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.

Craig Sullivan is a Series 65-licensed financial advisor with four years of industry experience. He currently works at AllGen Financial Advisors, Inc. and previously spent five years at Royal Fund Management, LLC. Outside of finance, he serves as General Manager of a flooring sales and installation business, a role he has held for over two decades. AllGen Financial Advisors provides portfolio management, financial planning, and consulting services to individuals, families, and other entities. The firm manages approximately $475 million for more than 1,000 clients using a discretionary investment process that includes ETF-based core allocations, individual securities, and an AI-driven cryptocurrency strategy.

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.

Paula Franco Pacheco is a Series 65-credentialed advisor with AllGen Financial Advisors, Inc. in Orlando, FL. She has one year of industry experience, including prior roles at Primerica and Banco Davivienda. AllGen Financial Advisors provides portfolio management, financial planning, business and corporate planning, and consulting services to individuals, families, and other entities. The firm manages approximately $475 million across about 1,062 clients, employing a discretionary investment approach that combines ETF-based core allocations with occasional individual equities, bonds, and mutual funds.

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.

Daniel Quartararo is a financial advisor at Cogent Private Wealth with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Zenith Advisory Group, and Raymond James. He is also a licensed insurance agent. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans with discretionary investment management and comprehensive financial planning. The firm focuses on custom, long-term allocation strategies using institutional mutual funds, ETFs, and individual equities, incorporating fundamental and cyclical analysis.

Ashley Vann is a financial advisor at Cogent Private Wealth in Orlando, FL, holding Series 65 and Series 66 licenses with one year of industry experience. She has been involved with the Victory Cup Initiative since 2014 and previously operated Vann Strategies from 2014 to 2019. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm provides discretionary investment management and comprehensive financial planning, focusing on custom, long-term allocation strategies using institutional mutual funds, ETFs, and individual equities for tax efficiency.

John Hampton is a financial advisor at B.B. Graham & Company, Inc. in Orlando, FL, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 15 years at L.M. Kohn & Company. Outside of advising, he is also an insurance agent. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with regular account monitoring and reviews.

Ana Fernandez is a CFP® professional with 22 years of industry experience, currently serving at AllGen Financial Advisors, Inc. in Orlando, FL. She has been with AllGen since 2010 and previously worked in residential property management and income tax preparation services for 14 years. AllGen Financial Advisors provides portfolio management, financial planning, business and corporate consulting to individuals, families, and other entities. The firm manages approximately $475 million for over 1,000 clients using a discretionary investment approach that incorporates ETF-based core allocations, individual securities, and quantitative analysis, alongside an AI-driven cryptocurrency strategy and a youth financial-education program.

Trent Rogy is a financial advisor with Oxford Wealth Group, LLC in Orlando, FL, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Ignite Financial Planning, Arthur J. Gallagher, and Pearl Insurance. Oxford Wealth Group provides investment advisory, portfolio management, and financial planning services to individuals, retirement plans, corporations, trusts, and estates. The firm employs a goals-based investment approach using model portfolios managed by financial professionals and implemented through third-party sub-advisers.

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.

Dennis Hunt is a CFP®-certified financial advisor with nine years of industry experience. He has been with Moisand Fitzgerald Tamayo, LLC since 2020 and previously worked at Amarillo National Bank for ten years. Outside of finance, he has a long history with Top of Texas Taekwondo, where he was involved for 25 years. 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 low-cost funds and provides integrated tax and business consulting services alongside portfolio management.

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.

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.

Gregory Knight is a financial advisor with Regal Advisory Services, Inc. in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Regal Securities since 2007. Outside of advising, he serves as an arbitrator for FINRA and is the owner of G. Scott Knight Systems, Inc., a Florida corporation with no reported revenue. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.