Craig Sullivan is a Series 65-licensed financial advisor with four years of industry experience. He currently works at AllGen Financial Advisors, Inc. and previously spent five years at Royal Fund Management, LLC. Outside of finance, he serves as General Manager of a flooring sales and installation business, a role he has held for over two decades. AllGen Financial Advisors provides portfolio management, financial planning, and consulting services to individuals, families, and other entities. The firm manages approximately $475 million for more than 1,000 clients using a discretionary investment process that includes ETF-based core allocations, individual securities, and an AI-driven cryptocurrency strategy.

John Ledford is a CFP® with 28 years of industry experience, currently serving as an advisor at Fortress Wealth Group since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of his advisory role, Ledford is involved in producing and directing films through Celebrity Press Publishing. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios, implementing strategies through various platforms and external managers.

Cherry Laska is a CFP® and holds a Series 66 license with eight years of industry experience. She currently works at Trillium Wealth LLC and has previously been affiliated with firms including Morgan Stanley and Carson Wealth Management. Outside of her advisory role, Cherry is also a fiction author and owns a writing 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 range of investment strategies supported by quantitative, fundamental, technical, and economic analysis, and manages over $544 million in discretionary assets.

Grady Windham is a Series 65-credentialed advisor at Financial Harvest Wealth Advisors with one year of industry experience. His prior work includes roles at The Bank of New York Mellon, the Naval Air Warfare Center Training Systems Division, and four years with 4 Rivers Smokehouse, LLC. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels, managing approximately $557 million in client assets. The firm offers comprehensive wealth management through a multi-step consultative process, emphasizing strategic asset allocation and disciplined investment implementation.

David Schlitt is a financial advisor at Synergy Investment Management LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Synergy in 2024, he worked at LPL Financial and Merit Financial Advisors. Outside of his advisory roles, he is involved with Schlitt Happens, LLC, a business entity for tax and investment purposes. Synergy Investment Management is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages diversified portfolios using a Modern Portfolio Theory–based approach and employs proprietary quantitative tools, overseeing assets for over 1,000 clients across six offices.

Daniel Quartararo is a financial advisor at Cogent Private Wealth with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Zenith Advisory Group, and Raymond James. He is also a licensed insurance agent. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans with discretionary investment management and comprehensive financial planning. The firm focuses on custom, long-term allocation strategies using institutional mutual funds, ETFs, and individual equities, incorporating fundamental and cyclical analysis.

Ashley Vann is a financial advisor at Cogent Private Wealth in Orlando, FL, holding Series 65 and Series 66 licenses with one year of industry experience. She has been involved with the Victory Cup Initiative since 2014 and previously operated Vann Strategies from 2014 to 2019. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm provides discretionary investment management and comprehensive financial planning, focusing on custom, long-term allocation strategies using institutional mutual funds, ETFs, and individual equities for tax efficiency.

John Hampton is a financial advisor at B.B. Graham & Company, Inc. in Orlando, FL, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 15 years at L.M. Kohn & Company. Outside of advising, he is also an insurance agent. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with regular account monitoring and reviews.

Ana Fernandez is a CFP® professional with 22 years of industry experience, currently serving at AllGen Financial Advisors, Inc. in Orlando, FL. She has been with AllGen since 2010 and previously worked in residential property management and income tax preparation services for 14 years. AllGen Financial Advisors provides portfolio management, financial planning, business and corporate consulting to individuals, families, and other entities. The firm manages approximately $475 million for over 1,000 clients using a discretionary investment approach that incorporates ETF-based core allocations, individual securities, and quantitative analysis, alongside an AI-driven cryptocurrency strategy and a youth financial-education program.

George Jackson is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is the managing member of Jackson Wealth Management, LLC and has held roles at several firms, including McDonough Capital Management, Inc. and Osaic Wealth, Inc. Outside of advising, Jackson is president of 755 Aviation LLC, an aviation company. Jackson Wealth Management, LLC serves a diverse client base, including high-net-worth individuals, plan sponsors, and trusts, managing approximately $1.07 billion for around 900 clients. The firm employs an active trend-following and tactical asset allocation approach, using a combination of actively and passively managed funds, ETFs, and equities, with ongoing portfolio monitoring and discretionary management.

Trent Rogy is a financial advisor with Oxford Wealth Group, LLC in Orlando, FL, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Ignite Financial Planning, Arthur J. Gallagher, and Pearl Insurance. Oxford Wealth Group provides investment advisory, portfolio management, and financial planning services to individuals, retirement plans, corporations, trusts, and estates. The firm employs a goals-based investment approach using model portfolios managed by financial professionals and implemented through third-party sub-advisers.

Matthew Boyce is a CFP® professional with over 31 years of experience in the financial services industry. He has been with American Financial Advisors, Inc. since 1995 and has maintained a concurrent insurance sales activity since 2005, assisting with term and whole life insurance questions. American Financial Advisors is 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 participant education and group workshops for retirement plans.

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 at Haven Private in Orlando, FL, holding a Series 66 designation with 17 years of industry experience. His previous roles include positions at Bank of America, Merrill, Fieldpoint Private, and several advisory firms. 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’s investment approach is based on written Investment Policy Statements and diversified asset-allocation models, incorporating traditional and alternative investments alongside monitored independent sub-advisors.

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 at American Financial Advisors Inc in Winter Park, FL, with eight years of industry experience. He holds a Series 65 designation and has been with American Financial Advisors since 2019. Bras also operates American Financial Support Services, providing investment-related administrative and support services. American Financial Advisors is a team-based registered investment adviser serving individual and high-net-worth clients, retirement accounts, and plan sponsors with asset management, financial planning, and 401(k) consulting services. The firm manages portfolios primarily on a non-discretionary basis using passive, asset-class strategies implemented through low-cost index funds and specializes in participant education and group workshops for retirement plans.

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.