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 based in Winter Garden, FL, holding a Series 66 designation and bringing four years of industry experience. His career includes roles at Ameriprise, AE Wealth Management, and Madison Avenue Securities. Outside of advisory work, he is a minority owner of a commercial real estate company and assists with accounting functions as an APAR consultant. The LifeWealth Group is a team advisory firm serving individuals, high-net-worth clients, businesses, and retirement plans. The firm offers discretionary asset management, financial planning, estate design, and donor-advised fund advice, employing tailored strategies through proprietary and third-party models while also providing educational seminars and workshops.

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 a financial advisor at Synergy Investment Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with LPL Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of financial services, he has been involved with Bluegrass Chic Floral, a business he operates alongside his advisory role. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm utilizes a Modern Portfolio Theory-based approach with a variety of investment vehicles and employs proprietary quantitative models and a held-away account platform to support its clients.

Geovanni James is a financial advisor at Occidental Asset Management, LLC with three years of industry experience. He holds a Series 65 credential and has been with Occidental Asset Management since 2022. Prior to his advisory role, he was a student for ten years. Occidental Asset Management is an independent registered investment adviser managing approximately $1.07 billion for primarily high-net-worth individuals and institutional separately managed accounts. The firm offers discretionary and non-discretionary portfolio management along with wealth management and financial planning, employing a combination of fundamental, technical, and cyclical analysis tailored to client objectives and risk tolerances.

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 holds a Series 65 designation and has been with Lyons Wealth Management since 2009. 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 employs an automated trading strategy focused on exchange-traded European-style S&P 500 index options and offers client-facing software for performance reporting, margin monitoring, and alerts.

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 in Winter Park, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has provided financial planning and retirement advice primarily to American Airlines pilots since 2007 and is also an airline captain and trainer for American Airlines. Bras owns American Financial Consulting Service, which offers financial planning services to airline pilot clients. American Financial Advisors is a team-based registered investment adviser serving individual and high-net-worth clients, retirement accounts, and plan sponsors. The firm emphasizes a passive, asset-class investment approach with primarily non-discretionary portfolio management and provides specialized services including participant education and retirement plan consulting.

John San Filippo is a financial advisor with Your Choice Financial LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has held roles at multiple firms, including MML Investor Services and MassMutual Life Insurance, and currently is involved with several insurance-related businesses. Outside of advising, he coaches soccer for the Orlando City Lake Nona Soccer Club and is a partner in an accounting firm. Your Choice Financial LLC serves individuals, pension plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm employs a long-term strategic trading approach supplemented by tactical decisions, utilizing diverse analytical methods and investment instruments across multiple offices.

Tulio Barbosa Ribeiro is a financial advisor with Proxy Wealth Advisors LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Bank, as well as ownership of several consulting and service businesses in finance education, business management, and ATM maintenance. Outside of his advisory work, he manages a weight loss and aesthetic spa business. 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 its cross-border services, including immigration-related financial planning for foreign clients.

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.

Charles Achoa is a financial advisor at Proxy Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Edgewater Markets, XP Investments US, Banco Voiter, and work in venture capital and private equity. 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 clients with cross-border needs. The firm employs a tactical allocation strategy using a variety of instruments and manages both wrap-fee and non-wrap accounts.

Gillen Manos is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Moisand Fitzgerald Tamayo, LLC, Regions Bank, and the University of Florida. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for nearly 1,000 clients, primarily serving individual and high-net-worth households with discretionary portfolio management, financial planning, and consulting services. The firm uses a core-satellite asset-allocation approach guided by Modern Portfolio Theory and offers a unique youth financial-education workshop called MoneyCent$.

Austin Wallace is a financial advisor with The LifeWealth Group, holding a Series 65 designation and having five years of industry experience. His prior firms include Trinity Wealth Securities and Florida Financial Advisors, where he worked as a registered representative and financial consultant. The LifeWealth Group is a team advisory firm serving individuals, businesses, and retirement plans, managing discretionary assets through tailored strategies using proprietary and third-party model portfolios. The firm employs fundamental, technical, and charting analysis methods and offers a range of services including financial planning, estate design, and donor-advised fund advice.

Casandra Garrett is a CFP® with seven years at Moisand Fitzgerald Tamayo, LLC in Orlando, FL, and one year of industry experience. Prior to joining Moisand Fitzgerald Tamayo, she worked at Verizon for three 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 allocation and long-term investing with low-cost mutual funds, ETFs, and investment-grade fixed income, providing discretionary portfolio management alongside tax, estate, insurance, and business consulting services.

Anthony De Luca is a CFP® with six years of industry experience, currently serving as an advisor at Delta Advisory Group, Inc. He has held roles at Delta Capital Management since 2019 and previously worked in construction and at Masch Meyer. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for life events. The firm manages approximately $192.6 million across several hundred accounts and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

Michael Ackerman is a CFA® charterholder with three years of industry experience. He is currently with 55 North Private Wealth, where he has worked since 2023. Prior to this, he was with CI Brightworth and Tiffany Property Group. 55 North Private Wealth is an independent, fee-only wealth management firm serving individuals and high-net-worth clients. The firm uses a quantitative approach to tailor portfolios across a mix of passive and active strategies, focusing on clients’ entire financial structures and employing a multidisciplinary team.

Paul Hershiser is a financial advisor at Haven Private with 29 years of industry experience. He holds a Series 63 designation and has worked at AlphaQ Advisors, LLC, OLH Capital, LLC, and ALPHAQ ADVISORS LLC d/b/a Haven Private. Haven Private provides wealth management services to individuals and families across a range of net worth levels, employing diversified investment strategies and discretionary portfolio management. The firm utilizes fundamental, quantitative, technical, cyclical, and behavioral analysis to implement approaches including modern portfolio theory, tactical investing, and alternative assets, and also serves as sub-advisor to a Regulation D pooled investment vehicle.