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® with eight years of industry experience, currently serving as an advisor at Trillium Wealth LLC. Her prior roles include positions at Morgan Stanley Private Bank, Carson Wealth Management, and Capital Financial Services. Outside of her advisory work, she is a published fiction author and operates CGL Productions & Consulting, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and private placement investment services to individuals, trusts, pension plans, corporations, and other business entities. The firm employs a range of investment strategies and offers additional services including fiduciary support and coordination with affiliated tax and insurance entities.

Robert Barfield is a Series 65-licensed financial advisor with Blacktower Financial Management (US) LLC, based in Orlando, FL, and has one year of industry experience. He previously worked at Beacon Global Advisor Network, LLC, and has been associated with Titan Wealth International since 2015. He is also a Chartered Wealth Planner with Titan Wealth, a division of Blacktower Financial Management. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm focuses on UK pension transfers and ongoing portfolio management, offering mostly non-discretionary asset management using a range of investment vehicles and custodians.

Iain Mc Kay is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 credential and five years of industry experience. He previously worked at Abbey Wealth from 2009 to 2020 and is also the owner of Baycrest Wealth, a financial advisory business based in Malaga, Spain. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States and U.S.-connected individuals, with a focus on UK pension transfers and ongoing portfolio management. The firm manages client assets mainly on a non-discretionary basis, utilizing a range of investment vehicles and custodians.

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.

Paula Franco Pacheco is a Series 65-credentialed advisor with AllGen Financial Advisors, Inc. in Orlando, FL. She has one year of industry experience, including prior roles at Primerica and Banco Davivienda. AllGen Financial Advisors provides portfolio management, financial planning, business and corporate planning, and consulting services to individuals, families, and other entities. The firm manages approximately $475 million across about 1,062 clients, employing a discretionary investment approach that combines ETF-based core allocations with occasional individual equities, bonds, and mutual funds.

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.

Nathan Wennington is a Series 65-licensed advisor at Blacktower Financial Management (US) LLC with two years of industry experience. His prior roles include positions at Beacon Global Advisory Network, AHR (formerly Harrison Rowe), and Guardian Wealth. He also serves as an advisor for Titan Wealth International. Blacktower Financial Management (US) LLC specializes in financial planning, retirement-plan consulting, and investment advisory services primarily for UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm focuses notably on UK pension transfers and manages client portfolios mainly on a non-discretionary basis using a range of investment vehicles.

David Marks is a financial advisor with Blacktower Financial Management (US) LLC. He holds a Series 65 designation and has two years of industry experience. Marks has been with Blacktower Financial Management in its U.S. and international divisions since 2015. 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 a range of mutual funds, ETFs, equities, and fixed income investments.

Thomas Quinn is a financial advisor at Blacktower Financial Management (US) LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at David James Wealth, T&T International, Plan First Wealth, LLC, and deVere USA. Outside of his advisory role, he is CEO and owner of Arche Group Inc., overseeing accounting, tax, and distribution responsibilities, and serves as an introducer for UK-based investment advisory firm Holborn Assets Ltd, referring clients who have relocated back to the UK. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates living in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios mainly on a non-discretionary basis, using a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

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.

David Neville is an advisor with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has professional experience dating back to 2018, including roles at Skybound Wealth Management and Titan Wealth Management. Outside of financial advising, he worked part-time at X-MET Fabrication. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and offers portfolio management mainly on a non-discretionary basis using a range of investment vehicles and third-party managers.

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® with 31 years of experience in the financial industry. He has worked at American Financial Advisors, Inc. since 1995 and has been self-employed in insurance sales since 2005. His insurance work includes assisting with various insurance questions related to term and whole life policies. American Financial Advisors, Inc. serves individual clients across the wealth spectrum, including high-net-worth households, providing asset management, comprehensive financial planning, and 401(k) plan services. The firm employs a passive, asset-class investment approach with a unique structure that centralizes trading while leaving clients with final decision-making authority.

Dyllan Mastrodicasa is a financial advisor at 401k Generation with a Series 65 credential and four years of industry experience. He has held positions at 401k Generation since 2019 and has prior experience in educational and service roles at the University of Central Florida, Florida Gulf Coast University, Grey Oaks Country Club, and Gulf Coast High School. 401k Generation provides retirement plan consulting and individual advisory services to plan sponsors, fiduciaries, and a variety of clients, including individuals and trusts. The firm uses a quantitative approach for investment selection and manages a substantial retirement-plan practice with comprehensive operational services.