Matthew Lampman is a financial advisor at Global Assets Advisory, LLC with 13 years of industry experience. He holds the Series 66 designation and has held roles at several firms, including Primus Financial Services, LLC and International Assets Advisory, LLC. Lampman is also involved in operational duties at International Assets Investment Management, LLC and oversees administrative functions at Lampman Ventures LLC. Global Assets Advisory, LLC is an SEC-registered advisor serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services using a long-term, customized portfolio approach.

Douglas Jones is a financial advisor at Collaborative Wealth with a Series 66 designation and one year of industry experience. Prior to joining Collaborative Wealth Management, he was affiliated with Bankers Life Advisory Services, Inc. and related entities. Outside of his advisory role, he serves as the personal representative for an estate, managing probate-related fiduciary responsibilities. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for individual and high-net-worth clients, as well as institutions. The firm employs a combination of fundamental and technical analysis to construct portfolios and offers a range of services from investment management to comprehensive multigenerational wealth planning.

Barbara Deboer is a financial advisor at Greenup Wealth with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Greenup Wealth in 2023, she worked at Regal Securities for ten years. Greenup Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, ongoing financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies, including fundamental and quantitative analysis, and supplements in-house management with selected third-party managers when appropriate.

Jordan Knapke is a financial advisor at Oxford Wealth Group, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Oxford Wealth Group, he worked at several advisory firms including Foundations Investment Advisors, The Chamberlin Group, and C2P Capital Advisory Group. Outside of his advising role, he has provided insurance and non-legal estate planning administrative services through The Chamberlin Group. Oxford Wealth Group offers investment advisory and financial planning services to individuals, retirement plans, corporations, trusts, and estates, utilizing a goals-based approach and model portfolios managed by financial professionals in conjunction with third-party sub-advisers.

Robert Cortes is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 66 credential and 16 years of industry experience. He has worked at AllGen Financial Advisors since 2017 and previously held roles with Fairwinds Credit Union and Cuso Financial Services. Outside of his advisory work, he is an owner of a private rental property business. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for nearly 1,000 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.

Jeffrey Ackler is a financial advisor with Synergy Investment Management LLC, holding the CFP® designation and Series 63 and 66 licenses, with 34 years of industry experience. He has worked at Synergy Investment Company since 2024, following seven years at Merit Financial Group and over a decade at LPL Financial. Outside of financial advising, he owns and operates a travel agency franchise. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm applies Modern Portfolio Theory in its investment approach and utilizes proprietary quantitative models and a held-away account platform to support client portfolios.

Chad Vergason is a CFP® professional with seven years of industry experience, currently serving at Siler Wealth Management. His prior roles include positions at CEV Financial Ventures, Sdr Investment Management, and Principal Securities Inc. He is a board member of the National Association of Insurance and Financial Advisors and holds a life and fixed insurance license. Siler Wealth Management offers investment management, financial planning, and consulting services to individuals, families, trusts, small-business owners, and select institutional clients. The firm employs a tailored, long-term investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, with a range of active and passive portfolio options.

Kelli Rojas is a Series 65-licensed financial advisor with 16 years of industry experience. She has been with 401k Generation since 2009, contributing to the firm's retirement plan consulting and individual advisory services. 401k Generation provides retirement plan consulting to plan sponsors and fiduciaries, as well as individual investment advisory and managed account services. The firm serves individuals, trusts, and business-sponsored retirement plans, relying on an internal Investment Policy Committee and quantitative grading to select investment options.

Eliza Kwentus is a financial advisor at Destiny Wealth Partners, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Edward Jones. Destiny Wealth Partners is a team-based advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management. The firm employs a range of investment strategies guided by an investment policy committee and integrates technology and process controls in client reporting and oversight.

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.

Morgan Hatfield is a financial advisor at Destiny Wealth Partners, LLC with 15 years of industry experience. He holds the Series 65 designation and has worked previously at CWM, LLC and Ruggie Wealth Management. Outside of his advisory role, he serves as a trustee and secretary/treasurer for SECO Energy and is the Chief Financial Officer of H&M Global Enterprise LLC. Destiny Wealth Partners serves individuals, high-net-worth families, employer-sponsored retirement plans, and family-office clients by providing wealth management, financial planning, and portfolio management services. The firm employs a diversified investment approach including model asset allocation portfolios, mutual funds, ETFs, individual equities, fixed income, and access to private investment funds, with both discretionary and non-discretionary management options.

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.