Paul Bush is a Series 65-licensed financial advisor at Steadfast Financial Services with one year of industry experience. Prior to joining the firm, he held roles at several churches, including Highpoint Community Church, Westside Church, and Summit Church. Steadfast Financial Services provides financial planning and discretionary investment management to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm follows a fee-only model, emphasizing strategic asset allocation and global diversification using a combination of passive index ETFs and selected active funds.

Tiffany King is a financial advisor with Symphony Financial Team in Lake Mary, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 36 years of industry experience, including prior roles at Raymond James Financial Services from 2014 to 2017. Outside of advisory work, she serves as a board member for Orlando Interamericas H3 LLC, an organization involved in event bidding. Symphony Financial Team provides comprehensive financial planning and consulting services to individuals and high-net-worth clients, often business owners and executives, through tiered planning packages. The firm emphasizes integrated, ongoing planning supported by a web-based wealth platform and collaborates with clients’ tax, legal, and insurance advisors while relying on third-party managers for investment implementation.

Lu Yu is a financial advisor at FamilyWealth Asset Management with eight years of industry experience. He holds a Series 65 designation and has worked with FamilyWealth since 2018. In addition to his advisory role, he provides accounting services for Workplace Solutions, Inc., a non-investment-related business. FamilyWealth Asset Management advises individual investors, including high-net-worth clients, as well as institutional clients such as pension plans and endowments. The firm employs a multi-asset investment approach combining passive core exposures with active and alternative strategies, offering services through an integrated platform and Turnkey Asset Management Program.

Jason Tucker is a CFA® charterholder affiliated with Synergy Investment Management LLC and has over 19 years of industry experience. He previously worked at Citigroup Global Markets Inc. from 2005 to 2024 before joining Synergy and LPL Financial in 2024. Synergy Investment Management, LLC serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, supported by proprietary quantitative tools.

Charles Smith is a financial advisor with Delta Advisory Group, Inc. in Maitland, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Tuscan Gardens and Delta Realty Advisors, Inc., where he also serves as CEO. Outside of advising, he is involved in non-investment consulting and real estate management through ownership and leadership positions in related firms. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for life events. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and provides quarterly account reviews and ongoing supervision tailored to client objectives.

Jeremiah Wassmer is a CFP® with nine years of industry experience, currently serving at Destiny Wealth Partners, LLC. His background includes roles at several firms, such as AE Wealth Management, Madison Avenue Securities, and The LifeWealth Group. Destiny Wealth Partners is an SEC-registered, team-based advisory firm that provides wealth management, financial planning, and portfolio management services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm offers tailored portfolio management using a range of investment vehicles and integrates technology platforms for client reporting and account oversight, while maintaining a broad scope of affiliated entities and specialized services.

Wesley Hunter is a financial advisor at QTR Family Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America and Merrill Lynch. Outside of his advisory role, Hunter is co-owner and financial operator of Raft Integrations, LLC, a technology server installation company, and co-owner/CFO of Florida Site Services, a construction business. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses, providing comprehensive wealth management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets and typically acts as a manager-of-managers by implementing model portfolios and engaging third-party managers.

Jeffrey Skraban is a financial advisor with Alternative Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at firms including APW Capital Inc, Delta Securities Company, LLC, and First Financial Strategies, LLC. Skraban is also a co-owner of First Financial Strategies, LLC, where he is involved in sales and support of insurance-related products. Alternative Investment Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as institutional and retirement plan clients. The firm offers customized discretionary portfolios based on defined model allocations and utilizes third-party manager referrals and advanced operational technologies in its investment approach.

Federico Londono Castillo is a financial advisor at Occidental Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has been with Occidental since 2019. Prior to his advisory role, he was a student for ten years. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning services. The firm manages approximately $1.4 billion for around 945 clients across six offices, utilizing fundamental, technical, and cyclical analysis along with discretionary investment implementation.

Cory Churchill is a financial advisor at Fortress Wealth Group with six years of industry experience and holds a Series 65 designation. His prior roles include positions at The Lifewealth Group, AE Wealth Management, and Ruggie Wealth Management. Outside of financial services, he has been involved with Diversity Fitness, including operating Diversity Fitness, LLC. Fortress Wealth Group advises individuals, high-net-worth clients, corporations, and charitable organizations with services including discretionary investment management, financial planning, and retirement plan advisory. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis in its research.

