Matthew Lampman is a financial advisor at Global Assets Advisory, LLC with 13 years of industry experience. He holds the Series 66 designation and has held roles at several firms, including Primus Financial Services, LLC and International Assets Advisory, LLC. Lampman is also involved in operational duties at International Assets Investment Management, LLC and oversees administrative functions at Lampman Ventures LLC. Global Assets Advisory, LLC is an SEC-registered advisor serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services using a long-term, customized portfolio approach.

Jordan Knapke is a financial advisor at Oxford Wealth Group, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Oxford Wealth Group, he worked at several advisory firms including Foundations Investment Advisors, The Chamberlin Group, and C2P Capital Advisory Group. Outside of his advising role, he has provided insurance and non-legal estate planning administrative services through The Chamberlin Group. Oxford Wealth Group offers investment advisory and financial planning services to individuals, retirement plans, corporations, trusts, and estates, utilizing a goals-based approach and model portfolios managed by financial professionals in conjunction with third-party sub-advisers.

Jake Barber is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 credential and seven years of industry experience. He has worked at SJB Global/BFMI since 2018 and previously at Guardian Wealth Management from 2016 to 2018. 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 offers portfolio management and standalone financial planning, managing client assets mainly on a non-discretionary basis.

Robert Cortes is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 66 credential and 16 years of industry experience. He has worked at AllGen Financial Advisors since 2017 and previously held roles with Fairwinds Credit Union and Cuso Financial Services. Outside of his advisory work, he is an owner of a private rental property business. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for nearly 1,000 clients, primarily individual and high-net-worth households. The firm uses a core-satellite asset-allocation approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Paul Rhodes is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 credential and four years of industry experience. He has been with Blacktower Financial Management since 2012 and serves as an Associate Director for several Blacktower entities internationally, including roles in Gibraltar and Cyprus, where he advises clients on investment solutions. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing 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 manages client portfolios on a largely non-discretionary basis using a variety of investment vehicles and custodial platforms.

Paul Roldan is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with AllGen since 2006. Outside of his advisory role, he is a CFO and partner at The Intelligent Office, a virtual office space and receptionist service. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for around 981 clients, primarily individual and high-net-worth households. The firm uses a core-satellite asset allocation approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Alexander Gover is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Principal People and SJB Global. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates living in the United States, as well as U.S. persons with retirement assets. The firm focuses on pension transfer work and manages client assets mainly on a non-discretionary basis using a range of investment vehicles and third-party managers.

Ryan Osborne is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Moisand Fitzgerald Tamayo, LLC since 2018. He previously worked at Manchester Capital and Broderick and Davenport, PLLC. 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 allocation and long-term investing using low-cost mutual funds, ETFs, and investment-grade fixed income, and offers comprehensive services including discretionary portfolio management, financial planning, tax return preparation, and business consulting for S-corporation owners.

Jason Martin is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Since 2003, he has been associated with Good Risk Reward, Inc. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily individual and high-net-worth households. The firm provides discretionary portfolio management, financial planning, business and corporate planning, and consulting services, using a core-satellite asset allocation approach guided by Modern Portfolio Theory.

Johnny Gibson is a CFA® charterholder with 10 years of industry experience. He is currently with Haven Private in Orlando, FL, where he serves as part of a five-advisor team. His prior work includes roles at Bank of America and Fieldpoint Private. Haven Private provides wealth management and discretionary portfolio management services to individuals and families across a range of net worth levels. The firm employs diversified investment strategies that incorporate fundamental, quantitative, and behavioral analysis, and it also serves as a sub-advisor to a Regulation D pooled vehicle focusing on private investments.

Ronald Loyo is a financial advisor at Expressive Wealth LLC in Orlando, FL, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Oxford Wealth Group, Edward Jones, and Bank of America/Merrill Lynch. Outside of his advisory role, he is involved in a separate business, Loyo Properties LLC. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm integrates fundamental, technical, and cyclical analysis in its investment approach and provides oversight of Sub-Advisors while operating from multiple offices and offering unique fiduciary services.

