Jason Print is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Summit Wealth Partners, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Naples, Florida. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting. The firm manages approximately $629.7 million in assets and emphasizes diversified, asset-class oriented portfolios using pooled vehicles, strategic asset allocation, and academic models such as Modern Portfolio Theory and Fama–French research.

Derek Collins is a financial advisor at Cogent Private Wealth in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Cogent, he held roles at Charles Schwab & Co., Inc and Smart Wealth, and has entrepreneurial experience running an auto detailing business. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm employs custom, long-term allocation strategies using institutional mutual funds and ETFs, supplemented by individual equities for tax efficiency, and offers discretionary investment management, comprehensive financial planning, and pension consulting.

Darrell Devaney is a CFP® professional with 26 years of industry experience. He is currently with 55 North Private Wealth and has previously worked at IFP Securities, LLC and LPL Financial LLC. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients. The firm offers investment management alongside comprehensive wealth planning, using a quantitative process to tailor portfolios that integrate passive and active strategies across various securities.

Bradley Towle is a financial advisor with Summit Wealth Partners, LLC in Orlando, FL, holding Series 66 and Series 65 licenses and bringing 18 years of industry experience. He has been with Summit Wealth Partners since 2016. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm provides wealth management, investment advice, and pension consulting, utilizing broad diversification, strategic asset allocation, and tax-efficient investment strategies supported by academic frameworks and integrated technology solutions.

Bradley Busbin is a CFP® with 19 years of industry experience, currently serving at The LifeWealth Group. His background includes roles at Madison Avenue Securities and AE Wealth Management, alongside ownership of Busbin Law Firm, where he provides legal services including estate planning. Busbin also manages Busbin Properties, LLC, which is involved in commercial real estate leasing. The LifeWealth Group is an SEC-registered investment manager offering discretionary asset management, model-portfolio management, and financial planning services. The firm serves individuals, high-net-worth clients, businesses, and retirement plans, employing a wealth-management approach that integrates strategic asset allocation, value investing, and multiple analytical methods, while also incorporating insurance distribution and ancillary services such as legal and real estate activities.

Christopher Claude Jr. is a financial advisor at Synergy Investment Management LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, LLC, Financial Services of Central Florida, Inc., and Integra Realty Resources. 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 more than 1,000 clients, employing a long-term, Modern Portfolio Theory–based approach that includes diversified portfolios with mutual funds, ETFs, individual securities, and alternative investments.

Matthew Merwin is a CFP® with 42 years of industry experience. He has worked at Financial Management Network Inc since 1991 and FMN Capital Corporation since 1995. Merwin serves as a special trustee for the Baughman Opportunity trust and holds life, disability, and property and casualty insurance licenses. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation approach combined with targeted active management and offers additional services such as tax preparation and bookkeeping consulting.

Felipe Mardakis is a financial advisor at Proxy Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Anvil Investments Inc, Drummond CPA, and Ascent Accounting Group. Outside of his advisory role, he is the CEO and founder of Mestral Advisors, a business and management consulting firm based in Orlando, FL. 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 financial planning services for foreign clients.

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.

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.

Richard Sampson is a CFP® certificant with Series 63 and Series 65 licenses, currently serving at The LifeWealth Group. He has one year of industry experience and prior work history including roles at LifeWealth Investment, LLC, Madison Avenue Securities, Amplified Planning, and CanitizeUSA. His background also includes entrepreneurial experience with Affordable Pressure Washing Services, LLC and PTR Baler & Compactor. The LifeWealth Group is a team advisory firm serving individuals, businesses, and retirement plans, managing discretionary assets for over 460 clients. The firm employs tailored, discretionary investment strategies using proprietary and third-party models and offers a range of services including financial planning, estate design, and donor-advised fund advice.

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.