Edward Robinson is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Thrivent Financial and several other financial firms. He is also involved with One Family Church. 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 core-satellite investment approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, business and corporate planning, and consulting services.

Christopher Stadler is a financial advisor at Amerity Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. Outside of his advisory role, Stadler performs acrobatic routines with multiple production companies, including Metropolis Productions and AntiGravity Orlando. Amerity Wealth Management serves individual clients, businesses, pension and profit-sharing plans, and trusts, managing approximately $339 million in assets across 15 advisors. The firm provides asset management, financial planning, retirement consulting, and UK pension transfer services, typically managing accounts on a discretionary basis using a range of third-party portfolios and platforms.

Corey Wojnarowski is a financial advisor with GFG Solutions in Orlando, FL, holding a Series 65 designation. He has one year of industry experience and previously worked in various roles primarily in automotive sales and leasing. GFG Solutions serves individuals, high-net-worth households, and business owners with discretionary and non-discretionary asset management and integrated financial planning. The firm’s investment approach combines fundamental, technical, and tactical analysis to build customized portfolios and offers a wrap-fee program alongside performance-based compensation strategies for qualified accredited clients.

Richard Weiss is a financial advisor at Global Assets Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Primus Financial Services, LLC and Cantella & Co., Inc. Weiss also serves in chief compliance officer roles at affiliated firms within the International Assets Advisors group. Global Assets Advisory, LLC is an SEC-registered adviser managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm provides investment management, financial planning, and retirement plan advisory services through a team of eight advisors and a network of independent representatives, utilizing a long-term investment approach with diversified portfolios.

David Witter is a CFP® with 23 years of industry experience and has been with Financial Harvest Wealth Advisors since 2005. He is licensed as an independent insurance agent, selling life, health, and annuity insurance products alongside his advisory role. Financial Harvest Wealth Advisors serves individual and high-net-worth clients, offering wealth management through discretionary portfolio management, financial planning, and advanced planning services. The firm follows a structured, consultative process and emphasizes modern portfolio theory, utilizing mutual funds, unit investment trusts, fixed income, ETFs, and private offerings in portfolio construction.

Bryan Caulkins is a financial advisor with Proxy Wealth Advisors LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has held roles at firms including Cambridge Investment Research Advisors and Principal Securities, and he is involved with multiple affiliated entities within the Proxy Financial Corp network. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation strategy with a broad range of investment instruments and serves a notable non-U.S. client base with specialized cross-border advisory services.

Sally Tomlinson is a financial advisor at Green Vista Asset Management LLC with seven years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Green Vista since 2019. Prior to her advisory career, she spent 13 years at Smith & Nephew. Green Vista Asset Management LLC is a six-person team managing approximately $16.2 million for a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management, third-party manager selection and monitoring, and financial planning, employing a customized approach across various asset classes with a focus on risk management.

Christiaan Van Der Burgh is a financial advisor at Green Vista Asset Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Green Vista Capital since 2019. In addition to his advisory work, he is involved with Flight Scope, a company outside the financial sector. Green Vista Asset Management LLC is a six-person advisory firm managing approximately $16.2 million for about 58 clients. The firm provides discretionary and non-discretionary portfolio management, third-party manager selection, and financial planning services to a range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and select institutional clients such as insurance companies.

Pietro Galina is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 designation and three years of industry experience. He also has significant business experience in property management and business consultancy through his roles at several companies in Maringa, Brazil. 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 notable focus on serving foreign clients with cross-border needs. The firm utilizes a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis and manages a range of account types using diverse instruments, including foreign securities and derivatives.

Hilton Lamprecht is a financial advisor at The LifeWealth Group with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Madison Avenue Securities and AE Wealth Management. In addition to his advisory role, he is a partner at LifeWealth Transition Partners, where he assists clients with business succession planning and sale negotiations. The LifeWealth Group is an SEC-registered investment manager serving individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a holistic wealth-management approach combining strategic and tactical asset allocation, value investing, and technical, fundamental, and charting analysis, with its platform emphasizing managed-account programs and discretionary trading authority.

Gavin Ganzkow is a CFP® and holds a Series 65 license with nine years of industry experience. He currently serves at Best Life Infinity, LLC and has prior experience at Investment Advisor Group, Investment Advisor Alliance, and American Tax and Financial Planners. Ganzkow’s background also includes practicing law at the Law Office of GM Ganzkow. Best Life Infinity, LLC is a six-advisor firm that provides investment management and comprehensive financial planning to individual and high-net-worth clients, including families of fallen service members and combat veterans. The firm employs diversified investment strategies based on modern portfolio theory and macroeconomic analysis, managing approximately $48 million across 110 client relationships.

