Riley Nelsen is a CFP® and holds a Series 66 license, currently with SageSpring Wealth Partners in Winter Park, FL. He has six years of industry experience, including prior roles at Raymond James Financial Services and Southwestern Investment Group. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management and consulting services, employing tailored portfolios and a combination of fundamental and technical analysis, with access to OCIO and TAMP solutions alongside traditional wealth management.

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 27 years of industry experience, currently serving at Gradient Advisors, LLC since 2024. He previously worked at AE Wealth Management, LLC and Ameriprise Financial Services, Inc., and has operated his own CPA firm since 1997. In addition to his advisory role, he owns Financial Educators, LLC and Thomas Blake CPA, LLC, both providing financial planning and accounting services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a large network of advisors and employs a mix of fundamental, technical, and cyclical analysis to tailor investment strategies, typically providing services on a non-discretionary basis.

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. and holds Series 63 and Series 65 credentials. He has 40 years of industry experience, including 17 years at Quest Capital Strategies, Inc. and over seven years with StoneX. Outside of his advisory role, he is president of SMART MONEY STRATEGIES & PLANNING, INC., a business focused on insurance, annuities sales, and Social Security benefits analysis. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm employs a combination of independent advisors and an in-house Private Client Group, implementing strategies through various portfolio solutions and third-party money managers.

Matthew Dean is a financial advisor at Hoxton Wealth with five years of industry experience. He holds a Series 65 designation and has worked with Hoxton Wealth USA LLC since 2020, as well as with affiliated firms in the United Kingdom, including Hoxton Capital Management where he serves as a managing partner. Outside of advisory work, he is the owner of a private real estate investment firm in the UK. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm emphasizes risk-based model portfolios and pension transfer advisory services, operating mainly on a non-discretionary basis with advisers located across multiple countries.

Jason Thornton is a Series 65-licensed advisor with Integrity Advisory Solutions, based in Lake Mary, FL, with three years of industry experience. He previously worked at Encompass More Asset Management LLC and has been CEO and co-founder of PL Marketing LLC, an insurance brokerage focused on life insurance and annuities, since 2017. In this role, he supports independent agents and assists clients in obtaining suitable insurance products. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing multiple asset-allocation frameworks and third-party platforms to tailor client portfolios.

Priscila Ferngren is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Virtue Capital Management, she worked at XEXIS Private Wealth LLC and has a background that includes entrepreneurial ventures such as owning PRI Cosentino LLC and experience in catering and advertising. She is also an author focused on financial education, behavioral finance, and emotional intelligence, having written a book titled *The New Rules of Money*. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients across about 90 advisers. The firm employs strategic, tactical, and dynamic investment strategies primarily through mutual funds and ETFs, supported by quantitative models and due diligence on third-party managers.

Joseph Gallagher is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked with Kovack Advisors, Inc. and Kovack Securities, Inc. for 12 years. Gallagher is the founder and president of Ali's Hope Foundation, a nonprofit organization that provides grants to programs assisting young adults newly diagnosed with illness. Fortis Capital Advisors serves a diverse client base including individuals, families, businesses, retirement plans, institutional clients, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm employs a range of investment strategies, including passive, active, tactical, and ESG-oriented options, and manages $1.615 billion in discretionary assets as of December 31, 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.

Rafael Sosa Matos is a financial advisor at Level Four Advisory Services with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including American Fidelity, Mutual of Omaha, and Foresters Financial Services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and multiple custodians and sub-advisors in its service delivery.

Shannon Hill is a financial advisor with Truist Advisory Services holding a Series 66 credential and three years of industry experience. Her career includes roles at Truist Advisory Services, Truist Investment Services, Fairwinds Credit Union, and CUSO Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and a manager-selection program through discretionary and non-discretionary approaches.

Francesco Amato is a financial advisor at Schwab Wealth Advisory with the CFP® and CFA® designations and two years of industry experience. Prior to joining Schwab in 2026, he worked at First National Bank of Mount Dora and South Lake Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes while clients retain final trading decisions.

Ryan Paul is a CFP® certificant with 13 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2016. He has worked with affiliated entities including Wealth Enhancement Brokerage Services and Wealth Enhancement Group, as well as LPL Financial, LLC. In addition to his advisory role, he is involved in tax preparation and accounting on a limited basis. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active management with quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

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.