Joseph Krauszer is a CFP® certified financial advisor at BakerAvenue with 23 years of industry experience. He has held positions at firms including Integrity Holdings Group LLC, Fidelity Personal and Workplace Advisors, Wells Fargo Clearing, and UBS Financial Services. Krauszer has been with BakerAvenue since 2023. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning with a focus on diversified investment strategies and ongoing client communications.

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.

Benjamin Cohen is a financial advisor with SageSpring Wealth Partners in Winter Park, FL. He holds the Series 65 and Series 63 licenses and has 10 years of industry experience. Prior to joining SageSpring in 2026, he worked at CNL Securities Corp for seven years. SageSpring Wealth Partners serves a diverse client base including individual households across wealth levels, institutional investors, and plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a tailored approach that incorporates fundamental and technical analysis alongside multi-team scale and access to OCIO and TAMP solutions.

Peter Medgyesy is a financial advisor at Moors & Cabot, Inc. in Maitland, Florida, holding a Series 66 designation with 19 years of industry experience. He has been with Moors & Cabot since 2012 and previously worked at Wells Fargo Clearing from 2007 to 2008. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with portfolios tailored to client objectives using various strategies and options for discretionary or non-discretionary arrangements.

Jeffrey Woodward is a financial advisor at G. A. Repple & Company with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has been with G. A. Repple & Company since 1991. In addition to his advisory role, he works as an insurance agent through Winchester Insurance. G. A. Repple & Company provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm offers portfolio management, access to third-party asset managers, and financial education, utilizing a variety of analytical approaches to tailor portfolios to client goals and risk tolerances.

Anthony Dorval is a CFP® professional with 27 years of industry experience. He has been with Moors & Cabot, Inc. since 2013 and previously worked at New England Securities and Merrill. In addition to his advisory role, he is an independent insurance agent specializing in disability, life, accident, and health insurance. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management through its Portfolio Management Program, fee-based financial planning, and consulting, with a flexible approach that includes discretionary and non-discretionary services tailored to clients’ objectives and risk tolerances.

Edward Dover III is a financial advisor at Moors & Cabot, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SunTrust Advisory Services, Truist Investment Services, and Legg Mason Wood Walker. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and consulting through discretionary and non-discretionary arrangements. The firm uses a variety of strategies including asset allocation, fundamental and technical analysis, and may allocate client assets to third-party or affiliated sub-advisors.

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. outside of his advisory role, he assists clients with retirement plan consulting and investment policy reviews. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, as well as individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with quarterly monitoring and provides a range of consulting and wealth management services through a multi-advisor enterprise.

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® professional with 17 years of industry experience, currently serving as an advisor at Main Street Financial Solutions, LLC since 2017. He also has longstanding roles at National Asset Management, Inc. and as a Registered Representative dating back to 2009. Main Street Financial Solutions serves a diverse client base including individuals, retirement plans, trusts, and corporations. The firm employs an academic-based, multi-asset investment approach that combines low-cost passive ETFs with active management, tailoring portfolios to clients’ objectives and risk profiles.

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 at Wealth Watch Advisors, Inc with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial & Tax Architects, Inc., and Allegiant Asset Management, L.L.C., among other firms. He also operates Artie Glenn Insurance, an independent business offering fixed annuities. Wealth Watch Advisors provides advisory services to a diverse client base including individuals, trusts, institutions, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios, utilizing third-party model managers and a range of investment 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.

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.

Michael Armstrong is a CFP® professional with 16 years of industry experience, currently affiliated with OnePoint BFG Wealth Partners in Winter Park, FL. His prior experience includes a decade at Northwestern Mutual Wealth Management Company and 16 years associated with Northwestern Mutual Investment Management. Armstrong also has a 20-year history with Northwestern Mutual Life Insurance Company. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a range of portfolio management approaches, combining third-party managers, custodian platforms, and proprietary investment models, alongside technology-driven 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.

Emily Perez is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Certified Advisory Corp and Certified Financial Group, having previously been employed by firms including Ogden Wealth, Cetera Advisor Networks, Strollo Partners, Financial Advisory Institute, and Summit Brokerage Services. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored approach that aligns client goals, risk tolerance, and liquidity needs with investment strategies, offering discretionary portfolio management, Betterment automated platforms, pension consulting, and tax services through affiliated CPAs.

Andres Zambrano is a financial advisor at Regal Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Bankers Life Advisory Services, Inc. and Bankers Life & Casualty, Inc., and served six years in the United States Air Force. Outside of advising, he provides insurance services as a licensed insurance agent. Regal Investment Advisors LLC offers discretionary investment management services primarily through independent advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm employs a range of proprietary and third-party model portfolios, with advisers selecting and overseeing allocations while Regal manages implementation and rebalancing.

Taran Burrell is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Navy Federal Financial Group, LLC and Navy Federal Credit Union, as well as employment at the University of Central Florida. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports layered investment solutions alongside digital automated ETF portfolios.