Jason Print is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Summit Wealth Partners, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Naples, Florida. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting. The firm manages approximately $629.7 million in assets and emphasizes diversified, asset-class oriented portfolios using pooled vehicles, strategic asset allocation, and academic models such as Modern Portfolio Theory and Fama–French research.

Derek Collins is a financial advisor at Cogent Private Wealth in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Cogent, he held roles at Charles Schwab & Co., Inc and Smart Wealth, and has entrepreneurial experience running an auto detailing business. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm employs custom, long-term allocation strategies using institutional mutual funds and ETFs, supplemented by individual equities for tax efficiency, and offers discretionary investment management, comprehensive financial planning, and pension consulting.

Darrell Devaney is a CFP® professional with 27 years of industry experience. He currently serves at 55 North Private Wealth and has previously worked at IFP Securities, LPL Financial, Independent Financial Partners, and Ameriprise. 55 North Private Wealth is a 100% employee-owned firm advising individuals and high-net-worth clients on wealth planning and investment management. The firm employs a quantitative approach combining passive and active management and offers access to alternative and private investments for eligible investors.

Bradley Towle is a financial advisor at Summit Wealth Partners, LLC in Orlando, FL, holding Series 65 and Series 66 licenses with 18 years of industry experience. His career includes roles at Genesis Wealth Advisors, Genesis Capital Advisors, J.P. Morgan Securities, and Banc One Securities. He has been with Summit Wealth Partners since 2016. Summit Wealth Partners serves individual and institutional clients across more than 20 states, providing wealth management, investment advice, and pension consulting. The firm emphasizes diversified, tax-efficient investment strategies supported by academic frameworks and integrates technology such as AI and machine learning into its service delivery.

Christopher Claude Jr. is a financial advisor at Synergy Investment Management LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, LLC, Financial Services of Central Florida, Inc., and Integra Realty Resources. 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, employing a long-term, Modern Portfolio Theory–based approach that includes diversified portfolios with mutual funds, ETFs, individual securities, and alternative investments.

Craig Sullivan is a Series 65-licensed financial advisor with four years of industry experience. He currently works at AllGen Financial Advisors, Inc. and previously spent five years at Royal Fund Management, LLC. Outside of finance, he serves as General Manager of a flooring sales and installation business, a role he has held for over two decades. AllGen Financial Advisors provides portfolio management, financial planning, and consulting services to individuals, families, and other entities. The firm manages approximately $475 million for more than 1,000 clients using a discretionary investment process that includes ETF-based core allocations, individual securities, and an AI-driven cryptocurrency strategy.

John Ledford is a CFP® with 28 years of industry experience, currently serving as an advisor at Fortress Wealth Group since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of his advisory role, Ledford is involved in producing and directing films through Celebrity Press Publishing. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios, implementing strategies through various platforms and external managers.

Cherry Laska is a CFP® with eight years of industry experience, currently serving as an advisor at Trillium Wealth LLC. Her prior roles include positions at Morgan Stanley Private Bank, Carson Wealth Management, and Capital Financial Services. Outside of her advisory work, she is a published fiction author and operates CGL Productions & Consulting, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and private placement investment services to individuals, trusts, pension plans, corporations, and other business entities. The firm employs a range of investment strategies and offers additional services including fiduciary support and coordination with affiliated tax and insurance entities.

Grady Windham is a Series 65-credentialed advisor at Financial Harvest Wealth Advisors with one year of industry experience. His prior work includes roles at The Bank of New York Mellon, the Naval Air Warfare Center Training Systems Division, and four years with 4 Rivers Smokehouse, LLC. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels, managing approximately $557 million in client assets. The firm offers comprehensive wealth management through a multi-step consultative process, emphasizing strategic asset allocation and disciplined investment implementation.

Paula Franco Pacheco is a Series 65-credentialed advisor with AllGen Financial Advisors, Inc. in Orlando, FL. She has one year of industry experience, including prior roles at Primerica and Banco Davivienda. AllGen Financial Advisors provides portfolio management, financial planning, business and corporate planning, and consulting services to individuals, families, and other entities. The firm manages approximately $475 million across about 1,062 clients, employing a discretionary investment approach that combines ETF-based core allocations with occasional individual equities, bonds, and mutual funds.

