Gary Abely is a CFP® with 12 years of experience at Certified Advisory Corp and a total of over 30 years in financial and tax-related services. He has been with Certified Advisory Corp since 2013 and also operates Gary Abely, CPA, providing tax preparation services. Additionally, he is involved with Central Florida Group Services, Inc., a firm specializing in employee benefits consulting, including retirement plans. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment approach and emphasizes plan-level services, participant education, and systematic reporting.

Gregory Cahill Sr. is a financial advisor with ValMark Advisers, Inc. holding a Series 63 designation and over 41 years of industry experience. His career includes roles at multiple firms such as Lion Street Advisors, ONE DIGITAL, and CapAcuity LLC. Outside of his advisory work, he serves as chairman of the board for the Luis Palau Association, a global evangelism organization. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and fee-based planning solutions.

John Spartz is a financial advisor at International Assets Investment Management, LLC, holding a Series 66 designation with four years of industry experience. He has been with International Assets Investment Management since 2024 and is also affiliated with International Assets Advisory. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.

Zeeshaan Qayyum is a financial advisor at Hoxton Wealth with a Series 65 designation and over eight years of experience across multiple firms in the financial services industry, including M&G Wealth and AFH Wealth Management. He is currently based in Orlando, FL. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients, focusing on expatriates and holders of international pension assets. The firm offers risk-based, model portfolio construction using passive ETFs and passive-active blends, operating mainly on a non-discretionary basis.

Shawnalee Woods is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 11 years of industry experience. She has been with International Assets Advisory since 2012. Outside of her advisory role, she co-owns Caveman Concepts, a company specializing in website design and marketing, where she handles bookkeeping. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized portfolio management, financial planning, and access to third-party manager programs, employing a long-term investment approach that includes mutual funds, ETFs, equities, fixed income, and various strategies tailored to client objectives.

Stiven Olarte is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked with D.H. Hill Advisors, Inc., D.H. Hill Insurance Services, Inc., and D.H. Hill Securities, LLLP. Olarte is also the owner of Olarte Wealth Management and Olarte Financial Services, providing investment advisory and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach supported by fundamental, technical, and cyclical portfolio analysis.

Shane Higgins is a CFP® with 13 years of industry experience currently with Apella Wealth in Winter Garden, FL. He previously worked at David Vaughan Investments, LLC, Schwab Wealth Advisory, Inc., Charles Schwab & Co., Inc., and TD Ameritrade Inc. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates advanced technologies to support portfolio customization and tax-sensitive strategies.

Cary Carbonaro is a CFP® and Series 65 licensed advisor with 24 years of industry experience, currently affiliated with Ashton Thomas Private Wealth. Her prior roles include positions at Advisors Capital Management and United Capital Financial Advisers. Outside of advisory work, she is an author and professional speaker through Money Queen LLC, serves on the Cortland College Foundation Board, and is a member of advisory councils for NASDAQ and the CFP Board. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, independent managers, and sub-advisers, and incorporates strategies such as options and selective cryptocurrency exposure.

Scott Peelen is a ChFC® credentialed financial advisor with over 34 years of industry experience. He is currently with ValMark Advisers, Inc. and ValMark Securities, Inc., having joined in 2024. His prior experience includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and he has been a principal at Moreno Peelen Partners LLC since 2015. Peelen also owns MPC Wealth, an LLC providing financial services and health and mutual fund business operations. ValMark Advisers, Inc. offers investment advisory and financial planning services to a wide range of clients, including individual investors, retirement plan sponsors, and institutional entities. The firm employs a diversified, goal-based investment approach using proprietary and third-party platforms, with oversight by an investment committee and integration of specialized manager programs and ETF portfolios.

Avi Shah is a financial advisor at Hoxton Wealth with five years of industry experience. He holds a Series 65 credential and has worked with several entities within the Hoxton group as well as the deVere Group. His current roles include positions at Hoxton Capital Management (Europe) Ltd. and Hoxton Wealth (UK) Ltd. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on risk-based model portfolios constructed using passive ETFs and blends, operating mainly on a non-discretionary basis.

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.

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.

Marla Isidro is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She previously worked at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of her advisory role, she owns and operates several businesses related to insurance, healthcare solutions, event support, and document preparation services, including AgencyFi LLC and Amies Corporation. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.

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.

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.