Patricia Mostafa is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 credential with four years of industry experience. She is also president of Mostafa Advisors, Inc., an insurance sales business, where she dedicates approximately half of her time. Prior to her current role, she has held positions at several firms including Wilson Title Services and TTEC. McInerney Investment Advisors offers personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm tailors investment programs based on clients’ goals, time horizons, and risk tolerances, and works closely with a single third-party manager, Gradient Investments, LLC.

Erik Bonnett is a financial advisor at Tripletail Wealth Management in Orlando, FL, holding a Series 66 designation with five years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Woodbury Financial Services and has nearly a decade of experience at Regions Bank. Outside of his advisory role, Bonnett serves as a professional fiduciary through Florida Family Trust Services, LLC, and is a director of the Dr. Nayana and Indrajit Vyas Memory Care and Wellness Foundation. Tripletail Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy based on fundamental analysis and offers a wrap-fee program, integrating insurance and trust services through affiliated businesses.

Phillip Connors is a financial advisor at Value Financial Advisers, Inc. with 15 years of industry experience. He holds the Series 66 designation and previously worked for Leigh Baldwin & CO., LLC for 10 years. Outside of his advisory role, he has engaged in part-time work as a delivery driver. Value Financial Advisers primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management along with financial planning and wealth-preservation services. The firm applies a long-term, fundamental investment approach with Committee oversight for securities approval.

Chelsea Jones is a CFP® and holds a Series 65 license with six years of experience in financial advising. She has been with Physician Family Financial Advisors Inc since 2019 and previously worked at the WKU Center for Financial Success and Western Kentucky University. Her background also includes roles outside finance in health and recreation facilities. Physician Family Financial Advisors serves physician families and individual clients, offering financial planning, investment guidance, and discretionary account management. The firm employs a diversified, passive investment approach with tax-aware strategies and uses a non-AUM fee model.

Bruce Kelvington is a financial advisor at SKadvisors, LLC with 25 years of industry experience. He holds a Series 65 designation and also serves as a CPA and managing member of CFO Outsourcing Group, LLC, an accounting and bookkeeping firm. Kelvington has been involved with SKadvisors since 2004 and with Simon, Kelvington & Shealy, LLC, another accounting firm, since 2008. SKadvisors is a small team advisory firm serving individual and high-net-worth clients through portfolio management and financial planning. The firm employs a multi-method investment approach and manages client assets on a discretionary basis, integrating in-house accounting and insurance services to support client needs.

Johnnie Hall III is a financial advisor with VestWyze, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at VestWyze since 2017 and previously at VOYA Financial Advisors and Hall, Goodman & Associates, where he remains active. Hall is also an independent insurance agent involved in the sale of fixed insurance products. VestWyze, LLC provides fee-based portfolio management and occasional financial planning primarily for individual investors, small businesses, and institutions. The firm operates mainly on a non-discretionary basis, tailoring investment strategies to client objectives using a range of securities, ETFs, mutual funds, and alternative investments.

Michael Frustaci is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with Global Assets Advisory since 2019 and is also affiliated with International Assets Investment Management, LLC and International Assets Advisory LLC. Frustaci serves as managing member of Palladium Wealth Advisors, LLC, a private label entity for financial business. Global Assets Advisory, LLC is an SEC-registered adviser managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, employing a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income.

Christopher Calise is a CFA® charterholder affiliated with Haven Private in Orlando, FL. He has one year of industry experience and previously spent ten years at MCK United LLC/RPM Realty. Calise is currently involved with Intentionalize, LLC and Enclave Risk Management, LLC alongside his role at Haven Private. Haven Private is a fee-based registered investment adviser serving individual and high-net-worth clients with private wealth management and discretionary portfolio management. The firm emphasizes ongoing account oversight through written Investment Policy Statements and diversified asset-allocation models, managing a range of traditional and alternative investments while also acting as sub-advisor to a private pooled vehicle.

Allison Young is a CFP® with three years of industry experience, currently serving at Stonebridge Financial Planning Group, LLC in Orlando, FL. Her career includes multiple roles within Stonebridge and Commonwealth Financial Network. Prior to her financial advisory career, she worked in the tourism and retail sectors. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis, employing both long-term and shorter-term investment strategies across diverse asset classes.

