Bradley Brescia is a CFP® with 12 years of industry experience. He is currently with Moisand Fitzgerald Tamayo, LLC and previously worked at Ronald Blue Trust and TIAA-CREF Individual & Institutional Services, LLC. Moisand Fitzgerald Tamayo is a fee-only, independent advisory firm serving individuals, families, trusts, estates, and retirement plan sponsors. The firm emphasizes evidence-based, long-term investing with low-cost mutual funds and ETFs, and offers integrated services including portfolio management, financial planning, tax preparation, and business consulting.

Derrick Chandler is a CFP® professional with 17 years of industry experience, currently serving at Moisand Fitzgerald Tamayo, LLC since 2002. Based in Orlando, FL, he is part of a multi-team firm with 11 advisors. 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, offering a range of services including discretionary portfolio management, financial planning, tax return preparation, and business consulting for S-corporation owners.

James Oswald is a financial advisor at Haven Private with a Series 65 credential and three years of industry experience. His prior roles include positions at Intentionalize, LLC, Enclave Risk Management, GFG Solutions, and the US Army. 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 uses a written Investment Policy Statement and diversified asset-allocation models, managing both traditional and alternative investments and acting as a sub-advisor to a private pooled vehicle.

Edward Rojas is a Series 65-licensed advisor with 12 years of industry experience. He has been with 401k Generation since 2012. 401k Generation provides retirement plan consulting and investment advisory services to plan sponsors and fiduciaries, offering fiduciary support under ERISA Sections 3(16), 3(21), and 3(38). The firm uses an in-house Investment Policy Committee to oversee model portfolios and manages assets on both discretionary and non-discretionary bases.

Nancy Witter is a financial advisor at Financial Harvest Wealth Advisors with 24 years of industry experience. She holds a Series 65 designation and has been with Financial Harvest, LLC since 2009. Outside of her advisory role, she co-manages a non-investment property management business with a family member. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels, offering comprehensive wealth management through a consultative process focused on strategic asset allocation and advanced planning.

Daniel Moisand is a CFP® professional with 23 years of experience, currently serving at Moisand Fitzgerald Tamayo, LLC since 2002. He engages in freelance writing and speaking on personal finance topics as a sole proprietor. Moisand Fitzgerald Tamayo is a fee-only, independent advisory firm that serves individuals, families, trusts, estates, and retirement plan sponsors, focusing on evidence-based asset allocation and long-term investing with an emphasis on low-cost mutual funds, ETFs, and investment-grade fixed income. The firm offers comprehensive services including discretionary portfolio management, financial planning, retirement plan consulting, tax return preparation, and business consulting for S-corporation owners.

Lee Siler is a financial advisor with Siler Wealth Management in Longwood, Florida, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at International Assets Advisory, Primary Capital, Kalos Capital, and Sdr Investment Management. Outside of financial advising, he is involved in music production as the owner and president of SFG Entertainment Services, LLC. 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 approach to portfolio management, combining fundamental, technical, cyclical, and quantitative analysis with a range of investment strategies and third-party model portfolios.

Karen Vergara is a Series 65-licensed financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, where she has worked since 2018. She has seven years of industry experience, including prior roles at Karen Vergara, P.A., HBIF of Florida, and as an independent insurance agent. Outside of her advisory work, she is the owner of Dynasty Concept Group, LLC, a real estate management entity. 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 Modern Portfolio Theory-based core-satellite asset allocation approach, offering discretionary portfolio management, financial planning, and consulting services.

Heath Black is a financial advisor at Cookson Peirce Wealth Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Voya Investment Management and Prudential Investment Management Services. Outside of advisory work, he has been involved with Blaqshack LLC, a textiles-related business, though it is currently inactive. Cookson Peirce Wealth Management is a fee-only firm serving private and institutional clients through wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis investment approach and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Yulia Dance is a CFP® and CFA® with four years of industry experience. She is currently with Jackson Wealth Management, LLC, where she has worked since 2022. Prior to that, she worked in corporate finance at Verizon and has a role as a research analyst at Jackson Investment Management, LLC. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors, managing about $1.07 billion for roughly 900 clients. The firm employs an active trend-following and tactical asset allocation approach using a mix of mutual funds, ETFs, and individual equities, with portfolios monitored and rebalanced regularly.

