Matthew Marcus is a financial advisor with Arkadios Wealth Advisors in Longwood, FL, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Principal Financial Services, LPL Financial, Seacoast Bank, and Morgan Stanley. Outside of advisory services, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions that integrate fundamental, technical, and cyclical analysis and provides portfolio management through a range of internally managed accounts and third-party managers.

Bryant Carpenter is a CFP® with 14 years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners since 2025. His prior experience includes roles at Raymond James and Associates, Inc., and CNL Securities. SageSpring Wealth Partners serves a diverse client base ranging from non‑high-net-worth individuals to institutional and plan sponsor clients. The firm provides discretionary investment management, financial planning, and retirement consulting, utilizing tailored portfolios that incorporate various asset types and leveraging both fundamental and technical analysis.

Joel Martin is a financial advisor with G. A. Repple & Company, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at G. A. Repple & Company since 2005 and also leads Mangrove Financial Group LLC, a financial planning firm. Outside of his advisory roles, Martin serves as a general board member of The Azalea Youth Soccer League, Inc. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical methods to create tailored portfolios and offers multiple investment programs including a Biblically-Responsible Investing model.

Adam Bond is a financial advisor with Principal Advised Services holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Principal Advised Services, he worked at Verizon Wireless and is currently associated with several entities under the Principal Financial Group, including Principal Bank and Principal Life Insurance Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group family, leveraging affiliated entities to offer access to proprietary mutual funds, bank products, and model services.

Timothy Harper is a financial advisor with Zacks Investment Management, Inc. He holds Series 66 and Series 63 licenses and has 25 years of industry experience. His prior work includes roles at Ameriprise Advisor Services, Inc., LBMZ Securities, Inc., and J.J.B. Hilliard, W.L. Lyons, LLC. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, managing a range of strategies including all-cap core, dividend, quantitative, and long/short approaches. The firm combines proprietary quantitative models with qualitative portfolio management and offers retail wealth management, alternative investments, and model portfolios across various platforms.

Paul Tarins is a financial advisor at Portfolio Medics, LLC in Winter Park, FL, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own independent insurance brokerage, Sovereign Retirement Solutions, since 2013. Tarins has been with Portfolio Medics since 2015. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services using strategic and tactical approaches.

Mark Collier is a financial advisor at Altitude Capital Management LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Oxford. Collier is also a licensed insurance agent involved in the sale of various insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized based on client goals, risk tolerance, and time horizon, using strategies such as asset allocation and dollar-cost averaging.

Shawn Jiles is a financial advisor at Cyndeo Wealth Partners with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. Outside of advising, he is involved as an owner of consulting entities related to tax and estate planning, although these activities do not require his active time commitment. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, and business advisory services. The firm employs customized investment strategies across various asset classes and offers specialized consulting for middle-market businesses, managing approximately $2.58 billion in client assets.

Guillermo Nodarse is a financial advisor at IP Financial Advisory Services LLC with 37 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Innovation Partners LLC and Monticello Investment Services, Inc. Outside of his advisory work, he serves as an independent tutor at Libris Academy in Winter Park, FL. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm utilizes a range of analytical approaches and offers discretionary management through both internal and third-party managers, with a client base largely composed of non–high-net-worth individuals and retirement plan participants.

Fausto Andrade is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. He has been with Icma Rc since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans with plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Lisa Isaacs is a financial advisor at Moors & Cabot, Inc. with 37 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Moors & Cabot in 2025, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley from 2013 to 2025, and at Merrill from 1991 to 2013. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and advisory services with a tailored approach, incorporating a range of strategies and access to sub-advisors.

Rupert Curry is a CFP® professional with 24 years of industry experience, currently serving at Certified Advisory Corp. His prior roles include positions at Fortune Financial Services, Charles Schwab & Co., Inc., and National Asset Management. He is also the manager of Curry Investment Management, LLC. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, Modern Portfolio Theory, and automated rebalancing through platforms such as Betterment.

Rodney Ownby is a CFP® professional with eight years of experience in financial advising. He has worked at Certified Advisory Corp since 2018 and previously held roles at Transam Securities, Inc. and Enterprise Florida, Inc. Outside of his advisory work, he was involved in operating Firehouse Subs franchises in Leesburg and Lady Lake. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment process and emphasizes plan-level services, participant education, and systematic client reporting.

Adam Sinoff is a financial advisor at OnePoint BFG Wealth Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Wealth Management Company and Northwestern Mutual Investment Services LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a range of portfolio management strategies and integrates technology and operational outsourcing to support its service model.

Delbert Smith is a financial advisor with Certified Advisory Corp in Altamonte Springs, FL. He holds the CFP®, ChFC®, and Series 66 designations and has 21 years of industry experience. His career includes roles at Certified Insurance Corp, Equitable Advisors, KAFL Insurance, Allstate Insurance Co, and State Farm. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional portfolio management with digital advisory platforms, detailed pension consulting, and systematic client reporting.

Richard Patterson is a financial advisor with Certified Advisory Corp in Orlando, FL, holding the ChFC® and Series 63 credentials and bringing 50 years of industry experience. He has worked with Certified Advisory Corp since 2006 and is also the president and owner of Associated Planners Group, a role he has held since 1985. Additionally, he has been an independent life and health insurance agent since 1967. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach is individualized and goal-driven, combining traditional analysis with modern portfolio techniques, and emphasizes plan-level consulting, participant education, and systematic reporting.

Roman Inochovsky is a financial advisor with Calton & Associates, Inc. in Maitland, FL, holding a Series 66 designation and 12 years of industry experience. His prior firms include Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and Modern Capital Advisors, among others. Outside his advisory role, he serves as an Honorary Consul for the Czech Republic and is a book-selling author. Calton & Associates is a registered investment adviser and broker-dealer that serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and businesses. The firm offers fee-based portfolio management and financial planning, sponsors wrap fee programs, and employs a combination of analytical approaches while providing access to third-party money managers and model portfolios.

Meagan Kim is a CFP®-certified financial advisor with 12 years of industry experience, currently with Navy Federal Investment Services, LLC. She has been with Navy Federal and its affiliated entities since 2014. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm uses managed advisory programs that incorporate third-party portfolio managers and offers both advisory and commission-based services through its affiliation with a banking and credit-union group.

Marius Anuzis is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Madison Avenue Securities and Stokes Wealth since 2020, with prior roles at Bank of America and Merrill. Anuzis serves as the executive director of the Next Generations Project, an educational foundation focused on Holocaust remembrance, and is the president of the Michigan State University Alumni Association Board. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and consulting services for pension, college savings, and charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients through multiple advisory platforms and diversified investment strategies.

Joel Hall is a financial advisor with Sagespring Wealth Partners in Winter Park, FL. He holds Series 66 and Series 63 credentials and has six years of industry experience. His prior roles include positions at Raymond James & Associates, National Christian Foundation Orlando, and CNL Securities Corp. Sagespring Wealth Partners serves a diverse client base that includes individual households, institutional clients, and plan sponsors. The firm offers tailored investment management, financial planning, and retirement plan consulting, utilizing a variety of investment vehicles and a combination of fundamental and technical analysis.