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.

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.

Aaron Vickery is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Titan Wealth International, Hoxton Capital Management LLC USA, Northstar, Ormiga Capital Ltd, Acuma deVere Independiente S.A. de C.V., and Skybound Wealth Management. Vickery serves as a Private Wealth Director with Titan Wealth International, a division of Blacktower Financial Management. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, 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 focuses on pension transfer work involving Self-Invested Personal Pensions (SIPPs) and Qualifying Recognised Overseas Pension Schemes (QROPS), alongside ongoing portfolio management and standalone financial planning.

Steven Laska is a financial advisor with Trillium Wealth LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes roles at firms such as Carson Wealth, Hodges Capital Management, and Carson Group Holdings. Since 2018, he has also been the owner of Cor Leonis Consulting, a non-investment-related 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 multiple investment strategies and integrates private fund commitments while managing over $544 million in discretionary assets across approximately 625 clients.

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 Series 65, Series 63, and Series 66 licenses. Prior to joining Destiny Wealth Partners, he worked at BryteBridge, LPL Financial, Occidental Asset Management, and Wealth Enhancement Advisory Services. Outside of advisory work, Davis is a board member and shareholder of BryteBridge, a nonprofit compliance and accounting firm he founded and later sold. Destiny Wealth Partners is a team-based, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, business entities, and employer-sponsored retirement plans. The firm offers wealth management, financial planning, portfolio management, and fiduciary services, employing discretionary and non-discretionary strategies with a broad product scope and an investment policy committee guiding portfolio decisions.

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 with a Series 65 credential and one year of industry experience. Prior to joining GFG Solutions, he worked as a realtor with Premier Sothebys International and has experience in hospitality and retail. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm uses a combination of fundamental, technical, and tactical analysis to create customized portfolios, emphasizing risk management and insurance strategy as key components of its planning approach.

Carol Mulcahy is a financial advisor with Destiny Wealth Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Ruggie Wealth Management, Carson Wealth, The Investment Counsel Company, Barclays Capital, and others. She is also an independent insurance agent, a role she has held since 2003. Destiny Wealth Partners is an SEC-registered, team-based advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management. The firm employs a range of investment strategies under the guidance of an investment policy committee and integrates technology and process controls into client reporting and oversight.

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.

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.