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., holding a Series 66 designation and 18 years of industry experience. He previously worked at International Assets Advisory LLC from 2009 to 2018 before joining Calton & Associates in 2018. In addition to his advisory role, he operates under the brand Investia Financial Services, focusing on client education and relationship development. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management options tailored to client goals and risk tolerance.

Michael Armstrong is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously held roles at Northwestern Mutual Wealth Management Company and its affiliated entities over a 20-year period. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a range of portfolio management strategies using third-party managers, proprietary models, and technology-integrated 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 an advisor at KCD Financial, Inc. based in Orlando, FL. He holds a Series 66 credential and has approximately one year of industry experience. His prior work includes roles at Universal Studios Orlando, Guided Financial Advisors, The Walt Disney Company, FedEx, and Indiana Wesleyan University. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and access to third-party management programs, tailoring recommendations to clients' goals and risk tolerances.

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 beginning his industry career in 2023. Prior to joining Navy Federal Investment Services, he was associated with Navy Federal Financial Group and Navy Federal Credit Union. His background also includes experience at the University of Central Florida. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union alongside individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm uses third-party portfolio managers accessed via the Envestnet platform and offers a range of services including model-driven asset allocation, unified managed accounts, and a Private Wealth Consulting program for higher-net-worth clients.

Sean Price is a financial advisor with B. Riley Wealth Advisors, Inc. in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corporation, and Gilman + Ciocia, Inc. He also serves as president of Price Tax Advisory LLC, providing tax preparation services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm offers a broad range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both firm-sponsored and third-party sub-advisers.

Wadea Alabdi is a financial advisor at Hoxton Wealth with a Series 65 designation and one year of industry experience. He has held advisory roles at Hoxton Capital Management in both the UK and Europe since 2023 and previously worked at Brite Advisors and Devere Acuma. Alabdi’s professional background also includes a three-year tenure at the University of Essex. 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 using passive ETFs and passive-active blends, with a significant portion of its client base located internationally, including in the UK and United Arab Emirates.

James Stokes is a CFP®-designated financial advisor with Madison Avenue Securities, LLC in Orlando, FL, bringing 39 years of industry experience. He has been affiliated with Madison Avenue Securities since 2006 and has also led JAS Financial Group, Inc. DBA Stokes Wealth since 2009. Outside of his advisory work, he owns a family cattle and timber operation called Bar Snake Farms. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and financial planning services through multiple platforms and strategies.

Teresa Payment is a financial advisor at OnePoint BFG Wealth Partners with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and Northwestern Mutual Wealth Management Company. Teresa has concurrently engaged in several business activities throughout her career. 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 offers a range of portfolio management and consulting services, utilizing a blend of third-party managers, proprietary models, and technology to support its investment approach.

Francesco Morabito is a financial advisor at Hoxton Wealth in Orlando, FL, holding a Series 65 designation with four years of industry experience. He has worked with several entities within the Hoxton group, including Hoxton Capital Management FZE and Hoxton Capital Marketing Management LLC. Outside of advisory roles, he dedicates time to promoting financial investment opportunities through Hoxton Capital Management FZE in Dubai. Hoxton Wealth offers personalized investment management and advisory services, primarily serving expatriates and clients with international pension assets. The firm focuses on risk-based model portfolios using passive ETFs and active-passive blends, operating largely on a non-discretionary basis with a global client base.