George Jackson is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is the managing member of Jackson Wealth Management, LLC and has held roles at several firms, including McDonough Capital Management, Inc. and Osaic Wealth, Inc. Outside of advising, Jackson is president of 755 Aviation LLC, an aviation company. Jackson Wealth Management, LLC serves a diverse client base, including high-net-worth individuals, plan sponsors, and trusts, managing approximately $1.07 billion for around 900 clients. The firm employs an active trend-following and tactical asset allocation approach, using a combination of actively and passively managed funds, ETFs, and equities, with ongoing portfolio monitoring and discretionary management.

Richard Sampson is a CFP® professional with Series 63 and Series 65 licenses, currently serving as an advisor at The LifeWealth Group. He has one year of industry experience, including roles at LifeWealth Investment, Madison Avenue Securities, and Amplified Planning. Outside of financial services, he has experience in small business ownership and university-level work. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management services. The firm employs discretionary portfolio management using proprietary models and third-party sub-advisors, offering tailored financial planning, estate-planning support, and access to managed-account programs.

Matthew Boyce is a CFP® with 31 years of experience in the financial industry. He has worked at American Financial Advisors, Inc. since 1995 and has been self-employed in insurance sales since 2005. His insurance work includes assisting with various insurance questions related to term and whole life policies. American Financial Advisors, Inc. serves individual clients across the wealth spectrum, including high-net-worth households, providing asset management, comprehensive financial planning, and 401(k) plan services. The firm employs a passive, asset-class investment approach with a unique structure that centralizes trading while leaving clients with final decision-making authority.

Dyllan Mastrodicasa is a financial advisor at 401k Generation with a Series 65 credential and four years of industry experience. He has held positions at 401k Generation since 2019 and has prior experience in educational and service roles at the University of Central Florida, Florida Gulf Coast University, Grey Oaks Country Club, and Gulf Coast High School. 401k Generation provides retirement plan consulting and individual advisory services to plan sponsors, fiduciaries, and a variety of clients, including individuals and trusts. The firm uses a quantitative approach for investment selection and manages a substantial retirement-plan practice with comprehensive operational services.

Marc Angle is a financial advisor at Haven Private in Orlando, FL, holding a Series 66 designation with 17 years of industry experience. His previous roles include positions at Bank of America, Merrill, Fieldpoint Private, and several advisory firms. He serves as a board member of the Orlando Police Foundation, a charitable organization supporting the local police department. Haven Private is a fee-based registered investment adviser serving individual and high-net-worth clients with private wealth management, discretionary portfolio management, and consulting. The firm’s investment approach is based on written Investment Policy Statements and diversified asset-allocation models, incorporating traditional and alternative investments alongside monitored independent sub-advisors.

Alexander Bras is a Series 65-licensed advisor with American Financial Advisors Inc in Winter Park, FL, where he has worked for seven years. He has a total of eight years of industry experience and is also involved with American Financial Support Services, providing administrative and support activities. American Financial Advisors 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 employs a passive, asset-class investment approach with a focus on diversified low-cost index and mutual funds, managing approximately $1.28 billion in non-discretionary assets while maintaining client control over final investment decisions.

Brian Schaefer is a financial advisor at Oakwood Capital, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Rex Huffman & Associates and The Leaders Group, Inc. In addition to his advisory role, he is president and owner of The Brokers Network LLC, a brokerage general agency involved in recruiting, training, and servicing licensed insurance professionals. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm predominantly manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, combining fundamental, technical, and cyclical analysis in their client services.

Gregory Knight is a financial advisor with Regal Advisory Services, Inc. in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Regal Securities since 2007. Outside of advising, he serves as an arbitrator for FINRA and is the owner of G. Scott Knight Systems, Inc., a Florida corporation with no reported revenue. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Madeline Baker is a financial advisor at Delta Advisory Group, Inc. with Series 65 credentials and one year of industry experience. Her prior work includes roles at Veritas Shared Services, Storage Units Capital Management Corporation, and Delta Capital Management. Delta Advisory Group, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual clients, including both non-high-net-worth and high-net-worth households. The firm employs a range of strategies from long-term holdings to options trading, tailoring portfolios through client suitability and risk-tolerance assessments.

Isabel Ortiz is a CFP® professional with four years of industry experience, currently serving as an advisor at Synergy Investment Management LLC. She has prior experience with LPL Financial, Merit Financial Group, and Stonebridge Financial Planning Group. Ortiz also worked in the hospitality industry and in education before transitioning fully into financial advising. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs Modern Portfolio Theory and proprietary quantitative models, managing approximately $681.5 million for over 2,400 clients.

