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.

Joel Martin is a financial advisor with G. A. Repple & Company, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at G. A. Repple & Company since 2005 and also leads Mangrove Financial Group LLC, a financial planning firm. Outside of his advisory roles, Martin serves as a general board member of The Azalea Youth Soccer League, Inc. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical methods to create tailored portfolios and offers multiple investment programs including a Biblically-Responsible Investing model.

Adam Bond is a financial advisor with Principal Advised Services holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Principal Advised Services, he worked at Verizon Wireless and is currently associated with several entities under the Principal Financial Group, including Principal Bank and Principal Life Insurance Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group family, leveraging affiliated entities to offer access to proprietary mutual funds, bank products, and model services.

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.

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 18 years of industry experience, currently serving at Lanark Financial, Inc. He has previously worked at NBC Securities Inc, Massmutual, MML Investors Services, and Bb&T. Hinshaw holds several nonprofit board positions, including Chair of the Finance Committee for Central Florida Boy Scouts and board memberships with the Valencia Foundation and the Salvation Army Orlando. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary advisory arrangements.

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.

Daniel Regalado is a financial advisor with MissionSquare Retirement in Orlando, FL, holding a Series 66 license and having two years of industry experience. His prior work includes roles at First Command and Seminole Powersports North, as well as service in the U.S. Army. He currently serves as a captain and operations officer in the U.S. Army Reserves. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, using model portfolios developed by Morningstar Investment Management tailored to client profiles.

Guillermo Nodarse is a financial advisor at IP Financial Advisory Services LLC with 37 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining IP Financial Advisory Services in 2019, he worked at Innovation Partners LLC beginning in 2015. Outside of advising, he serves as an independent tutor at Libris Academy in Winter Park, FL. IP Financial Advisory Services primarily serves individual retail clients, focusing on personalized portfolio management, financial planning, and consulting. The firm uses a range of analytical approaches and offers specialized advisory services including actuarial analysis and benefits consulting, with an emphasis on non-high-net-worth investors and retirement plan participants.

Fausto Andrade is a financial advisor at MissionSquare Retirement with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at ICMA RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Louis Walker is a Series 65 credentialed advisor at Hoxton Wealth with one year of industry experience. His prior roles include positions at St James Place Wealth Management and Ascot Lloyd, where he spent ten years. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm constructs risk-based model portfolios using passive ETFs and blends, focusing on non-discretionary management and pension transfer advisory services.

Lisa Isaacs is a financial advisor at Moors & Cabot, Inc. with 37 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a mix of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Benjamin Kopen is a financial advisor at KCD Financial, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at KCD Financial and Guided Financial Advisors since 2024. Prior to his advisory roles, he was employed by the Orlando Utilities Commission and has experience in educational institutions including Rollins College and James Caldwell High School. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers tailored investment strategies and uses third-party management programs, combining advisory and broker-dealer services.

Scott Cheeseman is a financial advisor with Principal Advised Services in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Principal Advised Services since 2022 and has concurrently worked with Principal Securities Inc. and Principal Life Insurance Co. since 2015. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, including non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and integrated services.

Rupert Curry is a CFP® professional with 24 years of industry experience, currently serving at Certified Advisory Corp. His prior roles include positions at Fortune Financial Services, Charles Schwab & Co., Inc., and National Asset Management. He is also the manager of Curry Investment Management, LLC. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, Modern Portfolio Theory, and automated rebalancing through platforms such as Betterment.

Anastasia Zadavina is a financial advisor at Hoxton Wealth with a Series 65 designation and one year of industry experience. Her prior roles include positions at Astute Private Wealth Ltd, Quilter Cheviot, and StepChange Debt Charity. She is also involved with Hoxton Capital Marketing Management LLC, a management consulting firm where she serves as a paraplanner. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm uses risk-based model portfolios with passive ETFs and passive-active blends, operating mostly on a non-discretionary basis.