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.

Ashley Henderson is a financial advisor at Jackson Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Jackson Wealth Management since 2020. Prior to her advisory roles, she gained experience in the hospitality industry at Olea Grill and AMC Theaters. Jackson Wealth Management serves a diverse client base that includes high-net-worth individuals, plan sponsors, trusts, and retirement accounts, managing approximately $1.07 billion for around 900 clients. The firm utilizes an active trend-following and tactical asset allocation investment approach, blending actively and passively managed funds with equities and employing discretionary portfolio management strategies.

Caroline Johnson is a financial advisor at Jackson Wealth Management, LLC in Lake Mary, FL. She holds a Series 65 designation and has been with Jackson Wealth Management since 2022. Prior to her advisory role, she worked in retail and hospitality positions and was a full-time student from 2018 to 2022. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm employs an active trend-following and tactical asset allocation approach, utilizing a range of mutual funds, ETFs, and equities, with portfolios monitored and rebalanced regularly.

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.

Brian Davis is a financial advisor at Destiny Wealth Partners, LLC with 20 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations and has previously worked at BryteBridge, LPL Financial, Occidental Asset Management, and Wealth Enhancement Advisory Services. Davis is a founder and current board member of BryteBridge, a nonprofit focused on compliance and accounting. Destiny Wealth Partners is a team-based advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management services. The firm employs discretionary and non-discretionary strategies utilizing a range of investment vehicles and integrates technology and process controls into client reporting and oversight, with a broad scope of affiliated services and investment options.

Charlot Alexandre is a financial advisor at Blue Jasper Capital LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including positions at JPMorgan Chase Bank, ADP WorkMarket, and Kingdom Energy Solutions. Alexandre is also involved with Kingdom Energy Solutions LLC, reflecting a background that spans financial services and energy sectors. Blue Jasper Capital LLC is a registered investment adviser with a five-person team managing approximately $23.6 million for a range of clients including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and financial planning, constructing customized portfolios primarily using low-cost mutual funds and ETFs, supplemented by stocks, bonds, and cash positions as appropriate.

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.

Carol Mulcahy is a financial advisor with Destiny Wealth Partners, LLC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. She has worked at several firms, including Ruggie Wealth Management and The Investment Counsel Company. Outside of advisory, she has been an independent insurance agent since 2003. Destiny Wealth Partners serves individuals, high-net-worth families, employer-sponsored retirement plans, and family-office clients with wealth management, financial planning, and portfolio management services. The firm employs a diverse investment approach combining model asset allocation with various securities and offers discretionary and non-discretionary management along with retirement plan consulting and trust administration access.

Marisa Bradbury is a CFP® and CFA® with 16 years of industry experience. She has been with Sigma Investment Counselors since 1997. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management for individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm emphasizes client-specific financial models and diversified portfolios using a mix of ETFs, individual equities, and fixed-income holdings, supported by both quantitative and qualitative research.

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.

Jake Dechick is a financial advisor at D.H. Hill Advisors, Inc. He holds a Series 65 designation and has been working in the industry since 2019. Prior to joining D.H. Hill Advisors in 2026, he worked at Courtland Walker Financial Group. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm offers financial planning, investment management, retirement-plan consulting, and access to alternative investments, employing strategies such as tactical asset allocation and tax-aware techniques.

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.

William Freeman is a financial advisor at QTR Family Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, Bank of America, and Metric Financial. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets across about 171 client relationships and employs a manager-of-managers approach with both discretionary and non-discretionary programs.

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.