Ana Fernandez is a CFP® professional with 22 years of industry experience, currently serving at AllGen Financial Advisors, Inc. in Orlando, FL. She has been with AllGen since 2010 and previously worked in residential property management and income tax preparation services for 14 years. AllGen Financial Advisors provides portfolio management, financial planning, business and corporate consulting to individuals, families, and other entities. The firm manages approximately $475 million for over 1,000 clients using a discretionary investment approach that incorporates ETF-based core allocations, individual securities, and quantitative analysis, alongside an AI-driven cryptocurrency strategy and a youth financial-education program.

Jacobo Leon Giraldez is a financial advisor at Global Assets Advisory, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including International Assets Investment Management, LLC and Oripoto Capital, LLC. Outside of his advisory roles, he has experience in esports and education through positions at Pro 42 eSports and LT Academy. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and consulting.

George Jackson is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is the managing member of Jackson Wealth Management, LLC and has held roles at several firms, including McDonough Capital Management, Inc. and Osaic Wealth, Inc. Outside of advising, Jackson is president of 755 Aviation LLC, an aviation company. Jackson Wealth Management, LLC serves a diverse client base, including high-net-worth individuals, plan sponsors, and trusts, managing approximately $1.07 billion for around 900 clients. The firm employs an active trend-following and tactical asset allocation approach, using a combination of actively and passively managed funds, ETFs, and equities, with ongoing portfolio monitoring and discretionary management.

Trent Rogy is a financial advisor with Oxford Wealth Group, LLC in Orlando, FL, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Ignite Financial Planning, Arthur J. Gallagher, and Pearl Insurance. Oxford Wealth Group provides investment advisory, portfolio management, and financial planning services to individuals, retirement plans, corporations, trusts, and estates. The firm employs a goals-based investment approach using model portfolios managed by financial professionals and implemented through third-party sub-advisers.

Richard Sampson is a CFP® certificant with Series 63 and Series 65 licenses, currently serving at The LifeWealth Group. He has one year of industry experience and prior work history including roles at LifeWealth Investment, LLC, Madison Avenue Securities, Amplified Planning, and CanitizeUSA. His background also includes entrepreneurial experience with Affordable Pressure Washing Services, LLC and PTR Baler & Compactor. The LifeWealth Group is a team advisory firm serving individuals, businesses, and retirement plans, managing discretionary assets for over 460 clients. The firm employs tailored, discretionary investment strategies using proprietary and third-party models and offers a range of services including financial planning, estate design, and donor-advised fund advice.

Matthew Boyce is a CFP® professional with over 31 years of experience in the financial services industry. He has been with American Financial Advisors, Inc. since 1995 and has maintained a concurrent insurance sales activity since 2005, assisting with term and whole life insurance questions. American Financial Advisors is a team-based registered investment adviser serving individual and high-net-worth clients, retirement accounts, and plan sponsors. The firm employs a passive, asset-class investment approach with primarily non-discretionary portfolio management and offers specialized participant education and group workshops for retirement plans.

Dyllan Mastrodicasa is a Series 65-credentialed financial advisor with 3 years of industry experience. He has been with 401k Generation since 2021. His prior work includes roles at the University of Central Florida, Florida Gulf Coast University, and Grey Oaks Country Club. 401k Generation provides retirement plan consulting and investment advisory services to plan sponsors and individual clients. The firm offers fiduciary support under ERISA Sections 3(16), 3(21), and 3(38), manages model portfolios through an in-house Investment Policy Committee, and handles plan administration tasks such as participant communications and transaction processing.

Marc Angle is a financial advisor with Haven Private in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fieldpoint Private. Outside of finance, he serves as a board member of the Orlando Police Foundation, a charitable organization supporting the local police department. Haven Private is a fee-based registered investment adviser serving individual and high-net-worth clients with private wealth management, discretionary portfolio management, and consulting. The firm utilizes a written Investment Policy Statement and diversified asset-allocation models, managing both traditional and alternative investments and acting as sub-advisor to a private pooled vehicle.

Dennis Hunt is a CFP®-certified financial advisor with nine years of industry experience. He has been with Moisand Fitzgerald Tamayo, LLC since 2020 and previously worked at Amarillo National Bank for ten years. Outside of finance, he has a long history with Top of Texas Taekwondo, where he was involved for 25 years. 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 low-cost funds and provides integrated tax and business consulting services alongside portfolio management.

