Thomas Rogers is a financial advisor with Financial Transparency in Longwood, FL, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. He has held roles at Envision Financial Transparency, Trustee Empowerment & Protection, and Cssc Brokerage Services, and serves as president of Wealth Strategies Collaborative, Inc., a consulting business. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm uses an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering a range of portfolio management programs including customized accounts that incorporate tax-loss harvesting and socially responsible investing options.

Christopher Stadler is a financial advisor at Amerity Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. Outside of his advisory role, Stadler performs acrobatic routines with multiple production companies, including Metropolis Productions and AntiGravity Orlando. Amerity Wealth Management serves individual clients, businesses, pension and profit-sharing plans, and trusts, managing approximately $339 million in assets across 15 advisors. The firm provides asset management, financial planning, retirement consulting, and UK pension transfer services, typically managing accounts on a discretionary basis using a range of third-party portfolios and platforms.

Shawn Smith is a financial advisor with Collaborative Wealth in Lake Mary, FL, holding Series 63 and Series 66 licenses and offering 12 years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He also operates SMS Wealth Advisors LLC, a separate business entity used for tax and investment purposes. Collaborative Wealth provides financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients such as pension plans and foundations. The firm employs both fundamental and technical analysis to develop long-term asset allocation strategies and manages a private real estate fund with AI-assisted underwriting and blockchain-anchored reporting.

Corey Wojnarowski is a financial advisor with GFG Solutions in Orlando, FL, holding a Series 65 designation. He has one year of industry experience and previously worked in various roles primarily in automotive sales and leasing. GFG Solutions serves individuals, high-net-worth households, and business owners with discretionary and non-discretionary asset management and integrated financial planning. The firm’s investment approach combines fundamental, technical, and tactical analysis to build customized portfolios and offers a wrap-fee program alongside performance-based compensation strategies for qualified accredited clients.

Tracie Handberg is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Verisail Partners, LLC. She has two years of industry experience, including prior work at Stonebridge Financial Planning Group, LLC. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm uses a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model, managing portfolios on a discretionary basis with a focus on multi-year holding periods.

David Witter is a CFP® with 23 years of industry experience and has been with Financial Harvest Wealth Advisors since 2005. He is licensed as an independent insurance agent, selling life, health, and annuity insurance products alongside his advisory role. Financial Harvest Wealth Advisors serves individual and high-net-worth clients, offering wealth management through discretionary portfolio management, financial planning, and advanced planning services. The firm follows a structured, consultative process and emphasizes modern portfolio theory, utilizing mutual funds, unit investment trusts, fixed income, ETFs, and private offerings in portfolio construction.

Sally Tomlinson is a financial advisor at Green Vista Asset Management LLC with seven years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Green Vista since 2019. Prior to her advisory career, she spent 13 years at Smith & Nephew. Green Vista Asset Management LLC is a six-person team managing approximately $16.2 million for a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management, third-party manager selection and monitoring, and financial planning, employing a customized approach across various asset classes with a focus on risk management.

James Duronio is an investment adviser representative with William Mack & Associates Inc, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Covenant Capital Advisors, LLC and Lamco Advisory Services, and maintains a separate inactive business, Duronio Construction, LLC. William Mack & Associates is a multi-team registered investment adviser serving individual and institutional clients with a focus on diversification, tax efficiency, and low-cost funds, managing approximately $1.03 billion in discretionary assets across a 15-advisor team.

Christiaan Van Der Burgh is a financial advisor at Green Vista Asset Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Green Vista Capital since 2019. In addition to his advisory work, he is involved with Flight Scope, a company outside the financial sector. Green Vista Asset Management LLC is a six-person advisory firm managing approximately $16.2 million for about 58 clients. The firm provides discretionary and non-discretionary portfolio management, third-party manager selection, and financial planning services to a range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and select institutional clients such as insurance companies.

Roberto Yudice is a financial advisor at Synergy Investment Management LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, LLC and LPL Financial LLC. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $460 million in assets and employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios with mutual funds, ETFs, and other investment vehicles.

Gavin Ganzkow is a CFP® and holds a Series 65 license with nine years of industry experience. He currently serves at Best Life Infinity, LLC and has prior experience at Investment Advisor Group, Investment Advisor Alliance, and American Tax and Financial Planners. Ganzkow’s background also includes practicing law at the Law Office of GM Ganzkow. Best Life Infinity, LLC is a six-advisor firm that provides investment management and comprehensive financial planning to individual and high-net-worth clients, including families of fallen service members and combat veterans. The firm employs diversified investment strategies based on modern portfolio theory and macroeconomic analysis, managing approximately $48 million across 110 client relationships.

