Corey Wojnarowski is a financial advisor with GFG Solutions in Orlando, FL, holding a Series 65 designation. He has one year of industry experience and previously worked in various roles primarily in automotive sales and leasing. GFG Solutions serves individuals, high-net-worth households, and business owners with discretionary and non-discretionary asset management and integrated financial planning. The firm’s investment approach combines fundamental, technical, and tactical analysis to build customized portfolios and offers a wrap-fee program alongside performance-based compensation strategies for qualified accredited clients.

Richard Weiss is a financial advisor at Global Assets Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Primus Financial Services, LLC and Cantella & Co., Inc. Weiss also serves in chief compliance officer roles at affiliated firms within the International Assets Advisors group. Global Assets Advisory, LLC is an SEC-registered adviser managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm provides investment management, financial planning, and retirement plan advisory services through a team of eight advisors and a network of independent representatives, utilizing a long-term investment approach with diversified portfolios.

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 with Proxy Wealth Advisors LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has held roles at firms including Cambridge Investment Research Advisors and Principal Securities, and he is involved with multiple affiliated entities within the Proxy Financial Corp network. 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 with a broad range of investment instruments and serves a notable non-U.S. client base with specialized cross-border advisory services.

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 and has worked at Green Vista since 2019. Prior to her advisory career, she spent 13 years at Smith & Nephew. Green Vista Asset Management LLC is a six-person team managing approximately $16.2 million for a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management, third-party manager selection and monitoring, and financial planning, employing a customized approach across various asset classes with a focus on risk management.

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 at The LifeWealth Group with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Madison Avenue Securities and AE Wealth Management. In addition to his advisory role, he is a partner at LifeWealth Transition Partners, where he assists clients with business succession planning and sale negotiations. The LifeWealth Group is an SEC-registered investment manager serving individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a holistic wealth-management approach combining strategic and tactical asset allocation, value investing, and technical, fundamental, and charting analysis, with its platform emphasizing managed-account programs and discretionary trading authority.

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.

Natalie Samuels is a financial advisor at Jackson Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to her current role, she worked at Starbucks Coffee Company and The Walt Disney Company. Additionally, she has experience with Little Water Cantina LLC. Jackson Wealth Management serves a diverse range of clients, including high-net-worth individuals, plan sponsors, trusts, and retirement accounts, managing approximately $1.07 billion for around 900 clients. The firm utilizes an active trend-following and tactical asset allocation approach, combining various investment strategies and ongoing portfolio monitoring.

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 at GFG Solutions with 14 years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Lyons Wealth Management and Foreside Fund Services. Outside of finance, he is the owner and president of Fitness Machine Technicians of East Central Florida, a business specializing in fitness equipment maintenance and repair. GFG Solutions provides asset management and financial planning services to individuals, high-net-worth households, and business owners. The firm employs a customized portfolio approach combining fundamental, technical, and tactical analysis, and offers a wrap-fee program alongside performance-based compensation for qualified clients.

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.