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.

Derrick Hobbs is a financial advisor at Neil Jesani Wealth Management in Orlando, FL, holding a Series 66 license and with 16 years of industry experience. His prior roles include positions at Advanced Wealth Management, Prostatis Group LLC, Fidelity Investments, and TIAA-CREF. He is also involved in insurance sales through Advanced Wealth Management. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, which incorporates fundamental, technical, and cyclical analysis to manage risk and capture opportunities.

Jackson Galley is a financial advisor at GFG Solutions with a Series 65 credential and one year of industry experience. Prior to joining GFG Solutions, he worked as a realtor with Premier Sothebys International and has experience in hospitality and retail. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm uses a combination of fundamental, technical, and tactical analysis to create customized portfolios, emphasizing risk management and insurance strategy as key components of its planning approach.

Rebecca Robey is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. She is currently with Stonebridge Financial Planning Group, LLC, where she has worked in multiple periods since 2015. Prior to her current role, she was affiliated with Commonwealth Financial Network and Triad Advisors. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs both long-term and shorter-term investment strategies and offers services including comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis.

Catherine Hyder is a CFP® professional with 16 years of industry experience currently serving at Stonebridge Financial Planning Group, LLC. Her prior experience includes roles at Commonwealth Financial Network, Triad Advisors, and Triloma. Outside of her advisory duties, she has been involved in coaching water polo since 2006 and works with Orange County Public Schools. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs both long-term and shorter-term investment strategies across a diverse range of instruments and offers specialized services such as retirement-plan consulting and divorce financial analysis.

Wayne Randall is a Certified Financial Planner® with 34 years of industry experience. He has been with Rainey & Randall Investment Management, Inc. since 1999. In addition to his advisory role, he works as an independent insurance agent, providing insurance-related products outside regular business hours. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm’s investment approach uses tailored asset-allocation models based on mutual funds, ETFs, individual equities, and fixed income, incorporating modern portfolio theory alongside fundamental, technical, and cyclical analysis.

Kathryn Hite is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with AllGen Financial Services, Inc. since 2009. 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 uses a core-satellite asset-allocation framework guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Philippus Van Staden is a financial advisor at Green Vista Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has been involved in various business ventures including real estate development and insurance, such as serving as an agent for Fixed Insurance and managing several development funds and LLCs. Van Staden is also involved in consulting through True North Resources, LLC. Green Vista Asset Management serves individual and institutional clients, including high net worth individuals, trusts, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection. The firm’s investment approach combines third-party macroeconomic research with in-house due diligence across a broad range of instruments and strategies, with ongoing oversight of third-party managers to align with client objectives.

Axel Otero is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, with 12 years of industry experience. He holds a Series 65 designation and has worked at firms including Allen Financial Advisors, First Bank Puerto Rico, and Popular, Inc. Outside of his advisory work, Otero is a partner in a restaurant business, Brew A Coffee, LLC, where he handles accounting oversight and payroll. AllGen Financial Advisors serves individuals, families, and other entities with portfolio management, financial planning, and business consulting. The firm manages about $475 million for over 1,000 clients through a team-oriented approach that utilizes a mix of ETF-based core allocations, active management techniques, and an algorithm-driven cryptocurrency strategy.

Ronald Tamayo is a CFP® professional with 26 years of industry experience. He has been with Moisand Fitzgerald Tamayo, LLC since 1998. Outside of financial advising, he is a partial owner of two motorsports-related businesses that organize and participate in performance driving events. Moisand Fitzgerald Tamayo is a fee-only, independent investment advisory firm serving individuals, families, trusts, estates, and retirement plan sponsors. The firm emphasizes evidence-based, long-term investing with a focus on low-cost mutual funds, ETFs, and investment-grade fixed income, and offers integrated tax and business consulting services.