Alexander Bras is a financial advisor with American Financial Advisors Inc in Winter Park, FL, holding a Series 65 designation and seven years of industry experience. He has been with American Financial Advisors since 2019 and is also involved with American Financial Support Services, providing administrative and support activities. American Financial Advisors is a team-based registered investment adviser serving individual and high-net-worth clients, retirement accounts, and plan sponsors. The firm focuses on non-discretionary asset management using passive, asset-class model portfolios with low-cost index funds and access to Dimensional Fund Advisors strategies not widely available to retail investors.

Brian Schaefer is a financial advisor at Oakwood Capital, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Rex Huffman & Associates and The Leaders Group, Inc. In addition to his advisory role, he is president and owner of The Brokers Network LLC, a brokerage general agency involved in recruiting, training, and servicing licensed insurance professionals. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and small business retirement plans. The firm predominantly manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, combining fundamental, technical, and cyclical analysis in their client services.

Dawn Little is a financial advisor with Stonebridge Financial Planning Group, LLC in Orlando, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Stonebridge, she worked at Commonwealth Financial Network and spent over two decades with Campus Crusade for Christ, International. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm combines long-term and shorter-term investment strategies across a broad range of instruments and offers specialized services including divorce financial analysis and retirement-plan consulting.

Gregory Knight is a financial advisor with Regal Advisory Services, Inc. in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Regal Securities since 2007. Outside of advising, he serves as an arbitrator for FINRA and is the owner of G. Scott Knight Systems, Inc., a Florida corporation with no reported revenue. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Isabel Ortiz is a CFP® professional with four years of industry experience, currently serving as an advisor at Synergy Investment Management LLC. She has prior experience with LPL Financial, Merit Financial Group, and Stonebridge Financial Planning Group. Ortiz also worked in the hospitality industry and in education before transitioning fully into financial advising. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs Modern Portfolio Theory and proprietary quantitative models, managing approximately $681.5 million for over 2,400 clients.

Thomas Casper is a financial advisor with SyntheticFi LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Stansberry Asset Management, Lyons Wealth Management, Pintar Investment Company, and Creative Planning. He is also the president and owner of Adaptive Solutions Consulting Inc, a consulting and recruiting firm. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as individual clients, corporations, and small businesses. The firm’s approach focuses on automated trading of exchange-traded European-style S&P 500 index options, utilizing proprietary software for client performance reporting and margin monitoring.

John Miller is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Global Assets Advisory, LLC and has prior experience at Morgan Stanley and International Assets Investment Management, LLC. Miller serves as a volunteer board trustee for the Atlantic Beach Police Pension. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, using a team-based approach and a variety of investment strategies including mutual funds, ETFs, individual equities, and fixed income.

David Weinberger is a financial advisor with Global Assets Advisory, LLC in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has held roles at Primus Financial Services, International Assets Advisory, and Tactical Investment Strategies, among others. Outside of advisory services, Weinberger owns and serves as president of Weinberger Consultants, Inc., a consulting firm focused on tax and organizational matters, and he is also the owner of Concierge Cruise & Travel. Global Assets Advisory, LLC serves individuals, high-net-worth clients, retirement plans, charities, and businesses, managing about $552 million. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services through a team of eight advisors and a network of independent representatives, utilizing a long-term investment approach with mutual funds, ETFs, equities, and fixed income.

Joseph Mack is a financial advisor with Oakwood Capital, Inc. in Maitland, Florida, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at The Leaders Group Inc, Rex Huffman & Associates, and Northwestern Mutual Life Insurance Company. He is also involved with The Brokers Network LLC, a life insurance and annuity wholesaler. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes non-discretionary portfolio management using third-party managers and model portfolios, along with fundamental, technical, and cyclical analysis.

Michael McGahan is a financial advisor with Jackson Wealth Management, LLC in Lake Mary, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Jackson Wealth Management since 2013 and has also worked at Cetera Wealth Services, CWM, LLC dba Carson Partners, and OSAIC. Jackson Wealth Management, LLC serves a diverse client base including high-net-worth individuals, plan sponsors, trusts, and retirement accounts, managing approximately $1.07 billion for around 900 clients. The firm uses an active trend-following investment approach combined with tactical asset allocation, employing both discretionary portfolio management and various trading strategies tailored to client objectives.

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.