Adam Sinoff is a financial advisor at OnePoint BFG Wealth Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Wealth Management Company and Northwestern Mutual Investment Services LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a range of portfolio management strategies and integrates technology and operational outsourcing to support its service model.

Delbert Smith is a financial advisor with Certified Advisory Corp in Altamonte Springs, FL. He holds the CFP®, ChFC®, and Series 66 designations and has 21 years of industry experience. His career includes roles at Certified Insurance Corp, Equitable Advisors, KAFL Insurance, Allstate Insurance Co, and State Farm. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional portfolio management with digital advisory platforms, detailed pension consulting, and systematic client reporting.

Richard Patterson is a financial advisor with Certified Advisory Corp in Orlando, FL, holding the ChFC® and Series 63 credentials and bringing 50 years of industry experience. He has worked with Certified Advisory Corp since 2006 and is also the president and owner of Associated Planners Group, a role he has held since 1985. Additionally, he has been an independent life and health insurance agent since 1967. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach is individualized and goal-driven, combining traditional analysis with modern portfolio techniques, and emphasizes plan-level consulting, participant education, and systematic reporting.

Roman Inochovsky is a financial advisor at Calton & Associates, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, Modern Capital Advisors, IP Financial Advisory Services, LLC, and Regal Investment Advisors. Outside of his advisory role, he serves as an Honorary Consul for the Czech Republic and is a book-selling author. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and uses a range of analytic approaches, combining commissionable brokerage and insurance products with advisory services.

Meagan Kim is a CFP® professional with 12 years of experience in the financial services industry. She has worked with Navy Federal Investment Services, LLC and its affiliated entities since 2014. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm employs third-party portfolio managers on the Envestnet platform and maintains a dual registration as an SEC investment adviser and broker-dealer.

Megan Wolfe is a Series 66 licensed financial advisor with over 20 years of industry experience. She has been with G. A. Repple & Company since 2006 and also co-owns Wolfe Financial Group, where she provides financial planning, CPA, and tax preparation services. Wolfe serves as vice president on the board of directors for a professional condominium association in Lake Mary, FL. G. A. Repple & Company offers advisory and financial planning services to retail clients, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical methods to develop individualized portfolios and provides both discretionary and non-discretionary portfolio management, as well as access to multiple separately managed account options and model strategies.

Bryan Repple is a financial advisor with G. A. Repple & Company in Casselberry, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with G. A. Repple & Company since 1998. Outside of his advisory role, he is involved in insurance sales through his own firm, Bryan Repple LLC, and operates a financial planning business, Repple Wealth Group. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and offers various account options, including a Biblically-Responsible Investing model.

Michael Marini is a financial advisor with Kovack Advisors, Inc. in Altamonte Springs, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Kovack Advisors since 2012 and has worked with Kovack Securities and his own practice, M. J. Marini, for over two decades. Outside of his advisory work, Marini coaches golf for children ages 7 to 9 through First Tee Central Florida and designs personalized golf club labels with his venture, Golf Blab. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, alongside third-party asset manager recommendations and financial planning services.

William Brooks is a financial advisor at Virtue Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Secure Investment Management, LLC and Horter Investment Management, LLC. Outside of his advisory role, he is an owner of Axe The Tax Services, LLC, which provides tax preparation advice, and he serves as an educator for the Association of Financial Consultants, a nonprofit organization hosting educational events. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisors. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and specialized retirement education, utilizing a model-driven investment approach that incorporates quantitative optimization and economic data inputs.

Lawrence Nordmann is a financial advisor at Capitol Securities Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Cantella & Co., Inc. and Raymond James Financial Services. In addition to his advisory role, he serves as President and a member of the Stewardship Committee for Waterstone Church, Inc. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through various programs including separately managed accounts and third-party money managers.

Grant Kennedy is a CFP® and holds a Series 65 license, currently with Certified Advisory Corp. He has one year of industry experience, having worked at Certified Financial Group and Franklin Templeton, among other roles. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and state and municipal government clients. The firm uses a tailored investment approach incorporating fundamental and technical analysis, Modern Portfolio Theory, and automated platforms to align strategies with client goals and risk tolerance.

Thomas Blake is a CFP® with 28 years of industry experience, currently serving at Gradient Advisors, LLC since 2024. He previously worked at AE Wealth Management, LLC and Ameriprise Financial Services, Inc., and has operated his own CPA firm since 1997. Outside of his advisory roles, he owns Financial Educators, LLC and Blake Insurance Brokerage, and maintains his CPA practice. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm works primarily through third-party money managers and investment advisor representatives, offering a largely non-discretionary model with a focus on documented client objectives and risk tolerance.

David Brunswick Jr. is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and bringing 32 years of industry experience. He has been with G. A. Repple & Company since 2013 and also provides financial planning and insurance services through Kingdom Financial Services. G. A. Repple & Company offers investment advisory and financial planning services to a diverse client base including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and provides both discretionary and non-discretionary management, with options such as Biblically-Responsible Investing and ETF-focused strategies.

Jeffrey Beebe is a CFP® professional with 11 years of industry experience. He has worked at G.A. Repple & Company since 2015 and also founded Golden Rule Wealth Advisory, where he provides income tax preparation and financial counseling services. Outside of his advisory work, he serves as a Benevolence Coach focusing on budget and debt coaching at Westside Community Church. G.A. Repple & Company offers investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and provides multiple investment programs, including Biblically-Responsible Investing models.

Stephen Santoro is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Summit Wealth Partners, LLC and self-employment through Stephen V. Santoro MBA, LLC. Outside of advisory work, he is the founder of Seed for Me, an internet platform focused on raising awareness and support through volunteer efforts. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to build portfolios aligned with client goals and risk tolerances and offers both discretionary and non-discretionary portfolio management alongside multiple model strategies.

Jason Thornton is a Series 65-licensed advisor with Integrity Advisory Solutions, based in Lake Mary, FL, with three years of industry experience. He previously worked at Encompass More Asset Management LLC and has been CEO and co-founder of PL Marketing LLC, an insurance brokerage focused on life insurance and annuities, since 2017. In this role, he supports independent agents and assists clients in obtaining suitable insurance products. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing multiple asset-allocation frameworks and third-party platforms to tailor client portfolios.

Joseph Gallagher is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked with Kovack Advisors, Inc. and Kovack Securities, Inc. for 12 years. Gallagher is the founder and president of Ali's Hope Foundation, a nonprofit organization that provides grants to programs assisting young adults newly diagnosed with illness. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, retirement plans, institutional clients, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm employs a range of investment strategies, including passive, active, tactical, and ESG-oriented options, and manages $1.615 billion in discretionary assets as of December 31, 2025.

Rafael Sosa Matos is a financial advisor at Level Four Advisory Services with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including American Fidelity, Mutual of Omaha, and Foresters Financial Services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and multiple custodians and sub-advisors in its service delivery.

Shannon Hill is a financial advisor with Truist Advisory Services holding a Series 66 credential and three years of industry experience. Her career includes roles at Truist Advisory Services, Truist Investment Services, Fairwinds Credit Union, and CUSO Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and a manager-selection program through discretionary and non-discretionary approaches.

Francesco Amato is a financial advisor at Schwab Wealth Advisory with the CFP® and CFA® designations and two years of industry experience. Prior to joining Schwab in 2026, he worked at First National Bank of Mount Dora and South Lake Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes while clients retain final trading decisions.