Andrew Prescott III is a CFP® with 20 years of industry experience, currently serving at Sherman Wealth Management LLC since 2022. His prior work includes roles at Ocean Breeze Wealth LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also works as a paraplanner, focusing on data gathering, financial plan preparation, research, and analysis. Sherman Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm follows a customized, open-architecture approach emphasizing long-term investing, strategic asset allocation, and fundamental analysis, typically utilizing low-cost mutual funds, ETFs, and alternative investments.

Matthew Haushalter is a financial advisor with American Harbour Wealth Management, LLC in Orlando, FL. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Delta Capital Management and Delta Securities Company, LLC. He also served as a lacrosse coach at Bishop Moore High School for eight years. American Harbour Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm uses model portfolios and investment strategies spanning conservative to aggressive approaches, primarily investing in mutual funds and ETFs.

Dennis Merryfield is a financial advisor at Merryfield Barnes, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merryfield Barnes since 2011. The firm provides financial planning, consulting, and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. Merryfield Barnes employs a multi-capitalization investment approach combining fundamental, technical, and cyclical analysis, customizing portfolios based on client risk profiles and time horizons.

Victor Deischl is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Rubik Capital Inc since 2020 and previously held roles at RK Securitizadora, CdR Hollander Asset Management LLC, and the University of South Florida. Rubik Capital Inc provides investment advisory and portfolio management services to individuals, high-net-worth clients, and corporations. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading, including derivatives and option contracts.

Peterson Cenerino is a financial advisor at Proxy Wealth Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked with Proxy Wealth Advisors since 2023. Outside of financial services, he owns and operates PIS Representations LLC, an information technology consulting firm based in Orlando, FL. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, and is noted for its cross-border advisory services for foreign clients.

Tatiane Teixeira is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Proxy Wealth Advisors, she worked in the education sector at Anima Educacao (UNIFACS) and Laureate International Universities (UNIFACS) from 2014 to 2023. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a broad range of instruments, and is noted for its cross-border advisory services, including immigration-related financial planning for foreign clients.

Monica Jalife is a CFP®, CFA®, and Series 66 licensed advisor with 15 years of industry experience. She has worked at Pinnacle Wealth Management Advisory Group, LLC since 2011 and Pinnacle Associates, Ltd. since 2002. Monica is based in Winter Garden, FL. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension and profit-sharing plan sponsors, trusts, estates, and charitable organizations. The firm uses a goals-based investment process with tax optimization and customized portfolio design, offering an Integrated Wealth Management platform for clients with over $2 million that includes wealth planning and estate review.

Mark Perez is a financial advisor at Paradigm Wealth Advisory LLC with eight years of industry experience. He holds a Series 66 designation and has worked with LPL Financial and Paradigm Wealth Advisory since 2017. Outside of his advisory role, he is involved in residential real estate sales through a mortgage and real estate services business. Paradigm Wealth Advisory LLC provides investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, and individual securities, tailoring strategies to clients’ accumulation or retirement phases.

Hilgardt Lamprecht is a CFP® professional with 28 years of experience in financial advisory roles. He is currently affiliated with The LifeWealth Group and has held positions at firms including Madison Avenue Securities, AE Wealth Management, and Global Financial Private Capital. Lamprecht is also an author of financial articles and serves as a board member for a fundraising organization. The LifeWealth Group is an SEC-registered investment manager serving individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a holistic wealth-management approach that integrates strategic and tactical asset allocation, value investing, and multiple analytical techniques, offering discretionary asset management, model-portfolio management, and estate-design services.

Luis Pinto is a financial advisor at The LifeWealth Group with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Northwestern Mutual, and Madison Avenue Securities. Pinto serves as a chapter advisory board member for Theta Chi Fraternity, mentoring members in their personal and professional development. The LifeWealth Group is a team advisory firm serving individuals, businesses, and retirement plans, managing approximately $490 million in discretionary assets. The firm offers tailored discretionary asset management, financial planning, estate design, and access to model portfolios, utilizing fundamental, technical, and charting analysis methods.

Rafael Junqueira Nani is a financial advisor at Proxy Wealth Advisors LLC with three years of industry experience. He holds the Series 66 designation and has worked at XP Investments US, LLC and Larson Accounting Group. Outside of his advisory role, he is the owner and supervising manager of a UPS Store franchise in Ocoee, Florida. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, and is noted for serving foreign clients with immigration-related financial planning.

