Steven Laska is a financial advisor at Trillium Wealth LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Carson Wealth and Hodges Capital Management. He is also the owner of Cor Leonis Consulting, a non-investment consulting business. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm employs a diverse investment approach that includes quantitative, fundamental, technical, and economic analysis, using both long- and short-term strategies and independent managers.

Bradley Ledford is a Series 66 licensed advisor at Fortress Wealth Group with nine years of industry experience. He previously worked at Ameriprise Financial Services before joining Fortress Wealth Group in 2020. Outside of his advisory role, he manages a farm and property focused on future development in Winter Springs, FL. Fortress Wealth Group advises individuals, high-net-worth clients, corporations, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services with a focus on customized, primarily long-term portfolios.

Henry Hostetter is a PFS™ credentialed advisor at 55 North Private Wealth with one year of industry experience. His prior work includes eleven years at CLA and a three-year retirement period before joining his current firm. 55 North Private Wealth is a fee-only, independent wealth management firm serving individuals and high-net-worth clients with comprehensive wealth planning and investment management. The firm employs a quantitative process to tailor portfolios to clients' financial structures, combining passive and active strategies across various securities.

Derrick Hobbs is a financial advisor at Neil Jesani Wealth Management in Orlando, FL, holding a Series 66 license and with 16 years of industry experience. His prior roles include positions at Advanced Wealth Management, Prostatis Group LLC, Fidelity Investments, and TIAA-CREF. He is also involved in insurance sales through Advanced Wealth Management. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, which incorporates fundamental, technical, and cyclical analysis to manage risk and capture opportunities.

Christopher Bordner is a financial advisor with Synergy Investment Management LLC in Altamonte Springs, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at LPL Financial and Cetera Advisors LLC. He is also a managing partner and agent at Synergy Insurance Partners, LLC, where he works with fixed insurance, disability, and long-term care products. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets for more than 1,000 clients across six offices and employs a long-term, Modern Portfolio Theory-based investment approach using diversified portfolios of mutual funds, ETFs, and other instruments.

Jackson Galley is a financial advisor at GFG Solutions in Orlando, FL, holding a Series 65 designation. He has recently transitioned into financial advising with no prior industry experience and a background that includes real estate and hospitality roles. Galley currently works as a Premier Sothebys International Realtor. GFG Solutions serves individuals, high-net-worth households, and business owners with discretionary and non-discretionary asset management and integrated financial planning. The firm uses a combination of fundamental, technical, and tactical analysis to build customized portfolios and operates a wrap-fee program offering performance-based fees for qualified accredited clients.

Nick Roley is a financial advisor with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has five years of industry experience and has worked previously at Whitechurch Securities LTD and Beacon Global Advisor Network. Roley also serves as Private Wealth Director at Titan Wealth International. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm specializes in assisting with UK pension transfers and offers portfolio management, financial planning, and retirement consulting.

Rene Persaud is a financial advisor with Synergy Investment Management LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Synergy since 2024 and previously at LPL Financial, United Planners Financial Services, and SPC and Associates, where he is also involved in recruiting and headhunting. Synergy Investment Management provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million for about 2,469 clients, using a long-term, strategic approach grounded in Modern Portfolio Theory and employing proprietary quantitative models and a held-away account platform.

Rebecca Robey is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. She is currently with Stonebridge Financial Planning Group, LLC, where she has worked in multiple periods since 2015. Prior to her current role, she was affiliated with Commonwealth Financial Network and Triad Advisors. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs both long-term and shorter-term investment strategies and offers services including comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis.

Catherine Hyder is a CFP® professional with 16 years of industry experience currently serving at Stonebridge Financial Planning Group, LLC. Her prior experience includes roles at Commonwealth Financial Network, Triad Advisors, and Triloma. Outside of her advisory duties, she has been involved in coaching water polo since 2006 and works with Orange County Public Schools. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs both long-term and shorter-term investment strategies across a diverse range of instruments and offers specialized services such as retirement-plan consulting and divorce financial analysis.

