Dyllan Mastrodicasa is a Series 65-credentialed financial advisor with 3 years of industry experience. He has been with 401k Generation since 2021. His prior work includes roles at the University of Central Florida, Florida Gulf Coast University, and Grey Oaks Country Club. 401k Generation provides retirement plan consulting and investment advisory services to plan sponsors and individual clients. The firm offers fiduciary support under ERISA Sections 3(16), 3(21), and 3(38), manages model portfolios through an in-house Investment Policy Committee, and handles plan administration tasks such as participant communications and transaction processing.

Marc Angle is a financial advisor with Haven Private in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fieldpoint Private. Outside of finance, 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 utilizes a written Investment Policy Statement and diversified asset-allocation models, managing both traditional and alternative investments and acting as sub-advisor to a private pooled vehicle.

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.

Alexander Bras is a financial advisor with American Financial Advisors Inc in Winter Park, FL, holding a Series 65 designation and seven years of industry experience. He has been with American Financial Advisors since 2019 and is also involved with American Financial Support Services, providing administrative and support activities. American Financial Advisors is a team-based registered investment adviser serving individual and high-net-worth clients, retirement accounts, and plan sponsors. The firm focuses on non-discretionary asset management using passive, asset-class model portfolios with low-cost index funds and access to Dimensional Fund Advisors strategies not widely available to retail investors.

Brian Schaefer is a financial advisor at Oakwood Capital, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Rex Huffman & Associates and The Leaders Group, Inc. In addition to his advisory role, he is president and owner of The Brokers Network LLC, a brokerage general agency involved in recruiting, training, and servicing licensed insurance professionals. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm predominantly manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, combining fundamental, technical, and cyclical analysis in their client services.

Daria Zalewska is a CFP® affiliated with Alongside, LLC and has experience working with several advisory firms since 2020. She has also served in the US Air Force Reserve and currently holds a Treasurer role for her homeowners association. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm emphasizes a disciplined, long-term diversified asset allocation approach and actively selects and supervises third-party managers and model providers.

Dawn Little is a financial advisor with Stonebridge Financial Planning Group, LLC in Orlando, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Stonebridge, she worked at Commonwealth Financial Network and spent over two decades with Campus Crusade for Christ, International. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm combines long-term and shorter-term investment strategies across a broad range of instruments and offers specialized services including divorce financial analysis and retirement-plan consulting.

Gregory Knight is a financial advisor with Regal Advisory Services, Inc. in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Regal Securities since 2007. Outside of advising, he serves as an arbitrator for FINRA and is the owner of G. Scott Knight Systems, Inc., a Florida corporation with no reported revenue. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Isabel Ortiz is a CFP® professional with four years of industry experience, currently serving as an advisor at Synergy Investment Management LLC. She has prior experience with LPL Financial, Merit Financial Group, and Stonebridge Financial Planning Group. Ortiz also worked in the hospitality industry and in education before transitioning fully into financial advising. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs Modern Portfolio Theory and proprietary quantitative models, managing approximately $681.5 million for over 2,400 clients.

Thomas Casper is a financial advisor with SyntheticFi LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Stansberry Asset Management, Lyons Wealth Management, Pintar Investment Company, and Creative Planning. He is also the president and owner of Adaptive Solutions Consulting Inc, a consulting and recruiting firm. 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’s approach focuses on automated trading of exchange-traded European-style S&P 500 index options, utilizing proprietary software for client performance reporting and margin monitoring.

John Miller is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Global Assets Advisory, LLC and has prior experience at Morgan Stanley and International Assets Investment Management, LLC. Miller serves as a volunteer board trustee for the Atlantic Beach Police Pension. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, using a team-based approach and a variety of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

David Weinberger is a financial advisor with Global Assets Advisory, LLC in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has held roles at Primus Financial Services, International Assets Advisory, and Tactical Investment Strategies, among others. Outside of advisory services, Weinberger owns and serves as president of Weinberger Consultants, Inc., a consulting firm focused on tax and organizational matters, and he is also the owner of Concierge Cruise & Travel. Global Assets Advisory, LLC serves individuals, high-net-worth clients, retirement plans, charities, and businesses, managing about $552 million. The firm offers discretionary and non-discretionary 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 mutual funds, ETFs, equities, and fixed income.

Joseph Mack is a financial advisor with Oakwood Capital, Inc. in Maitland, Florida, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at The Leaders Group Inc, Rex Huffman & Associates, and Northwestern Mutual Life Insurance Company. He is also involved with The Brokers Network LLC, a life insurance and annuity wholesaler. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes non-discretionary portfolio management using third-party managers and model portfolios, along with fundamental, technical, and cyclical analysis.

Steven Laska is a financial advisor at Trillium Wealth LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Carson Wealth and Hodges Capital Management. He is also the owner of Cor Leonis Consulting, a non-investment consulting business. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm employs a diverse investment approach that includes quantitative, fundamental, technical, and economic analysis, using both long- and short-term strategies and independent managers.

Bradley Ledford is a Series 66 licensed advisor at Fortress Wealth Group with nine years of industry experience. He previously worked at Ameriprise Financial Services before joining Fortress Wealth Group in 2020. Outside of his advisory role, he manages a farm and property focused on future development in Winter Springs, FL. Fortress Wealth Group advises individuals, high-net-worth clients, corporations, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services with a focus on customized, primarily long-term portfolios.

Henry Hostetter is a PFS™ credentialed advisor at 55 North Private Wealth with one year of industry experience. His prior work includes eleven years at CLA and a three-year retirement period before joining his current firm. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients with comprehensive wealth planning and investment management. The firm employs a quantitative process to tailor portfolios to clients' financial structures, combining passive and active strategies across various securities.

Derrick Hobbs is a financial advisor at Neil Jesani Wealth Management in Orlando, FL, holding a Series 66 license and with 16 years of industry experience. His prior roles include positions at Advanced Wealth Management, Prostatis Group LLC, Fidelity Investments, and TIAA-CREF. He is also involved in insurance sales through Advanced Wealth Management. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, which incorporates fundamental, technical, and cyclical analysis to manage risk and capture opportunities.

Christopher Bordner is a financial advisor with Synergy Investment Management LLC in Altamonte Springs, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at LPL Financial and Cetera Advisors LLC. He is also a managing partner and agent at Synergy Insurance Partners, LLC, where he works with fixed insurance, disability, and long-term care products. 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 across six offices and employs a long-term, Modern Portfolio Theory-based investment approach using diversified portfolios of mutual funds, ETFs, and other instruments.

Jackson Galley is a financial advisor at GFG Solutions in Orlando, FL, holding a Series 65 designation. He has recently transitioned into financial advising with no prior industry experience and a background that includes real estate and hospitality roles. Galley currently works as a Premier Sothebys International Realtor. GFG Solutions serves individuals, high-net-worth households, and business owners with discretionary and non-discretionary asset management and integrated financial planning. The firm uses a combination of fundamental, technical, and tactical analysis to build customized portfolios and operates a wrap-fee program offering performance-based fees for qualified accredited clients.

Rene Persaud is a financial advisor with Synergy Investment Management LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Synergy since 2024 and previously at LPL Financial, United Planners Financial Services, and SPC and Associates, where he is also involved in recruiting and headhunting. Synergy Investment Management provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million for about 2,469 clients, using a long-term, strategic approach grounded in Modern Portfolio Theory and employing proprietary quantitative models and a held-away account platform.