Geovanni James is a financial advisor at Occidental Asset Management, LLC with a Series 65 credential and three years of industry experience. He has been with Occidental since 2022, following a decade as a student. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, offering wealth management, portfolio management, and comprehensive financial planning services. The firm employs fundamental, technical, and cyclical analysis, often using discretionary investment strategies and automated platforms to manage approximately $1.4 billion across six offices.

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 held a position at Lyons Wealth Management from 2009 to 2025. He holds the Series 65 designation. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers and offers discretionary and non-discretionary advisory services to individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring tools.

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. based in Winter Park, FL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked with American Financial Advisors Inc. since 2007 and also owns American Financial Consulting Service, Inc., where he provides financial planning services specifically to American Airlines pilots. Additionally, he serves as an airline captain and trainer for American Airlines. American Financial Advisors, Inc. serves individual clients across the wealth spectrum, including high-net-worth households, offering asset management, comprehensive financial planning, and 401(k) plan services. The firm employs a passive, asset-class investment approach using written Investment Policy Statements and diversified model portfolios of low-cost index and mutual funds, and it manages a large portfolio of non-discretionary assets while providing educational seminars and advisory support for complex financial products.

Tulio Barbosa Ribeiro is a financial advisor with Proxy Wealth Advisors LLC in Windermere, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of advisory work, he owns and manages several non-investment businesses, including a weight loss and aesthetic spa, financial education consulting, business management consulting, and ATM machine servicing. 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 serving foreign clients with cross-border financial needs. The firm uses a tactical allocation strategy and a broad range of investment instruments to manage discretionary and non-discretionary portfolios.

Ross Milne is a financial advisor at Blacktower Financial Management (US) LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at Aymard Wealth and Reddington, as well as academic roles at Abertay University and Lathallan School. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, focusing notably on UK pension transfers. The firm manages client assets mainly on a non-discretionary basis, using a range of investment vehicles and third-party managers tailored to address UK-specific pension and transfer processes.

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 with Proxy Wealth Advisors LLC and holds Series 65 and Series 63 licenses. He has 20 years of industry experience, having worked at firms including Edgewater Markets, XP Investments US, and Banco Voiter, and spent time in venture capital and private equity. Proxy Wealth Advisors LLC offers fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, with a focus on serving non-U.S. clients and those with cross-border needs. The firm uses a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, and employs a range of instruments including foreign securities and derivatives for risk management.

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 Life Wealth Group in Winter Garden, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining The Life Wealth Group, Wallace worked at Trinity Wealth Securities and Florida Financial Advisors. The Life Wealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management services. The firm uses discretionary portfolio management with proprietary models and third-party sub-advisors, offering tailored recommendations and a blend of strategic, tactical, and value-oriented investment approaches.

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.

Zachary Evans is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Touchstone UK and Devere USA Inc. Outside of his advisory role, no additional business activities are noted. 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 offers portfolio management, standalone financial planning, and retirement-plan consulting.

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.

Francis St Amand is a financial advisor with The LifeWealth Group, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Ameriprise, Wells Fargo, Merrill, and Bank of America. Outside of his advisory role, he is also active as an artist and musician. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with holistic wealth management services. The firm offers discretionary asset management, financial planning, estate-planning support, and access to managed-account programs, using proprietary model portfolios and third‑party sub-advisors.

James Tucker is a financial advisor with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has four years of industry experience, with prior roles at Holborn Assets LLC and Finsbury Associates. Tucker has been with Blacktower since 2020, including its U.S. affiliate since 2022. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates in the U.S. and U.S.-connected individuals. The firm specializes in pension transfer work and manages client assets predominantly on a non-discretionary basis using various investment vehicles and custodians.