James Tucker is a financial advisor with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has four years of industry experience, with prior roles at Holborn Assets LLC and Finsbury Associates. Tucker has been with Blacktower since 2020, including its U.S. affiliate since 2022. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates in the U.S. and U.S.-connected individuals. The firm specializes in pension transfer work and manages client assets predominantly on a non-discretionary basis using various investment vehicles and custodians.

Mark Wichrowski is a CFA® charterholder and Series 63 licensee with three years of industry experience. He currently works at 55 North Private Wealth after previous roles at Bessemer Trust and Northern Trust. 55 North Private Wealth is a 100% employee-owned firm advising individuals and high-net-worth clients on wealth planning and investment management on a fee-only basis. The firm uses a predominantly quantitative approach combining passive and active management, and offers customized portfolios alongside alternative and private investment options.

Christos Oakley is a financial advisor at Regal Advisory Services, Inc. in Orlando, FL, with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Regal Securities since 2006. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, retirement plans, trusts, foundations, and business entities. The firm utilizes a mix of fundamental and quantitative research to manage portfolios through proprietary and third-party offerings, offering clients both discretionary and non-discretionary investment program options.

Piers Kemp is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at SJB US and the British Consulate. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages approximately $122.8 million in regulatory assets, offering non-discretionary portfolio management and retirement-plan consulting.

Roy Miranda is a financial advisor at Delta Advisory Group, Inc. in Maitland, FL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with Delta Advisory Group and its related entities since 2010. Outside of his advisory role, Miranda serves as the Media Deacon of the Metro Church of Christ, overseeing marketing, advertising, and web development. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for significant life events. The firm employs a multifaceted investment approach and provides quarterly account reviews, managing approximately $192.6 million across several hundred client accounts.

Andrew Dickens is a financial advisor at Summit Wealth Partners, LLC in Orlando, FL, with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Signator Investors, Inc. and other related firms. Outside of his advisory role, Mr. Dickens is a managing shareholder of Legacy Business Design LLC, which specializes in merger and acquisition consulting, and is a partner in Tax and Business Solutions LLC, providing tax, accounting, payroll, and business advisory services. Summit Wealth Partners serves individuals, including high-net-worth clients, and various institutional and tax-sheltered entities across more than 20 states. The firm offers wealth management, investment advice, and pension consulting with an investment approach emphasizing diversification, strategic asset allocation, and tax efficiency, supported by technology integration and third-party managers.

Benjamin Richardson is a financial advisor at GFG Solutions in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining GFG Solutions, he worked for Landscape Resources for seven years. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategy as core planning components.

Stephen Curley is a CFP®, CFA®, and Series 65 credentialed advisor with 15 years of industry experience. He currently works at 55 North Private Wealth, joining the firm in 2023 after roles at Eaton Vance WaterOak Advisors and Water Oak Advisors, LLC. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients. The firm offers investment management and comprehensive wealth planning, using a quantitative process that integrates passive and active strategies tailored to clients’ financial structures.

Timothy Smisek is a financial advisor at Fortress Wealth Group with 25 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at Moors & Cabot, Inc., MSI Financial Services, Inc., and Mony Securities Corporation. Fortress Wealth Group serves individuals, high-net-worth clients, corporations, and charitable organizations by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm constructs customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis in its approach.

Donald Nestor is a CFP® with 25 years of experience in financial advising. He has worked at Delta Advisory Group, Inc. since 2006 and previously spent ten years at Delta Capital Management LLC. Delta Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and consulting for life events such as retirement or divorce. The firm manages approximately $192.6 million across several hundred accounts and utilizes a combination of fundamental, technical, and cyclical analysis, employing various investment strategies tailored to client goals.

Lesley Batson is a financial advisor at Signature Resources Capital Management, LLC, holding a Series 65 credential and beginning her advisory career in 2026. Her prior experience includes roles at OneAmerica, MassMutual Insurance Company, Ameritas, Rebel Rock Wealth, and The North Highland Company. Signature Resources Capital Management advises individual and high-net-worth clients, trusts and estates, and sponsors of employer-sponsored retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy emphasizing diversification and customization, and serves as a sub-advisor to Envestnet’s TAMP.

Justin Isenhour is a financial advisor with Fortress Wealth Group in Winter Park, FL, holding a Series 65 designation and two years of industry experience. His prior roles include positions at PFM Financial Advisors LLC and Evershore Financial Group. He also worked at Orange Tree Golf Club for three years before entering the financial industry. Fortress Wealth Group serves individuals, high-net-worth clients, corporations, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis in its research.

Dagean Larsen is a financial advisor at Siler Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at SDR Investment Management, The Core Financial Group, and D6Financial. Outside of finance, he has been involved with Old World Masonry since 2009. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, trusts, small-business owners, and select institutional clients. The firm employs a tailored, long-term investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, and offers a range of portfolio management strategies alongside estate-planning coordination and Social Security consulting.

Edward Robinson is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Thrivent Financial and several other financial firms. He is also involved with One Family Church. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for around 981 clients, primarily individual and high-net-worth households. The firm employs a core-satellite investment approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, business and corporate planning, and consulting services.

Thomas Rogers is a financial advisor with Financial Transparency in Longwood, FL, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has held roles at multiple firms including Trustee Empowerment & Protection, Inc. and Cssc Brokerage Services, Inc., and he is president of Wealth Strategies Collaborative, Inc., a consulting business serving clients and professionals. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs a Modern Portfolio Theory-based asset allocation approach using both passive and active models across multiple program options, including customized accounts with features such as tax-loss harvesting and socially responsible investing.

Corey Wojnarowski is a financial advisor with GFG Solutions in Orlando, FL. He holds a Series 65 designation and has been with GFG Solutions since 2025. Prior to joining the firm, he worked in the automotive industry for several years. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategy as key elements of its planning process.

Tracie Handberg is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Verisail Partners, LLC. She has two years of industry experience, including prior work at Stonebridge Financial Planning Group, LLC. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm uses a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model, managing portfolios on a discretionary basis with a focus on multi-year holding periods.

David Witter is a CFP® with 23 years of industry experience and has been with Financial Harvest Wealth Advisors since 2005. He is licensed as an independent insurance agent, selling life, health, and annuity insurance products alongside his advisory role. Financial Harvest Wealth Advisors serves individual and high-net-worth clients, offering wealth management through discretionary portfolio management, financial planning, and advanced planning services. The firm follows a structured, consultative process and emphasizes modern portfolio theory, utilizing mutual funds, unit investment trusts, fixed income, ETFs, and private offerings in portfolio construction.

Sally Tomlinson is a financial advisor at Green Vista Asset Management LLC with seven years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining Green Vista, she worked at Smith & Nephew for 13 years and had a brief tenure at Dillard's. Green Vista Asset Management is a boutique firm with a six-person team managing approximately $16.2 million for around 58 clients. The firm offers customized portfolio management, third-party manager selection, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and select institutional clients, including insurance companies.

James Duronio is an investment adviser representative with William Mack & Associates Inc, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Covenant Capital Advisors, LLC and Lamco Advisory Services, and maintains a separate inactive business, Duronio Construction, LLC. William Mack & Associates is a multi-team registered investment adviser serving individual and institutional clients with a focus on diversification, tax efficiency, and low-cost funds, managing approximately $1.03 billion in discretionary assets across a 15-advisor team.