Rene Persaud is a financial advisor with Synergy Investment Management LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Synergy since 2024 and previously at LPL Financial, United Planners Financial Services, and SPC and Associates, where he is also involved in recruiting and headhunting. Synergy Investment Management provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million for about 2,469 clients, using a long-term, strategic approach grounded in Modern Portfolio Theory and employing proprietary quantitative models and a held-away account platform.

Philippus Van Staden is a financial advisor at Green Vista Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has been involved in various business ventures including real estate development and insurance, such as serving as an agent for Fixed Insurance and managing several development funds and LLCs. Van Staden is also involved in consulting through True North Resources, LLC. Green Vista Asset Management serves individual and institutional clients, including high net worth individuals, trusts, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection. The firm’s investment approach combines third-party macroeconomic research with in-house due diligence across a broad range of instruments and strategies, with ongoing oversight of third-party managers to align with client objectives.

William Freeman is a financial advisor at QTR Family Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, Bank of America, and Metric Financial. 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 manages approximately $582.8 million in discretionary client assets across about 171 client relationships and employs a manager-of-managers approach with both discretionary and non-discretionary programs.

Nicholas Maratta is a CFP® with 25 years of industry experience. He has been with Occidental Asset Management, LLC since 2016 and previously worked at Scottrade, Inc. for 27 years. Occidental Asset Management, LLC is an independent registered investment adviser managing over $1 billion for primarily high-net-worth individuals and institutional separately managed accounts. The firm offers discretionary and non-discretionary portfolio management, wealth management, and financial planning, using a combination of fundamental, technical, and cyclical analysis tailored to clients’ objectives and risk tolerances.

Andrew Hicks is a financial advisor at Occidental Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Occidental, he worked at New York Life Insurance Company and NYLIFE Securities LLC, and he has a background that includes roles in legal services and academia. Occidental Asset Management serves high-net-worth individuals and institutional clients with wealth management, financial planning, and portfolio management. The firm employs a range of analytical methods and technologies to tailor investment strategies according to client objectives and risk tolerance.

Aaron Bert is a CFP® professional with 17 years of industry experience, currently serving at Certified Advisory Corp. He has held roles at multiple financial firms, including Maitland Securities, Transam Securities, and Certified Financial Group, where he also serves as President. Bert is President of Certified Insurance Corp in addition to his advisory duties. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment approach and emphasizes plan-level consulting, participant education, and systematic reporting, using both traditional custodians and digital advisory platforms.

Christopher Toadvine is a CFP® with 28 years of industry experience, currently serving as an advisor at Certified Advisory Corp since 2019. His prior roles include positions at Stonebridge Financial Planning Group, Triad Advisors LLC, EF Legacy Securities, LLC, and Edelman Financial Services LLC. He serves as a board member of the Financial Planning Association of Central Florida, where he provides pro-bono financial advice through an annual call-in program. Certified Advisory Corp offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, Modern Portfolio Theory, and automated rebalancing through platforms like Betterment, managing approximately $3.04 billion in discretionary assets.

Hunter Reddick is a financial advisor with Regal Investment Advisors LLC in Oviedo, FL, holding a Series 65 credential and beginning his industry career in 2024. He has held roles at Regulus Financial Group, Brick Wealth Management, Brick Retirement Group, and Red Brick Insurance. Outside of advisory work, he assists with financial services and insurance activities through Brick Wealth Management and Brick Retirement Group. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and other registered firms, serving individual, charitable, and corporate clients through a range of proprietary and third-party model portfolios.

Kyle Tetreault is an investment advisor representative at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in life insurance and annuity sales since 2015, including his role as Executive National Sales Director at Valuteachers. He also owns Longevity Financial, which focuses on insurance sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers portfolio-based financing alongside traditional portfolio management.

