Loyd Rawls is a financial advisor with Capital Analysts in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has worked with Lincoln Investment, Capital Analysts Incorporated, and Lincoln Financial Advisors Corporation over his career. Outside of advising, Rawls is involved in business succession planning and serves as chairman for associated family business resource entities, as well as membership on the board of the International Succession Planning Association. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and foundations, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm employs an in-house Investment Management & Research team that manages model portfolios using a proprietary mutual-fund screening process, with advisors delivering customized portfolios or consultation as needed.

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.

Richard Crouse is a CFP® with 39 years of industry experience, currently serving at G. A. Repple & Company since 1992. He is also the president and owner of GVC Financial Inc., a tax preparation and IRS representation business, and holds a principal role at GVC Investments LLC. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base including retail individuals, retirement plans, trusts, estates, and corporations. The firm employs a variety of analytical approaches to portfolio construction and offers multiple management programs, including an ETF-focused and Biblically-Responsible Investing model.

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.

Matthew Marcus is a financial advisor with Arkadios Wealth Advisors in Longwood, FL, holding Series 63, 65, and 66 credentials and 12 years of industry experience. His previous roles include positions at Principal Financial Services, LPL Financial, and GWFS Equities. He is also involved in the sale of various insurance products including life, disability, annuities, and health insurance. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, and provides multiple portfolio management options including internally managed accounts and third-party managers.

Gregory Brick is a financial advisor at Regal Investment Advisors LLC with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Cetera and Questar Capital Corporation, among others. He serves as trustee for the Brick Family Revocable Trust. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party strategies that include mutual funds, ETFs, equities, fixed income, and option overlays. The firm serves individual, charitable, and corporate clients through its network of financial advisers.

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 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.

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.

Shawn Jiles is a financial advisor at Cyndeo Wealth Partners with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. Outside of advising, he is involved as an owner of consulting entities related to tax and estate planning, although these activities do not require his active time commitment. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, and business advisory services. The firm employs customized investment strategies across various asset classes and offers specialized consulting for middle-market businesses, managing approximately $2.58 billion in client assets.

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.