Becky Farrant is a CFP® with 25 years of industry experience and has been with Pacific Global Investment Management Company since 2005. She also worked at Pacific Global Fund Distributors, Inc. from 2003 to 2019. Pacific Global serves individual investors, pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a value-oriented or core equity investment style, fundamental research, and a proprietary screening process to guide its investment decisions.

Heath Black is a financial advisor at Cookson Peirce Wealth Management with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Voya Investment Management and Prudential Investment Management Services. Outside of advising, he has been involved with Blaqshack LLC, a textile and style business, though it is currently inactive. Cookson Peirce & Co., Inc. provides wealth management and financial planning to private clients such as individuals, trusts, and endowments, as well as asset management services to professional advisors. The firm employs a quantitative, rules-based investment process and serves in roles including sub-advisor to the Catalyst Dynamic Alpha Fund and sponsor of several wrap fee programs.

Todd Heckman is an advisor at Blue Jasper Capital LLC with Series 63 and Series 65 licenses. He has experience as a trustee for Kingdom First Trust and has served as president and treasurer of Talents 633 Ministries, a para-church organization, for over a decade. Prior to his advisory role, he worked at Standard Textile Company for eleven years. Blue Jasper Capital LLC is a registered investment adviser with a five-person team managing approximately $23.6 million for a range of clients including individuals, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning, typically constructing customized portfolios using diversified mutual funds and ETFs, while also employing fundamental and technical analysis.

Meghan Brown is a financial advisor with The Life Wealth Group in Winter Garden, FL. She holds Series 65 and Series 63 licenses and has been with the firm since 2023. Her prior work experience includes roles at Covenant Transport and Northwestern Mutual Investment Services LLC. The Life Wealth Group is a team advisory firm serving individuals, businesses, and retirement plans, managing nearly $491 million in discretionary assets for about 466 clients. The firm uses tailored, discretionary strategies with proprietary and third-party models and offers services such as financial planning, estate design, and donor-advised fund advice.

Josiah Jazwa is a financial advisor with The LifeWealth Group based in Winter Garden, FL, holding a Series 66 designation and bringing four years of industry experience. His career includes roles at Ameriprise, AE Wealth Management, and Madison Avenue Securities. Outside of advisory work, he is a minority owner of a commercial real estate company and assists with accounting functions as an APAR consultant. The LifeWealth Group is a team advisory firm serving individuals, high-net-worth clients, businesses, and retirement plans. The firm offers discretionary asset management, financial planning, estate design, and donor-advised fund advice, employing tailored strategies through proprietary and third-party models while also providing educational seminars and workshops.

Philip Schmitt is a financial advisor with Koss-Olinger Consulting, LLC, holding Series 63, Series 65, and Series 66 designations and four years of industry experience. His prior roles include positions at Metlife Investment Management, Verus Investments, and ANDCO Consulting. Koss Olinger serves individuals, families, charitable entities, trusts, estates, pension and profit-sharing plans, and business clients with integrated wealth management and financial planning services. The firm applies a structured planning process and employs a range of investment strategies, managing over $2.2 billion in assets and generally working with clients who have at least $2 million in investable assets or $5 million in net worth.

Robert Dechick is a financial advisor with D.H. Hill Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with D.H. Hill Advisors since 2012 and is also associated with related entities including D.H. Hill Insurance Services and D.H. Hill Securities. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm uses a variety of investment approaches, including tactical asset allocation and tax-management techniques, and supports independent Investment Adviser Representatives through multiple operating platforms.

Tulio Barbosa Ribeiro is a financial advisor with Proxy Wealth Advisors LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Bank, as well as ownership of several consulting and service businesses in finance education, business management, and ATM maintenance. Outside of his advisory work, he manages a weight loss and aesthetic spa business. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis and is noted for its cross-border services, including immigration-related financial planning for foreign clients.

Charles Achoa is a financial advisor at Proxy Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Edgewater Markets, XP Investments US, Banco Voiter, and work in venture capital and private equity. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, with a focus on clients with cross-border needs. The firm employs a tactical allocation strategy using a variety of instruments and manages both wrap-fee and non-wrap accounts.