Justin Spitler is a CFP® with 17 years of industry experience, currently serving as an advisor at Certified Advisory Corp. His prior work includes roles at Fortune Financial Services and Transam Securities, among others. He also supports another representative’s book of business as a para planner at Certified Advisory Corp. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that aligns client goals with risk tolerance and liquidity needs, offering discretionary portfolio management alongside services such as pension consulting and tax preparation provided through affiliated CPAs.

Altug Dincturk is a CFA® charterholder with 20 years of industry experience. He has been with Madison Partners since 2026 and previously worked for Schwab Wealth Advisory Inc for 13 years. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm takes a customized, long-term approach to investing, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

Jessup White is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has experience in financial marketing and insurance as Vice President of Sales Development at Magellan Financial since 2018. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans, utilizing a mix of fundamental, technical, and cyclical analysis. The firm delivers services through a large network of affiliated offices and employs model portfolios with an asymmetric rebalancing approach.

Timothy Moyer is a financial advisor at G. A. Repple & Company with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metlife Securities Inc, LPL Financial, and IFP Securities. Outside of his advisory work, he is involved as a Little League umpire and a musician. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers multiple investment programs, including wrap and non-wrap options and Biblically-Responsible Investing models.

Christopher Becks is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services Advisors, Inc. for eight years. Becks is also the owner of Strategic Financial Consultants, Inc., a support company based in Orlando, FL. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that includes behavioral economics and quantitative analysis.

Stephen Colavito is a financial advisor with A.G.P. / Alliance Global Partners and holds Series 63 and Series 65 designations. He has 30 years of industry experience, including prior roles at firms such as J.P. Morgan Securities, Deutsche Bank Securities Inc., Barclays Capital Inc., and Oppenheimer. Outside the investment field, Mr. Colavito consults with Enverra Partners and serves as a council member at Gerson Lehrman Group. A.G.P. / Alliance Global Partners is a multi-team platform managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering services including portfolio management, financial planning, retirement-plan advisory, and brokerage through its registered broker-dealer.

Dillon Little is a CFP® professional with four years of experience at Certified Advisory Corp. His background includes roles at The Car Park and involvement with the Ponce De Leon Inlet Lighthouse Preservation Association. He has also worked in education at the University of South Florida and Spruce Creek High School. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and charitable organizations. The firm employs an individualized, goal-driven investment process and emphasizes plan-level consulting, participant education, and systematic reporting, utilizing both traditional custodians and the Betterment for Advisors platform.

Donald Anders is a financial advisor with Madison Avenue Securities, LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Madison Avenue Securities since 2016 and is also involved with Anders & Anders Financial Group. Outside of his advisory roles, Anders serves as president of Anders Retirement & Investment Advisors, Inc., focusing on insurance and securities sales, and leads a marketing consulting firm, Advisors Platform. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, including pension consulting, college savings, and services for charitable institutions and trusts. The firm manages approximately $2.0 billion for about 14,000 clients through multiple wrap programs, third-party managers, and advisor-managed models.

Glenn Repple is a financial advisor with G. A. Repple & Company in Casselberry, FL, holding Series 63 and Series 65 licenses and over 53 years of industry experience. He has been with G. A. Repple & Company since 1983. Outside of his advisory work, he serves as chairman of a holding company, participates in ministry activities including teaching and public speaking on biblical entrepreneurship and fraud, and holds leadership roles in community organizations such as the Casselberry Police Foundation and House of Hope. G. A. Repple & Company provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm uses a range of analytical approaches to tailor portfolios to clients’ goals and risk tolerances and offers multiple investment programs including Biblically-Responsible Investing.

Richard Ahl is a CFA® charterholder with 23 years of industry experience. He has been with Carnegie Investment Counsel since 2025 and previously operated Ahl Investment Management, Inc. from 1999 to 2025. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a broad range of clients including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a diverse investment approach combining fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Dale Wondisford is a financial advisor at Gradient Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has been involved with Medigap Supplement Headquarters since 2008. In addition to his work at Gradient, he owns and operates Your Pension Rep, a financial planning and advisory business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily works through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model that incorporates tools such as risk analysis and various portfolio analysis methods.