Christopher Stadler is a financial advisor at Amerity Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. Outside of his advisory role, Stadler performs acrobatic routines with multiple production companies, including Metropolis Productions and AntiGravity Orlando. Amerity Wealth Management serves individual clients, businesses, pension and profit-sharing plans, and trusts, managing approximately $339 million in assets across 15 advisors. The firm provides asset management, financial planning, retirement consulting, and UK pension transfer services, typically managing accounts on a discretionary basis using a range of third-party portfolios and platforms.

Bryan Caulkins is a financial advisor at Proxy Wealth Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 registrations and has worked with several related entities, including Proxy Capital Partners and Cambridge Investment Research Advisors. Caulkins is involved in multiple ownership and advisory roles within affiliated Proxy firms. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, serving a notable non-U.S. client base with specialized advice for foreign individuals with cross-border needs.

Pietro Galina is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 designation and three years of industry experience. He also has significant business experience in property management and business consultancy through his roles at several companies in Maringa, Brazil. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, with a notable focus on serving foreign clients with cross-border needs. The firm utilizes a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis and manages a range of account types using diverse instruments, including foreign securities and derivatives.

Hilton Lamprecht is a financial advisor with The Life Wealth Group, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at Madison Avenue Securities and AE Wealth Management, and is also involved in mortgage lending through Clifton Mortgage Services. Additionally, he partners with LifeWealth Transition Partners LLC, providing business succession planning and advisory services. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management, including discretionary asset management, financial planning, and estate-planning support. The firm utilizes proprietary and third-party model portfolios, strategic asset allocation, and value-oriented strategies to tailor solutions for its clients.

Christopher Davidson is a financial advisor at Proxy Wealth Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Cambridge Investment Research and Lincoln Financial Advisors. His career also includes roles at multiple Proxy-affiliated entities. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, with a notable focus on non-U.S. clients and foreign individuals with cross-border needs. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis and manages a variety of instruments and account types across multiple offices.

Bradley Busbin is a CFP® professional with 20 years of experience in the financial industry. He is currently with The LifeWealth Group, a firm where he has worked in various capacities since 2009. In addition to his financial advisory roles, he is the sole president and owner attorney at Busbin Law Firm, specializing in estate planning and trust administration. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management services, including discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and estate-planning support.

Grayson Bishop is a financial advisor at Blue Jasper Capital LLC with a Series 65 designation and three years of industry experience. Prior to joining Blue Jasper Capital, he worked at Southern Hill Farms and has been involved as a personal trainer at Hitfit Gym since 2021. Blue Jasper Capital provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm utilizes a long-term investment approach primarily using low-cost mutual funds and ETFs, while also managing an affiliated private fund with derivative investments and performance-based carried interest.

Felipe Mardakis is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 designation and two years of industry experience. He is also the CEO and founder of Mestral Advisors, a business and management consulting firm. Additionally, he is licensed as a real estate agent with Okkla Realty in Orlando, FL. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, including a notable non-U.S. client base. The firm uses a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, employing a broad range of instruments and managing both wrap-fee and non-wrap accounts.

Michelle Pezzulo is a CFP® professional with nine years of industry experience, currently serving at Bentley Financial Group in Winter Garden, FL. She has worked at Bentley Financial Group and LPL Financial since 2016. In addition to her advisory role, she is a notary for the state of Illinois. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis, options for hedging, and third-party Independent Managers, while offering managed account access through multiple LPL-sponsored programs.

Richard Sampson is a CFP® professional with Series 63 and Series 65 licenses, currently serving as an advisor at The LifeWealth Group. He has one year of industry experience, including roles at LifeWealth Investment, Madison Avenue Securities, and Amplified Planning. Outside of financial services, he has experience in small business ownership and university-level work. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management services. The firm employs discretionary portfolio management using proprietary models and third-party sub-advisors, offering tailored financial planning, estate-planning support, and access to managed-account programs.

Charlot Alexandre is a financial advisor at Blue Jasper Capital LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including positions at JPMorgan Chase Bank, ADP WorkMarket, and Kingdom Energy Solutions. Alexandre is also involved with Kingdom Energy Solutions LLC, reflecting a background that spans financial services and energy sectors. Blue Jasper Capital LLC is a registered investment adviser with a five-person team managing approximately $23.6 million for a range of clients including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and financial planning, constructing customized portfolios primarily using low-cost mutual funds and ETFs, supplemented by stocks, bonds, and cash positions as appropriate.

Jake Dechick is a financial advisor at D.H. Hill Advisors, Inc. He holds a Series 65 designation and has been working in the industry since 2019. Prior to joining D.H. Hill Advisors in 2026, he worked at Courtland Walker Financial Group. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm offers financial planning, investment management, retirement-plan consulting, and access to alternative investments, employing strategies such as tactical asset allocation and tax-aware techniques.

John Copeland is a financial advisor at Blue Jasper Capital LLC in Clermont, FL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Phillips and Jordan and JB Meridian Advisors, LLC. Blue Jasper Capital provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm offers discretionary portfolio management with a focus on low-cost mutual funds and ETFs, employing both fundamental and technical analysis to support long-term and tactical investment strategies.

Ethan Jones is a Series 65 licensed financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He has previously worked at Kovitz Investment Group Partners, GW&K Investment Management, Charles Schwab, the University of North Florida, and Flagler College. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional clients, and intermediaries. The firm employs a quantitatively based, systematic investment approach using proprietary models to govern portfolio construction and trading, offering a range of strategies including equity, fixed income, options overlays, and alternative interval funds.

Jason Braatz is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Pine Valley Investments. His prior work includes roles at Bank of America and Merrill Lynch. He is also associated with Braatz Wealth Advisors LLC, a personal holding company. Pine Valley Investments provides discretionary portfolio management and pension consulting to individuals, pension plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor portfolios and also manages affiliated private funds and subadvisory relationships.

Kenneth Mahoney is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Aurora Capital LLC and Newbridge Financial Services Group. He is also the author of the book "10 Things to Do Before You Retire." NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, and charitable organizations. The firm provides customized portfolio management using a variety of investment strategies and frequently employs third-party asset managers to meet clients' objectives and risk tolerances.

John Marcelia is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked previously at LPL Financial and Purshe Kaplan Sterling Investments and has been affiliated with M Group Investment Advisor, LLC for 15 years. In addition to his advisory work, he offers insurance products through various companies. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, including discretionary and consultative services, financial planning, and retirement plan advisory.

James Caufield is a financial advisor with Bison Wealth, LLC in Windermere, Florida. He holds a Series 65 designation and has been part of several firms since 2022, including Faith Financial Solutions and Back40 Financial. His professional experience includes roles outside the traditional financial advisory space, such as positions at FedEx and the United States Postal Service. Bison Wealth serves a diverse client base, including individuals, high net worth clients, family offices, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan services, with an investment approach focused on outcome-driven, multi-manager model portfolios that incorporate tactical and strategic allocations across various asset classes.

Jeffrey Kuchinsky is a CFP® professional with seven years of industry experience. He is currently with IPI Wealth Management, Inc. and previously worked at L.M. Kohn & Company and Proskauer Rose. Outside of his advisory role, he serves as president of the Sawyer Sound Homeowners Association and is involved in several non-investment-related business ventures, including mobile app development for co-parents and a boat tour rental company. IPI Wealth Management serves a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and utilizes an investment committee framework with quarterly reviews and collaboration with external managers.

Sammy Kudmani is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Private Client Services since 2003. Outside of his advisory role, Kudmani is a band leader for the Kudmani Family Band, performing as a hobby. Private Client Services is an SEC-registered, multi-team firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.