Chad Hunter is a CFP® professional with 18 years of industry experience, currently serving as a Private Wealth Advisor and owner at QTR Family Wealth, LLC. His career includes roles at Bank of America, Merrill Lynch, and several wealth management firms. Outside of financial advising, he consults for Rosterspot, Inc., a social media web application focused on athletic recruiting. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management and business consulting services. The firm manages approximately $582.8 million in discretionary assets and employs a manager-of-managers approach, offering a range of financial planning, tax coordination, and philanthropic support services.

Chad Justice is a financial advisor at Collaborative Wealth with 21 years of industry experience. He holds a Series 66 designation and has worked with Collaborative Wealth since 2006. His prior experience includes a role at LPL Financial LLC from 2006 to 2023. Outside of advising, he is involved with advisorRETIRE, LLC, a business that capitalizes acquisitions of independent financial services firms. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for a diverse client base, including individuals, high-net-worth households, pension plans, and nonprofits. The firm uses a combination of fundamental and technical analysis to construct portfolios, typically employing long-term asset mixes with periodic rebalancing and offers both discretionary and non-discretionary management.

Benjamin Sullivan is a financial advisor with Collaborative Wealth, holding a Series 65 license and four years of industry experience. His background includes roles at BNY Mellon and Heritage Wealth Management, among others. 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 data-driven underwriting and blockchain-anchored reporting.

Thomas Pratt is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Collaborative Wealth Management, LPL Financial, and Evershore Financial Group. Outside of finance, he is involved with Diamond P Ranch, a farming business he has managed since 2004. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for individual and high-net-worth clients, pension plans, foundations, charities, and businesses. The firm employs a combined fundamental and technical investment approach, offering both discretionary and non-discretionary management along with comprehensive wealth planning services.

Samson Streachek is a financial advisor at Financial Harvest Wealth Advisors in Winter Park, FL. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Financial Harvest, Samson worked at Universal Destinations & Experiences and has experience in consulting and other industries. Financial Harvest Wealth Advisors serves individuals and families across a broad range of wealth levels, managing approximately $557 million in client assets with a team of six advisors. The firm provides comprehensive wealth management services grounded in a consultative process and emphasizes strategic asset allocation using various investment vehicles.

Douglas Jones is a financial advisor at Collaborative Wealth with a Series 66 designation and one year of industry experience. Prior to joining Collaborative Wealth Management, he was affiliated with Bankers Life Advisory Services, Inc. and related entities. Outside of his advisory role, he serves as the personal representative for an estate, managing probate-related fiduciary responsibilities. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for individual and high-net-worth clients, as well as institutions. The firm employs a combination of fundamental and technical analysis to construct portfolios and offers a range of services from investment management to comprehensive multigenerational wealth planning.

Jeffrey Ackler is a financial advisor with Synergy Investment Management LLC, holding the CFP® designation and Series 63 and 66 licenses, with 34 years of industry experience. He has worked at Synergy Investment Company since 2024, following seven years at Merit Financial Group and over a decade at LPL Financial. Outside of financial advising, he owns and operates a travel agency franchise. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm applies Modern Portfolio Theory in its investment approach and utilizes proprietary quantitative models and a held-away account platform to support client portfolios.

Chad Vergason is a CFP® with eight years of industry experience, currently serving at Siler Wealth Management. His prior roles include positions at CEV Financial Ventures, Sdr Investment Management, and Principal Securities Inc. He is a board member of the National Association of Insurance and Financial Advisors and is a licensed insurance agent with Executive Insurance of Central Florida. Siler Wealth Management serves individuals, families, small business owners, and institutional clients by providing investment management, financial planning, and consulting services. The firm employs customized strategies through both passive and active solutions and manages approximately $188.6 million in assets as of March 2026.

Kelli Rojas is a Series 65-licensed financial advisor with 16 years of industry experience. She has been with 401k Generation since 2009, contributing to the firm's retirement plan consulting and individual advisory services. 401k Generation provides retirement plan consulting to plan sponsors and fiduciaries, as well as individual investment advisory and managed account services. The firm serves individuals, trusts, and business-sponsored retirement plans, relying on an internal Investment Policy Committee and quantitative grading to select investment options.

Eliza Kwentus is a financial advisor at Destiny Wealth Partners, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Edward Jones. 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. The firm employs a range of investment strategies guided by an investment policy committee and integrates technology and process controls in client reporting and oversight.