Christopher Davidson is a financial advisor at Proxy Wealth Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Cambridge Investment Research and Lincoln Financial Advisors. His career also includes roles at multiple Proxy-affiliated entities. 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 notable focus on non-U.S. clients and foreign individuals with cross-border needs. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis and manages a variety of instruments and account types across multiple offices.

Bradley Lacore is a CFP® with 13 years of industry experience, currently serving as an advisor at Cogent Private Wealth since 2022. He previously worked at Pathstone and Eaton Vance WaterOak Advisors, where he spent a combined three years, and Water Oak Advisors for seven years. Bradley holds the Series 65 designation and is based in Orlando, FL. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans, providing discretionary investment management and comprehensive financial planning. The firm employs custom, long-term allocation strategies using institutional funds and ETFs, incorporating fundamental and cyclical analysis, and manages a focused client base through a five-advisor team.

Nicole Halweg is a financial advisor with Financial Harvest Wealth Advisors in Winter Park, FL, holding Series 65 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Grace Church Orlando and StudioBuell. Financial Harvest Wealth Advisors manages approximately $557 million in client assets for a diverse client base, offering comprehensive wealth management through a consultative process that integrates investment consulting, advanced planning, and relationship management. The firm emphasizes strategic asset allocation based on modern portfolio theory and multifactor analysis.

Michael Salmon is a CFP® with 12 years of industry experience, currently serving at Moisand Fitzgerald Tamayo, LLC in Orlando, FL since 2007. He works at a firm known for its fee-only, independent advisory services. Moisand Fitzgerald Tamayo serves individuals, families, trusts, estates, and retirement plan sponsors with discretionary portfolio management, financial planning, retirement plan consulting, tax return preparation, and business consulting for S-corporation owners. The firm emphasizes evidence-based allocation, long-term investing, and low-cost investment options while providing in-house tax and insurance consulting through a team with multiple CFP®, CPA, and Enrolled Agent credentials.

Matthew Ferratusco is a financial advisor at GFG Solutions with 14 years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Lyons Wealth Management and Foreside Fund Services. Outside of finance, he is the owner and president of Fitness Machine Technicians of East Central Florida, a business specializing in fitness equipment maintenance and repair. GFG Solutions provides asset management and financial planning services to individuals, high-net-worth households, and business owners. The firm employs a customized portfolio approach combining fundamental, technical, and tactical analysis, and offers a wrap-fee program alongside performance-based compensation for qualified clients.

Robert Hoey is a financial advisor at Blacktower Financial Management (US) LLC with four years of industry experience. He holds a Series 65 designation and has worked at Blacktower Financial Management (US) and SJB Global since 2019. He also provides financial planning services internationally through SJB Global SL. Blacktower Financial Management (US) LLC offers financial planning and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis using mutual funds, ETFs, equities, fixed income, and third-party managers.

Kellen Williams is a CFP® with nine years of industry experience. He has been with Financial Harvest Wealth Advisors since 2018 and previously worked at Charles Schwab & Co., Inc. from 2016 to 2018. Outside of advising, he has contracted as a model with Bailey's Entertainment Group since 2019, dedicating a small portion of his time to this activity. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels with comprehensive wealth management services. The firm employs a consultative wealth management process and emphasizes strategic asset allocation based on modern portfolio theory, managing approximately $557 million in client assets through a team of six advisors.

Andrew Bras is a financial advisor with American Financial Advisors Inc, holding a Series 65 designation and seven years of industry experience. He has worked at American Financial Advisors since 2019 and serves as president of Aviation Financial Analytics LLC, providing analytical services for pension plans. American Financial Advisors operates as a team-based registered investment adviser serving individual and high-net-worth clients, retirement accounts, and plan sponsors. The firm employs a passive, asset-class investment approach with primarily non-discretionary portfolio management and offers specialized retirement plan education and consulting services.

Colin Kneale is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Titan Wealth International, where he serves as Private Wealth Director. Prior to that, he held roles at Beacon Global Advisor Network, AHR Private Wealth, Amerity Wealth Management, Alexander Peter Wealth Management, Brite Advisors, and Holborn Assets. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis using mutual funds, ETFs, individual equities, fixed income, and third-party managers.