Charles Achoa is a financial advisor with Proxy Wealth Advisors LLC and holds Series 65 and Series 63 licenses. He has 20 years of industry experience, having worked at firms including Edgewater Markets, XP Investments US, and Banco Voiter, and spent time in venture capital and private equity. Proxy Wealth Advisors LLC offers fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, with a focus on serving non-U.S. clients and those with cross-border needs. The firm uses a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, and employs a range of instruments including foreign securities and derivatives for risk management.

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 Life Wealth Group in Winter Garden, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining The Life Wealth Group, Wallace worked at Trinity Wealth Securities and Florida Financial Advisors. The Life Wealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management services. The firm uses discretionary portfolio management with proprietary models and third-party sub-advisors, offering tailored recommendations and a blend of strategic, tactical, and value-oriented investment approaches.

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.

Mitchel Faulkner is a CFP® with eight years of industry experience, currently advising at Destiny Wealth Partners, LLC since 2025. His prior roles include positions at MAI Capital Management, Greenway Family Office, and Alvery Bartlett Group. 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. The firm employs a range of investment strategies and incorporates technology platforms for client reporting, offering services that include discretionary portfolio management, fiduciary retirement plan services, and management of variable annuity sub-accounts.

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.

Keith Ward is a financial advisor at Destiny Wealth Partners, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Destiny Wealth Partners, he worked at Northwestern Mutual in various capacities from 2023 to 2025 and has experience in the wireless and retail sectors. 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 a range of investment vehicles and integrates technology-based reporting and oversight, distinguishing itself through a broad product scope and multiple affiliations including family-office advisory and legal partnerships.

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 with The LifeWealth Group, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Ameriprise, Wells Fargo, Merrill, and Bank of America. Outside of his advisory role, he is also active as an artist and musician. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with holistic wealth management services. The firm offers discretionary asset management, financial planning, estate-planning support, and access to managed-account programs, using proprietary model portfolios and third‑party sub-advisors.

James Tucker is a financial advisor with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has four years of industry experience, with prior roles at Holborn Assets LLC and Finsbury Associates. Tucker has been with Blacktower since 2020, including its U.S. affiliate since 2022. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates in the U.S. and U.S.-connected individuals. The firm specializes in pension transfer work and manages client assets predominantly on a non-discretionary basis using various investment vehicles and custodians.

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 a financial advisor at Regal Advisory Services, Inc. in Orlando, FL, 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 utilizes a mix of fundamental and quantitative research to manage portfolios through proprietary and third-party offerings, offering clients both discretionary and non-discretionary investment program options.

Barton Young is a financial advisor with Sovereign Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Raymond James Financial Services and operating his own firm, Barton Young & Associates. He is also the owner of B Young Enterprises, LLC, a support company. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, and retirement plan advisory services, focusing on diversified, low-cost investments with tactical reallocations and periodic rebalancing.

Piers Kemp 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 SJB US and the British Consulate. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages approximately $122.8 million in regulatory assets, offering non-discretionary portfolio management and retirement-plan consulting.

Thomas Ruggie is a CFP® and ChFC® with 34 years of industry experience. He is currently with Destiny Wealth Partners, LLC, where he has worked since 2014, and previously managed his own firm, Ruggie Capital Group, Inc., for 25 years. Outside of financial advising, he is president and treasurer of the Tom and Kim Ruggie Family Foundation and has made a capital investment in the Museum of Crime and Punishment in Washington, DC. Destiny Wealth Partners is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, business entities, and employer-sponsored retirement plans. The firm offers tailored wealth management, financial planning, and portfolio management services, utilizing a broad range of investment strategies and technology platforms, and maintains a network of affiliated entities providing complementary legal and trust services.

Roy Miranda is a financial advisor at Delta Advisory Group, Inc. in Maitland, FL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with Delta Advisory Group and its related entities since 2010. Outside of his advisory role, Miranda serves as the Media Deacon of the Metro Church of Christ, overseeing marketing, advertising, and web development. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for significant life events. The firm employs a multifaceted investment approach and provides quarterly account reviews, managing approximately $192.6 million across several hundred client accounts.