Isabel Ortiz is a CFP® professional with four years of industry experience, currently serving as an advisor at Synergy Investment Management LLC. She has prior experience with LPL Financial, Merit Financial Group, and Stonebridge Financial Planning Group. Ortiz also worked in the hospitality industry and in education before transitioning fully into financial advising. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs Modern Portfolio Theory and proprietary quantitative models, managing approximately $681.5 million for over 2,400 clients.

Joseph Mack is a financial advisor with Oakwood Capital, Inc. in Maitland, Florida, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at The Leaders Group Inc, Rex Huffman & Associates, and Northwestern Mutual Life Insurance Company. He is also involved with The Brokers Network LLC, a life insurance and annuity wholesaler. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes non-discretionary portfolio management using third-party managers and model portfolios, along with fundamental, technical, and cyclical analysis.

Christopher Bordner is a financial advisor with Synergy Investment Management LLC in Altamonte Springs, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at LPL Financial and Cetera Advisors LLC. He is also a managing partner and agent at Synergy Insurance Partners, LLC, where he works with fixed insurance, disability, and long-term care products. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets for more than 1,000 clients across six offices and employs a long-term, Modern Portfolio Theory-based investment approach using diversified portfolios of mutual funds, ETFs, and other instruments.

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.

Rene Persaud is a financial advisor with Synergy Investment Management LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Synergy since 2024 and previously at LPL Financial, United Planners Financial Services, and SPC and Associates, where he is also involved in recruiting and headhunting. Synergy Investment Management provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million for about 2,469 clients, using a long-term, strategic approach grounded in Modern Portfolio Theory and employing proprietary quantitative models and a held-away account platform.

Louis Shinaman is a financial advisor at Destiny Wealth Partners, LLC with 29 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Ruggie Wealth Management and CWM, LLC. Outside of his advisory work, Shinaman serves on the board of UCP of Central Florida and is a member of the advisory council for Compcoin, a blockchain-based public currency trading platform. Destiny Wealth Partners is a team-based advisory firm that provides wealth management, financial planning, and portfolio management services to individuals, trusts, business entities, and retirement plans. The firm offers tailored discretionary and non-discretionary portfolio management supported by an investment policy committee and employs a broad range of investment instruments alongside technology platforms for client reporting and account oversight.

Andrew Hicks is a financial advisor at Occidental Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Occidental, he worked at New York Life Insurance Company and NYLIFE Securities LLC, and he has a background that includes roles in legal services and academia. Occidental Asset Management serves high-net-worth individuals and institutional clients with wealth management, financial planning, and portfolio management. The firm employs a range of analytical methods and technologies to tailor investment strategies according to client objectives and risk tolerance.

Aaron Bert is a CFP® professional with 17 years of industry experience, currently serving at Certified Advisory Corp. He has held roles at multiple financial firms, including Maitland Securities, Transam Securities, and Certified Financial Group, where he also serves as President. Bert is President of Certified Insurance Corp in addition to his advisory duties. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment approach and emphasizes plan-level consulting, participant education, and systematic reporting, using both traditional custodians and digital advisory platforms.

Christopher Toadvine is a CFP® with 28 years of industry experience, currently serving as an advisor at Certified Advisory Corp since 2019. His prior roles include positions at Stonebridge Financial Planning Group, Triad Advisors LLC, EF Legacy Securities, LLC, and Edelman Financial Services LLC. He serves as a board member of the Financial Planning Association of Central Florida, where he provides pro-bono financial advice through an annual call-in program. Certified Advisory Corp offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, Modern Portfolio Theory, and automated rebalancing through platforms like Betterment, managing approximately $3.04 billion in discretionary assets.

Justin Spitler is a CFP® with 17 years of industry experience, currently serving as an advisor at Certified Advisory Corp. His prior work includes roles at Fortune Financial Services and Transam Securities, among others. He also supports another representative’s book of business as a para planner at Certified Advisory Corp. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that aligns client goals with risk tolerance and liquidity needs, offering discretionary portfolio management alongside services such as pension consulting and tax preparation provided through affiliated CPAs.

Dillon Little is a CFP® professional with four years of experience at Certified Advisory Corp. His background includes roles at The Car Park and involvement with the Ponce De Leon Inlet Lighthouse Preservation Association. He has also worked in education at the University of South Florida and Spruce Creek High School. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and charitable organizations. The firm employs an individualized, goal-driven investment process and emphasizes plan-level consulting, participant education, and systematic reporting, utilizing both traditional custodians and the Betterment for Advisors platform.

Eric Reinhold is a CFP® professional with 28 years of industry experience. He currently works at Eversource Wealth Advisors, LLC and previously spent 10 years at Ameriprise Financial Services, Inc. Reinhold serves on the Board of Directors for Character 4 Kids, Inc. and is also an author of fiction and non-fiction books. Eversource Wealth Advisors serves individual and institutional clients, including families, estates, charitable foundations, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and sub-advisory services, utilizing multiple investment programs and a values-based planning approach.

Adam Thielen III is a financial advisor at Virtue Capital Management, LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Virtue Capital in 2020, he worked at LPL Financial and Invest Financial Corporation, and he has operated his own insurance agency since 2000. Virtue Capital Management, LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model and uses tactical, strategic, and dynamic investment approaches, combining portfolio management, financial planning, and consulting services.

Vicki Kovach is a CFP® professional with 27 years of experience in financial planning and advisory services. She is currently with Certified Advisory Corp and has held roles at firms including Maitland Securities, Inc. and Team Beachbody. Outside of her advisory work, she serves as owner and president of VDK Financial Services, Inc., a non-investment business. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and employer-sponsored plans. The firm emphasizes individualized, goal-driven portfolio management combined with detailed plan-level consulting and systematic client communications.

Jessica Hall is a financial advisor at Certified Advisory Corp with five years of industry experience. She holds the Series 66 designation and has worked at firms including Fortune Financial Services, Bank of America, Merrill Lynch, and Wells Fargo Bank. Outside of her advisory role, she is also an agent and sales representative with Certified Insurance Corp. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment process and offers plan-level services such as pension consulting, participant education, and systematic quarterly reporting, utilizing both traditional custodians and digital platforms like Betterment for Advisors.

Roy Kelsey is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Cape Investment Advisory, Inc., 401K Generation, and Skyview Wealth Management, LLC. Outside of his advisory work, he owns SkyView Business Solutions, a company focused on helping businesses recover R&D tax incentives. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors and model portfolios to implement strategies.

Harry Stadelmayer is a CFP® professional with 39 years of industry experience, currently serving at Certified Advisory Corp. His career includes roles at Fortune Financial Services, Maitland Securities, Certified Insurance Corp, and Transam Securities. He has been involved with Certified Advisory Corp since 1995 and with Certified Insurance Corp since 1998. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment process and emphasizes plan-level services, participant education, and systematic reporting, combining traditional custodial arrangements with a digital advisory platform.

Daniel Thornton is a financial advisor at Good Life Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Good Life Financial Advisors of Orlando. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, with an investment process that integrates fundamental, technical, and cyclical analysis.

Stephen Meikle is a financial advisor with Calton & Associates, Inc., holding a Series 66 designation and 18 years of industry experience. He previously worked at International Assets Advisory LLC from 2009 to 2018 before joining Calton & Associates in 2018. In addition to his advisory role, he operates under the brand Investia Financial Services, focusing on client education and relationship development. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management options tailored to client goals and risk tolerance.