Daniel Moisand is a CFP® professional with 23 years of experience, currently serving at Moisand Fitzgerald Tamayo, LLC since 2002. He engages in freelance writing and speaking on personal finance topics as a sole proprietor. Moisand Fitzgerald Tamayo is a fee-only, independent advisory firm that serves individuals, families, trusts, estates, and retirement plan sponsors, focusing on evidence-based asset allocation and long-term investing with an emphasis on low-cost mutual funds, ETFs, and investment-grade fixed income. The firm offers comprehensive services including discretionary portfolio management, financial planning, retirement plan consulting, tax return preparation, and business consulting for S-corporation owners.

Lee Siler is a financial advisor with Siler Wealth Management in Longwood, Florida, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at International Assets Advisory, Primary Capital, Kalos Capital, and Sdr Investment Management. Outside of financial advising, he is involved in music production as the owner and president of SFG Entertainment Services, LLC. 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 approach to portfolio management, combining fundamental, technical, cyclical, and quantitative analysis with a range of investment strategies and third-party model portfolios.

Karen Vergara is a Series 65-licensed financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, where she has worked since 2018. She has seven years of industry experience, including prior roles at Karen Vergara, P.A., HBIF of Florida, and as an independent insurance agent. Outside of her advisory work, she is the owner of Dynasty Concept Group, LLC, a real estate management entity. 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 Modern Portfolio Theory-based core-satellite asset allocation approach, offering discretionary portfolio management, financial planning, and consulting services.

Heath Black is a financial advisor at Cookson Peirce Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Voya Investment Management and Prudential Investment Management Services. Outside of advising, he has been involved with a textile-related business, Blaqshack LLC, though it is currently inactive. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutions, and professional advisors. The firm employs a quantitative, rules-based approach to equity and fixed-income investing and acts as sub-advisor to a mutual fund while managing assets within multiple wrap fee programs.

Liam Riley is an advisor at Synergy Investment Management LLC with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at LPL Financial, Synergy Wealth Alliance, and Longship Group. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million for about 2,469 clients, applying a Modern Portfolio Theory-based approach with a range of investment vehicles and proprietary quantitative models.

Danica Bolton is a financial advisor at Financial Harvest Wealth Advisors with eight years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Charles Schwab & Co., Inc. from 2016 to 2019 before joining Financial Harvest in 2019. Financial Harvest Wealth Advisors serves individuals and families across a range of net worth levels, managing approximately $557 million in client assets. The firm provides comprehensive wealth management services through a multi-step consultative process emphasizing strategic asset allocation and a disciplined investment approach.

Meghan Knowles is a financial advisor with The Life Wealth Group, holding Series 65 and Series 63 licenses. She has been with The Life Wealth Group since 2023 and has prior experience in various roles including positions at Covenant Transport and Northwestern Mutual Investment Services LLC. The Life Wealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with holistic wealth management services. The firm uses discretionary portfolio management with proprietary models and third-party sub-advisors, offering customized recommendations and a range of uncommon affiliated services including insurance and business-transition advisory.

Kevin Mayo is a financial advisor at Cogent Private Wealth with 10 years of industry experience. He holds a Series 65 designation and has previously worked at CNL Financial Group for 10 years. In addition to his advisory role, Mayo serves as Vice President of Financial Reporting at Cogent Bank. Cogent Private Wealth provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes financial planning, discretionary portfolio management, and retirement plan consulting, managing customized, goals-based portfolios that utilize institutional mutual funds, ETFs, and individual equities for tax efficiency.

Josiah Jazwa is a financial advisor with The LifeWealth Group, holding a Series 66 designation and four years of industry experience. His work history includes roles at Ameriprise and AE Wealth Management. Outside of advisory roles, he is involved in consulting on accounting functions and holds a minority ownership interest in a commercial real estate company. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with wealth management services that include discretionary asset management, financial planning, and estate-planning support. The firm uses proprietary portfolios and third-party sub-advisors, combining strategic asset allocation with value-oriented strategies, and maintains a notable range of affiliated insurance and business-transition advisory services.

