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.

James Johnson is a financial advisor at Encompass More Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Verity Asset Management, Inc. In addition to his advisory role, he serves as president and CEO of TCI Financial, Inc., an insurance sales firm, and is involved in insurance agencies through Appreciation Financial LLC and Oaceus Insurance Services. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses model-based strategies incorporating proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, and digital assets.

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.

Francesco Amato is a financial advisor at Schwab Wealth Advisory with CFP® and CFA® designations and two years of industry experience. He has previously worked at First National Bank of Mount Dora, South Lake Wealth Management, and Legacy Trust Family Wealth Office, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm emphasizes client authorization for trades and typically recommends separately managed accounts managed by third-party or affiliated money managers.

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 with 18 years of industry experience. She is currently affiliated with Commonwealth Financial Network and previously worked at Lincoln Financial Advisors Corp for 16 years. Outside of her advisory role, she is an owner of Sapphire Wealth Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $200 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and comprehensive back-office 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.

Ion Angi Filip is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses, and has two years of industry experience. Prior to joining Schwab Wealth Advisory, he held roles at Charles Schwab & Co., Inc. and DoorDash Inc., among other companies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients. The firm’s investment approach is guided by Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations based on client goals and risk tolerance without exercising discretionary trading authority.

Renee Cooper is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2016. She previously served in the United States Air Force starting in 1998 and has been involved in real estate property management since 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing Charles Schwab’s asset allocation models and research tools to tailor recommendations to client goals and risk tolerance.