David Schlitt is a financial advisor at Synergy Investment Management LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Synergy in 2024, he worked at LPL Financial and Merit Financial Advisors. Outside of his advisory roles, he is involved with Schlitt Happens, LLC, a business entity for tax and investment purposes. Synergy Investment Management is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages diversified portfolios using a Modern Portfolio Theory–based approach and employs proprietary quantitative tools, overseeing assets for over 1,000 clients across six offices.

Daniel Quartararo is a financial advisor at Cogent Private Wealth with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Zenith Advisory Group, and Raymond James. He is also a licensed insurance agent. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans with discretionary investment management and comprehensive financial planning. The firm focuses on custom, long-term allocation strategies using institutional mutual funds, ETFs, and individual equities, incorporating fundamental and cyclical analysis.

Ashley Vann is a financial advisor at Cogent Private Wealth in Orlando, FL, holding Series 65 and Series 66 licenses with one year of industry experience. She has been involved with the Victory Cup Initiative since 2014 and previously operated Vann Strategies from 2014 to 2019. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm provides discretionary investment management and comprehensive financial planning, focusing on custom, long-term allocation strategies using institutional mutual funds, ETFs, and individual equities for tax efficiency.

John Hampton is a financial advisor at B.B. Graham & Company, Inc. in Orlando, FL, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 15 years at L.M. Kohn & Company. Outside of advising, he is also an insurance agent. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with regular account monitoring and reviews.

Ana Fernandez is a CFP® professional with 22 years of industry experience, currently serving at AllGen Financial Advisors, Inc. in Orlando, FL. She has been with AllGen since 2010 and previously worked in residential property management and income tax preparation services for 14 years. AllGen Financial Advisors provides portfolio management, financial planning, business and corporate consulting to individuals, families, and other entities. The firm manages approximately $475 million for over 1,000 clients using a discretionary investment approach that incorporates ETF-based core allocations, individual securities, and quantitative analysis, alongside an AI-driven cryptocurrency strategy and a youth financial-education program.

Trent Rogy is a financial advisor with Oxford Wealth Group, LLC in Orlando, FL, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Ignite Financial Planning, Arthur J. Gallagher, and Pearl Insurance. Oxford Wealth Group provides investment advisory, portfolio management, and financial planning services to individuals, retirement plans, corporations, trusts, and estates. The firm employs a goals-based investment approach using model portfolios managed by financial professionals and implemented through third-party sub-advisers.

Matthew Boyce is a CFP® with 31 years of experience in the financial industry. He has worked at American Financial Advisors, Inc. since 1995 and has been self-employed in insurance sales since 2005. His insurance work includes assisting with various insurance questions related to term and whole life policies. American Financial Advisors, Inc. serves individual clients across the wealth spectrum, including high-net-worth households, providing asset management, comprehensive financial planning, and 401(k) plan services. The firm employs a passive, asset-class investment approach with a unique structure that centralizes trading while leaving clients with final decision-making authority.

Dyllan Mastrodicasa is a financial advisor at 401k Generation with a Series 65 credential and four years of industry experience. He has held positions at 401k Generation since 2019 and has prior experience in educational and service roles at the University of Central Florida, Florida Gulf Coast University, Grey Oaks Country Club, and Gulf Coast High School. 401k Generation provides retirement plan consulting and individual advisory services to plan sponsors, fiduciaries, and a variety of clients, including individuals and trusts. The firm uses a quantitative approach for investment selection and manages a substantial retirement-plan practice with comprehensive operational services.

Marc Angle is a financial advisor at Haven Private in Orlando, FL, holding a Series 66 designation with 17 years of industry experience. His previous roles include positions at Bank of America, Merrill, Fieldpoint Private, and several advisory firms. He serves as a board member of the Orlando Police Foundation, a charitable organization supporting the local police department. 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’s investment approach is based on written Investment Policy Statements and diversified asset-allocation models, incorporating traditional and alternative investments alongside monitored independent sub-advisors.

Dennis Hunt is a CFP®-certified financial advisor with nine years of industry experience. He has been with Moisand Fitzgerald Tamayo, LLC since 2020 and previously worked at Amarillo National Bank for ten years. Outside of finance, he has a long history with Top of Texas Taekwondo, where he was involved for 25 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, long-term investing with low-cost funds and provides integrated tax and business consulting services alongside portfolio management.