Frank Giguere is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes roles at Intrepid, Sagepoint Financial, Sunamerica Securities, and Jackson Hewitt. Outside of advisory work, he is also an insurance agent and operates a travel agency business. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations by offering financial planning, investment management, and consulting through a network of investment adviser representatives. The firm utilizes a turnkey asset management platform and combines fundamental, technical, and charting analysis in its investment process.

Leslie Garrett is a financial advisor at Level Four Advisory Services with 31 years of industry experience. He holds a Series 63 designation and has been with Level Four Advisory Services since 2021, also operating Garrett Wealth Management LLC since 2007. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services using model portfolios and both affiliated and third-party managers.

Renato Rizzatti is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and BTG Pactual US Capital LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, using customized allocations alongside firm-modeled multi-asset portfolios. The firm’s approach incorporates third-party macroeconomic research and allows for client-imposed investment restrictions across a broad range of asset classes.

William Tatro is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. He has worked at Foundations Investment Advisors LLC and Myfedretirementwerks Insurance Services, LLC since 2021, and is president of Bass Financial Advisors, where he provides advisory services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Waldemar Marques Ortiz is a financial advisor at Global View Capital Management LLC with 16 years of industry experience. He holds a Series 65 credential and has worked with firms including Mutual of Omaha Investor Services and MML Investors Services. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach uses technical and quantitative analysis applied to ETFs and mutual funds, supported by proprietary research from AdvisorGuide, LLC.

Michael Rama is a financial advisor with A.G.P. / Alliance Global Partners in Celebration, FL, holding Series 63 and Series 66 credentials and 16 years of industry experience. His background includes positions at Ameriprise Financial Services and Merrill. Outside of advising, he has interests in raw land ownership in Panama. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, and emphasizes international investing combined with model and separately managed accounts.

Jennifer Anderson is a financial advisor at Bay Colony Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has held prior roles at firms including CETERA Financial Specialists LLC, Securities America, and LPL Financial. Anderson serves as a board member for Ashburnham Community Church in Massachusetts. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by offering comprehensive financial planning and portfolio management. The firm combines fundamental analysis with model portfolios and third-party sub-advisers, while also providing family office and concierge services alongside institutional retirement fiduciary offerings.

Hector Bones Rivera is a financial advisor with Foundations Investment Advisors LLC in Orlando, FL. He holds a Series 65 designation and has recent experience spanning several financial services and corporate roles, including positions at Universal Wealth LLC, L3Harris Technologies, Cushman & Wakefield, and World Financial Group. Foundations Investment Advisors, LLC serves a diverse client base including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a large network of affiliated offices, utilizing fundamental, technical, and cyclical analysis combined with model portfolios and asymmetric rebalancing strategies.

Christopher Ishack is a financial advisor with Savvy in Kissimmee, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Bank of America and Merrill, serving clients for over a decade before joining Savvy in 2026. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools to customize investment plans according to client objectives.

John Ripley is a Series 65-licensed financial advisor with five years of industry experience, currently with Impact Partnership Wealth, LLC. He previously worked at Tucker Asset Management LLC and Tucker Advisors. Outside of his advisory role, he owns Ripley Holdings, LLC, which operates Smarter Retirement Solutions, and is a franchisee of Cruise Planners Ripley Travel. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary portfolio management and consulting services.

Carmen Hodnett is a financial advisor at Meridian Wealth Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Southport Capital, Burnette Insurance, and Principal Financial Services. Outside of her advisory role, she is involved with Meridian Insurance LLC, where she consults and sells life insurance and annuity products. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services with an investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Kenneth Metviner is a financial advisor at SeaCrest Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest since 2012. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that integrates fundamental and technical analysis and uses artificial-intelligence tools alongside human review.

Kelly Connelly is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2018 and was previously with Ameriprise Financial Services from 2015 to 2018. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm emphasizes tailored advice supported by independent research and a team approach, offering a range of portfolio management options and educational seminars.

Stephen Caruso is a financial advisor at Brookwood Investment Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Belpointe Asset Management and Belpointe Insurance. He is also involved with Brookwood Insurance Group, a related insurance agency. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a variety of strategies and maintains multiple affiliated businesses and partner offices.

Maggie Yi is a financial advisor at Guardian Life with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including JPMorgan Chase and Park Avenue Securities. Yi is based in Davenport, FL. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, businesses, and charitable organizations. The firm provides a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Bryan Hernandez is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Hernandez also holds active life and variable annuity insurance licenses. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management where appropriate.

David Rodriguez Lozada is a financial advisor at Fifth Third Securities, Inc. based in Kissimmee, FL, holding Series 65 and Series 63 credentials with one year of industry experience. His work history includes roles at Fifth Third Securities and Fifth Third Bank, as well as positions in retail and corporate environments including Armani Exchange and Disney. He has also been involved with the UCF College of Business since 2015. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage channels. The firm offers multiple investment programs on the Passageway platform, leveraging third-party portfolio managers and a range of strategies from mutual funds and ETFs to separate managed accounts and direct indexing.

Brent Arnold is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Kestra Advisory and has prior experience with LPL Financial and Templar Financial Services. Outside of his advisory work, Arnold is involved in family farming operations and holds leadership roles in nonprofit organizations, including serving as Vice President of the Colusa Masonic Lodge and Chief Rabban of the Nile Shriners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors and large investors such as sovereign wealth funds. The firm offers various services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions within a supervisory framework.

Miguel Rivas Rosado is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several related entities including Bankers Life Securities, Inc. and KFA/Humana. In addition to his advisory role, he serves as an insurance agent for Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios across various securities in line with clients’ goals and risk tolerances.

Martin Plant is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Kissimmee, FL. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has been with Fifth Third Securities since 2010 and with the broader Fifth Third organization since 2009. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers various managed account programs and investment strategies via the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.