Rolando Castano is a financial advisor with Nolan Capital Advisors LLC in Oviedo, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Nolan Capital Advisors since 2012 and previously at Valic Financial Advisors and Edward Jones. Nolan Capital Advisors serves individuals, business owners, and retirement plans with investment management and comprehensive financial planning. The firm uses a documented Five-Point Planning Process and principles such as Modern Portfolio Theory to construct portfolios, managing most client assets on a non-discretionary basis.

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.

Luke Curtis is a financial advisor with FRA Wealth Management LLC in Winter Springs, FL. He holds a Series 65 credential and has one year of industry experience. Prior to his current role, he worked at Raging Rivers Water Park for five years. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, offering both discretionary and non-discretionary portfolio management along with modular and comprehensive financial planning. The firm uses an open-architecture investment model that incorporates both passive and active managers and emphasizes client engagement and education.

Alexa Pao is a financial advisor at Cornerstone Planning Group with 14 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked previously with firms including New York Life and Island Wealth Strategies and Insurance Solutions. Outside of her advisory role, she owns Authentic Alexa, LLC, which provides consulting and a subscription-based platform focused on digital workspace setup and LinkedIn lead generation. Cornerstone Planning Group serves individuals, businesses, and institutions with discretionary portfolio management and comprehensive financial planning. The firm emphasizes a low-cost, passive investment approach and offers ERISA fiduciary consulting for retirement plans.

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.

Daria Zalewska is a CFP® affiliated with Alongside, LLC and has experience working with several advisory firms since 2020. She has also served in the US Air Force Reserve and currently holds a Treasurer role for her homeowners association. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm emphasizes a disciplined, long-term diversified asset allocation approach and actively selects and supervises third-party managers and model providers.

Nicholas Maratta is a CFP® professional with 25 years of industry experience. He has been with Occidental Asset Management, LLC since 2016 and previously worked at Scottrade, Inc. since 1999. Occidental Asset Management, LLC serves high-net-worth individuals and institutional clients by providing wealth management, portfolio management, and comprehensive financial planning through a 12-advisor team across six offices. The firm employs a discretionary approach using fundamental, technical, and cyclical analysis, and utilizes automated platforms for portfolio rebalancing and tax-loss harvesting.

Hunter Reddick is a financial advisor at Regal Investment Advisors LLC with one year of industry experience. He holds a Series 65 credential and has worked in various capacities within financial services and insurance-related assistant roles. His prior experience includes positions at Regulus Financial Group, Brick Wealth Management, Brick Retirement Group, and Kalera Inc. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their individual, high-net-worth, and corporate clients. The firm offers a range of proprietary and third-party investment strategies through a sub-advisory platform managing approximately $2.88 billion.

Altug Dincturk is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He currently works at Madison Partners and has previously held roles at Schwab Wealth Advisory, Fidelity, and Guardian Life. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services for individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Joseph Krauszer is a CFP® certified financial advisor at BakerAvenue with 23 years of industry experience. He has held positions at firms including Integrity Holdings Group LLC, Fidelity Personal and Workplace Advisors, Wells Fargo Clearing, and UBS Financial Services. Krauszer has been with BakerAvenue since 2023. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning with a focus on diversified investment strategies and ongoing client communications.

Arthur Glenn is a financial advisor at Wealth Watch Advisors, Inc with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial & Tax Architects, Inc., and Allegiant Asset Management, L.L.C., among other firms. He also operates Artie Glenn Insurance, an independent business offering fixed annuities. Wealth Watch Advisors provides advisory services to a diverse client base including individuals, trusts, institutions, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios, utilizing third-party model managers and a range of investment strategies.

Taran Burrell is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Navy Federal Financial Group, LLC and Navy Federal Credit Union, as well as employment at the University of Central Florida. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports layered investment solutions alongside digital automated ETF portfolios.

Jeffrey Czurak is a CFP® with 29 years of industry experience. He is currently with Advisory Services Network, where he has worked since 2025. His prior roles include positions at Professional Investment Advisory Services, Fidelity, and Haysley Financial Services. He is also licensed as an insurance agent for life insurance and annuities. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through independent adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing diversified investment strategies and flexible engagement options.

Matthew Finley is a CFP® with 17 years of experience in the financial services industry. He currently works at Savvy and has previously held roles at Focus Financial Network, OSAIC, Investors Financial Group, and LPL Financial. Finley is also a partner at Perspective 6 Wealth Advisors LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm uses a blended investment approach combining index-based strategies with tailored solutions such as direct indexing with tax-loss harvesting and ESG-focused models, supported by proprietary technology and third-party platforms.

Samuel Nelson is a financial advisor with Choreo, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Charles Schwab for seven years prior to joining Choreo in 2022. Choreo serves a diverse client base including individual investors, high-net-worth clients, family offices, corporate and retirement plan sponsors, and institutional clients. The firm’s investment approach combines strategic asset allocation based on global indices with quantitative screening and Investment Committee oversight to select managers and model portfolios, offering a range of advisory services from portfolio management to specialized consulting.

Jonathan Ullivarri is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Eternal Empire Insurance, Blueprint Insurance Group, True Spec Golf, Club Champion Golf, and Golf Galaxy. He is also involved as President and Investment Advisor Representative of Eternal Empire Investments. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Corico Mc Cray Sr. is a financial advisor at Encompass More Asset Management LLC with four years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Edward Jones and AE Wealth Management, as well as operating McCray Enterprises & Associates, LLC. He is also a licensed independent agent for life and health insurance. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis and manages approximately $582 million for around 4,000 clients.

Gregory Brick is a financial advisor at Regal Investment Advisors LLC with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Cetera and Questar Capital Corporation, among others. He serves as trustee for the Brick Family Revocable Trust. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party strategies that include mutual funds, ETFs, equities, fixed income, and option overlays. The firm serves individual, charitable, and corporate clients through its network of financial advisers.

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.

Rafael Sosa Matos is a financial advisor with Level Four Advisory Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at American Fidelity, Mutual of Omaha Investor Services, Morgan Stanley, and Foresters Financial Services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and connects clients with third-party money managers and wrap-fee programs.