Donald Nestor is a CFP® with 25 years of experience in financial advising. He has worked at Delta Advisory Group, Inc. since 2006 and previously spent ten years at Delta Capital Management LLC. Delta Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and consulting for life events such as retirement or divorce. The firm manages approximately $192.6 million across several hundred accounts and utilizes a combination of fundamental, technical, and cyclical analysis, employing various investment strategies tailored to client goals.

Lesley Batson is a financial advisor at Signature Resources Capital Management, LLC, holding a Series 65 credential and beginning her advisory career in 2026. Her prior experience includes roles at OneAmerica, MassMutual Insurance Company, Ameritas, Rebel Rock Wealth, and The North Highland Company. Signature Resources Capital Management advises individual and high-net-worth clients, trusts and estates, and sponsors of employer-sponsored retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy emphasizing diversification and customization, and serves as a sub-advisor to Envestnet’s TAMP.

Justin Isenhour is a financial advisor with Fortress Wealth Group in Winter Park, FL, holding a Series 65 designation and two years of industry experience. His prior roles include positions at PFM Financial Advisors LLC and Evershore Financial Group. He also worked at Orange Tree Golf Club for three years before entering the financial industry. Fortress Wealth Group serves individuals, high-net-worth clients, corporations, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis in its research.

Dagean Larsen is a financial advisor at Siler Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at SDR Investment Management, The Core Financial Group, and D6Financial. Outside of finance, he has been involved with Old World Masonry since 2009. 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 investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, and offers a range of portfolio management strategies alongside estate-planning coordination and Social Security consulting.

Edward Robinson is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Thrivent Financial and several other financial firms. He is also involved with One Family Church. 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 core-satellite investment approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, business and corporate planning, and consulting services.

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.

Corey Wojnarowski is a financial advisor with GFG Solutions in Orlando, FL. He holds a Series 65 designation and has been with GFG Solutions since 2025. Prior to joining the firm, he worked in the automotive industry for several years. 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 and emphasizes risk management and insurance strategy as key elements of its planning process.

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.

Bryan Caulkins is a financial advisor at Proxy Wealth Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 registrations and has worked with several related entities, including Proxy Capital Partners and Cambridge Investment Research Advisors. Caulkins is involved in multiple ownership and advisory roles within affiliated Proxy firms. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, serving a notable non-U.S. client base with specialized advice for foreign individuals with cross-border needs.

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. Prior to joining Green Vista, she worked at Smith & Nephew for 13 years and had a brief tenure at Dillard's. Green Vista Asset Management is a boutique firm with a six-person team managing approximately $16.2 million for around 58 clients. The firm offers customized portfolio management, third-party manager selection, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and select institutional clients, including insurance companies.

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.

Pietro Galina is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 designation and three years of industry experience. He also has significant business experience in property management and business consultancy through his roles at several companies in Maringa, Brazil. 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 notable focus on serving foreign clients with cross-border needs. The firm utilizes a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis and manages a range of account types using diverse instruments, including foreign securities and derivatives.

Hilton Lamprecht is a financial advisor with The Life Wealth Group, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at Madison Avenue Securities and AE Wealth Management, and is also involved in mortgage lending through Clifton Mortgage Services. Additionally, he partners with LifeWealth Transition Partners LLC, providing business succession planning and advisory services. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management, including discretionary asset management, financial planning, and estate-planning support. The firm utilizes proprietary and third-party model portfolios, strategic asset allocation, and value-oriented strategies to tailor solutions for its clients.

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.

Christopher Davidson is a financial advisor at Proxy Wealth Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Cambridge Investment Research and Lincoln Financial Advisors. His career also includes roles at multiple Proxy-affiliated entities. 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 notable focus on non-U.S. clients and foreign individuals with cross-border needs. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis and manages a variety of instruments and account types across multiple offices.

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.