Kyler Reinhold is a financial advisor at EverSource Wealth Advisors, LLC with Series 65 registration and no prior industry experience. Before joining EverSource, he served in the U.S. Navy and has held roles including work with Auburn Naval ROTC Unit and Bolt Movers. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services, as well as turnkey asset management and sub-advisory solutions through multiple investment programs and a private markets platform.

Nancy Hecht is a CFP® professional with 42 years of experience in financial advising. She has worked with Certified Advisory Corp since 1994 and has held positions at Transam Securities, Inc., Certified Insurance Corp, Maitland Securities, Inc., and Fortune Financial Services. Outside of her advisory role, she is also an insurance agent with Certified Insurance Group. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional portfolio management with digital advisory options and detailed plan-level consulting.

Adam Jones is a CFP® professional with 13 years of industry experience, currently serving at Certified Advisory Corp. His career includes roles at multiple financial services firms such as Fortune Financial Services and Pinnacle Insurance & Financial Services. He has been associated with Certified Advisory Corp since 2017. Certified Advisory Corp provides investment advisory and financial planning services to a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm offers tailored investment strategies and a comprehensive mix of services, including portfolio management, pension consulting, and tax preparation through affiliated CPAs.

Frankie Brin is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC, having joined both firms in 2023. Prior to that, he worked for eight years at International Assets Advisory. Outside of his advisory role, Brin owns Brin Financial and serves as an appointed agent for fixed insurance products through multiple agencies. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combining fundamental, technical, and charting analysis, and is noted for its integration with retirement-plan and benefits firms, offering an integrated advisory, brokerage, and plan-administration structure.

Joseph Bert is a CFP® professional with 50 years of experience in the financial services industry. He has been affiliated with Certified Advisory Corp since 1991 and previously worked at Certified Financial Group, Inc. for over three decades. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm employs a tailored investment approach that aligns client objectives with risk tolerance and liquidity needs, utilizing strategies such as fundamental and technical analysis, Modern Portfolio Theory, and automated platforms through Betterment.

Gary Abely is a CFP® with 12 years of experience at Certified Advisory Corp and a total of over 30 years in financial and tax-related services. He has been with Certified Advisory Corp since 2013 and also operates Gary Abely, CPA, providing tax preparation services. Additionally, he is involved with Central Florida Group Services, Inc., a firm specializing in employee benefits consulting, including retirement plans. 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 services, participant education, and systematic reporting.

Heather Franklin is a Series 65-licensed financial advisor with Sequent Planning, LLC, bringing four years of industry experience. She has worked at Sequent Planning since 2022 and previously was affiliated with American Retirement Specialist, LLC. Outside of advisory services, she also works as an insurance agent offering insurance products to clients. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and delivers services through a network of independent advisers using a mix of firm-developed models, third-party managers, and customized allocations.

Rupert Curry is a CFP® professional with 24 years of industry experience, currently serving at Certified Advisory Corp. His prior roles include positions at Fortune Financial Services, Charles Schwab & Co., Inc., and National Asset Management. He is also the manager of Curry Investment Management, LLC. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, Modern Portfolio Theory, and automated rebalancing through platforms such as Betterment.

Rodney Ownby is a CFP® professional with eight years of experience in financial advising. He has worked at Certified Advisory Corp since 2018 and previously held roles at Transam Securities, Inc. and Enterprise Florida, Inc. Outside of his advisory work, he was involved in operating Firehouse Subs franchises in Leesburg and Lady Lake. 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 emphasizes plan-level services, participant education, and systematic client reporting.

Delbert Smith is a financial advisor with Certified Advisory Corp in Altamonte Springs, FL. He holds the CFP®, ChFC®, and Series 66 designations and has 21 years of industry experience. His career includes roles at Certified Insurance Corp, Equitable Advisors, KAFL Insurance, Allstate Insurance Co, and State Farm. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional portfolio management with digital advisory platforms, detailed pension consulting, and systematic client reporting.

Richard Patterson is a financial advisor with Certified Advisory Corp in Orlando, FL, holding the ChFC® and Series 63 credentials and bringing 50 years of industry experience. He has worked with Certified Advisory Corp since 2006 and is also the president and owner of Associated Planners Group, a role he has held since 1985. Additionally, he has been an independent life and health insurance agent since 1967. 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’s investment approach is individualized and goal-driven, combining traditional analysis with modern portfolio techniques, and emphasizes plan-level consulting, participant education, and systematic reporting.

Grant Kennedy is a CFP® and holds a Series 65 license, currently with Certified Advisory Corp. He has one year of industry experience, having worked at Certified Financial Group and Franklin Templeton, among other roles. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and state and municipal government clients. The firm uses a tailored investment approach incorporating fundamental and technical analysis, Modern Portfolio Theory, and automated platforms to align strategies with client goals and risk tolerance.

Joseph Gallagher is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Kovack Advisors, Inc., Kovack Securities, Inc., Securian Financial Services, Inc., and Equity Services, Inc. He is the founder and president of Ali’s Hope Foundation, a nonprofit focused on supporting young adults newly diagnosed with illness. Fortis Capital Advisors provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm offers customized investment advice through various strategies, including discretionary management and ESG-oriented options, managing over $1.6 billion in discretionary assets as of the end of 2025.

Francesco Amato is a CFP® and CFA® credentialed financial advisor with two years of industry experience. He is currently with Schwab Wealth Advisory, having previously worked at First National Bank of Mount Dora and South Lake Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates within the Schwab ecosystem and does not typically act as a discretionary portfolio manager.

Rebecca Kauffman is a CFP® professional affiliated with Commonwealth Financial Network, located in Maitland, FL. She has 18 years of industry experience, including 16 years at Lincoln Financial Advisors Corp and additional experience at Aegis Consulting and Universal Orlando Resort. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm supports advisors with a broad platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Grinnon is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Michael has been with Eagle Strategies since 2010 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2007. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Liam Barningham is a financial advisor with Empower Advisory Group holding a Series 66 designation and zero years of industry experience. His prior work includes roles at Empower Financial Services, LPL Financial, United Southern Bank, and various positions outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage account holders. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Renee Cooper is a CFP® certified financial advisor with Schwab Wealth Advisory, bringing 20 years of industry experience. She has been with Schwab Wealth Advisory and Charles Schwab since 2016 and also serves in the United States Air Force. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm emphasizes client involvement in final investment decisions and conducts at least annual account reviews without discretionary trading authority.

Christopher Caro is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Schwab Wealth Advisory and Charles Schwab, having joined in 2025. Prior to that, he worked at BNY Mellon for 15 years. Outside of his advisory work, his wife owns and operates a retail business called Plato's Closet. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.

Daniel Sotomarino is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and has three years of industry experience. His work history includes roles at Empower Financial Services, private consulting, Flagstar Bank, NexGen, and multiple positions at Northwestern Mutual. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and savings rates, delivering point-in-time financial plans and optional managed account solutions.