Shawn Smith is a financial advisor with Collaborative Wealth, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Collaborative Wealth in 2019, he worked at Bank of America/Merrill Lynch and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is involved with SMS Wealth Advisors LLC, a business entity for tax and investment purposes. 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 construct long-term asset allocation strategies and manages a private real estate fund using AI-assisted underwriting combined with traditional oversight.

James Duronio is an investment adviser representative with William Mack & Associates Inc, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Covenant Capital Advisors, LLC and Lamco Advisory Services, and maintains a separate inactive business, Duronio Construction, LLC. William Mack & Associates is a multi-team registered investment adviser serving individual and institutional clients with a focus on diversification, tax efficiency, and low-cost funds, managing approximately $1.03 billion in discretionary assets across a 15-advisor team.

John Murphy is a Series 65 licensed advisor with QTR Family Wealth, LLC, where he has worked since 2024. He has one year of industry experience and previously worked at Bison Wealth, LLC. Outside of his financial career, he was employed at Seminole Legacy Golf Club from 2021 to 2024. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets and uses a manager-of-managers approach with model portfolios and third-party managers.

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.

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.

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.

Nicholas Maratta is a CFP® professional with 25 years of industry experience. He has been with Occidental Asset Management, LLC since 2016 and previously worked at Scottrade, Inc. since 1999. Occidental Asset Management, LLC serves high-net-worth individuals and institutional clients by providing wealth management, portfolio management, and comprehensive financial planning through a 12-advisor team across six offices. The firm employs a discretionary approach using fundamental, technical, and cyclical analysis, and utilizes automated platforms for portfolio rebalancing and tax-loss harvesting.

Marcy Keeling is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining First Advisors National, she worked at GLP Investment Services and ValuTeachers, and has experience in education roles with various public school districts. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation methodologies through third-party money managers.

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.

Altug Dincturk is a CFA® charterholder with 20 years of industry experience. He has been with Madison Partners since 2026 and previously worked for Schwab Wealth Advisory Inc for 13 years. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm takes a customized, long-term approach to investing, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

Sidney Taylor II is a financial advisor at DayMark Wealth Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Taylor is involved in small business consulting, advises a mobile dating app on technology and operations, and serves on the investment committee at the Stetson Business School Foundation as chairman. He also serves on the vestry board of St. Barnabas Church, advising on endowment investments. DayMark Wealth Partners serves individual, trust, retirement plan, and institutional clients by offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a range of strategies including fundamental, technical, and ESG analysis, and is notable for its role as a private fund adviser along with access to alternative and private securities.

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 a Series 65 designation and has worked previously at CentralSquare Technologies for eleven years. In addition to his advisory role, he is a registered insurance agent and owner at Abood Wealth Management, where he sells Medicare plans, annuities, and life insurance. Simplicity Wealth serves a diverse client base including individual 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 technology and operational services alongside advisory solutions.

H Dale Goembel is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Archer Investment Corp since 2020 and previously spent six years at Avantax Investment Services, Inc. In addition to his advisory role, Goembel oversees daily operations at his own tax preparation and accounting firm, H. Dale Goembel, CPA, PA. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm’s investment approach includes comprehensive financial assessments and diversified portfolio construction, offering both discretionary management and model-driven strategies.

Joseph Krauszer is a CFP® certified financial advisor at BakerAvenue with 23 years of industry experience. He has held positions at firms including Integrity Holdings Group LLC, Fidelity Personal and Workplace Advisors, Wells Fargo Clearing, and UBS Financial Services. Krauszer has been with BakerAvenue since 2023. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning with a focus on diversified investment strategies and ongoing client communications.