Jason Print is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Summit Wealth Partners, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Naples, Florida. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting. The firm manages approximately $629.7 million in assets and emphasizes diversified, asset-class oriented portfolios using pooled vehicles, strategic asset allocation, and academic models such as Modern Portfolio Theory and Fama–French research.

Darrell Devaney is a CFP® professional with 27 years of industry experience. He currently serves at 55 North Private Wealth and has previously worked at IFP Securities, LPL Financial, Independent Financial Partners, and Ameriprise. 55 North Private Wealth is a 100% employee-owned firm advising individuals and high-net-worth clients on wealth planning and investment management. The firm employs a quantitative approach combining passive and active management and offers access to alternative and private investments for eligible investors.

Bradley Towle is a financial advisor at Summit Wealth Partners, LLC in Orlando, FL, holding Series 65 and Series 66 licenses with 18 years of industry experience. His career includes roles at Genesis Wealth Advisors, Genesis Capital Advisors, J.P. Morgan Securities, and Banc One Securities. He has been with Summit Wealth Partners since 2016. Summit Wealth Partners serves individual and institutional clients across more than 20 states, providing wealth management, investment advice, and pension consulting. The firm emphasizes diversified, tax-efficient investment strategies supported by academic frameworks and integrates technology such as AI and machine learning into its service delivery.

Bradley Busbin is a CFP® professional with 20 years of experience in the financial industry. He is currently with The LifeWealth Group, a firm where he has worked in various capacities since 2009. In addition to his financial advisory roles, he is the sole president and owner attorney at Busbin Law Firm, specializing in estate planning and trust administration. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management services, including discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and estate-planning support.

Christopher Claude Jr. is a financial advisor at Synergy Investment Management LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, LLC, Financial Services of Central Florida, Inc., and Integra Realty Resources. 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, employing a long-term, Modern Portfolio Theory–based approach that includes diversified portfolios with mutual funds, ETFs, individual securities, and alternative investments.

Aleksei Kitaigorod is a Series 65-licensed advisor with Jackson Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at CWM, LLC and positions in education and hospitality. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors, managing approximately $1.07 billion in assets. The firm utilizes an active trend-following and tactical asset allocation approach, employing a range of investment strategies including discretionary portfolio management and option strategies.

John Ledford is a CFP® with 28 years of industry experience, currently serving as an advisor at Fortress Wealth Group since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of his advisory role, Ledford is involved in producing and directing films through Celebrity Press Publishing. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios, implementing strategies through various platforms and external managers.

Cherry Laska is a CFP® with eight years of industry experience, currently serving as an advisor at Trillium Wealth LLC. Her prior roles include positions at Morgan Stanley Private Bank, Carson Wealth Management, and Capital Financial Services. Outside of her advisory work, she is a published fiction author and operates CGL Productions & Consulting, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and private placement investment services to individuals, trusts, pension plans, corporations, and other business entities. The firm employs a range of investment strategies and offers additional services including fiduciary support and coordination with affiliated tax and insurance entities.

Grady Windham is a Series 65-credentialed advisor at Financial Harvest Wealth Advisors with one year of industry experience. His prior work includes roles at The Bank of New York Mellon, the Naval Air Warfare Center Training Systems Division, and four years with 4 Rivers Smokehouse, LLC. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels, managing approximately $557 million in client assets. The firm offers comprehensive wealth management through a multi-step consultative process, emphasizing strategic asset allocation and disciplined investment implementation.

Michelle Pezzulo is a CFP® professional with nine years of industry experience, currently serving at Bentley Financial Group in Winter Garden, FL. She has worked at Bentley Financial Group and LPL Financial since 2016. In addition to her advisory role, she is a notary for the state of Illinois. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis, options for hedging, and third-party Independent Managers, while offering managed account access through multiple LPL-sponsored programs.

David Schlitt is a financial advisor at Synergy Investment Management LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Synergy in 2024, he worked at LPL Financial and Merit Financial Advisors. Outside of his advisory roles, he is involved with Schlitt Happens, LLC, a business entity for tax and investment purposes. Synergy Investment Management is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages diversified portfolios using a Modern Portfolio Theory–based approach and employs proprietary quantitative tools, overseeing assets for over 1,000 clients across six offices.

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.

Daria Zalewska is a CFP® affiliated with Alongside, LLC and has experience working with several advisory firms since 2020. She has also served in the US Air Force Reserve and currently holds a Treasurer role for her homeowners association. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm emphasizes a disciplined, long-term diversified asset allocation approach and actively selects and supervises third-party managers and model providers.

Dawn Little is a financial advisor with Stonebridge Financial Planning Group, LLC in Orlando, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Stonebridge, she worked at Commonwealth Financial Network and spent over two decades with Campus Crusade for Christ, International. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm combines long-term and shorter-term investment strategies across a broad range of instruments and offers specialized services including divorce financial analysis and retirement-plan consulting.