Jason Martin is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Since 2003, he has been associated with Good Risk Reward, Inc. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily individual and high-net-worth households. The firm provides discretionary portfolio management, financial planning, business and corporate planning, and consulting services, using a core-satellite asset allocation approach guided by Modern Portfolio Theory.

Hilgardt Lamprecht is a CFP® professional with 29 years of industry experience. She is affiliated with The LifeWealth Group, where she has held various roles since 2002, including owner and president. Her career includes tenure at firms such as Madison Avenue Securities and AE Wealth Management. Lamprecht serves as a board member of a fundraising organization, Mission Increase. The LifeWealth Group is a team-based registered investment adviser that provides comprehensive wealth management services to individuals, businesses, and retirement plans. The firm employs discretionary portfolio management through proprietary models and third-party sub-advisors, combining strategic and tactical asset allocation with value-oriented strategies tailored to client needs.

Johnny Gibson is a CFA® charterholder with 10 years of industry experience. He is currently with Haven Private in Orlando, FL, where he serves as part of a five-advisor team. His prior work includes roles at Bank of America and Fieldpoint Private. Haven Private provides wealth management and discretionary portfolio management services to individuals and families across a range of net worth levels. The firm employs diversified investment strategies that incorporate fundamental, quantitative, and behavioral analysis, and it also serves as a sub-advisor to a Regulation D pooled vehicle focusing on private investments.

Ronald Loyo is a financial advisor at Expressive Wealth LLC in Orlando, FL, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Oxford Wealth Group, Edward Jones, and Merrill Lynch. Outside of advising, he owns and manages a small business unrelated to investments. Expressive Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans with discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm uses a range of investment strategies tailored to client goals and risk tolerance and offers oversight of sub-advisors as well as services uncommon among peers, such as managing held-away accounts and defined-contribution participant accounts.

Luke Curtis is a financial advisor with FRA Wealth Management LLC in Winter Springs, FL. He holds a Series 65 credential and has one year of industry experience. Prior to his current role, he worked at Raging Rivers Water Park for five years. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, offering both discretionary and non-discretionary portfolio management along with modular and comprehensive financial planning. The firm uses an open-architecture investment model that incorporates both passive and active managers and emphasizes client engagement and education.

Skylar Kunau is a financial advisor at Oxford Wealth Group, LLC in Orlando, FL, holding a Series 65 designation with one year of industry experience. Kunau has been with Oxford Wealth Group since 2021. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice. The firm uses a goals- and household-based approach to asset allocation, typically placing clients into model portfolio programs overseen by its financial professionals and implemented by third-party sub-advisers.

Gyasi Marshall is a Series 65-licensed advisor with 11 years of industry experience. He has worked at 401k Generation since 2016 and previously held roles at Primerica Advisors and Primerica Financial Services. He also spent six years at the University of Central Florida. 401k Generation provides retirement plan consulting to plan sponsors and fiduciaries, along with individual investment advisory and managed account services. The firm serves individuals, trusts, and business-sponsored retirement plans, using model portfolios and an internal Investment Policy Committee to guide investment decisions.

Cole Linquist is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Fortress Wealth Group since 2020 and previously worked at Ameriprise Financial Services from 2014 to 2020. Linquist is also involved in insurance sales, dedicating approximately 10% of his time to this activity. 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 that combines fundamental and technical analysis to build diversified portfolios, implementing strategies both directly and through independent managers and automated platforms.

Thomas Henry is a financial advisor at Synergy Investment Management LLC with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial LLC, Virtus Financial Partners, and The Principal Financial Group. In addition to his advisory role, he is involved in non-investment related business activities through TLH Financial, LLC for tax and investment purposes. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, and proprietary quantitative models to support portfolio construction and ongoing management.

Steven Seager is a CFA® charterholder and financial advisor at 55 North Private Wealth in Winter Park, FL, with one year of industry experience. Prior to joining 55 North, he worked at Lockheed Martin and several financial services firms, including MML Investors Services and Signature Wealth Advisors LLC. 55 North Private Wealth serves individual and high-net-worth clients with wealth planning and investment management on a fee-only basis. The firm employs a predominantly quantitative approach combining passive and active management and offers customized portfolios aligned with client liabilities and goals.

Dwight Dykstra is a financial advisor with Alternative Investment Advisors, LLC in Maitland, Florida, holding a ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has worked at multiple firms, including Florida Financial Consulting LLC and Aegis Wealth Management, LLC. Outside of his advisory role, he serves as managing director of the Storage Units Alternative Income Fund, LLC, facilitating investment capital opportunities. Alternative Investment Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as institutional and retirement plan clients. The firm delivers customized, primarily discretionary portfolios based on defined base models, incorporating ETFs, options, mutual funds, bonds, and alternative investments.

