Carrie Letsinger is a financial advisor at Synergy Investment Management LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Cetera Advisors, and ProEquities. Carrie joined Synergy Investment Management in 2025, focusing primarily on investment advisory services. Synergy Investment Management provides discretionary investment management, financial planning, and consulting to a diverse clientele including individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million and employs Modern Portfolio Theory-based strategies, proprietary quantitative models, and a held-away account platform to support comprehensive portfolio management.

Alan Belanger is a financial advisor at Destiny Wealth Partners, LLC with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Vintage Financial Partners, Legacy Capital Partners, State Farm, and Guardian Life Insurance. Destiny Wealth Partners serves individuals, including high-net-worth families, employer-sponsored retirement plans, and family-office clients with wealth management, financial planning, and portfolio management services. The firm offers a range of investment strategies and consulting services, including discretionary and non-discretionary management, and utilizes various investment vehicles and technologies to manage client accounts.

Mitchel Faulkner is a CFP® with seven years of industry experience, currently serving at Destiny Wealth Partners, LLC. He previously worked at MAI Capital Management, Greenway Family Office, and the Alvery Bartlett Group. Destiny Wealth Partners serves individuals including high-net-worth families, employer-sponsored retirement plans, and family-office clients, offering wealth management, financial planning, and portfolio management through both wrap and non-wrap arrangements. The firm employs a diverse investment approach combining model asset-allocation portfolios with various securities and provides discretionary and non-discretionary management alongside retirement plan consulting and trust administration services.

Rennie Rodriguez is a financial advisor at Talon LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Talon Private Wealth, Bucketlist Wealth, Risk Strategies, and TB Financial/Parady Financial Retirement Planning. Outside of advising, he is also licensed to sell annuities and life insurance. Talon LLC serves individual and high-net-worth clients, offering financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm manages approximately $1.06 billion in assets across 1,921 client relationships and employs a tactical investment approach using model portfolios and third-party asset management programs.

Keith Ward is a financial advisor with Destiny Wealth Partners, LLC, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Destiny Wealth Partners, he was employed at Northwestern Mutual in various roles from 2023 to 2025. Destiny Wealth Partners is a team-based advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management. The firm uses a range of investment strategies and technology platforms to provide tailored, discretionary, and non-discretionary services.

Thomas Ruggie is a CFP® and ChFC® with 34 years of industry experience. He is currently with Destiny Wealth Partners, LLC, where he has worked since 2014, and previously managed his own firm, Ruggie Capital Group, Inc., for 25 years. Outside of financial advising, he is president and treasurer of the Tom and Kim Ruggie Family Foundation and has made a capital investment in the Museum of Crime and Punishment in Washington, DC. Destiny Wealth Partners is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, business entities, and employer-sponsored retirement plans. The firm offers tailored wealth management, financial planning, and portfolio management services, utilizing a broad range of investment strategies and technology platforms, and maintains a network of affiliated entities providing complementary legal and trust services.

Richard Blackston is a Series 65-licensed advisor at Blackston Financial Advisory Group, LLC with four years of industry experience. He has been with Blackston Financial Advisory Group since 2016. Blackston Financial Advisory Group provides portfolio management and financial planning services mainly to individual and high-net-worth clients. The firm manages approximately $333 million across about 940 client relationships, utilizing a long-term trading approach that incorporates fundamental, quantitative, and technical analysis.

Samantha Stocksett is a financial advisor with Blackston Financial Advisory Group, LLC, holding a Series 65 credential and having two years of industry experience. She has been with Blackston Financial Advisory Group since 2014. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and offering rollover and IRA guidance. Investment decisions are made under discretionary authority using fundamental, quantitative, and technical analysis with a long-term orientation, and the firm does not impose an account minimum.

Micah Spence is a financial advisor at Blackston Financial Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual and Outbounder LLC. Outside of finance, he has been involved with Sunrise Australian Labradoodles and RCR Equestrian. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and offering rollover and IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis with a long-term orientation.

Ronald Hopper is a financial advisor at Destiny Wealth Partners, LLC, holding a Series 65 designation with two years of industry experience. He previously worked at Destiny Family Office and has a background that includes roles at the University of Central Florida and local schools. Destiny Wealth Partners is a team-based advisory firm serving individuals, trusts, business entities, and employer-sponsored retirement plans with wealth management, financial planning, and portfolio management services. The firm offers both discretionary and non-discretionary management using a range of investment vehicles and incorporates technology and process controls in client reporting and oversight.

