Brenton Thai is a CFP® with 16 years of industry experience currently serving at Collaborative Wealth. He has worked at Collaborative Wealth Management since 2016 and also held a position at LPL Financial LLC from 2016 to 2022. Outside of his advisory role, he is appointed as an insurance agent with various companies. Collaborative Wealth provides financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients such as pension plans and foundations. The firm employs both fundamental and technical analysis to develop long-term asset allocation strategies and operates a private real estate fund with AI-assisted underwriting and blockchain-anchored reporting for transparency.

Aleksei Kitaigorod is a Series 65-licensed advisor with Jackson Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at CWM, LLC and positions in education and hospitality. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors, managing approximately $1.07 billion in assets. The firm utilizes an active trend-following and tactical asset allocation approach, employing a range of investment strategies including discretionary portfolio management and option strategies.

Jorge Romero is a CFP® and holds a Series 66 license, with 17 years of experience in the financial advisory industry. He has been with Destiny Wealth Partners, LLC since 2017 and also worked at Ruggie Capital Group and CWM, LLC. He is currently associated with Destiny Family Office. Destiny Wealth Partners serves individuals, including high-net-worth families, employer-sponsored retirement plans, and family-office clients. The firm offers comprehensive wealth management, financial planning, and portfolio management services, utilizing a range of investment vehicles and technologies, and maintains unique operational relationships including with a practicing law firm.

George Jackson is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is the managing member of Jackson Wealth Management, LLC and has held roles at several firms, including McDonough Capital Management, Inc. and Osaic Wealth, Inc. Outside of advising, Jackson is president of 755 Aviation LLC, an aviation company. Jackson Wealth Management, LLC serves a diverse client base, including high-net-worth individuals, plan sponsors, and trusts, managing approximately $1.07 billion for around 900 clients. The firm employs an active trend-following and tactical asset allocation approach, using a combination of actively and passively managed funds, ETFs, and equities, with ongoing portfolio monitoring and discretionary management.

Michael McGahan is a financial advisor with Jackson Wealth Management, LLC in Lake Mary, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Jackson Wealth Management since 2013 and has also worked at Cetera Wealth Services, CWM, LLC dba Carson Partners, and OSAIC. Jackson Wealth Management, LLC serves a diverse client base including high-net-worth individuals, plan sponsors, trusts, and retirement accounts, managing approximately $1.07 billion for around 900 clients. The firm uses an active trend-following investment approach combined with tactical asset allocation, employing both discretionary portfolio management and various trading strategies tailored to client objectives.

Ashley Henderson is a financial advisor at Jackson Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Jackson Wealth Management since 2020. Prior to her advisory roles, she gained experience in the hospitality industry at Olea Grill and AMC Theaters. Jackson Wealth Management serves a diverse client base that includes high-net-worth individuals, plan sponsors, trusts, and retirement accounts, managing approximately $1.07 billion for around 900 clients. The firm utilizes an active trend-following and tactical asset allocation investment approach, blending actively and passively managed funds with equities and employing discretionary portfolio management strategies.

Caroline Johnson is a financial advisor at Jackson Wealth Management, LLC in Lake Mary, FL. She holds a Series 65 designation and has been with Jackson Wealth Management since 2022. Prior to her advisory role, she worked in retail and hospitality positions and was a full-time student from 2018 to 2022. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm employs an active trend-following and tactical asset allocation approach, utilizing a range of mutual funds, ETFs, and equities, with portfolios monitored and rebalanced regularly.

Brian Davis is a financial advisor at Destiny Wealth Partners, LLC with 20 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations and has previously worked at BryteBridge, LPL Financial, Occidental Asset Management, and Wealth Enhancement Advisory Services. Davis is a founder and current board member of BryteBridge, a nonprofit focused on compliance and accounting. Destiny Wealth Partners is a team-based advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management services. The firm employs discretionary and non-discretionary strategies utilizing a range of investment vehicles and integrates technology and process controls into client reporting and oversight, with a broad scope of affiliated services and investment options.

Carol Mulcahy is a financial advisor with Destiny Wealth Partners, LLC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. She has worked at several firms, including Ruggie Wealth Management and The Investment Counsel Company. Outside of advisory, she has been an independent insurance agent since 2003. Destiny Wealth Partners serves individuals, high-net-worth families, employer-sponsored retirement plans, and family-office clients with wealth management, financial planning, and portfolio management services. The firm employs a diverse investment approach combining model asset allocation with various securities and offers discretionary and non-discretionary management along with retirement plan consulting and trust administration access.

