Douglas Jones is a financial advisor at Collaborative Wealth with a Series 66 designation and one year of industry experience. Prior to joining Collaborative Wealth Management, he was affiliated with Bankers Life Advisory Services, Inc. and related entities. Outside of his advisory role, he serves as the personal representative for an estate, managing probate-related fiduciary responsibilities. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for individual and high-net-worth clients, as well as institutions. The firm employs a combination of fundamental and technical analysis to construct portfolios and offers a range of services from investment management to comprehensive multigenerational wealth planning.

Barbara Deboer is a financial advisor at Greenup Wealth with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Greenup Wealth in 2023, she worked at Regal Securities for ten years. Greenup Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, ongoing financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies, including fundamental and quantitative analysis, and supplements in-house management with selected third-party managers when appropriate.

Sandra Stickney is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Collaborative Wealth Management since 2016 and also maintains a longstanding association with LPL Financial since 2004. Outside of her advisory role, she provides administrative support to Collaborative Wealth Management and is involved with CSKK, LLC, a non-investment-related business entity. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for a diverse client base that includes individual and high-net-worth households, pension and profit-sharing plans, foundations, charities, and business entities. The firm utilizes a combination of fundamental and technical analysis to construct long-term, diversified portfolios and offers both discretionary and non-discretionary management alongside comprehensive wealth planning services.

Yulia Dance is a CFP® and CFA® with four years of industry experience. She is currently with Jackson Wealth Management, LLC, where she has worked since 2022. Prior to that, she worked in corporate finance at Verizon and has a role as a research analyst at Jackson Investment Management, LLC. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors, managing about $1.07 billion for roughly 900 clients. The firm employs an active trend-following and tactical asset allocation approach using a mix of mutual funds, ETFs, and individual equities, with portfolios monitored and rebalanced regularly.

Carl Rylander is a financial advisor at Orca Investment Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Paulson Investment Advisors LLC and Paulson Investment Company, LLC. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across 359 client accounts, employing a mix of fundamental, technical, charting, and cyclical analysis to implement diversified, tailored investment strategies.

Jaren Holmes is a financial advisor at Collaborative Wealth with a Series 65 designation and two years of industry experience. He previously worked at Merrill Lynch for eight years. Outside of advisory work, he serves as Director of Public Relations for Collaborative Digital Innovations, an AI and machine learning software company. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for a diverse client base including individuals, high-net-worth households, and institutions. The firm employs a combination of fundamental and technical analysis to construct portfolios with a long-term focus, offering investment management alongside comprehensive planning and consulting services.

Shawn Smith is a financial advisor with Collaborative Wealth in Lake Mary, FL, holding Series 63 and Series 66 licenses and offering 12 years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He also operates SMS Wealth Advisors LLC, a separate business entity used for tax and investment purposes. Collaborative Wealth provides financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients such as pension plans and foundations. The firm employs both fundamental and technical analysis to develop long-term asset allocation strategies and manages a private real estate fund with AI-assisted underwriting and blockchain-anchored reporting.

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.

Brenton Thai is a CFP® with 16 years of industry experience currently serving at Collaborative Wealth. He has worked at Collaborative Wealth Management since 2016 and also held a position at LPL Financial LLC from 2016 to 2022. Outside of his advisory role, he is appointed as an insurance agent with various companies. Collaborative Wealth provides financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients such as pension plans and foundations. The firm employs both fundamental and technical analysis to develop long-term asset allocation strategies and operates a private real estate fund with AI-assisted underwriting and blockchain-anchored reporting for transparency.

Aleksei Kitaigorod is a Series 65-licensed advisor with Jackson Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at CWM, LLC and positions in education and hospitality. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors, managing approximately $1.07 billion in assets. The firm utilizes an active trend-following and tactical asset allocation approach, employing a range of investment strategies including discretionary portfolio management and option strategies.

George Jackson is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is the managing member of Jackson Wealth Management, LLC and has held roles at several firms, including McDonough Capital Management, Inc. and Osaic Wealth, Inc. Outside of advising, Jackson is president of 755 Aviation LLC, an aviation company. Jackson Wealth Management, LLC serves a diverse client base, including high-net-worth individuals, plan sponsors, and trusts, managing approximately $1.07 billion for around 900 clients. The firm employs an active trend-following and tactical asset allocation approach, using a combination of actively and passively managed funds, ETFs, and equities, with ongoing portfolio monitoring and discretionary management.

Michael McGahan is a financial advisor with Jackson Wealth Management, LLC in Lake Mary, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Jackson Wealth Management since 2013 and has also worked at Cetera Wealth Services, CWM, LLC dba Carson Partners, and OSAIC. Jackson Wealth Management, LLC serves a diverse client base including high-net-worth individuals, plan sponsors, trusts, and retirement accounts, managing approximately $1.07 billion for around 900 clients. The firm uses an active trend-following investment approach combined with tactical asset allocation, employing both discretionary portfolio management and various trading strategies tailored to client objectives.

Ashley Henderson is a financial advisor at Jackson Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Jackson Wealth Management since 2020. Prior to her advisory roles, she gained experience in the hospitality industry at Olea Grill and AMC Theaters. Jackson Wealth Management serves a diverse client base that includes 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 investment approach, blending actively and passively managed funds with equities and employing discretionary portfolio management strategies.

Caroline Johnson is a financial advisor at Jackson Wealth Management, LLC in Lake Mary, FL. She holds a Series 65 designation and has been with Jackson Wealth Management since 2022. Prior to her advisory role, she worked in retail and hospitality positions and was a full-time student from 2018 to 2022. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm employs an active trend-following and tactical asset allocation approach, utilizing a range of mutual funds, ETFs, and equities, with portfolios monitored and rebalanced regularly.

Kyle Tetreault is an investment advisor representative at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in life insurance and annuity sales since 2015, including his role as Executive National Sales Director at Valuteachers. He also owns Longevity Financial, which focuses on insurance sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers portfolio-based financing alongside traditional portfolio management.

Christopher Becks is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services Advisors, Inc. for eight years. Becks is also the owner of Strategic Financial Consultants, Inc., a support company based in Orlando, FL. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that includes behavioral economics and quantitative analysis.

Corey Abood is a financial advisor at Simplicity Wealth with one year of industry experience. He holds the Series 65 designation and has been associated with Simplicity Wealth and Abood Wealth Management since 2025. Outside of advising, he is a registered insurance agent involved in enrolling clients into Medicare plans and selling annuities and life insurance. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a range of advisory and managed account services with a technology-driven platform for advisers.

Richard Gailey is a CFP® and ChFC® with 34 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2015. He is also the owner and sole proprietor of Money Concepts, a financial services and insurance business. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm supports both in-house portfolio management and third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Anders Christiansen is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has been active in the financial services industry since 2023, with prior experience at multiple firms including Gines Insurance Agency and America First Financial. Christiansen is also involved in financial planning and income planning through his roles as an independent agent and insurance services associate. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates various analytical approaches in portfolio management.

Robert Wolfe is a financial advisor at G. A. Repple & Company with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at G. A. Repple & Company and Phoenix Home Life since 1998. Wolfe also has a background at Wolfe, Young, O'baker & Company spanning over four decades. Outside of his advisory role, he provides consulting services on accounting and taxes. G. A. Repple & Company offers investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate clients. The firm employs various analytical approaches to portfolio construction and provides a range of management options, including discretionary and non-discretionary services, third-party asset manager access, and specialized strategies such as Biblically-Responsible Investing.