Joshua Strange is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Good Life Advisors, LLC since 2018 and previously held roles at LPL Financial and SunTrust Advisory Services. Good Life Advisors provides investment advisory, financial planning, retirement plan consulting, and related services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach with multiple methods of analysis and continuous account supervision to tailor advice and align asset allocation with clients’ objectives and risk tolerances.

John Ripley is a Series 65-licensed financial advisor with five years of industry experience, currently with Impact Partnership Wealth, LLC. He previously worked at Tucker Asset Management LLC and Tucker Advisors. Outside of his advisory role, he owns Ripley Holdings, LLC, which operates Smarter Retirement Solutions, and is a franchisee of Cruise Planners Ripley Travel. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary portfolio management and consulting services.

Carmen Hodnett is a financial advisor at Meridian Wealth Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Southport Capital, Burnette Insurance, and Principal Financial Services. Outside of her advisory role, she is involved with Meridian Insurance LLC, where she consults and sells life insurance and annuity products. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services with an investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Kenneth Metviner is a financial advisor at SeaCrest Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest Wealth Management since 2012. SeaCrest Wealth Management is a multi-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive wealth management and specialized services such as divorce financial mediation, employing a primarily long-term investment approach using fundamental and technical analysis across a range of asset types.

Pierce Giancaterino is a financial advisor at Good Life Advisors, LLC, holding Series 63 and Series 65 credentials with two years of industry experience. His work history includes roles at LPL Financial, Ameriprise, and Brinker Capital Inc., as well as employment outside finance at Amazon and PricewaterhouseCoopers. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, comprehensive financial planning, retirement plan consulting, and access to multiple advisory platforms.

Anthony Acevedo is a financial advisor with Good Life Advisors, LLC in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America and Merrill. Acevedo also operates Acevedo Capital Group, a business entity for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis and offers a range of programmatic solutions, educational seminars, and ongoing planning subscriptions.

Kevin Forbush is a financial advisor at Larson Financial Group, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lion Street Financial, Cantella & Co., IHT Wealth Management LLC, and Lion Street Advisors. Outside of finance, he is the managing principal and sole owner of Forbush Legal, PLLC, a law practice he has operated since 1996. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing strategic and tactical approaches alongside AI-assisted tools, and offers a range of affiliated services including broker-dealer, commercial real estate, and private equity activities.

Julie Kemp is a CFP® professional with 22 years of experience in the financial services industry. She is affiliated with Good Life Advisors, LLC and has held roles at LPL Financial and Financial Planning Advisors. In addition to her advisory work, she is involved in tax preparation and accounting activities. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and offers a range of portfolio management options alongside educational seminars and subscription-based planning services.

Harrison Gunn is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining International Assets Investment Management, he worked at Lockheed Martin and the University of Central Florida. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management utilizing mutual funds, ETFs, individual equities, and fixed income, with strategies that may include options hedges, rebalancing, and third-party manager programs.

Justin Gerow is a financial advisor at International Assets Investment Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Primerica Advisors and LPL Financial. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisors. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may utilize third-party money managers and wrap programs.

Angel Curbelo Jr. is a financial advisor at Vanderbilt Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he operates Curbelo Wealth Management Group LLC, a business entity used for marketing and administrative purposes aligned with his work at Vanderbilt Financial Group. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process with a range of portfolio management options and integrates retirement-plan and benefits consulting alongside advisory services.

Bryant Carpenter is a CFP® with 14 years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners since 2025. His prior experience includes roles at Raymond James and Associates, Inc., and CNL Securities. SageSpring Wealth Partners serves a diverse client base ranging from non‑high-net-worth individuals to institutional and plan sponsor clients. The firm provides discretionary investment management, financial planning, and retirement consulting, utilizing tailored portfolios that incorporate various asset types and leveraging both fundamental and technical analysis.

Timothy Harper is a financial advisor at Zacks Investment Management, Inc. with 25 years of industry experience. He holds the Series 66 and Series 63 credentials. His prior work includes roles at LBMZ Securities, Inc. and Zacks Investment Management, where he has been since 2009. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management and offers a range of strategies, including all-cap core, dividend, and long/short approaches, along with retail wealth management and alternative investment options.

Edil Llanos II is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Gradient Securities, LLC and has previously worked at Fidelity Investments and SunTrust. Outside of his advisory role, Llanos owns Monopolize Financial Wealth, which sells insurance products. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals and institutional clients. The firm offers a range of advisory and broker-dealer services, including third-party manager referrals and ERISA plan consulting.

Kelly Connelly is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2018 and was previously with Ameriprise Financial Services from 2015 to 2018. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm emphasizes tailored advice supported by independent research and a team approach, offering a range of portfolio management options and educational seminars.

Lisa Samuels is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Securian Financial Services Inc., Evershore Financial Services Inc., and Minnesota Life. Outside of her advisory work, she is active in marine industry organizations in South Florida and serves as president of Riclin Holdings, Inc. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and may implement strategies via third-party managers or wrap programs.

Karim Poonawala is a CFP® professional with 38 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC since 2018. His prior experience includes roles at Independent Financial Partners and LPL Financial, where he has been active since 2014. Outside of his advisory work, he is involved in a family-owned gas station business. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, and it offers a range of services including discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a broad network of advisors.

Peter Williams is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked at M Holdings Securities since 2001 and concurrently at Corporate Continuity Inc. since 1984, as well as maintaining his own practice since 1982. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent financial professionals. The firm offers a wide range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Darren Hinshaw is a CFA® charterholder with 17 years of industry experience. He is currently with NBC Securities, Inc. and has previously worked at MassMutual, MML Investors Services, and BB&T. He serves as chair of the finance committee for Central Florida Boy Scouts and holds board positions with the Valencia Foundation and Salvation Army Orlando. NBC Securities, Inc. operates within Lanark Financial, Inc., which provides investment advisory, financial planning, and portfolio management services to individuals, trusts, businesses, and institutional clients through multiple fee-based programs and managed-account platforms.

Paul Tarins is a financial advisor at Portfolio Medics, LLC in Winter Park, FL, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own independent insurance brokerage, Sovereign Retirement Solutions, since 2013. Tarins has been with Portfolio Medics since 2015. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services using strategic and tactical approaches.