Charles Fitzgerald is a Certified Financial Planner™ with 26 years of industry experience. He has been with Moisand Fitzgerald Tamayo, LLC in Orlando, Florida since 1998. Outside of his advisory role, he serves as the volunteer president and board director of the Millers Cove Homeowners Association. 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, long-term investing with low-cost funds and offers a range of services including discretionary portfolio management, financial planning, retirement plan consulting, tax preparation, and business consulting.

Thomas Lucas is a CFP® professional with 4 years of experience at Moisand Fitzgerald Tamayo, LLC in Orlando, FL, where he has worked since 2015. He is part of an 11-advisor team at the firm. Moisand Fitzgerald Tamayo is a fee-only, independent advisory firm serving individuals, families, trusts, estates, and retirement plan sponsors. The firm emphasizes evidence-based, long-term investment strategies and offers comprehensive services including discretionary portfolio management, financial planning, tax return preparation, and business consulting for S-corporation owners.

Mark Perez is a financial advisor at Paradigm Wealth Advisory LLC with eight years of industry experience. He holds a Series 66 designation and has worked with LPL Financial and Paradigm Wealth Advisory since 2017. Outside of his advisory role, he is involved in residential real estate sales through a mortgage and real estate services business. Paradigm Wealth Advisory LLC provides investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, and individual securities, tailoring strategies to clients’ accumulation or retirement phases.

Andrew Baker is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Summit Wealth Partners, LLC and has previously worked at Pelican Wealth Advisors LLC and Mass Mutual. Outside of his advisory role, he is a licensed real estate agent in Bonita Springs, FL. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach that incorporates academic models, third-party managers, and the use of pooled vehicles such as ETFs and mutual funds.

Stacey Cole is a financial advisor at Haven Private with six years of industry experience. She holds a Series 65 credential and has previously worked at firms including AlphaQ Advisors, LLC and Bank of America. Outside of her advisory role, Stacey is an active member of the Florida Bar Association’s Real Property Probate Trust and Law Section, where she serves on multiple committees and holds a leadership position in the educational committee. Haven Private is a fee-based registered investment adviser that serves individual and high-net-worth clients with private wealth management and discretionary portfolio management. The firm’s investment approach is based on a written Investment Policy Statement and diversified asset-allocation models, and it also serves as sub-advisor to a private pooled vehicle, a service uncommon for firms its size.

Evan Gruchot is a financial advisor at Solyco Wealth LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Northwestern Mutual and LPL Financial. In addition to his advisory role, he provides private equity consulting focused on fund administration, capital raising strategies, board advisory services, and organizational structure optimization. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and written financial planning. The firm uses a combination of fundamental and technical analysis to construct portfolios from low-cost mutual funds, ETFs, individual securities, options, and alternative investments, maintaining a generally long-term focus while accommodating client needs for shorter-term trading.

Mathew Samuel is a financial advisor at Blacktower Financial Management (US) LLC with four years of industry experience. He holds the Series 65 designation and serves as Private Wealth Team Director at Titan Wealth International. His prior experience includes roles at Beacon Global Adviser Network, AHR Private Wealth, Premier, Guardian Wealth Management, Harrison Rowe Private Wealth, and Sandown Mercedes Benz Ltd. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates 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 offers portfolio management, standalone financial planning, and retirement-plan consulting.

Randal Stephens is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 designation and three years of industry experience. He has previously worked at SJB-Global and Chase Belgrade. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages approximately $122.8 million in regulatory assets, offering tailored portfolio management and retirement-plan consulting.

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.

Dillon Dunn is a financial advisor at Rainey & Randall Wealth Advisors, Inc. with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Charles Schwab & Co., Inc. and Lockheed Martin. Rainey & Randall Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, along with limited-scope fiduciary services for ERISA-qualified retirement plans. The firm emphasizes diversified, asset-allocation-based strategies tailored to client risk profiles, utilizing ETFs, mutual funds, equities, fixed income, and, when appropriate, options and derivatives.

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® and Series 65 registered advisor at Moisand Fitzgerald Tamayo, LLC with eight years of industry experience. He previously worked at Manchester Capital for one year before joining his current firm. Ryan is based in Orlando, FL. Moisand Fitzgerald Tamayo manages approximately $1.35 billion for about 900 clients, including individuals, high-net-worth households, trusts, and retirement plan sponsors. The firm offers fee-only wealth management, financial planning, retirement plan consulting, business consulting for S-corporation owners, and optional tax return preparation and insurance advisory services, employing a fiduciary, evidence-based investment approach focused on low-cost mutual funds and ETFs.

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, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Oxford Wealth Group, Edward Jones, and Merrill Lynch. Outside of advising, he owns and manages a small business unrelated to investments. Expressive Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans with discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm uses a range of investment strategies tailored to client goals and risk tolerance and offers oversight of sub-advisors as well as services uncommon among peers, such as managing held-away accounts and defined-contribution participant accounts.

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.