Marisa Bradbury is a CFP® and CFA® with 16 years of industry experience. She has been with Sigma Investment Counselors since 1997. Sigma Investment Counselors provides comprehensive wealth management and discretionary portfolio management for individuals, trusts, estates, corporate pension and profit-sharing plans, and charitable entities. The firm emphasizes client-specific financial models and diversified portfolios using a mix of ETFs, individual equities, and fixed-income holdings, supported by both quantitative and qualitative research.

William Freeman is a financial advisor at QTR Family Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, Bank of America, and Metric Financial. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets across about 171 client relationships and employs a manager-of-managers approach with both discretionary and non-discretionary programs.

Louis Shinaman is a financial advisor at Destiny Wealth Partners, LLC, holding the ChFC® designation with 28 years of industry experience. His prior roles include positions at CWM, LLC, Purshe Kaplan Sterling Investments, and Ruggie Wealth Management. He serves as a board member for UCP of Central Florida and is a member of the advisory council for Compcoin, a blockchain-based currency trading platform. Destiny Wealth Partners serves individuals, including high-net-worth families, employer-sponsored retirement plans, and family-office clients, providing wealth management, financial planning, and portfolio management. The firm employs a diversified investment approach that includes discretionary and non-discretionary management, model portfolios, various asset classes, and access to trust administration through third-party programs.

Kyle Tetreault is an investment advisor representative at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in life insurance and annuity sales since 2015, including his role as Executive National Sales Director at Valuteachers. He also owns Longevity Financial, which focuses on insurance sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers portfolio-based financing alongside traditional portfolio management.

Christopher Becks is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services Advisors, Inc. for eight years. Becks is also the owner of Strategic Financial Consultants, Inc., a support company based in Orlando, FL. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that includes behavioral economics and quantitative analysis.

Corey Abood is a financial advisor at Simplicity Wealth with one year of industry experience. He holds the Series 65 designation and has been associated with Simplicity Wealth and Abood Wealth Management since 2025. Outside of advising, he is a registered insurance agent involved in enrolling clients into Medicare plans and selling annuities and life insurance. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a range of advisory and managed account services with a technology-driven platform for advisers.

Eric Reinhold is a CFP® professional with 28 years of experience in the financial services industry. He has worked at EverSource Wealth Advisors, LLC since 2023 and previously spent ten years with Ameriprise Financial Services, Inc. He serves on the Board of Directors for Character 4 Kids, Inc., and is also an author of both fiction and non-fiction books. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm provides a range of investment programs through a network of advisors and incorporates a values-based approach informed by a Judeo-Christian framework.

Adam Thielen III is a financial advisor at Virtue Capital Management, LLC with 33 years of industry experience. He holds the ChFC® designation and has held roles at LPL Financial, Invest Financial Corporation, and his own insurance agency, Adam J Thielen III, CLU, Inc., where he serves as president. Virtue Capital Management is an SEC-registered firm serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm combines tactical, strategic, and quantitative investment strategies with model-based analysis and third-party manager selection to tailor portfolios to client objectives and risk tolerances.

Joseph Krauszer is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently an advisor at BakerAvenue, where he has worked since 2023. His prior experience includes roles at Integrity Holdings Group LLC and Fidelity Investments. BakerAvenue offers wealth management, financial planning, and family office services primarily to individuals, high-net-worth clients, and institutions. The firm employs multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and provides a broad range of services including tax, estate, philanthropy, and concentrated stock management.

Glenn Rodriguez is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1997. He focuses on developing strategies and providing investment guidance for individuals, their families, and businesses by understanding their short- and long-term financial objectives. His client focus includes college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Glenn holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Investment Management Analyst® designation, and is a Personal Investment Advisor (PIA). He graduated summa cum laude from Rollins College with bachelor's degrees in Business Administration and Economics. Glenn began his financial services career after a brief period as an investment banker and has built his practice by establishing direct and personal relationships with clients. His nearly three decades of experience include working with multiple generations within families and delivering comprehensive financial solutions. He lives in Lake Mary with his two children, and they are active in the community supporting Habitat for Humanity. Glenn’s personal interests include biking, cooking, reading, writing, and spending time with his family.

Kyler Reinhold is a financial advisor with Eversource Wealth Advisors, LLC holding a Series 65 credential and beginning his industry career in 2025. Prior to joining Eversource, he served multiple terms in the U.S. Navy. Eversource Wealth Advisors provides wealth management, portfolio management, and financial planning services to a diverse client base including high-net-worth individuals, families, estates, trusts, and institutional relationships. The firm supports other advisory firms through turnkey solutions and manages a range of investment programs including private market access and outsourced CIO services for larger accounts.