Skylar Kunau is a financial advisor at Oxford Wealth Group, LLC in Orlando, FL, holding a Series 65 designation with one year of industry experience. Kunau has been with Oxford Wealth Group since 2021. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice. The firm uses a goals- and household-based approach to asset allocation, typically placing clients into model portfolio programs overseen by its financial professionals and implemented by third-party sub-advisers.

Samuel Dixon is a financial advisor at Oxford Wealth Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including AE Wealth Management, Eqis Capital Management, and Black Harbor Wealth Management. Dixon is also involved in insurance sales and services through Oxford Advisory Group, LLC. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice. The firm uses a goals- and household-based approach to asset allocation and typically places clients into model portfolio programs overseen by its financial professionals and implemented by third-party sub-advisers.

Scott Kremer is a financial advisor at Summit Wealth Partners, LLC in Orlando, FL, holding Series 65 and Series 63 licenses with 24 years of industry experience. His prior roles include positions at Fifth Third Wealth Advisors, U.S. Bank N.A., PNC Bank, and KeyBank. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm provides wealth management, investment advice, and pension consulting with an investment approach focused on broad diversification, strategic asset allocation, and tax-efficient registered funds such as ETFs.

Angela Moore is a CFP® professional with 13 years of industry experience. She currently serves as a financial advisor at Fruitful and previously worked at Charles Schwab and operated Modern Money Education LLC. Fruitful Advisory provides financial planning and discretionary investment management to members of Fruitful, Inc. through a subscription-based, web-enabled platform. The firm emphasizes diversified, low-cost portfolios primarily constructed with passive ETFs and index funds, combined with dynamic financial planning aligned with CFP® principles.

Christopher Mc Anany is a financial advisor at Oxford Wealth Group, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment, Capital Analysts, and Northwestern Mutual, among other firms. Oxford Wealth Group, LLC is a registered investment adviser serving individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates. The firm offers portfolio management, financial planning, and retirement-account advice, typically using model portfolio programs monitored continuously and tailored to clients' goals and household-level diversification.

Scott Clementi is a financial advisor at Oxford Wealth Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Camarda Wealth Advisory Group, Fisher Investments, and Voya Investment Management. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates, providing portfolio management, financial planning, and retirement-account advice. The firm employs a goals- and household-based approach to asset allocation and utilizes model portfolio programs managed by financial professionals and third-party sub-advisers.

James Boswell is a financial advisor at Ferguson Shapiro LLC in Orlando, FL, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at AXA Advisors LLC, Green Light Capital Advisors LLC, Troutman Sanders, and DS Capital Lending Group. Outside of financial advising, he is a partner in Purefit Nutrition, LLC, a drop-shipment supplement business operating on Amazon. Ferguson Shapiro provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers both discretionary and non-discretionary advisory services, access to third-party money managers, written financial plans, and a wrap fee program.

Scott Brewster is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL. He holds a Series 65 designation and has experience in financial services since 2024, including a prior role at New York Life Insurance Company. Outside of finance, he was involved with Civil Axe Throwing for five years. AllGen Financial Advisors manages approximately $475 million for over 1,000 clients through a team of 12 advisors. The firm offers portfolio management, financial planning, and consulting services, utilizing a discretionary investment process that includes ETF-based core allocations and an AI-driven cryptocurrency strategy.

Saif Rubbani is a financial advisor at Blacktower Financial Management (US) LLC with prior experience at Titan Wealth International, St. James Place - Asia & Middle East, FLM Wealth Management, and HW Fisher. He holds a Series 65 designation and is based in Orlando, FL. Blacktower Financial Management (US) LLC specializes in financial planning, retirement-plan consulting, and investment advisory services primarily for UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm focuses on pension transfers involving Self‑Invested Personal Pensions (SIPPs) and Qualifying Recognised Overseas Pension Schemes (QROPS), managing assets mainly on a non-discretionary basis using a combination of ETFs, mutual funds, individual equities, and fixed income.