Cherry Laska is a CFP® and holds a Series 66 license with eight years of industry experience. She currently works at Trillium Wealth LLC and has previously been affiliated with firms including Morgan Stanley and Carson Wealth Management. Outside of her advisory role, Cherry is also a fiction author and owns a writing 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 range of investment strategies supported by quantitative, fundamental, technical, and economic analysis, and manages over $544 million in discretionary assets.

Robert Barfield is a Series 65-licensed advisor with Blacktower Financial Management (US) LLC. He has experience working with Titan Wealth International since 2015 and was previously with Beacon Global Advisor Network, LLC. In addition to his advisory role, he serves as a Chartered Wealth Planner with Titan Wealth, a division of Blacktower Financial Management. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client portfolios largely on a non-discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, and individual securities.

Iain Mc Kay is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 credential and five years of industry experience. He previously worked at Abbey Wealth from 2009 to 2020 and is also the owner of Baycrest Wealth, a financial advisory business based in Malaga, Spain. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States and U.S.-connected individuals, with a focus on UK pension transfers and ongoing portfolio management. The firm manages client assets mainly on a non-discretionary basis, utilizing a range of investment vehicles and custodians.

Grady Windham is a Series 65-credentialed advisor at Financial Harvest Wealth Advisors with one year of industry experience. His prior work includes roles at The Bank of New York Mellon, the Naval Air Warfare Center Training Systems Division, and four years with 4 Rivers Smokehouse, LLC. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels, managing approximately $557 million in client assets. The firm offers comprehensive wealth management through a multi-step consultative process, emphasizing strategic asset allocation and disciplined investment implementation.

David Schlitt is a financial advisor at Synergy Investment Management LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Synergy in 2024, he worked at LPL Financial and Merit Financial Advisors. Outside of his advisory roles, he is involved with Schlitt Happens, LLC, a business entity for tax and investment purposes. Synergy Investment Management is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages diversified portfolios using a Modern Portfolio Theory–based approach and employs proprietary quantitative tools, overseeing assets for over 1,000 clients across six offices.

Nathan Wennington is a Series 65-licensed advisor at Blacktower Financial Management (US) LLC with two years of industry experience. His prior roles include positions at Beacon Global Advisory Network, AHR (formerly Harrison Rowe), and Guardian Wealth. He also serves as an advisor for Titan Wealth International. Blacktower Financial Management (US) LLC specializes in financial planning, retirement-plan consulting, and investment advisory services primarily for UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm focuses notably on UK pension transfers and manages client portfolios mainly on a non-discretionary basis using a range of investment vehicles.

David Marks is a financial advisor with Blacktower Financial Management (US) LLC. He holds a Series 65 designation and has two years of industry experience. Marks has been with Blacktower Financial Management in its U.S. and international divisions since 2015. 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 manages client portfolios on a largely non-discretionary basis using a range of mutual funds, ETFs, equities, and fixed income investments.

Thomas Quinn is a financial advisor at Blacktower Financial Management (US) LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at David James Wealth, T&T International, Plan First Wealth, LLC, and deVere USA. Outside of his advisory role, he is CEO and owner of Arche Group Inc., overseeing accounting, tax, and distribution responsibilities, and serves as an introducer for UK-based investment advisory firm Holborn Assets Ltd, referring clients who have relocated back to the UK. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates living in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios mainly on a non-discretionary basis, using a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Daniel Quartararo is a financial advisor at Cogent Private Wealth with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Zenith Advisory Group, and Raymond James. He is also a licensed insurance agent. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans with discretionary investment management and comprehensive financial planning. The firm focuses on custom, long-term allocation strategies using institutional mutual funds, ETFs, and individual equities, incorporating fundamental and cyclical analysis.

Ashley Vann is a financial advisor at Cogent Private Wealth in Orlando, FL, holding Series 65 and Series 66 licenses with one year of industry experience. She has been involved with the Victory Cup Initiative since 2014 and previously operated Vann Strategies from 2014 to 2019. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm provides discretionary investment management and comprehensive financial planning, focusing on custom, long-term allocation strategies using institutional mutual funds, ETFs, and individual equities for tax efficiency.

John Hampton is a financial advisor at B.B. Graham & Company, Inc. in Orlando, FL, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 15 years at L.M. Kohn & Company. Outside of advising, he is also an insurance agent. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with regular account monitoring and reviews.

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.

David Neville is an advisor with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has professional experience dating back to 2018, including roles at Skybound Wealth Management and Titan Wealth Management. Outside of financial advising, he worked part-time at X-MET Fabrication. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, 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 UK pension transfers and offers portfolio management mainly on a non-discretionary basis using a range of investment vehicles and third-party managers.

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.