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.

Christopher Nichols is a financial advisor at Destiny Wealth Partners, LLC, with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Cetera Advisor Networks and LPL Financial. Nichols is also involved in several business ventures, including owning Nichols Wealth Partners and Wealth Partners, LLC, through which he provides financial advisory and insurance services. Destiny Wealth Partners is a team-based SEC-registered advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management services. The firm employs tailored discretionary and non-discretionary investment strategies using a range of securities and alternative instruments, supported by technology platforms and an investment policy committee, and offers a broad product scope including fiduciary services and private fund advisory.

Meghan Knowles is a financial advisor with The Life Wealth Group, holding Series 65 and Series 63 licenses. She has been with The Life Wealth Group since 2023 and has prior experience in various roles including positions at Covenant Transport and Northwestern Mutual Investment Services LLC. The Life Wealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with holistic wealth management services. The firm uses discretionary portfolio management with proprietary models and third-party sub-advisors, offering customized recommendations and a range of uncommon affiliated services including insurance and business-transition advisory.

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, holding a Series 66 designation and four years of industry experience. His work history includes roles at Ameriprise and AE Wealth Management. Outside of advisory roles, he is involved in consulting on accounting functions and holds a minority ownership interest in a commercial real estate company. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with wealth management services that include discretionary asset management, financial planning, and estate-planning support. The firm uses proprietary portfolios and third-party sub-advisors, combining strategic asset allocation with value-oriented strategies, and maintains a notable range of affiliated insurance and business-transition advisory services.

Chelsea Santos is a financial advisor at GFG Solutions with a Series 65 credential. She has one year of industry experience, having previously worked at Omniplex and Caci. Outside of finance, she has been involved with Yaya + Lou and USCS Investigations LLC. 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, with a focus on risk management and insurance strategy.

Guy Davidson is an advisor at Synergy Investment Management LLC with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at LPL Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he is involved with Bluegrass Chic Floral, a business venture he has managed since 2025. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a Modern Portfolio Theory-based investment approach and uses proprietary quantitative models alongside traditional investment vehicles to manage approximately $681.5 million in assets.

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.

Robert Dechick is a financial advisor with D.H. Hill Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with D.H. Hill Advisors since 2012 and is also associated with related entities including D.H. Hill Insurance Services and D.H. Hill Securities. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm uses a variety of investment approaches, including tactical asset allocation and tax-management techniques, and supports independent Investment Adviser Representatives through multiple operating platforms.

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.

Robert Clark is a CFP® with 25 years of industry experience, currently serving at Destiny Wealth Partners, LLC. His prior roles include positions at Destiny Family Office, CWM, LLC dba Carson Wealth, Ruggie Wealth Management, and LPL Financial. He is also an independent insurance agent outside of his advisory work. Destiny Wealth Partners serves individuals, high-net-worth families, employer-sponsored retirement plans, and family-office clients with wealth management, financial planning, and portfolio management services. The firm employs a diverse investment approach that includes discretionary and non-discretionary management, utilizing model portfolios, mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

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.

Carl Rylander is a financial advisor at Orca Investment Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Paulson Investment Advisors LLC, Paulson Investment Company, LLC, Mutual of America Securities LLC, Mutual of America Life Insurance Company, Bank of America, N.A., and Merrill. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across around 359 client accounts, employing a range of strategies from capital preservation to equity growth using fundamental, technical, charting, and cyclical analysis.

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.

Alan Belanger is a financial advisor at Destiny Wealth Partners, LLC with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Vintage Financial Partners, Legacy Capital Partners, State Farm, and Guardian Life Insurance. Destiny Wealth Partners serves individuals, including high-net-worth families, employer-sponsored retirement plans, and family-office clients with wealth management, financial planning, and portfolio management services. The firm offers a range of investment strategies and consulting services, including discretionary and non-discretionary management, and utilizes various investment vehicles and technologies to manage client accounts.

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.