Rene Persaud is a financial advisor with Synergy Investment Management LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Synergy since 2024 and previously at LPL Financial, United Planners Financial Services, and SPC and Associates, where he is also involved in recruiting and headhunting. Synergy Investment Management provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million for about 2,469 clients, using a long-term, strategic approach grounded in Modern Portfolio Theory and employing proprietary quantitative models and a held-away account platform.

Rebecca Robey is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. She is currently with Stonebridge Financial Planning Group, LLC, where she has worked in multiple periods since 2015. Prior to her current role, she was affiliated with Commonwealth Financial Network and Triad Advisors. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs both long-term and shorter-term investment strategies and offers services including comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis.

Jake Dechick is a financial advisor at D.H. Hill Advisors, Inc. He holds a Series 65 designation and has been working in the industry since 2019. Prior to joining D.H. Hill Advisors in 2026, he worked at Courtland Walker Financial Group. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm offers financial planning, investment management, retirement-plan consulting, and access to alternative investments, employing strategies such as tactical asset allocation and tax-aware techniques.

Catherine Hyder is a CFP® professional with 16 years of industry experience currently serving at Stonebridge Financial Planning Group, LLC. Her prior experience includes roles at Commonwealth Financial Network, Triad Advisors, and Triloma. Outside of her advisory duties, she has been involved in coaching water polo since 2006 and works with Orange County Public Schools. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs both long-term and shorter-term investment strategies across a diverse range of instruments and offers specialized services such as retirement-plan consulting and divorce financial analysis.

Kathryn Hite is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with AllGen Financial Services, Inc. since 2009. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily individual and high-net-worth households. The firm uses a core-satellite asset-allocation framework guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Axel Otero is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, with 12 years of industry experience. He holds a Series 65 designation and has worked at firms including Allen Financial Advisors, First Bank Puerto Rico, and Popular, Inc. Outside of his advisory work, Otero is a partner in a restaurant business, Brew A Coffee, LLC, where he handles accounting oversight and payroll. AllGen Financial Advisors serves individuals, families, and other entities with portfolio management, financial planning, and business consulting. The firm manages about $475 million for over 1,000 clients through a team-oriented approach that utilizes a mix of ETF-based core allocations, active management techniques, and an algorithm-driven cryptocurrency strategy.

Ronald Tamayo is a CFP® professional with 26 years of industry experience. He has been with Moisand Fitzgerald Tamayo, LLC since 1998. Outside of financial advising, he is a partial owner of two motorsports-related businesses that organize and participate in performance driving events. 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, long-term investing with a focus on low-cost mutual funds, ETFs, and investment-grade fixed income, and offers integrated tax and business consulting services.

Chad Safier is a financial advisor at Oxford Wealth Group, LLC in Orlando, FL, with nine years of industry experience and a Series 66 designation. He previously worked at LPL Financial LLC, Bank of America, Merrill, and Edward Jones. Oxford Wealth Group provides investment advisory and financial planning services to individuals, retirement plans, corporations, trusts, and estates. The firm uses a goals-based approach with model portfolios overseen by financial professionals and implemented by third-party sub-advisers, serving as a fiduciary for applicable retirement accounts.

Daniel Trindade is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has held roles at several firms, including Titan Wealth International, where he serves as Private Wealth Director, and Beacon Global Advisor Network, LLC. 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, financial planning, and retirement-plan consulting.

Andrew Hicks is a financial advisor at Occidental Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Occidental, he worked at New York Life Insurance Company and NYLIFE Securities LLC, and he has a background that includes roles in legal services and academia. Occidental Asset Management serves high-net-worth individuals and institutional clients with wealth management, financial planning, and portfolio management. The firm employs a range of analytical methods and technologies to tailor investment strategies according to client objectives and risk tolerance.

