Vicki Kovach is a CFP® professional with 27 years of experience in financial planning and advisory services. She is currently with Certified Advisory Corp and has held roles at firms including Maitland Securities, Inc. and Team Beachbody. Outside of her advisory work, she serves as owner and president of VDK Financial Services, Inc., a non-investment business. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and employer-sponsored plans. The firm emphasizes individualized, goal-driven portfolio management combined with detailed plan-level consulting and systematic client communications.

Jessica Hall is a financial advisor at Certified Advisory Corp with five years of industry experience. She holds the Series 66 designation and has worked at firms including Fortune Financial Services, Bank of America, Merrill Lynch, and Wells Fargo Bank. Outside of her advisory role, she is also an agent and sales representative with Certified Insurance Corp. Certified Advisory Corp provides 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 process and offers plan-level services such as pension consulting, participant education, and systematic quarterly reporting, utilizing both traditional custodians and digital platforms like Betterment for Advisors.

Joseph Krauszer is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently an advisor at BakerAvenue, where he has worked since 2023. His prior experience includes roles at Integrity Holdings Group LLC and Fidelity Investments. BakerAvenue offers wealth management, financial planning, and family office services primarily to individuals, high-net-worth clients, and institutions. The firm employs multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and provides a broad range of services including tax, estate, philanthropy, and concentrated stock management.

Roy Kelsey is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Cape Investment Advisory, Inc., 401K Generation, and Skyview Wealth Management, LLC. Outside of his advisory work, he owns SkyView Business Solutions, a company focused on helping businesses recover R&D tax incentives. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors and model portfolios to implement strategies.

Peter Medgyesy is a financial advisor at Moors & Cabot, Inc. with 18 years of industry experience. He has been with Moors & Cabot since 2012 and holds a Series 66 designation. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation strategies and offers both discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Jeffrey Woodward is a financial advisor at G. A. Repple & Company with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has been with the firm since 1991. In addition to his advisory role, he is also an insurance agent involved in fixed insurance sales. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate clients. The firm employs various analytical approaches to portfolio construction and offers a range of programs including discretionary management, third-party asset managers, and Biblically-Responsible Investing models.

Anthony Dorval is a CFP® professional with 27 years of experience in the financial services industry. He has been with Moors & Cabot, Inc. since 2013. Outside of his advisory role, he works as an independent insurance agent specializing in disability, life, accident, and health insurance. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Edward Dover III is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been affiliated with SunTrust Advisory Services and SunTrust Investment Services since 2005. Moors & Cabot provides investment advisory and related services to a diverse client base including individuals, high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Peter Duggan is a financial advisor at Intellicents Investment Solutions Inc with two years of industry experience. He holds a Series 66 designation and previously worked at TRG Financial Advisors, Inc. and TRG Advisors, Inc. He is involved in assisting clients with investment policy reviews, diversified investment selection, and performance reporting through his association with TRG Advisors. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm employs a long-term, buy-and-hold investment approach with quarterly monitoring and offers both discretionary and non-discretionary portfolio management options, supported by a multi-office team managing approximately $9.92 billion in assets.

Keith Svendby Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He has worked at LPL Financial since 2011 and has been associated with IHT Wealth Management LLC since 2019. His career also includes eight years at Independent Financial Partners. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Kaywan Ghazizadeh is a CFP® and Series 66 holder with 16 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2017, and has been affiliated with National Asset Management, Inc. since 2010. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm follows an academic-based, multi-asset class investment approach, emphasizing mutual funds and low-cost ETFs while also incorporating actively managed funds and alternative investments.

Harry Stadelmayer is a CFP® professional with 39 years of industry experience, currently serving at Certified Advisory Corp. His career includes roles at Fortune Financial Services, Maitland Securities, Certified Insurance Corp, and Transam Securities. He has been involved with Certified Advisory Corp since 1995 and with Certified Insurance Corp since 1998. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment process and emphasizes plan-level services, participant education, and systematic reporting, combining traditional custodial arrangements with a digital advisory platform.

Arthur Glenn is a financial advisor with Wealth Watch Advisors, INC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes positions at Financial & Tax Architects, Inc. and Allegiant Asset Management, L.L.C., where he spent over a decade. In addition to his advisory role, he operates Artie Glenn Insurance as a sole proprietor, offering fixed annuities. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach implemented through approved sub-advisors and SAM programs, focusing on mutual funds, ETFs, and select option strategies.

Michael Tannenbaum is a financial advisor at Archer Investment Corporation with 13 years of industry experience. He holds a Series 65 designation and has been with Archer since 2012. In addition to his advisory role, he is the owner and managing member of Frutchey Tannenbaum, LLC, a CPA firm. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm also supports a multi-branch independent-contractor model, with a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and options.

Daniel Thornton is a financial advisor at Good Life Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Good Life Financial Advisors of Orlando. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, with an investment process that integrates fundamental, technical, and cyclical analysis.

David Westmoreland is a Series 65-licensed advisor at G. A. Repple & Company with one year of industry experience. Prior to joining the firm, he spent 24 years with Cru. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to develop individualized portfolios and offers multiple investment programs, including Biblically-Responsible Investing.

Glenn Rodriguez is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1997. He focuses on developing strategies and providing investment guidance for individuals, their families, and businesses by understanding their short- and long-term financial objectives. His client focus includes college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Glenn holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Investment Management Analyst® designation, and is a Personal Investment Advisor (PIA). He graduated summa cum laude from Rollins College with bachelor's degrees in Business Administration and Economics. Glenn began his financial services career after a brief period as an investment banker and has built his practice by establishing direct and personal relationships with clients. His nearly three decades of experience include working with multiple generations within families and delivering comprehensive financial solutions. He lives in Lake Mary with his two children, and they are active in the community supporting Habitat for Humanity. Glenn’s personal interests include biking, cooking, reading, writing, and spending time with his family.

Stephen Meikle is a financial advisor with Calton & Associates, Inc., holding a Series 66 designation and 18 years of industry experience. He previously worked at International Assets Advisory LLC from 2009 to 2018 before joining Calton & Associates in 2018. In addition to his advisory role, he operates under the brand Investia Financial Services, focusing on client education and relationship development. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management options tailored to client goals and risk tolerance.

Michael Armstrong is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously held roles at Northwestern Mutual Wealth Management Company and its affiliated entities over a 20-year period. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a range of portfolio management strategies using third-party managers, proprietary models, and technology-integrated operational support.

Nicholas Sersun is a CFP® with five years of experience in financial advisory. He is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual Wealth Management Company and related entities. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of investment models and third-party platforms tailored to client-specific objectives and integrates technology and operational outsourcing into its service approach.