Samuel Dixon is a financial advisor at Oxford Wealth Group, LLC, based in Orlando, FL, with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Eqis Capital Management. Dixon is also involved with Oxford Advisory Group, a licensed insurance agency, where he engages in insurance sales and services. Oxford Wealth Group provides investment advisory, portfolio management, and financial planning services to individuals, retirement plans, corporations, trusts, and estates. The firm utilizes a goals-based approach with model portfolios overseen by Oxford Wealth professionals and implemented by third-party sub-advisers.

Scott Kremer is a financial advisor at Summit Wealth Partners, LLC in Orlando, FL, with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience with firms including Fifth Third Wealth Advisors, U.S. Bank N.A., PNC Bank, Key Investment Services, and Lancaster Pollard Investment Advisory Group. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm provides comprehensive wealth management, investment advice, and pension consulting with an investment approach focused on diversification, strategic asset allocation, and tax-efficient funds, incorporating technology such as AI and machine learning into its processes.

James Clements is a financial advisor with Green Vista Asset Management LLC in Winter Park, FL, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked at Green Vista since 2018 and previously spent eight years with Wealth Management, LLC. In addition to his advisory role, Clements serves as president of Clements CPA Group PA, a tax preparation and accounting firm. Green Vista Asset Management LLC is a six-person advisory firm managing approximately $16.2 million for around 58 clients, including individuals, high-net-worth clients, trusts, estates, corporations, and insurance companies. The firm offers customized separately managed accounts utilizing equities, fixed income, options, and alternative investments, combining in-house analysis with third-party research and providing both discretionary and non-discretionary portfolio management as well as financial planning.

Marlene Nitsch is a financial advisor at 401k Generation in Altamonte Springs, FL, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has worked at 401k Generation since 2018 and previously held roles at Skyview Wealth Management, Asset Staffing, and Truist Investment Services. 401k Generation provides retirement plan consulting and individual investment advisory services to a diverse client base including individuals, trusts, and business-sponsored retirement plans. The firm employs a quantitative approach to selecting mutual funds and ETFs, offers both discretionary and non-discretionary portfolio management, and serves approximately 9,815 plans with over $811 million in assets.

Angela Moore is a CFP® professional with 13 years of industry experience. She currently serves as a financial advisor at Fruitful and previously worked at Charles Schwab and operated Modern Money Education LLC. Fruitful Advisory provides financial planning and discretionary investment management to members of Fruitful, Inc. through a subscription-based, web-enabled platform. The firm emphasizes diversified, low-cost portfolios primarily constructed with passive ETFs and index funds, combined with dynamic financial planning aligned with CFP® principles.

Francisco Aguilera is a CFP® and CFA® with 13 years of industry experience. He is currently with Aviance Capital Partners LLC and previously worked at Fidelity Investments from 2015 to 2024. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities, offering discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm manages portfolios using multiple strategies tailored to client objectives and employs a variety of investment vehicles including equities, bonds, mutual funds, ETFs, and structured products.

Nikki Ward is a CFP® with eight years of experience in the financial industry, currently serving as an advisor at Siler Wealth Management. She has previously worked at International Assets Advisory, LLC and Sdr Investment Management, Inc. In addition to her advisory role, Ward is a licensed insurance agent involved with life and fixed insurance through EXECUTIVE INSURANCE OF CENTRAL FL. Siler Wealth Management serves individuals, families, small business owners, and institutional clients by offering investment management, financial planning, and consulting services, including sub-advisory work for select 401(k) plans. The firm employs customized investment strategies with a blend of fundamental, technical, cyclical, and quantitative analyses, utilizing both active and passive approaches tailored to client goals.

Christopher Mc Anany is a financial advisor at Oxford Wealth Group, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment, Capital Analysts, and Northwestern Mutual, among other firms. Oxford Wealth Group, LLC is a registered investment adviser serving individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates. The firm offers portfolio management, financial planning, and retirement-account advice, typically using model portfolio programs monitored continuously and tailored to clients' goals and household-level diversification.

Luis Pinto is a financial advisor with The LifeWealth Group based in Winter Garden, FL. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Merrill Lynch, Madison Avenue Securities, and Northwestern Mutual. Outside of his advising duties, he serves as a chapter advisory board member for Theta Chi Fraternity, mentoring members on personal and professional development. The LifeWealth Group is a team-based registered investment adviser that provides holistic wealth management services to individuals, businesses, and retirement plans. The firm uses proprietary model portfolios, third-party sub-advisors, and strategic asset allocation to tailor discretionary portfolio management and also maintains an affiliated insurance agency alongside other specialized services.