Jimmy Greene is a financial advisor at Synergy Investment Management LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Cetera Advisors LLC. Greene also operates Greene Insurance Services of Orlando, Inc., an insurance agency he has owned since 2000. 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 approximately 1,072 clients, offering discretionary portfolio management and financial planning with a long-term, Modern Portfolio Theory–based approach.

Natalie Samuels is a financial advisor with Jackson Wealth Management, LLC in Lake Mary, FL. She holds a Series 65 designation and has been with Jackson Wealth Management since 2022. Prior to her financial advisory role, she worked at Starbucks Coffee Company and The Walt Disney Company. Jackson Wealth Management serves a diverse client base including high-net-worth individuals, plan sponsors, trusts, and retirement accounts. The firm employs an active trend-following and tactical asset allocation investment approach, combining mutual funds, ETFs, and individual equities, with ongoing portfolio monitoring and discretionary management as appropriate.

Bradley Lacore is a CFP® with 13 years of industry experience, currently serving as an advisor at Cogent Private Wealth since 2022. He previously worked at Pathstone and Eaton Vance WaterOak Advisors, where he spent a combined three years, and Water Oak Advisors for seven years. Bradley holds the Series 65 designation and is based in Orlando, FL. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans, providing discretionary investment management and comprehensive financial planning. The firm employs custom, long-term allocation strategies using institutional funds and ETFs, incorporating fundamental and cyclical analysis, and manages a focused client base through a five-advisor team.

Nicole Halweg is a financial advisor with Financial Harvest Wealth Advisors in Winter Park, FL, holding Series 65 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Grace Church Orlando and StudioBuell. Financial Harvest Wealth Advisors manages approximately $557 million in client assets for a diverse client base, offering comprehensive wealth management through a consultative process that integrates investment consulting, advanced planning, and relationship management. The firm emphasizes strategic asset allocation based on modern portfolio theory and multifactor analysis.

Michael Salmon is a CFP® with 12 years of industry experience, currently serving at Moisand Fitzgerald Tamayo, LLC in Orlando, FL since 2007. He works at a firm known for its fee-only, independent advisory services. Moisand Fitzgerald Tamayo serves individuals, families, trusts, estates, and retirement plan sponsors with discretionary portfolio management, financial planning, retirement plan consulting, tax return preparation, and business consulting for S-corporation owners. The firm emphasizes evidence-based allocation, long-term investing, and low-cost investment options while providing in-house tax and insurance consulting through a team with multiple CFP®, CPA, and Enrolled Agent credentials.

Matthew Ferratusco is a financial advisor at GFG Solutions with 14 years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Lyons Wealth Management and Foreside Fund Services. Outside of finance, he is the owner and president of Fitness Machine Technicians of East Central Florida, a business specializing in fitness equipment maintenance and repair. GFG Solutions provides asset management and financial planning services to individuals, high-net-worth households, and business owners. The firm employs a customized portfolio approach combining fundamental, technical, and tactical analysis, and offers a wrap-fee program alongside performance-based compensation for qualified clients.

Kellen Williams is a CFP® with nine years of industry experience. He has been with Financial Harvest Wealth Advisors since 2018 and previously worked at Charles Schwab & Co., Inc. from 2016 to 2018. Outside of advising, he has contracted as a model with Bailey's Entertainment Group since 2019, dedicating a small portion of his time to this activity. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels with comprehensive wealth management services. The firm employs a consultative wealth management process and emphasizes strategic asset allocation based on modern portfolio theory, managing approximately $557 million in client assets through a team of six advisors.

Andrew Bras is a financial advisor with American Financial Advisors Inc, holding a Series 65 designation and seven years of industry experience. He has worked at American Financial Advisors since 2019 and serves as president of Aviation Financial Analytics LLC, providing analytical services for pension plans. American Financial Advisors operates as a team-based registered investment adviser serving individual and high-net-worth clients, retirement accounts, and plan sponsors. The firm employs a passive, asset-class investment approach with primarily non-discretionary portfolio management and offers specialized retirement plan education and consulting services.

John Murphy is a Series 65 licensed advisor with QTR Family Wealth, LLC, where he has worked since 2024. He has one year of industry experience and previously worked at Bison Wealth, LLC. Outside of his financial career, he was employed at Seminole Legacy Golf Club from 2021 to 2024. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets and uses a manager-of-managers approach with model portfolios and third-party managers.