Riley Nelsen is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with SageSpring Wealth Partners and has prior work history at Raymond James Financial Services, Inc., Southwestern Investment Group, Money Management Concepts, and experience at Samford University. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, providing discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with an institutional client mix and offers a range of strategies including individual securities, alternatives, and third-party manager programs.

Kyle Jackson is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining SageSpring, he held roles in education at Christ Church Episcopal School, The First Academy, and Franklin Road Academy. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets, serving individual and institutional clients including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach and leveraging relationships with third-party managers and technology platforms.

Grant Kennedy is a CFP® and holds a Series 65 license, currently with Certified Advisory Corp. He has one year of industry experience, having worked at Certified Financial Group and Franklin Templeton, among other roles. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and state and municipal government clients. The firm uses a tailored investment approach incorporating fundamental and technical analysis, Modern Portfolio Theory, and automated platforms to align strategies with client goals and risk tolerance.

Aaron Stevenson is a financial advisor at Hoxton Wealth with a Series 65 credential and one year of industry experience. He has worked at multiple Hoxton entities since 2023 and previously held roles at Brite Advisors and deVere Group. Stevenson also serves as a consultant on financial planning for Hoxton Capital Management (Europe) Ltd. Hoxton Wealth provides investment management and advisory services primarily to expatriates and clients with international pension assets, focusing on non-discretionary, risk-based model portfolios using passive ETFs and blended funds. The firm operates internationally with advisers across the U.S., UK, and UAE and specializes in services including pension transfer advisory for UK pension holders.

Thomas Blake is a CFP® with 28 years of industry experience. He is currently affiliated with Gradient Advisors, LLC since 2024, and previously worked at AE Wealth Management and Ameriprise Financial Services. He also owns Thomas Blake CPA, LLC, a CPA firm he has operated since 1997. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

David Brunswick Jr. is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and bringing 32 years of industry experience. He has been with G. A. Repple & Company since 2013 and also provides financial planning and insurance services through Kingdom Financial Services. G. A. Repple & Company offers 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 approaches to portfolio construction and provides both discretionary and non-discretionary management, with options such as Biblically-Responsible Investing and ETF-focused strategies.

Jeffrey Beebe is a CFP® professional with 11 years of industry experience. He has worked at G.A. Repple & Company since 2015 and also founded Golden Rule Wealth Advisory, where he provides income tax preparation and financial counseling services. Outside of his advisory work, he serves as a Benevolence Coach focusing on budget and debt coaching at Westside Community Church. G.A. Repple & Company offers investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and provides multiple investment programs, including Biblically-Responsible Investing models.

Stephen Santoro is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Summit Wealth Partners, LLC and self-employment through Stephen V. Santoro MBA, LLC. Outside of advisory work, he is the founder of Seed for Me, an internet platform focused on raising awareness and support through volunteer efforts. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to build portfolios aligned with client goals and risk tolerances and offers both discretionary and non-discretionary portfolio management alongside multiple model strategies.

Fredric Lowe is a financial advisor with StoneX Advisors Inc. in Winter Garden, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes over 17 years at Quest Capital Strategies, Inc. and roles at StoneX Securities Inc. and StoneX Advisors Inc. He is president and sole owner of Smart Money Strategies & Planning, Inc., a business involving insurance, annuities sales, and Social Security benefits analysis. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management and consulting services. The firm employs a variety of investment strategies through independent advisors, in-house groups, and third-party managers, supported by integrated platforms and affiliated entities offering clearing, custody, and lending services.

Matthew Dean is a financial advisor at Hoxton Wealth with six years of industry experience. He holds a Series 65 designation and has worked at various related entities, including Family First Financial Services Limited and Hoxton Capital Management (UK) Ltd. Dean is also a managing partner at Hoxton Capital Management Ltd. and owns Brittania Global Ltd., a private real estate investment firm based in the UK. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm specializes in risk-based model portfolios using passive ETFs and blends, focusing on non-discretionary management and pension transfer advisory services for UK pension holders.

Priscila Ferngren is a financial advisor at Virtue Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at XEXIS Private Wealth LLC. Outside of advising, she is the owner of PRI Cosentino LLC, works as an emotional intelligence and life coach, and is an author of a book on financial education and behavioral finance titled *The New Rules of Money*. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, and organizations, offering portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by due diligence from an investment committee.

Joseph Gallagher is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Kovack Advisors, Inc., Kovack Securities, Inc., Securian Financial Services, Inc., and Equity Services, Inc. He is the founder and president of Ali’s Hope Foundation, a nonprofit focused on supporting young adults newly diagnosed with illness. Fortis Capital Advisors provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm offers customized investment advice through various strategies, including discretionary management and ESG-oriented options, managing over $1.6 billion in discretionary assets as of the end of 2025.

Thomas Baer is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kalos Management and Madison Avenue Securities. Baer is also the owner of TBAER Wealth Management, where he is involved in the sales of life insurance, long-term care insurance, fixed annuities, and fixed index annuities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team and employs fundamental, technical, and cyclical analysis in its investment approach.

Jessica Kushner is a financial advisor at Hoxton Wealth with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Manning & Napier Advisors, Rainier Investment Management, Manning & Napier Investor Services, and Deutsche Bank Securities. Hoxton Wealth provides personalized investment management and advisory services primarily for expatriates and clients with international pension assets, focusing on non-discretionary risk-based model portfolios using passive ETFs and blends. The firm serves clients across multiple countries, including the United States, the United Kingdom, and the United Arab Emirates.

Daniel Trindade is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has held roles at several firms, including Titan Wealth International, where he serves as Private Wealth Director, and Beacon Global Advisor Network, LLC. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, financial planning, and retirement-plan consulting.

Rafael Sosa Matos is a financial advisor with Level Four Advisory Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at American Fidelity, Mutual of Omaha Investor Services, Morgan Stanley, and Foresters Financial Services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and connects clients with third-party money managers and wrap-fee programs.

Francesco Amato is a CFP® and CFA® credentialed financial advisor with two years of industry experience. He is currently with Schwab Wealth Advisory, having previously worked at First National Bank of Mount Dora and South Lake Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates within the Schwab ecosystem and does not typically act as a discretionary portfolio manager.

Albert Preniqi is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been affiliated with Bankers Life Securities, Inc. since 2016 and with Bankers Life & Casualty, Inc. since 2013, where he also manages a team of agents involved in insurance sales and financial advice. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

Rebecca Kauffman is a CFP® professional affiliated with Commonwealth Financial Network, located in Maitland, FL. She has 18 years of industry experience, including 16 years at Lincoln Financial Advisors Corp and additional experience at Aegis Consulting and Universal Orlando Resort. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm supports advisors with a broad platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Grinnon is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Michael has been with Eagle Strategies since 2010 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2007. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.