Andrew Philpott is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation. He joined the firm in 2024 and has prior experience working at Publix and in educational roles at the University of Central Florida and Valencia College. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily individual and high-net-worth households. The firm employs a core-satellite asset allocation approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Sharon Hooper is a financial advisor at Summit Wealth Partners, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Summit Wealth Partners since 2020, following six years at ARGI Investment Services. She is also involved with Summit Asset Protection Group, an affiliated firm that provides insurance products. 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 services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach using pooled vehicles, strategic asset allocation, and periodic rebalancing based on academic models.

John Copeland is a financial advisor at Blue Jasper Capital LLC in Clermont, FL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Phillips and Jordan and JB Meridian Advisors, LLC. Blue Jasper Capital provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm offers discretionary portfolio management with a focus on low-cost mutual funds and ETFs, employing both fundamental and technical analysis to support long-term and tactical investment strategies.

Michael Frustaci is an investment advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been associated with International Assets Investment Management since 2017 and also works with Global Assets Advisory, LLC since 2019. Frustaci is the managing member of Palladium Wealth Advisors, LLC, a private label entity in the financial business. International Assets Investment Management provides investment advisory services to a broad client base including individuals, high-net-worth clients, retirement plans, and corporations. The firm offers customized, long-term portfolio construction and various advisory services delivered through a national network of independent investment adviser representatives.

Aaron Bert is a CFP® professional with 17 years of industry experience, currently serving at Certified Advisory Corp. He has held roles at multiple financial firms, including Maitland Securities, Transam Securities, and Certified Financial Group, where he also serves as President. Bert is President of Certified Insurance Corp in addition to his advisory duties. Certified Advisory Corp offers 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 approach and emphasizes plan-level consulting, participant education, and systematic reporting, using both traditional custodians and digital advisory platforms.

Domonic Mustafa is a financial advisor with Hoxton Wealth, holding a Series 65 credential and approximately eight years of industry experience across various firms. His prior roles include positions at Selby Jennings, Pinpoint Partners, and Infinity Financial Solutions, where he also serves as a consultant focusing on investment management and specialized planning. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm employs risk-based model portfolios using passive ETFs and blends, offering services such as pension transfer advisory for UK pension holders considering Self-Invested Personal Pensions (SIPPs).

Ethan Jones is a Series 65 licensed financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He has previously worked at Kovitz Investment Group Partners, GW&K Investment Management, Charles Schwab, the University of North Florida, and Flagler College. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional clients, and intermediaries. The firm employs a quantitatively based, systematic investment approach using proprietary models to govern portfolio construction and trading, offering a range of strategies including equity, fixed income, options overlays, and alternative interval funds.

Christopher Toadvine is a CFP® with 28 years of industry experience, currently serving as an advisor at Certified Advisory Corp since 2019. His prior roles include positions at Stonebridge Financial Planning Group, Triad Advisors LLC, EF Legacy Securities, LLC, and Edelman Financial Services LLC. He serves as a board member of the Financial Planning Association of Central Florida, where he provides pro-bono financial advice through an annual call-in program. Certified Advisory Corp offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, Modern Portfolio Theory, and automated rebalancing through platforms like Betterment, managing approximately $3.04 billion in discretionary assets.

Jonathon Bithell is a financial advisor at Hoxton Wealth with a Series 65 credential and has been working in the industry since 2026. His prior experience includes roles at Family First Financial Services Limited and several Hoxton Wealth affiliates in the UK, as well as positions at Mattioli Woods, Schroders Personal Wealth, and St. James's Place. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on risk-based model portfolios using passive ETFs and blends, operating mainly on a non-discretionary basis, and serves a diverse international client base.

Justin Spitler is a CFP® with 17 years of industry experience, currently serving as an advisor at Certified Advisory Corp. His prior work includes roles at Fortune Financial Services and Transam Securities, among others. He also supports another representative’s book of business as a para planner at Certified Advisory Corp. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that aligns client goals with risk tolerance and liquidity needs, offering discretionary portfolio management alongside services such as pension consulting and tax preparation provided through affiliated CPAs.