Tracie Handberg is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Verisail Partners, LLC. She has two years of industry experience, including prior work at Stonebridge Financial Planning Group, LLC. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm uses a top-down, asset-allocation first approach and emphasizes a factor-based framework informed by the Fama-French three-factor model, managing portfolios on a discretionary basis with a focus on multi-year holding periods.

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.

James Duronio is an investment adviser representative with William Mack & Associates Inc, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Covenant Capital Advisors, LLC and Lamco Advisory Services, and maintains a separate inactive business, Duronio Construction, LLC. William Mack & Associates is a multi-team registered investment adviser serving individual and institutional clients with a focus on diversification, tax efficiency, and low-cost funds, managing approximately $1.03 billion in discretionary assets across a 15-advisor team.

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.

Matthew Ferratusco is a financial advisor with GFG Solutions in Orlando, FL, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His professional background includes roles at Lyons Wealth Management and Foreside Fund Services, LLC. Outside of finance, he is the owner and president of Fitness Machine Technicians of East Central Florida, a fitness equipment maintenance and repair business. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning for individuals, high-net-worth clients, and business owners. The firm employs a blend of fundamental, technical, and tactical analysis to create customized portfolios, emphasizing risk management and insurance strategy as key components.

Robert Hoey is a financial advisor at Blacktower Financial Management (US) LLC with four years of industry experience. He holds a Series 65 designation and has worked at Blacktower Financial Management (US) and SJB Global since 2019. He also provides financial planning services internationally through SJB Global SL. Blacktower Financial Management (US) LLC offers financial planning and investment advisory services primarily to UK expatriates 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 manages client portfolios on a largely non-discretionary basis using mutual funds, ETFs, equities, fixed income, and third-party managers.

Kellen Williams is a CFP® with nine years of industry experience. He has been with Financial Harvest Wealth Advisors since 2018 and previously worked at Charles Schwab & Co., Inc. from 2016 to 2018. Outside of advising, he has contracted as a model with Bailey's Entertainment Group since 2019, dedicating a small portion of his time to this activity. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels with comprehensive wealth management services. The firm employs a consultative wealth management process and emphasizes strategic asset allocation based on modern portfolio theory, managing approximately $557 million in client assets through a team of six advisors.

Andrew Bras is a CFP® and holds a Series 65 license with seven years of experience in the financial industry. He has been with American Financial Advisors Inc since 2019 and is also president of Aviation Financial Analytics LLC, where he provides analytical services for pension plans. American Financial Advisors, Inc. serves individual clients across the wealth spectrum, including high-net-worth households, offering asset management, comprehensive financial planning, and 401(k) plan services. The firm uses a passive, asset-class investment approach with diversified model portfolios and emphasizes client decision-making through a centralized trading structure.

Colin Kneale is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Titan Wealth International, where he serves as Private Wealth Director. Prior to that, he held roles at Beacon Global Advisor Network, AHR Private Wealth, Amerity Wealth Management, Alexander Peter Wealth Management, Brite Advisors, and Holborn Assets. 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 manages client portfolios on a largely non-discretionary basis using mutual funds, ETFs, individual equities, fixed income, and third-party managers.