Liam Riley is a financial advisor with Synergy Investment Management LLC holding a Series 65 designation. He has one year of industry experience, including roles at LPL Financial, Synergy Wealth Alliance, and Longship Group. Prior to his advisory career, he spent three years at the University of Central Florida and has experience working with the YMCA and Valencia College. Synergy Investment Management LLC provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million for around 2,469 clients and employs a Modern Portfolio Theory-based approach, utilizing mutual funds, ETFs, individual securities, alternatives, and proprietary quantitative models.

Danica Bolton is a financial advisor at Financial Harvest Wealth Advisors with eight years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Charles Schwab & Co., Inc. from 2016 to 2019 before joining Financial Harvest in 2019. Financial Harvest Wealth Advisors serves individuals and families across a range of net worth levels, managing approximately $557 million in client assets. The firm provides comprehensive wealth management services through a multi-step consultative process emphasizing strategic asset allocation and a disciplined investment approach.

Alexa Pao is a financial advisor at Cornerstone Planning Group with 14 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked previously with firms including New York Life and Island Wealth Strategies and Insurance Solutions. Outside of her advisory role, she owns Authentic Alexa, LLC, which provides consulting and a subscription-based platform focused on digital workspace setup and LinkedIn lead generation. Cornerstone Planning Group serves individuals, businesses, and institutions with discretionary portfolio management and comprehensive financial planning. The firm emphasizes a low-cost, passive investment approach and offers ERISA fiduciary consulting for retirement plans.

Kevin Mayo is a financial advisor at Cogent Private Wealth with 10 years of industry experience. He holds a Series 65 designation and has previously worked at CNL Financial Group for 10 years. In addition to his advisory role, Mayo serves as Vice President of Financial Reporting at Cogent Bank. Cogent Private Wealth provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes financial planning, discretionary portfolio management, and retirement plan consulting, managing customized, goals-based portfolios that utilize institutional mutual funds, ETFs, and individual equities for tax efficiency.

Josiah Jazwa is a financial advisor with The LifeWealth Group based in Winter Garden, FL, holding a Series 66 designation and bringing four years of industry experience. His career includes roles at Ameriprise, AE Wealth Management, and Madison Avenue Securities. Outside of advisory work, he is a minority owner of a commercial real estate company and assists with accounting functions as an APAR consultant. The LifeWealth Group is a team advisory firm serving individuals, high-net-worth clients, businesses, and retirement plans. The firm offers discretionary asset management, financial planning, estate design, and donor-advised fund advice, employing tailored strategies through proprietary and third-party models while also providing educational seminars and workshops.

Chelsea Santos is a financial advisor at GFG Solutions in Orlando, FL, holding a Series 65 designation with one year of industry experience. Prior to joining GFG Solutions in 2026, she worked at Omniplex and Caci and has experience outside finance with Yaya + Lou and USCS Investigations LLC. GFG Solutions serves individuals, high-net-worth households, and business owners with asset management and integrated financial planning. The firm builds customized portfolios using fundamental, technical, and tactical analysis, operates a wrap-fee program, and offers performance-based fees for qualified accredited clients.

Guy Davidson is a financial advisor at Synergy Investment Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with LPL Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of financial services, he has been involved with Bluegrass Chic Floral, a business he operates alongside his advisory role. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm utilizes a Modern Portfolio Theory-based approach with a variety of investment vehicles and employs proprietary quantitative models and a held-away account platform to support its clients.

Geovanni James is a financial advisor at Occidental Asset Management, LLC with three years of industry experience. He holds a Series 65 credential and has been with Occidental Asset Management since 2022. Prior to his advisory role, he was a student for ten years. Occidental Asset Management is an independent registered investment adviser managing approximately $1.07 billion for primarily high-net-worth individuals and institutional separately managed accounts. The firm offers discretionary and non-discretionary portfolio management along with wealth management and financial planning, employing a combination of fundamental, technical, and cyclical analysis tailored to client objectives and risk tolerances.

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 holds a Series 65 designation and has been with Lyons Wealth Management since 2009. 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 employs an automated trading strategy focused on exchange-traded European-style S&P 500 index options and offers client-facing software for performance reporting, margin monitoring, and alerts.