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.

Madeline Baker is a financial advisor at Delta Advisory Group, Inc. with Series 65 credentials and one year of industry experience. Her prior work includes roles at Veritas Shared Services, Storage Units Capital Management Corporation, and Delta Capital Management. Delta Advisory Group, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual clients, including both non-high-net-worth and high-net-worth households. The firm employs a range of strategies from long-term holdings to options trading, tailoring portfolios through client suitability and risk-tolerance assessments.

Isabel Ortiz is a CFP® professional with four years of industry experience, currently serving as an advisor at Synergy Investment Management LLC. She has prior experience with LPL Financial, Merit Financial Group, and Stonebridge Financial Planning Group. Ortiz also worked in the hospitality industry and in education before transitioning fully into financial advising. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs Modern Portfolio Theory and proprietary quantitative models, managing approximately $681.5 million for over 2,400 clients.

Thomas Casper is a financial advisor with SyntheticFi LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Stansberry Asset Management, Lyons Wealth Management, Pintar Investment Company, and Creative Planning. He is also the president and owner of Adaptive Solutions Consulting Inc, a consulting and recruiting firm. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as individual clients, corporations, and small businesses. The firm’s approach focuses on automated trading of exchange-traded European-style S&P 500 index options, utilizing proprietary software for client performance reporting and margin monitoring.

Joseph Mack is a financial advisor with Oakwood Capital, Inc. in Maitland, Florida, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at The Leaders Group Inc, Rex Huffman & Associates, and Northwestern Mutual Life Insurance Company. He is also involved with The Brokers Network LLC, a life insurance and annuity wholesaler. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes non-discretionary portfolio management using third-party managers and model portfolios, along with fundamental, technical, and cyclical analysis.

Michael McGahan is a financial advisor with Jackson Wealth Management, LLC in Lake Mary, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Jackson Wealth Management since 2013 and has also worked at Cetera Wealth Services, CWM, LLC dba Carson Partners, and OSAIC. Jackson Wealth Management, LLC serves a diverse client base including high-net-worth individuals, plan sponsors, trusts, and retirement accounts, managing approximately $1.07 billion for around 900 clients. The firm uses an active trend-following investment approach combined with tactical asset allocation, employing both discretionary portfolio management and various trading strategies tailored to client objectives.

Steven Laska is a financial advisor with Trillium Wealth LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes roles at firms such as Carson Wealth, Hodges Capital Management, and Carson Group Holdings. Since 2018, he has also been the owner of Cor Leonis Consulting, a non-investment-related consulting business. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm employs multiple investment strategies and integrates private fund commitments while managing over $544 million in discretionary assets across approximately 625 clients.

Bradley Ledford is a Series 66 licensed advisor at Fortress Wealth Group with nine years of industry experience. He previously worked at Ameriprise Financial Services before joining Fortress Wealth Group in 2020. Outside of his advisory role, he manages a farm and property focused on future development in Winter Springs, FL. Fortress Wealth Group advises individuals, high-net-worth clients, corporations, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services with a focus on customized, primarily long-term portfolios.

Ashley Henderson is a financial advisor at Jackson Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Jackson Wealth Management since 2020. Prior to her advisory roles, she gained experience in the hospitality industry at Olea Grill and AMC Theaters. Jackson Wealth Management serves a diverse client base that includes high-net-worth individuals, plan sponsors, trusts, and retirement accounts, managing approximately $1.07 billion for around 900 clients. The firm utilizes an active trend-following and tactical asset allocation investment approach, blending actively and passively managed funds with equities and employing discretionary portfolio management strategies.

Caroline Johnson is a financial advisor at Jackson Wealth Management, LLC in Lake Mary, FL. She holds a Series 65 designation and has been with Jackson Wealth Management since 2022. Prior to her advisory role, she worked in retail and hospitality positions and was a full-time student from 2018 to 2022. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm employs an active trend-following and tactical asset allocation approach, utilizing a range of mutual funds, ETFs, and equities, with portfolios monitored and rebalanced regularly.

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.

Christopher Bordner is a financial advisor with Synergy Investment Management LLC in Altamonte Springs, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at LPL Financial and Cetera Advisors LLC. He is also a managing partner and agent at Synergy Insurance Partners, LLC, where he works with fixed insurance, disability, and long-term care products. 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 across six offices and employs a long-term, Modern Portfolio Theory-based investment approach using diversified portfolios of mutual funds, ETFs, and other instruments.

Marisa Bradbury is a CFP® and CFA® with 16 years of industry experience. She has been with Sigma Investment Counselors since 1997. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management for individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm emphasizes client-specific financial models and diversified portfolios using a mix of ETFs, individual equities, and fixed-income holdings, supported by both quantitative and qualitative research.

Rene Persaud is a financial advisor with Synergy Investment Management LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Synergy since 2024 and previously at LPL Financial, United Planners Financial Services, and SPC and Associates, where he is also involved in recruiting and headhunting. Synergy Investment Management provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million for about 2,469 clients, using a long-term, strategic approach grounded in Modern Portfolio Theory and employing proprietary quantitative models and a held-away account platform.

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 17 years of experience in the financial services industry. She currently works at Stonebridge Financial Planning Group, LLC and has prior experience with Commonwealth Financial Network, Triad Advisors, and Triloma. Outside of her advisory role, she has been involved as a water polo coach and has worked with Orange County Public Schools. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a range of investment strategies and offers services such as comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis.

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.

William Freeman is a financial advisor at QTR Family Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, Bank of America, and Metric Financial. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets across about 171 client relationships and employs a manager-of-managers approach with both discretionary and non-discretionary programs.

Nicholas Maratta is a CFP® professional with 25 years of industry experience. He has been with Occidental Asset Management, LLC since 2016 and previously worked at Scottrade, Inc. since 1999. Occidental Asset Management, LLC serves high-net-worth individuals and institutional clients by providing wealth management, portfolio management, and comprehensive financial planning through a 12-advisor team across six offices. The firm employs a discretionary approach using fundamental, technical, and cyclical analysis, and utilizes automated platforms for portfolio rebalancing and tax-loss harvesting.

Andrew Hicks is a financial advisor at Occidental Asset Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Occidental, he worked at New York Life Insurance Company and NYLIFE Securities LLC. Hicks also has a background in legal research and education through his time at Boon Legal LLC and Belmont College of Law. Occidental Asset Management serves high-net-worth individuals and institutional clients with wealth management, portfolio management, and comprehensive financial planning. The firm employs fundamental, technical, and cyclical analysis across a range of investment tools and manages approximately $1.4 billion for around 945 clients.