Claudio Gambin Neto is a financial advisor with GFG Solutions who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at MassMutual and Northwestern Mutual in various capacities spanning nearly a decade. Outside of his advisory work, he owns Offline Brands LLC, a fishing apparel and gear company. GFG Solutions serves individuals, high-net-worth households, and business owners with discretionary and non-discretionary asset management and integrated financial planning. The firm employs a customized investment approach combining fundamental, technical, and tactical analysis and sponsors a wrap-fee program with performance-based compensation options for qualified clients.

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 $392.5 million for nearly 1,000 clients, primarily serving individual and high-net-worth households with discretionary portfolio management, financial planning, and consulting services. The firm uses a core-satellite asset-allocation approach guided by Modern Portfolio Theory and offers a unique youth financial-education workshop called MoneyCent$.

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.

Jaren Holmes is a financial advisor at Collaborative Wealth with a Series 65 designation and two years of industry experience. He previously worked at Merrill Lynch for eight years. Outside of advisory work, he serves as Director of Public Relations for Collaborative Digital Innovations, an AI and machine learning software company. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for a diverse client base including individuals, high-net-worth households, and institutions. The firm employs a combination of fundamental and technical analysis to construct portfolios with a long-term focus, offering investment management alongside comprehensive planning and 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.

Alexander Petsos is a financial advisor at Delta Advisory Group, Inc. with four years of industry experience. He holds a Series 65 designation and has worked previously at Lee Hecht Harrison, BNY Mellon, and the Walt Disney Company. Outside of his advisory role, he is involved with Storage Units Capital Management Corp and Delta Capital Management. Delta Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and consulting for significant life events. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers regular client communications including a monthly newsletter.

Mark Wichrowski is a CFA® charterholder and Series 63 licensee with three years of industry experience. He currently works at 55 North Private Wealth after previous roles at Bessemer Trust and Northern Trust. 55 North Private Wealth is a 100% employee-owned firm advising individuals and high-net-worth clients on wealth planning and investment management on a fee-only basis. The firm uses a predominantly quantitative approach combining passive and active management, and offers customized portfolios alongside alternative and private investment options.

Christos Oakley is an advisor at Regal Advisory Services, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Regal Securities since 2006. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, retirement plans, trusts, foundations, and business entities. The firm uses a combination of fundamental and quantitative research and offers various program structures, including discretionary and non-discretionary managed accounts and third-party portfolios.

Roy Miranda is a financial advisor at Delta Advisory Group, Inc. in Maitland, FL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with Delta Advisory Group and its related entities since 2010. Outside of his advisory role, Miranda serves as the Media Deacon of the Metro Church of Christ, overseeing marketing, advertising, and web development. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for significant life events. The firm employs a multifaceted investment approach and provides quarterly account reviews, managing approximately $192.6 million across several hundred client accounts.

Andrew Dickens is a financial advisor with Summit Wealth Partners, LLC in Orlando, FL, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. He has been with Summit Wealth Partners since 2015 and also serves as a managing shareholder of Legacy Business Design LLC, which specializes in closely held business merger and acquisition consulting. Additionally, he is a partner at Tax and Business Solutions LLC, providing tax, accounting, payroll, and business advisory services. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm offers wealth management, investment advice, and pension consulting, emphasizing diversified portfolios, strategic asset allocation, and tax-efficient investment vehicles within an academically grounded framework.

Benjamin Richardson is a financial advisor at GFG Solutions in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining GFG Solutions, he worked for seven years at Landscape Resources. GFG Solutions serves individuals, high-net-worth households, and business owners with discretionary and non-discretionary asset management and integrated financial planning, using a customized investment approach that combines fundamental, technical, and tactical analysis. The firm sponsors a wrap-fee program and offers performance-based fee structures for qualified accredited clients.

Stephen Curley is a CFP®, CFA®, and Series 65 credentialed advisor with 15 years of industry experience. He currently works at 55 North Private Wealth, joining the firm in 2023 after roles at Eaton Vance WaterOak Advisors and Water Oak Advisors, LLC. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients. The firm offers investment management and comprehensive wealth planning, using a quantitative process that integrates passive and active strategies tailored to clients’ financial structures.

Timothy Smisek is a financial advisor with Fortress Wealth Group, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including six years at Moors & Cabot, Inc. before joining Fortress Wealth Group in 2021. 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 both directly and through unaffiliated managers and automated platforms.

Donald Nestor is a CFP® with 25 years of experience in financial advising. He has worked at Delta Advisory Group, Inc. since 2006 and previously spent ten years at Delta Capital Management LLC. Delta Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and consulting for life events such as retirement or divorce. The firm manages approximately $192.6 million across several hundred accounts and utilizes a combination of fundamental, technical, and cyclical analysis, employing various investment strategies tailored to client goals.

Lesley Batson is a financial advisor at Signature Resources Capital Management, LLC with a Series 65 designation and experience at firms including MassMutual Insurance Company and Ameritas. She has worked in the financial services industry since 2018 and is based in Orlando, FL. Signature Resources Capital Management provides investment management, financial planning, and retirement plan consulting for individual and high-net-worth clients as well as plan sponsors. The firm employs a Global Target Risk approach emphasizing global diversification and factor tilts, managing portfolios primarily through mutual funds and ETFs tailored to client objectives.

Justin Isenhour is a financial advisor at Fortress Wealth Group in Winter Park, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at PFM Financial Advisors LLC, Evershore Financial Group, and three years at Orange Tree Golf Club. 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 uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and employs both direct management and third-party sub-advisors.

Dagean Larsen is a financial advisor at Siler Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at SDR Investment Management, The Core Financial Group, and D6Financial. Outside of finance, he has been involved with Old World Masonry since 2009. 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 investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, and offers a range of portfolio management strategies alongside estate-planning coordination and Social Security consulting.

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.