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.

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 in Winter Park, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has provided financial planning and retirement advice primarily to American Airlines pilots since 2007 and is also an airline captain and trainer for American Airlines. Bras owns American Financial Consulting Service, which offers financial planning services to airline pilot clients. American Financial Advisors is a team-based registered investment adviser serving individual and high-net-worth clients, retirement accounts, and plan sponsors. The firm emphasizes a passive, asset-class investment approach with primarily non-discretionary portfolio management and provides specialized services including participant education and retirement plan consulting.

Carl Rylander is a financial advisor at Orca Investment Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Paulson Investment Advisors LLC and Paulson Investment Company, LLC. 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 359 client accounts, employing a mix of fundamental, technical, charting, and cyclical analysis to implement diversified, tailored investment strategies.

Tulio Barbosa Ribeiro is a financial advisor with Proxy Wealth Advisors LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Bank, as well as ownership of several consulting and service businesses in finance education, business management, and ATM maintenance. Outside of his advisory work, he manages a weight loss and aesthetic spa business. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis and is noted for its cross-border services, including immigration-related financial planning for foreign clients.

Claudio Gambin Neto is a financial advisor with GFG Solutions who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at MassMutual and Northwestern Mutual in various capacities spanning nearly a decade. Outside of his advisory work, he owns Offline Brands LLC, a fishing apparel and gear company. GFG Solutions serves individuals, high-net-worth households, and business owners with discretionary and non-discretionary asset management and integrated financial planning. The firm employs a customized investment approach combining fundamental, technical, and tactical analysis and sponsors a wrap-fee program with performance-based compensation options for qualified clients.

Charles Achoa is a financial advisor at Proxy Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Edgewater Markets, XP Investments US, Banco Voiter, and work in venture capital and private equity. 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 clients with cross-border needs. The firm employs a tactical allocation strategy using a variety of instruments and manages both wrap-fee and non-wrap accounts.

Gillen Manos is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Moisand Fitzgerald Tamayo, LLC, Regions Bank, and the University of Florida. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for nearly 1,000 clients, primarily serving individual and high-net-worth households with discretionary portfolio management, financial planning, and consulting services. The firm uses a core-satellite asset-allocation approach guided by Modern Portfolio Theory and offers a unique youth financial-education workshop called MoneyCent$.

Austin Wallace is a financial advisor with The LifeWealth Group, holding a Series 65 designation and having five years of industry experience. His prior firms include Trinity Wealth Securities and Florida Financial Advisors, where he worked as a registered representative and financial consultant. The LifeWealth Group is a team advisory firm serving individuals, businesses, and retirement plans, managing discretionary assets through tailored strategies using proprietary and third-party model portfolios. The firm employs fundamental, technical, and charting analysis methods and offers a range of services including financial planning, estate design, and donor-advised fund advice.

Casandra Garrett is a CFP® with seven years at Moisand Fitzgerald Tamayo, LLC in Orlando, FL, and one year of industry experience. Prior to joining Moisand Fitzgerald Tamayo, she worked at Verizon for three 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 allocation and long-term investing with low-cost mutual funds, ETFs, and investment-grade fixed income, providing discretionary portfolio management alongside tax, estate, insurance, and business consulting services.

Jaren Holmes is a financial advisor at Collaborative Wealth with a Series 65 designation and two years of industry experience. He previously worked at Merrill Lynch for eight years. Outside of advisory work, he serves as Director of Public Relations for Collaborative Digital Innovations, an AI and machine learning software company. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for a diverse client base including individuals, high-net-worth households, and institutions. The firm employs a combination of fundamental and technical analysis to construct portfolios with a long-term focus, offering investment management alongside comprehensive planning and consulting services.

Anthony De Luca is a CFP® with six years of industry experience, currently serving as an advisor at Delta Advisory Group, Inc. He has held roles at Delta Capital Management since 2019 and previously worked in construction and at Masch Meyer. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for life events. The firm manages approximately $192.6 million across several hundred accounts and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

Michael Ackerman is a CFA® charterholder with three years of industry experience. He is currently with 55 North Private Wealth, where he has worked since 2023. Prior to this, he was with CI Brightworth and Tiffany Property Group. 55 North Private Wealth is an independent, fee-only wealth management firm serving individuals and high-net-worth clients. The firm uses a quantitative approach to tailor portfolios across a mix of passive and active strategies, focusing on clients’ entire financial structures and employing a multidisciplinary team.

Zachary Evans is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Touchstone UK and Devere USA Inc. Outside of his advisory role, no additional business activities are noted. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, standalone financial planning, and retirement-plan consulting.

Paul Hershiser is a financial advisor at Haven Private with 29 years of industry experience. He holds a Series 63 designation and has worked at AlphaQ Advisors, LLC, OLH Capital, LLC, and ALPHAQ ADVISORS LLC d/b/a Haven Private. Haven Private provides wealth management services to individuals and families across a range of net worth levels, employing diversified investment strategies and discretionary portfolio management. The firm utilizes fundamental, quantitative, technical, cyclical, and behavioral analysis to implement approaches including modern portfolio theory, tactical investing, and alternative assets, and also serves as sub-advisor to a Regulation D pooled investment vehicle.

Alexander Petsos is a financial advisor at Delta Advisory Group, Inc. with four years of industry experience. He holds a Series 65 designation and has worked previously at Lee Hecht Harrison, BNY Mellon, and the Walt Disney Company. Outside of his advisory role, he is involved with Storage Units Capital Management Corp and Delta Capital Management. Delta Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and consulting for significant life events. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers regular client communications including a monthly newsletter.

Francis St Amand is a financial advisor at The Life Wealth Group with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Ameriprise, Wells Fargo, and Merrill. Outside of his advisory role, he is also active as an artist and musician. The Life Wealth Group is a team advisory firm serving individuals, businesses, and retirement plans, managing approximately $490 million in discretionary assets. The firm offers discretionary asset management, financial planning, and consulting services, employing tailored strategies through proprietary models and third-party managers.

James Tucker is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 designation and three years of industry experience. He has worked at Blacktower Financial Management since 2020 and previously at Holborn Assets LLC and Finsbury Associates. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, standalone financial planning, and retirement-plan consulting.

Mark Wichrowski is a CFA® charterholder and Series 63 licensee with three years of industry experience. He currently works at 55 North Private Wealth after previous roles at Bessemer Trust and Northern Trust. 55 North Private Wealth is a 100% employee-owned firm advising individuals and high-net-worth clients on wealth planning and investment management on a fee-only basis. The firm uses a predominantly quantitative approach combining passive and active management, and offers customized portfolios alongside alternative and private investment options.

Christos Oakley is an advisor at Regal Advisory Services, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Regal Securities since 2006. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, retirement plans, trusts, foundations, and business entities. The firm uses a combination of fundamental and quantitative research and offers various program structures, including discretionary and non-discretionary managed accounts and third-party portfolios.