Liliana Delara is a financial advisor at Royal Fund Management, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Royal Fund Management since 2014. Outside of her advisory role, she assists individuals with retirement planning and offers estate planning solutions, as well as providing administrative support and translation services. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies guided by client-specific Investment Policy Statements and provides services including third-party money manager recommendations and options-writing overlays.

Francis Simms is a financial advisor at NorthCoast Asset Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Kovitz Investment Group Partners, Connectus Wealth, Quasar Distributors, and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process utilizing proprietary models and offers a range of strategies including equity, fixed income, options-defined outcome, and alternative interval funds.

Edwin Salazar is a financial advisor at A.G.P. / Alliance Global Partners with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alliance Global Partners since 2023, following a 13-year tenure at Allgen Financial Services, Inc. Outside of his advisory role, Edwin creates non-financial content focused on self-improvement and goal-setting aimed at men between 18 and 60. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers portfolio management, financial and estate planning, model portfolios, and brokerage services with an emphasis on international investing and management of pooled vehicles.

Lloyd Simpson is a financial advisor at Hoxton Wealth with Series 65 credentials. He has held various roles within the Hoxton group since 2024 and previously worked at GSB Capital and Devere Group. Lloyd is based in Orlando, FL. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets, focusing on risk-based model portfolios and pension transfer advisory services for UK pension holders.

Michael Tannenbaum is a financial advisor at Archer Investment Corporation with 13 years of industry experience. He holds a Series 65 designation and has been with Archer since 2012. In addition to his advisory role, he is the owner and managing member of Frutchey Tannenbaum, LLC, a CPA firm. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm also supports a multi-branch independent-contractor model, with a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and options.

Daniel Thornton is a financial advisor at Good Life Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Good Life Financial Advisors of Orlando. Good Life Advisors is a large 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, financial planning, retirement plan consulting, and access to third-party asset managers, with an investment process that integrates fundamental, technical, and cyclical analysis.

Dolores Rodriguez is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. She holds a Series 66 designation and has been with Insigneo Advisory Services and its affiliated broker-dealer since 2020. Prior to that, she was self-employed for five years. Outside of her advisory role, Rodriguez serves as director, president, and owner of Vera Vita Inc., a non-investment related pass-through entity. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients with a focus on discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios and individualized advisor portfolio construction, incorporating global asset classes and emerging-market exposures.

Tom Streader is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 credential and has held client relationship management roles at associate firms including Hoxton Capital Management (Europe) Ltd. and Hoxton H CAP (Middle East). Outside of his advisory work, he is involved in promoting investment adviser opportunities across these affiliated firms. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on non-discretionary, risk-based model portfolios that utilize passive ETFs and passive-active blends, serving a globally distributed client base.

David Westmoreland is a Series 65-licensed advisor at G. A. Repple & Company with one year of industry experience. Prior to joining the firm, he spent 24 years with Cru. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to develop individualized portfolios and offers multiple investment programs, including Biblically-Responsible Investing.

Glenn Rodriguez is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1997. He focuses on developing strategies and providing investment guidance for individuals, their families, and businesses by understanding their short- and long-term financial objectives. His client focus includes college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Glenn holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Investment Management Analyst® designation, and is a Personal Investment Advisor (PIA). He graduated summa cum laude from Rollins College with bachelor's degrees in Business Administration and Economics. Glenn began his financial services career after a brief period as an investment banker and has built his practice by establishing direct and personal relationships with clients. His nearly three decades of experience include working with multiple generations within families and delivering comprehensive financial solutions. He lives in Lake Mary with his two children, and they are active in the community supporting Habitat for Humanity. Glenn’s personal interests include biking, cooking, reading, writing, and spending time with his family.

Luke Bennett is a financial advisor with Hoxton Wealth, holding a Series 65 credential and five years of industry experience. He has worked with various Hoxton entities since 2020 and previously spent two years at Devere Group and nine years self-employed. Bennett is involved with Hoxton Capital Management FZE, a financial services firm in Dubai focused on promoting investment opportunities. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients, including expatriates and those with international pension assets. The firm focuses on risk-based model portfolios using passive ETFs and blends, operating mainly on a non-discretionary basis with a multinational advisory team.

Charles Whitebread is a Series 65-credentialed financial advisor with one year of industry experience. He is currently affiliated with Hoxton Wealth and has held roles at multiple Hoxton entities in Europe, the UK, and the UAE since 2020. Prior to his advisory career, he worked in the ergonomics and sports logistics industries. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on non-discretionary, risk-based model portfolios using passive ETFs and blends, with specialized pension transfer advisory services for UK pension holders.

Stephen Meikle is a financial advisor with Calton & Associates, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Calton & Associates in 2018, he worked at International Assets Advisory LLC and UBS Financial Services. He operates an independent financial services practice under the name Investia Financial Services. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities, offering fee-based portfolio management, financial planning, and brokerage and insurance products through its dually registered representatives. The firm employs multiple investment approaches and manages accounts via firm-sponsored programs or third-party managers after formal due diligence.

Michael Armstrong is a CFP® professional with 16 years of industry experience, currently affiliated with OnePoint BFG Wealth Partners in Winter Park, FL. His prior experience includes a decade at Northwestern Mutual Wealth Management Company and 16 years associated with Northwestern Mutual Investment Management. Armstrong also has a 20-year history with Northwestern Mutual Life Insurance Company. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a range of portfolio management approaches, combining third-party managers, custodian platforms, and proprietary investment models, alongside technology-driven operational support.

Nicholas Sersun is a CFP® with five years of experience in financial advisory. He is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual Wealth Management Company and related entities. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of investment models and third-party platforms tailored to client-specific objectives and integrates technology and operational outsourcing into its service approach.

Luke Ober is a financial advisor at KCD Financial, Inc. in Orlando, FL, holding a Series 66 credential. He has been with KCD Financial and affiliated firms since 2026. Prior to his advisory role, he held various positions including at Universal Studios Orlando and The Walt Disney Company. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and access to third-party management programs with strategies tailored to clients’ goals and risk tolerance.

Emily Perez is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Certified Advisory Corp and Certified Financial Group, having previously been employed by firms including Ogden Wealth, Cetera Advisor Networks, Strollo Partners, Financial Advisory Institute, and Summit Brokerage Services. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored approach that aligns client goals, risk tolerance, and liquidity needs with investment strategies, offering discretionary portfolio management, Betterment automated platforms, pension consulting, and tax services through affiliated CPAs.

Andres Zambrano is a financial advisor at Regal Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Bankers Life Advisory Services, Inc. and Bankers Life & Casualty, Inc., and served six years in the United States Air Force. Outside of advising, he provides insurance services as a licensed insurance agent. Regal Investment Advisors LLC offers discretionary investment management services primarily through independent advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm employs a range of proprietary and third-party model portfolios, with advisers selecting and overseeing allocations while Regal manages implementation and rebalancing.

Garrett Smoke is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors since 2022, previously working at B. Riley Wealth Management since 2010. Outside of his advisory role, he is involved in health and supplemental insurance sales and engages in personal real estate investing activities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets through around 274 advisors. The firm offers a wide range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Taran Burrell is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Navy Federal Financial Group, LLC and Navy Federal Credit Union, as well as employment at the University of Central Florida. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports layered investment solutions alongside digital automated ETF portfolios.