Thomas Casper is a financial advisor with SyntheticFi LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Stansberry Asset Management, Lyons Wealth Management, Pintar Investment Company, and Creative Planning. He is also the president and owner of Adaptive Solutions Consulting Inc, a consulting and recruiting firm. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as individual clients, corporations, and small businesses. The firm’s approach focuses on automated trading of exchange-traded European-style S&P 500 index options, utilizing proprietary software for client performance reporting and margin monitoring.

Joseph Mack is a financial advisor with Oakwood Capital, Inc. in Maitland, Florida, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at The Leaders Group Inc, Rex Huffman & Associates, and Northwestern Mutual Life Insurance Company. He is also involved with The Brokers Network LLC, a life insurance and annuity wholesaler. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes non-discretionary portfolio management using third-party managers and model portfolios, along with fundamental, technical, and cyclical analysis.

Michael McGahan is a financial advisor with Jackson Wealth Management, LLC in Lake Mary, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Jackson Wealth Management since 2013 and has also worked at Cetera Wealth Services, CWM, LLC dba Carson Partners, and OSAIC. Jackson Wealth Management, LLC serves a diverse client base including high-net-worth individuals, plan sponsors, trusts, and retirement accounts, managing approximately $1.07 billion for around 900 clients. The firm uses an active trend-following investment approach combined with tactical asset allocation, employing both discretionary portfolio management and various trading strategies tailored to client objectives.

Steven Laska is a financial advisor with Trillium Wealth LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes roles at firms such as Carson Wealth, Hodges Capital Management, and Carson Group Holdings. Since 2018, he has also been the owner of Cor Leonis Consulting, a non-investment-related consulting business. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm employs multiple investment strategies and integrates private fund commitments while managing over $544 million in discretionary assets across approximately 625 clients.

Bradley Ledford is a Series 66 licensed advisor at Fortress Wealth Group with nine years of industry experience. He previously worked at Ameriprise Financial Services before joining Fortress Wealth Group in 2020. Outside of his advisory role, he manages a farm and property focused on future development in Winter Springs, FL. Fortress Wealth Group advises individuals, high-net-worth clients, corporations, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services with a focus on customized, primarily long-term portfolios.

Ashley Henderson is a financial advisor at Jackson Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Jackson Wealth Management since 2020. Prior to her advisory roles, she gained experience in the hospitality industry at Olea Grill and AMC Theaters. Jackson Wealth Management serves a diverse client base that includes high-net-worth individuals, plan sponsors, trusts, and retirement accounts, managing approximately $1.07 billion for around 900 clients. The firm utilizes an active trend-following and tactical asset allocation investment approach, blending actively and passively managed funds with equities and employing discretionary portfolio management strategies.

Caroline Johnson is a financial advisor at Jackson Wealth Management, LLC in Lake Mary, FL. She holds a Series 65 designation and has been with Jackson Wealth Management since 2022. Prior to her advisory role, she worked in retail and hospitality positions and was a full-time student from 2018 to 2022. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm employs an active trend-following and tactical asset allocation approach, utilizing a range of mutual funds, ETFs, and equities, with portfolios monitored and rebalanced regularly.

Henry Hostetter is a PFS™ credentialed advisor at 55 North Private Wealth with one year of industry experience. His prior work includes eleven years at CLA and a three-year retirement period before joining his current firm. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients with comprehensive wealth planning and investment management. The firm employs a quantitative process to tailor portfolios to clients' financial structures, combining passive and active strategies across various securities.

Christopher Bordner is a financial advisor with Synergy Investment Management LLC in Altamonte Springs, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at LPL Financial and Cetera Advisors LLC. He is also a managing partner and agent at Synergy Insurance Partners, LLC, where he works with fixed insurance, disability, and long-term care products. 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 more than 1,000 clients across six offices and employs a long-term, Modern Portfolio Theory-based investment approach using diversified portfolios of mutual funds, ETFs, and other instruments.

Brian Davis is a financial advisor at Destiny Wealth Partners, LLC with 20 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining Destiny Wealth Partners, he worked at BryteBridge, LPL Financial, Occidental Asset Management, and Wealth Enhancement Advisory Services. Outside of advisory work, Davis is a board member and shareholder of BryteBridge, a nonprofit compliance and accounting firm he founded and later sold. Destiny Wealth Partners is a team-based, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, business entities, and employer-sponsored retirement plans. The firm offers wealth management, financial planning, portfolio management, and fiduciary services, employing discretionary and non-discretionary strategies with a broad product scope and an investment policy committee guiding portfolio decisions.