Rafael Junqueira Nani is a financial advisor at Proxy Wealth Advisors LLC with three years of industry experience. He holds the Series 66 designation and has worked at XP Investments US, LLC and Larson Accounting Group. Outside of his advisory role, he is the owner and supervising manager of a UPS Store franchise in Ocoee, Florida. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, and is noted for serving foreign clients with immigration-related financial planning.

Justin Kenney is a financial advisor with Siler Wealth Management in Longwood, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at International Assets Advisory, LLC, Primary Capital, LLC, Kalos Capital, Inc., and SDR Investment Management, Inc. In addition to his advisory work, he is a licensed insurance agent with SFG, LLC, dba Executive Insurance of Central FL. Siler Wealth Management serves individuals, families, small business owners, and institutional clients with investment management, financial planning, and consulting services, including sub-advisory roles for certain 401(k) plans. The firm uses customized strategies combining fundamental, technical, cyclical, and quantitative analysis within a long-term, periodically rebalanced framework, offering both passive and active solutions through third-party sub-advisors.

Bradley Brescia is a CFP® with 12 years of industry experience. He is currently with Moisand Fitzgerald Tamayo, LLC and previously worked at Ronald Blue Trust and TIAA-CREF Individual & Institutional Services, LLC. Moisand Fitzgerald Tamayo is a fee-only, independent advisory firm serving individuals, families, trusts, estates, and retirement plan sponsors. The firm emphasizes evidence-based, long-term investing with low-cost mutual funds and ETFs, and offers integrated services including portfolio management, financial planning, tax preparation, and business consulting.

Derrick Chandler is a CFP® professional with 17 years of industry experience, currently serving at Moisand Fitzgerald Tamayo, LLC since 2002. Based in Orlando, FL, he is part of a multi-team firm with 11 advisors. 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 allocation and long-term investing with low-cost mutual funds, ETFs, and investment-grade fixed income, offering a range of services including discretionary portfolio management, financial planning, tax return preparation, and business consulting for S-corporation owners.

James Oswald is a financial advisor at Haven Private with a Series 65 credential and three years of industry experience. His prior roles include positions at Intentionalize, LLC, Enclave Risk Management, GFG Solutions, and the US Army. 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 uses a written Investment Policy Statement and diversified asset-allocation models, managing both traditional and alternative investments and acting as a sub-advisor to a private pooled vehicle.

Edward Rojas is a Series 65-licensed advisor with 12 years of industry experience. He has been with 401k Generation since 2012. 401k Generation provides retirement plan consulting and investment advisory services to plan sponsors and fiduciaries, offering fiduciary support under ERISA Sections 3(16), 3(21), and 3(38). The firm uses an in-house Investment Policy Committee to oversee model portfolios and manages assets on both discretionary and non-discretionary bases.

Nancy Witter is a financial advisor at Financial Harvest Wealth Advisors with 24 years of industry experience. She holds a Series 65 designation and has been with Financial Harvest, LLC since 2009. Outside of her advisory role, she co-manages a non-investment property management business with a family member. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels, offering comprehensive wealth management through a consultative process focused on strategic asset allocation and advanced planning.

Becky Farrant is a CFP® with 25 years of industry experience and has been with Pacific Global Investment Management Company since 2005. She also worked at Pacific Global Fund Distributors, Inc. from 2003 to 2019. Pacific Global serves individual investors, pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a value-oriented or core equity investment style, fundamental research, and a proprietary screening process to guide its investment decisions.

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.

Alexa Pao is a financial advisor at Cornerstone Planning Group with 14 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked previously with firms including New York Life and Island Wealth Strategies and Insurance Solutions. Outside of her advisory role, she owns Authentic Alexa, LLC, which provides consulting and a subscription-based platform focused on digital workspace setup and LinkedIn lead generation. Cornerstone Planning Group serves individuals, businesses, and institutions with discretionary portfolio management and comprehensive financial planning. The firm emphasizes a low-cost, passive investment approach and offers ERISA fiduciary consulting for retirement plans.

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.