Shane Higgins is a CFP® professional with 13 years of experience in the financial services industry. He currently works at Apella Wealth and has previously been employed at firms including David Vaughan Investments, Schwab Wealth Advisory, Charles Schwab & Co., TD Ameritrade, and Merrill. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm uses a model-driven, quantitative approach to investment management and offers a range of services, including discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and an automated advisory option.

Cary Carbonaro is a CFP® and Series 65 licensed advisor with 24 years of industry experience, currently affiliated with Ashton Thomas Private Wealth. Her prior roles include positions at Advisors Capital Management and United Capital Financial Advisers. Outside of advisory work, she is an author and professional speaker through Money Queen LLC, serves on the Cortland College Foundation Board, and is a member of advisory councils for NASDAQ and the CFP Board. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, independent managers, and sub-advisers, and incorporates strategies such as options and selective cryptocurrency exposure.

Kevin Forbush is a financial advisor at Larson Financial Group, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lion Street Financial, Cantella & Co., IHT Wealth Management LLC, and Lion Street Advisors. Outside of finance, he is the managing principal and sole owner of Forbush Legal, PLLC, a law practice he has operated since 1996. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing strategic and tactical approaches alongside AI-assisted tools, and offers a range of affiliated services including broker-dealer, commercial real estate, and private equity activities.

Marla Isidro is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She previously worked at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of her advisory role, she owns and operates several businesses related to insurance, healthcare solutions, event support, and document preparation services, including AgencyFi LLC and Amies Corporation. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.

Darren Hinshaw is a CFA® charterholder with 18 years of industry experience, currently serving at Lanark Financial, Inc. He has previously worked at NBC Securities Inc, Massmutual, MML Investors Services, and Bb&T. Hinshaw holds several nonprofit board positions, including Chair of the Finance Committee for Central Florida Boy Scouts and board memberships with the Valencia Foundation and the Salvation Army Orlando. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary advisory arrangements.

Bob Kawabe is a financial advisor with ValMark Advisers, Inc. holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including roles at LPL Financial and The Wealth Consulting Group. Outside of his advisory work, he owns and operates Kawabe & Associates, LLC, providing business planning, consulting, and life coaching services. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation implemented through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Fausto Andrade is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. He has been with Icma Rc since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans with plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Maria Wagner is a financial advisor at Portfolio Medics, LLC with a Series 65 designation and one year of industry experience. She previously worked at Crowe from 2012 to 2019 before retiring for six years. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a combination of strategic and tactical approaches across various model portfolios and strategies.

James Johnson is a financial advisor at Encompass More Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Verity Asset Management, Inc. In addition to his advisory role, he serves as president and CEO of TCI Financial, Inc., an insurance sales firm, and is involved in insurance agencies through Appreciation Financial LLC and Oaceus Insurance Services. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses model-based strategies incorporating proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, and digital assets.

Fredric Lowe is a financial advisor with StoneX Advisors Inc. in Winter Garden, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes over 17 years at Quest Capital Strategies, Inc. and roles at StoneX Securities Inc. and StoneX Advisors Inc. He is president and sole owner of Smart Money Strategies & Planning, Inc., a business involving insurance, annuities sales, and Social Security benefits analysis. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management and consulting services. The firm employs a variety of investment strategies through independent advisors, in-house groups, and third-party managers, supported by integrated platforms and affiliated entities offering clearing, custody, and lending services.

Thomas Baer is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kalos Management and Madison Avenue Securities. Baer is also the owner of TBAER Wealth Management, where he is involved in the sales of life insurance, long-term care insurance, fixed annuities, and fixed index annuities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team and employs fundamental, technical, and cyclical analysis in its investment approach.

Albert Preniqi is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been affiliated with Bankers Life Securities, Inc. since 2016 and with Bankers Life & Casualty, Inc. since 2013, where he also manages a team of agents involved in insurance sales and financial advice. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

William Peck is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Cetera, Regions Bank, and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and integrates third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Daniel Sotomarino is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Empower Financial Services, private consulting, Flagstar Bank, and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point‑in‑time financial plans and optional managed account solutions.

Scott English is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Commonwealth since 2003 and also serves as managing principal of Ford, English, Savicki & Pavlot Wealth Management LLC, a private entity involved in fixed insurance products and securities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through various advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors access to a broad range of investment products and discretionary model portfolios.

Cortney Khan is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has worked previously at Schwab Wealth Advisory Inc and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Luke Collignon is a financial advisor with Principal Financial Services based in Windermere, FL. He holds Series 63 and Series 65 credentials and began his advisory career in 2025 after five years in construction and three years at the University of North Florida. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct adviser and promoter arrangements.

Lucas Marquez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services since 2013. Outside of his advisory role, he is an authorized member of High Five Capital, LLC, an investment entity in real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm offers services including asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Meryem Messaoudi Moussi is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 15 years of industry experience. She has worked at Charles Schwab and Schwab Wealth Advisory since 2015 and previously spent 14 years at Walt Disney World. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance uses Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Michael Lopez is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes positions at Fifth Third Bank, SunTrust Bank, and TD Bank. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via the Passageway platform, providing a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.