Jorge Romero is a CFP® and holds a Series 66 license, with 17 years of experience in the financial advisory industry. He has been with Destiny Wealth Partners, LLC since 2017 and also worked at Ruggie Capital Group and CWM, LLC. He is currently associated with Destiny Family Office. Destiny Wealth Partners serves individuals, including high-net-worth families, employer-sponsored retirement plans, and family-office clients. The firm offers comprehensive wealth management, financial planning, and portfolio management services, utilizing a range of investment vehicles and technologies, and maintains unique operational relationships including with a practicing law firm.

April Hurlburt is a financial advisor with Blackston Financial Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Investments, and M and T Securities. Blackston Financial Advisory Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $333 million across about 940 client relationships. The firm utilizes a long-term trading approach based on fundamental, quantitative, and technical analysis and typically operates with discretionary trading authority on behalf of clients.

Brian Davis is a financial advisor at Destiny Wealth Partners, LLC with 20 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations and has previously worked at BryteBridge, LPL Financial, Occidental Asset Management, and Wealth Enhancement Advisory Services. Davis is a founder and current board member of BryteBridge, a nonprofit focused on compliance and accounting. Destiny Wealth Partners is a team-based advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management services. The firm employs discretionary and non-discretionary strategies utilizing a range of investment vehicles and integrates technology and process controls into client reporting and oversight, with a broad scope of affiliated services and investment options.

Carol Mulcahy is a financial advisor with Destiny Wealth Partners, LLC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. She has worked at several firms, including Ruggie Wealth Management and The Investment Counsel Company. Outside of advisory, she has been an independent insurance agent since 2003. Destiny Wealth Partners serves individuals, high-net-worth families, employer-sponsored retirement plans, and family-office clients with wealth management, financial planning, and portfolio management services. The firm employs a diverse investment approach combining model asset allocation with various securities and offers discretionary and non-discretionary management along with retirement plan consulting and trust administration access.

Louis Shinaman is a financial advisor at Destiny Wealth Partners, LLC with 29 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Ruggie Wealth Management and CWM, LLC. Outside of his advisory work, Shinaman serves on the board of UCP of Central Florida and is a member of the advisory council for Compcoin, a blockchain-based public currency trading platform. Destiny Wealth Partners is a team-based advisory firm that provides wealth management, financial planning, and portfolio management services to individuals, trusts, business entities, and retirement plans. The firm offers tailored discretionary and non-discretionary portfolio management supported by an investment policy committee and employs a broad range of investment instruments alongside technology platforms for client reporting and account oversight.

John Newell is a Series 65-licensed financial advisor with ten years of industry experience. He is currently with Talon LLC and previously worked at Talon Private Wealth, LLC and Brookstone Wealth Advisors, LLC. Talon LLC serves individual and high-net-worth clients, offering financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm employs a tactical asset allocation and technical analysis approach, managing over $1 billion in client assets across a multi-office platform.

Clement Brandenburg Jr. is a financial advisor at Royal Fund Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including Belpointe Asset Management and Tuttle Wealth Management. He also owns an accounting and insurance business, Clement Brandenburg Jr. CPA, PA, which he has operated since 1985. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a range of analytical methods to develop tailored investment strategies and offers specialized services such as access to select non-traded REITs and an options-writing overlay.

Joseph Faulk is a financial advisor with Royal Fund Management, LLC, holding a Series 65 license and 18 years of industry experience. He has been with Royal Fund Management since 2014 and has also served as president of First Cardinal Financial Services, an insurance business, since 2008. Additionally, he is a silent partner in a tobacco product business. Royal Fund Management provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and charitable organizations. The firm employs a range of investment strategies tailored to client risk tolerances and offers specialized services including options writing and access to select non-traded REITs.

William Foley Jr. is a Series 65 licensed financial advisor with Royal Fund Management, LLC, bringing 10 years of industry experience. He has worked at Royal Fund Management since 2015 and previously at Integrated Trust Systems from 2017 to 2022. Outside of his advisory role, he assists consumers as an independent insurance agent and licensed public adjuster, focusing on the insurance property claims settlement process. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm develops customized Investment Policy Statements and employs a range of strategies, including long-term investing and options writing, with regular portfolio monitoring aligned to risk tolerances.

Eric Reinhold is a CFP® professional with 28 years of industry experience. He currently works at Eversource Wealth Advisors, LLC and previously spent 10 years at Ameriprise Financial Services, Inc. Reinhold serves on the Board of Directors for Character 4 Kids, Inc. and is also an author of fiction and non-fiction books. Eversource Wealth Advisors serves individual and institutional clients, including families, estates, charitable foundations, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and sub-advisory services, utilizing multiple investment programs and a values-based planning approach.