Chad Safier is a financial advisor at Oxford Wealth Group, LLC in Orlando, FL, with nine years of industry experience and a Series 66 designation. He previously worked at LPL Financial LLC, Bank of America, Merrill, and Edward Jones. Oxford Wealth Group provides investment advisory and financial planning services to individuals, retirement plans, corporations, trusts, and estates. The firm uses a goals-based approach with model portfolios overseen by financial professionals and implemented by third-party sub-advisers, serving as a fiduciary for applicable retirement accounts.

Andrew Philpott is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation. He joined the firm in 2024 and has prior experience working at Publix and in educational roles at the University of Central Florida and Valencia College. 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 employs a core-satellite asset allocation approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Sharon Hooper is a financial advisor at Summit Wealth Partners, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Summit Wealth Partners since 2020, following six years at ARGI Investment Services. She is also involved with Summit Asset Protection Group, an affiliated firm that provides insurance products. 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 services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach using pooled vehicles, strategic asset allocation, and periodic rebalancing based on academic models.

Michael Frustaci is an investment advisor with International Assets Investment Management, LLC in Orlando, FL, holding Series 63 and Series 66 credentials and possessing 16 years of industry experience. He has worked with International Assets Investment Management since 2017 and Global Assets Advisory since 2019. Frustaci is also the managing member of Palladium Wealth Advisors, LLC, a private label entity for financial business. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities. The firm offers customized portfolio management, financial planning, and access to third-party manager programs through a network of independent investment adviser representatives.

Domonic Mustafa is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 designation and has worked at firms including Selby Jennings and Pinpoint Partners. Domonic is also involved with Infinity Financial Solutions, a financial planning firm based in Bangkok, where he provides consulting services. Hoxton Wealth offers personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on risk-based model portfolios constructed from passive ETFs and blends, providing services such as pension transfer advice, and manages accounts mostly on a non-discretionary basis.

Jerry Pierre is a financial advisor with Principal Advised Services in Orlando, FL, holding a Series 66 license and one year of industry experience. His prior roles include positions at Principal Asset Management, Principal Funds Distributor, Principal Securities, Inc., and Ss&C. Jerry has worked within various Principal Financial Group affiliates since 2024. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models to deliver advice and benefits from operational integration with affiliated entities within the Principal Financial Group.

Daniel Thill is a financial advisor with Capital Analysts in Orlando, FL, holding a Series 63 designation and 36 years of industry experience. He has worked with Lincoln Investment since 2012, Capital Analysts Inc. since 2006, and Lincoln Financial Advisors Corporation since 1998. He serves as a board member of the International Succession Planning Association and is an employee and partner at The Rawls Company, a business succession planning firm. Capital Analysts provides portfolio management and retirement-plan advisory services to a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm combines discretionary investment management by its in-house team with non-discretionary advisor- and third-party manager-led solutions, supported by institutional relationships and proprietary investment screening tools.

Ethan Jones is a Series 65 licensed financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He has previously worked at Kovitz Investment Group Partners, GW&K Investment Management, Charles Schwab, the University of North Florida, and Flagler College. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional clients, and intermediaries. The firm employs a quantitatively based, systematic investment approach using proprietary models to govern portfolio construction and trading, offering a range of strategies including equity, fixed income, options overlays, and alternative interval funds.

Jonathon Bithell is a financial advisor at Hoxton Wealth with a Series 65 credential and has been working in the industry since 2026. His prior experience includes roles at Family First Financial Services Limited and several Hoxton Wealth affiliates in the UK, as well as positions at Mattioli Woods, Schroders Personal Wealth, and St. James's Place. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on risk-based model portfolios using passive ETFs and blends, operating mainly on a non-discretionary basis, and serves a diverse international client base.

Joao Carlos Ramalho Lemos Andre is a financial advisor with Blacktower Financial Management (US) LLC. He holds a Series 65 designation and has been with Blacktower since 2020, including a role at Utmost Services Ireland in 2025. Located in Orlando, FL, his industry experience spans several years across related firms. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios mainly on a non-discretionary basis using various investment vehicles and third-party managers.