Chelsea Santos is a financial advisor at GFG Solutions with a Series 65 credential. She has one year of industry experience, having previously worked at Omniplex and Caci. Outside of finance, she has been involved with Yaya + Lou and USCS Investigations LLC. 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, with a focus on risk management and insurance strategy.

Guy Davidson is an advisor at Synergy Investment Management LLC with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at LPL Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he is involved with Bluegrass Chic Floral, a business venture he has managed since 2025. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a Modern Portfolio Theory-based investment approach and uses proprietary quantitative models alongside traditional investment vehicles to manage approximately $681.5 million in assets.

Geovanni James is a financial advisor at Occidental Asset Management, LLC with a Series 65 credential and three years of industry experience. He has been with Occidental since 2022, following a decade as a student. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, offering wealth management, portfolio management, and comprehensive financial planning services. The firm employs fundamental, technical, and cyclical analysis, often using discretionary investment strategies and automated platforms to manage approximately $1.4 billion across six offices.

Philip Schmitt is a financial advisor with Koss-Olinger Consulting, LLC, holding Series 63, Series 65, and Series 66 designations and four years of industry experience. His prior roles include positions at Metlife Investment Management, Verus Investments, and ANDCO Consulting. Koss Olinger serves individuals, families, charitable entities, trusts, estates, pension and profit-sharing plans, and business clients with integrated wealth management and financial planning services. The firm applies a structured planning process and employs a range of investment strategies, managing over $2.2 billion in assets and generally working with clients who have at least $2 million in investable assets or $5 million in net worth.

Corey Roun is a financial advisor at SyntheticFi LLC with 16 years of industry experience. He held a position at Lyons Wealth Management from 2009 to 2025. He holds the Series 65 designation. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers and offers discretionary and non-discretionary advisory services to individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring tools.

Paul Mazon is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation and five years of industry experience. He has been with AllGen since 2020 and previously worked for CHEP (U.S.A.), Inc. from 2007 to 2020. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily serving individual and high-net-worth households. The firm employs a Modern Portfolio Theory-based, core-satellite investment approach and offers discretionary portfolio management, financial planning, business and corporate planning, and consulting services.

Solomon Shen is a financial advisor at Synergy Investment Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with LPL Financial, LLC and Merit Financial Group, LLC. Outside of his advisory work, he is the owner of Kick'N Ash BBQ, a home-based barbecue business. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million across about 2,469 clients and employs a long-term investment approach grounded in Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, alternatives, and proprietary quantitative models.

Mark Bras is a financial advisor with American Financial Advisors Inc. based in Winter Park, FL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked with American Financial Advisors Inc. since 2007 and also owns American Financial Consulting Service, Inc., where he provides financial planning services specifically to American Airlines pilots. Additionally, he serves as an airline captain and trainer for American Airlines. American Financial Advisors, Inc. 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 using written Investment Policy Statements and diversified model portfolios of low-cost index and mutual funds, and it manages a large portfolio of non-discretionary assets while providing educational seminars and advisory support for complex financial products.

Tulio Barbosa Ribeiro is a financial advisor with Proxy Wealth Advisors LLC in Windermere, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of advisory work, he owns and manages several non-investment businesses, including a weight loss and aesthetic spa, financial education consulting, business management consulting, and ATM machine servicing. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, with a focus on serving foreign clients with cross-border financial needs. The firm uses a tactical allocation strategy and a broad range of investment instruments to manage discretionary and non-discretionary portfolios.

Ross Milne is a financial advisor at Blacktower Financial Management (US) LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at Aymard Wealth and Reddington, as well as academic roles at Abertay University and Lathallan School. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, focusing notably on UK pension transfers. The firm manages client assets mainly on a non-discretionary basis, using a range of investment vehicles and third-party managers tailored to address UK-specific pension and transfer processes.

Claudio Gambin Neto is a financial advisor at GFG Solutions with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including MassMutual and Northwestern Mutual. Outside of advising, he is involved in several business ventures, including serving as owner of a fishing apparel and gear company. 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, emphasizing risk management and insurance strategy.