Gurpreet Khalsa is a financial advisor with Mariner Independent in Orlando, FL, holding a Series 66 designation and 19 years of industry experience. Prior to joining Mariner, Khalsa worked at Morgan Stanley in various capacities from 2009 to 2020. He is a board member of the Central Florida Foundation and serves on the City of Orlando's City Venues Oversight Committee. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and integrated retirement plan services supported by institutional resources and affiliated entities.

Bryan Repple is a financial advisor with G. A. Repple & Company in Casselberry, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with G. A. Repple & Company since 1998. Outside of his advisory role, he is involved in insurance sales through his own firm, Bryan Repple LLC, and operates a financial planning business, Repple Wealth Group. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and offers various account options, including a Biblically-Responsible Investing model.

Michael Marini is a financial advisor with Kovack Advisors, Inc. in Altamonte Springs, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Kovack Advisors since 2012 and with Kovack Securities since 2003, also operating his own advisory practice since 1997. Outside of advisory work, he coaches golf for children aged 7 to 9 and is involved in ventures related to golf marketing and personalized golf club labels. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, employing both proprietary and third-party investment models supported by an Envestnet workflow.

William Brooks is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Before joining Virtue Capital Management in 2019, he worked at Secure Investment Management, Horter Investment Management, and Xexis, Inc. He is also involved in tax preparation advisory through Axe The Tax Services, LLC, and serves as an educator with the Association of Financial Consultants, a nonprofit hosting educational events. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers by providing customized portfolio management, financial planning, and consulting services. The firm employs tactical, strategic, and dynamic investment approaches through a multi-team model, offering ongoing monitoring, client education, and access to a range of investment programs and services.

Lawrence Nordmann is a financial advisor at Capitol Securities Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Cantella & Co., Inc. and Raymond James Financial Services. In addition to his advisory role, he serves as President and a member of the Stewardship Committee for Waterstone Church, Inc. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through various programs including separately managed accounts and third-party money managers.

Riley Nelsen is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with SageSpring Wealth Partners and has prior work history at Raymond James Financial Services, Inc., Southwestern Investment Group, Money Management Concepts, and experience at Samford University. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, providing discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with an institutional client mix and offers a range of strategies including individual securities, alternatives, and third-party manager programs.

Kyle Jackson is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining SageSpring, he held roles in education at Christ Church Episcopal School, The First Academy, and Franklin Road Academy. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets, serving individual and institutional clients including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach and leveraging relationships with third-party managers and technology platforms.

Grant Kennedy is a CFP® and holds a Series 65 license, currently with Certified Advisory Corp. He has one year of industry experience, having worked at Certified Financial Group and Franklin Templeton, among other roles. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and state and municipal government clients. The firm uses a tailored investment approach incorporating fundamental and technical analysis, Modern Portfolio Theory, and automated platforms to align strategies with client goals and risk tolerance.

Thomas Blake is a CFP® with 28 years of industry experience. He is currently affiliated with Gradient Advisors, LLC since 2024, and previously worked at AE Wealth Management and Ameriprise Financial Services. He also owns Thomas Blake CPA, LLC, a CPA firm he has operated since 1997. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

David Brunswick Jr. is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and bringing 32 years of industry experience. He has been with G. A. Repple & Company since 2013 and also provides financial planning and insurance services through Kingdom Financial Services. G. A. Repple & Company offers investment advisory and financial planning services to a diverse client base including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and provides both discretionary and non-discretionary management, with options such as Biblically-Responsible Investing and ETF-focused strategies.

Jeffrey Beebe is a CFP® professional with 11 years of industry experience. He has worked at G.A. Repple & Company since 2015 and also founded Golden Rule Wealth Advisory, where he provides income tax preparation and financial counseling services. Outside of his advisory work, he serves as a Benevolence Coach focusing on budget and debt coaching at Westside Community Church. G.A. Repple & Company offers investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and provides multiple investment programs, including Biblically-Responsible Investing models.

Stephen Santoro is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Summit Wealth Partners, LLC and self-employment through Stephen V. Santoro MBA, LLC. Outside of advisory work, he is the founder of Seed for Me, an internet platform focused on raising awareness and support through volunteer efforts. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to build portfolios aligned with client goals and risk tolerances and offers both discretionary and non-discretionary portfolio management alongside multiple model strategies.

Fredric Lowe is a financial advisor with StoneX Advisors Inc. in Winter Garden, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes over 17 years at Quest Capital Strategies, Inc. and roles at StoneX Securities Inc. and StoneX Advisors Inc. He is president and sole owner of Smart Money Strategies & Planning, Inc., a business involving insurance, annuities sales, and Social Security benefits analysis. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management and consulting services. The firm employs a variety of investment strategies through independent advisors, in-house groups, and third-party managers, supported by integrated platforms and affiliated entities offering clearing, custody, and lending services.

Jason Thornton is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds a Series 65 credential and previously worked at Encompass More Asset Management LLC. Thornton is also CEO and co-founder of PL Marketing LLC, an insurance brokerage focused on Life Insurance and Annuities. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and utilizes a range of asset-allocation strategies and third-party platforms.

Joseph Gallagher is a financial advisor at Fortis Capital Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors, Inc., Kovack Securities, Inc., and Securian Financial Services, Inc. Gallagher is also the founder and president of Ali's Hope Foundation, a nonprofit focused on raising awareness and grants for young adults newly diagnosed with illness. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, retirement consulting, and educational workshops, using a combination of active, passive, tactical, and ESG-aware strategies, along with third-party sub-advisors.

Shannon Hill is a financial advisor with Truist Advisory Services holding a Series 66 credential and three years of industry experience. Her career includes roles at Truist Advisory Services, Truist Investment Services, Fairwinds Credit Union, and CUSO Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and a manager-selection program through discretionary and non-discretionary approaches.

Francesco Amato is a financial advisor at Schwab Wealth Advisory with CFP® and CFA® designations and two years of industry experience. He has previously worked at First National Bank of Mount Dora, South Lake Wealth Management, and Legacy Trust Family Wealth Office, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm emphasizes client authorization for trades and typically recommends separately managed accounts managed by third-party or affiliated money managers.

Rebecca Kauffman is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Commonwealth Financial Network and previously spent 16 years at Lincoln Financial Advisors Corp. Outside of her advisory role, she is involved in private business ventures, including ownership interests in Sapphire Wealth Partners, LLC and co-ownership of Farb and Schilling, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages over $212 billion in client assets. The firm offers a broad platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Michael Grinnon is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Michael has been with Eagle Strategies since 2010 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2007. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ion Angi Filip is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses, and has two years of industry experience. Prior to joining Schwab Wealth Advisory, he held roles at Charles Schwab & Co., Inc. and DoorDash Inc., among other companies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients. The firm’s investment approach is guided by Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations based on client goals and risk tolerance without exercising discretionary trading authority.