Michelle Taylor is a financial advisor with GFG Solutions in Orlando, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and Northwestern Mutual, spanning both wealth management and investment services. GFG Solutions serves individuals, high-net-worth households, and business owners with discretionary and non-discretionary asset management and integrated financial planning. The firm employs a customized investment approach combining fundamental, technical, and tactical analysis, and sponsors a wrap-fee program that includes performance-based fees for qualified clients.

Joao Carlos Ramalho Lemos Andre is a financial advisor with Blacktower Financial Management (US) LLC. He holds a Series 65 designation and has been with Blacktower since 2020, including a role at Utmost Services Ireland in 2025. Located in Orlando, FL, his industry experience spans several years across related firms. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios mainly on a non-discretionary basis using various investment vehicles and third-party managers.

Cole Thomas is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Stonebridge Financial Planning Group, LLC, where he has worked since 2021, and has prior experience at Commonwealth Financial Network and Triad Advisors LLC. Outside of advisory work, he was employed by Cru for several years. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis, employing both long-term and shorter-term investment strategies across various asset classes.

Chad Warrick is a financial advisor with Summit Wealth Partners, LLC in Orlando, FL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Summit Wealth Partners since 2015. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach that incorporates academic models and uses pooled vehicles, third-party managers, and derivatives in portfolio construction.

Charles Fitzgerald is a Certified Financial Planner™ with 26 years of industry experience. He has been with Moisand Fitzgerald Tamayo, LLC in Orlando, Florida since 1998. Outside of his advisory role, he serves as the volunteer president and board director of the Millers Cove Homeowners Association. Moisand Fitzgerald Tamayo is a fee-only, independent investment advisory firm serving individuals, families, trusts, estates, and retirement plan sponsors. The firm emphasizes evidence-based, long-term investing with low-cost funds and offers a range of services including discretionary portfolio management, financial planning, retirement plan consulting, tax preparation, and business consulting.

Thomas Lucas is a CFP® professional with 4 years of experience at Moisand Fitzgerald Tamayo, LLC in Orlando, FL, where he has worked since 2015. He is part of an 11-advisor team at the firm. Moisand Fitzgerald Tamayo is a fee-only, independent advisory firm serving individuals, families, trusts, estates, and retirement plan sponsors. The firm emphasizes evidence-based, long-term investment strategies and offers comprehensive services including discretionary portfolio management, financial planning, tax return preparation, and business consulting for S-corporation owners.

Andrew Baker is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Summit Wealth Partners, LLC and has previously worked at Pelican Wealth Advisors LLC and Mass Mutual. Outside of his advisory role, he is a licensed real estate agent in Bonita Springs, FL. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach that incorporates academic models, third-party managers, and the use of pooled vehicles such as ETFs and mutual funds.

Stacey Cole is a financial advisor at Haven Private with six years of industry experience. She holds a Series 65 credential and has previously worked at firms including AlphaQ Advisors, LLC and Bank of America. Outside of her advisory role, Stacey is an active member of the Florida Bar Association’s Real Property Probate Trust and Law Section, where she serves on multiple committees and holds a leadership position in the educational committee. Haven Private is a fee-based registered investment adviser that serves individual and high-net-worth clients with private wealth management and discretionary portfolio management. The firm’s investment approach is based on a written Investment Policy Statement and diversified asset-allocation models, and it also serves as sub-advisor to a private pooled vehicle, a service uncommon for firms its size.

Evan Gruchot is a financial advisor at Solyco Wealth LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Northwestern Mutual and Clarity Financial Planning. In addition to his advisory role, he provides private equity consulting focused on fund administration, capital raising strategies, board advisory services, and optimizing organizational structures. Solyco Wealth offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis and provides tax preparation and accounting services through an affiliated entity.

Mathew Samuel is a financial advisor at Blacktower Financial Management (US) LLC with four years of industry experience. He holds the Series 65 designation and serves as Private Wealth Team Director at Titan Wealth International. His prior experience includes roles at Beacon Global Adviser Network, AHR Private Wealth, Premier, Guardian Wealth Management, Harrison Rowe Private Wealth, and Sandown Mercedes Benz Ltd. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates 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, standalone financial planning, and retirement-plan consulting.

Randal Stephens is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 designation and three years of industry experience. He has previously worked at SJB-Global and Chase Belgrade. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages approximately $122.8 million in regulatory assets, offering tailored portfolio management and retirement-plan consulting.