Kathryn Hite is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with AllGen Financial Services, Inc. since 2009. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily individual and high-net-worth households. The firm uses a core-satellite asset-allocation framework guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Philippus Van Staden is a financial advisor at Green Vista Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has been involved in various business ventures including real estate development and insurance, such as serving as an agent for Fixed Insurance and managing several development funds and LLCs. Van Staden is also involved in consulting through True North Resources, LLC. Green Vista Asset Management serves individual and institutional clients, including high net worth individuals, trusts, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection. The firm’s investment approach combines third-party macroeconomic research with in-house due diligence across a broad range of instruments and strategies, with ongoing oversight of third-party managers to align with client objectives.

Axel Otero is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, with 12 years of industry experience. He holds a Series 65 designation and has worked at firms including Allen Financial Advisors, First Bank Puerto Rico, and Popular, Inc. Outside of his advisory work, Otero is a partner in a restaurant business, Brew A Coffee, LLC, where he handles accounting oversight and payroll. AllGen Financial Advisors serves individuals, families, and other entities with portfolio management, financial planning, and business consulting. The firm manages about $475 million for over 1,000 clients through a team-oriented approach that utilizes a mix of ETF-based core allocations, active management techniques, and an algorithm-driven cryptocurrency strategy.

Ronald Tamayo is a CFP® professional with 26 years of industry experience. He has been with Moisand Fitzgerald Tamayo, LLC since 1998. Outside of financial advising, he is a partial owner of two motorsports-related businesses that organize and participate in performance driving events. Moisand Fitzgerald Tamayo is a fee-only, independent investment advisory firm serving individuals, families, trusts, estates, and retirement plan sponsors. The firm emphasizes evidence-based, long-term investing with a focus on low-cost mutual funds, ETFs, and investment-grade fixed income, and offers integrated tax and business consulting services.

Chad Safier is a financial advisor at Oxford Wealth Group, LLC in Orlando, FL, with nine years of industry experience and a Series 66 designation. He previously worked at LPL Financial LLC, Bank of America, Merrill, and Edward Jones. Oxford Wealth Group provides investment advisory and financial planning services to individuals, retirement plans, corporations, trusts, and estates. The firm uses a goals-based approach with model portfolios overseen by financial professionals and implemented by third-party sub-advisers, serving as a fiduciary for applicable retirement accounts.

Daniel Trindade is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has held roles at several firms, including Titan Wealth International, where he serves as Private Wealth Director, and Beacon Global Advisor Network, LLC. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, financial planning, and retirement-plan consulting.

Andrew Hicks is a financial advisor at Occidental Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Occidental, he worked at New York Life Insurance Company and NYLIFE Securities LLC, and he has a background that includes roles in legal services and academia. Occidental Asset Management serves high-net-worth individuals and institutional clients with wealth management, financial planning, and portfolio management. The firm employs a range of analytical methods and technologies to tailor investment strategies according to client objectives and risk tolerance.

Andrew Philpott is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation. He joined the firm in 2024 and has prior experience working at Publix and in educational roles at the University of Central Florida and Valencia College. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily individual and high-net-worth households. The firm employs a core-satellite asset allocation approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Sharon Hooper is a financial advisor at Summit Wealth Partners, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Summit Wealth Partners since 2020, following six years at ARGI Investment Services. She is also involved with Summit Asset Protection Group, an affiliated firm that provides insurance products. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach using pooled vehicles, strategic asset allocation, and periodic rebalancing based on academic models.

Aaron Bert is a CFP® professional with 17 years of industry experience, currently serving at Certified Advisory Corp. He has held roles at multiple financial firms, including Maitland Securities, Transam Securities, and Certified Financial Group, where he also serves as President. Bert is President of Certified Insurance Corp in addition to his advisory duties. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment approach and emphasizes plan-level consulting, participant education, and systematic reporting, using both traditional custodians and digital advisory platforms.