serves as a sub-advisor to a Regulation D pooled vehicle focusing on private investments.

Ronald Loyo is a financial advisor at Expressive Wealth LLC in Orlando, FL, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Oxford Wealth Group, Edward Jones, and Bank of America/Merrill Lynch. Outside of his advisory role, he is involved in a separate business, Loyo Properties LLC. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm integrates fundamental, technical, and cyclical analysis in its investment approach and provides oversight of Sub-Advisors while operating from multiple offices and offering unique fiduciary services.

Luke Curtis is a financial advisor with FRA Wealth Management LLC in Winter Springs, Florida. He holds a Series 65 designation and has eight years of industry experience, including time spent at Financial Resources of America and Raging Rivers Water Park. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, employing an open-architecture investment model that integrates both passive and active managers. The firm serves a broad client base through a small advisory team and offers comprehensive portfolio management and financial planning solutions.

Skylar Kunau is a financial advisor at Oxford Wealth Group, LLC in Orlando, FL, holding a Series 65 designation with one year of industry experience. Kunau has been with Oxford Wealth Group since 2021. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice. The firm uses a goals- and household-based approach to asset allocation, typically placing clients into model portfolio programs overseen by its financial professionals and implemented by third-party sub-advisers.

Gyasi Marshall is a Series 65-licensed advisor with 11 years of industry experience. He has worked at 401k Generation since 2016 and previously held roles at Primerica Advisors and Primerica Financial Services. He also spent six years at the University of Central Florida. 401k Generation provides retirement plan consulting to plan sponsors and fiduciaries, along with individual investment advisory and managed account services. The firm serves individuals, trusts, and business-sponsored retirement plans, using model portfolios and an internal Investment Policy Committee to guide investment decisions.

Cole Linquist is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Fortress Wealth Group since 2020 and previously worked at Ameriprise Financial Services from 2014 to 2020. Linquist is also involved in insurance sales, dedicating approximately 10% of his time to this activity. 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 that combines fundamental and technical analysis to build diversified portfolios, implementing strategies both directly and through independent managers and automated platforms.

Thomas Henry is a financial advisor at Synergy Investment Management LLC with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial LLC, Virtus Financial Partners, and The Principal Financial Group. In addition to his advisory role, he is involved in non-investment related business activities through TLH Financial, LLC for tax and investment purposes. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, and proprietary quantitative models to support portfolio construction and ongoing management.

Steven Seager is a CFA® charterholder and financial advisor at 55 North Private Wealth in Winter Park, FL, with one year of industry experience. Prior to joining 55 North, he worked at Lockheed Martin and several financial services firms, including MML Investors Services and Signature Wealth Advisors LLC. 55 North Private Wealth serves individual and high-net-worth clients with wealth planning and investment management on a fee-only basis. The firm employs a predominantly quantitative approach combining passive and active management and offers customized portfolios aligned with client liabilities and goals.

Dwight Dykstra is a financial advisor with Alternative Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 43 years of industry experience. He has been associated with multiple firms including Florida Financial Consulting LLC, First Financial Strategies, LLC, and Aegis Wealth Management, LLC. Outside of his advisory roles, he is a managing director for Storage Units Alternative Income Fund, LLC and is involved in consulting for deferred compensation and executive bonus plans. Alternative Investment Advisors, LLC serves individual, institutional, and plan clients by providing customized, primarily discretionary portfolios alongside financial planning, ERISA/retirement plan services, and educational seminars. The firm employs a diverse range of investment vehicles and maintains established custodial and third-party manager relationships while incorporating artificial intelligence for operational tasks.

Samuel Dixon is a financial advisor at Oxford Wealth Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including AE Wealth Management, Eqis Capital Management, and Black Harbor Wealth Management. Dixon is also involved in insurance sales and services through Oxford Advisory Group, LLC. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice. The firm uses a goals- and household-based approach to asset allocation and typically places clients into model portfolio programs overseen by its financial professionals and implemented by third-party sub-advisers.

Scott Kremer is a financial advisor at Summit Wealth Partners, LLC in Orlando, FL, holding Series 65 and Series 63 licenses with 24 years of industry experience. His prior roles include positions at Fifth Third Wealth Advisors, U.S. Bank N.A., PNC Bank, and KeyBank. 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 provides wealth management, investment advice, and pension consulting with an investment approach focused on broad diversification, strategic asset allocation, and tax-efficient registered funds such as ETFs.

James Clements is a financial advisor at Green Vista Asset Management LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Green Vista since 2018, following eight years at Wealth Management, LLC. In addition to his advisory role, he is president of Clements CPA Group PA, a tax preparation and accounting firm. Green Vista Asset Management LLC is a six-person advisory firm 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.

Marlene Nitsch is a financial advisor at 401k Generation with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Skyview Wealth Management and Asset Staffing. 401k Generation provides retirement plan consulting and fiduciary support to plan sponsors and fiduciaries, while also offering individual managed accounts. The firm uses an in-house Investment Policy Committee to oversee model portfolios and manages assets on both discretionary and non-discretionary bases.

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.