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.

Barbara Deboer is a financial advisor at Greenup Wealth with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Greenup Wealth in 2023, she worked at Regal Securities for ten years. Greenup Wealth serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, ongoing financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies, including fundamental and quantitative analysis, and supplements in-house management with selected third-party managers when appropriate.

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.

Lisa Malaspine is a financial advisor at QTR Family Wealth, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith, Metric Financial, Inc., and Bison Wealth, LLC. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm employs a manager-of-managers approach, utilizing model portfolios and third-party managers, and offers both discretionary and non-discretionary programs with services including financial and estate planning, tax coordination, trustee assistance, and philanthropic support.

Thomas Hood is a Series 66-licensed financial advisor with 17 years of industry experience. He is a managing member and investment advisor at Alternative Investment Advisors, LLC, where he has worked since 2013. Mr. Hood also has involvement with First Financial Strategies, supporting insurance sales through its affiliated entities. Alternative Investment Advisors, LLC serves individuals, trusts, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, ERISA and employee benefit plan advisory, and third-party manager referral services. The firm employs a team-based approach and customizes portfolios using a range of investment models that emphasize ETFs, options, and other asset classes.

Luke Curtis is a financial advisor with FRA Wealth Management LLC in Winter Springs, Florida. He holds a Series 65 designation and has eight years of industry experience, including time spent at Financial Resources of America and Raging Rivers Water Park. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, employing an open-architecture investment model that integrates both passive and active managers. The firm serves a broad client base through a small advisory team and offers comprehensive portfolio management and financial planning solutions.

Gyasi Marshall is a Series 65-licensed advisor with 11 years of industry experience. He has worked at 401k Generation since 2016 and previously held roles at Primerica Advisors and Primerica Financial Services. He also spent six years at the University of Central Florida. 401k Generation provides retirement plan consulting to plan sponsors and fiduciaries, along with individual investment advisory and managed account services. The firm serves individuals, trusts, and business-sponsored retirement plans, using model portfolios and an internal Investment Policy Committee to guide investment decisions.

Thomas Henry is a financial advisor at Synergy Investment Management LLC with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial LLC, Virtus Financial Partners, and The Principal Financial Group. In addition to his advisory role, he is involved in non-investment related business activities through TLH Financial, LLC for tax and investment purposes. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, and proprietary quantitative models to support portfolio construction and ongoing management.

Dwight Dykstra is a financial advisor with Alternative Investment Advisors, LLC in Maitland, Florida. He holds the ChFC® designation and has 43 years of industry experience. His prior roles include positions with Florida Financial Consulting LLC, First Financial Strategies, LLC, and Aegis Wealth Management, LLC. Outside of his advisory work, he serves as managing director for Storage Units Alternative Income Fund, LLC, which focuses on facilitating investment capital opportunities. Alternative Investment Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as institutional and plan clients. The firm offers customized, primarily discretionary portfolios tailored to client suitability, and employs a mix of ETFs, options, mutual funds, bonds, and alternative investments.

Marlene Nitsch is a financial advisor at 401k Generation in Altamonte Springs, FL, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has worked at 401k Generation since 2018 and previously held roles at Skyview Wealth Management, Asset Staffing, and Truist Investment Services. 401k Generation provides retirement plan consulting and individual investment advisory services to a diverse client base including individuals, trusts, and business-sponsored retirement plans. The firm employs a quantitative approach to selecting mutual funds and ETFs, offers both discretionary and non-discretionary portfolio management, and serves approximately 9,815 plans with over $811 million in assets.

Nikki Ward is a CFP® professional with eight years of industry experience, currently serving as an advisor at Siler Wealth Management. Her prior roles include positions at International Assets Advisory, LLC and Sdr Investment Management, Inc. She is also a licensed insurance agent, working part-time in life and fixed insurance. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, small business owners, and institutional clients. The firm employs customized strategies using fundamental, technical, cyclical, and quantitative analysis within a generally long-term, periodically rebalanced framework.

Sandra Stickney is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Collaborative Wealth Management since 2016 and also maintains a longstanding association with LPL Financial since 2004. Outside of her advisory role, she provides administrative support to Collaborative Wealth Management and is involved with CSKK, LLC, a non-investment-related business entity. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for a diverse client base that includes individual and high-net-worth households, pension and profit-sharing plans, foundations, charities, and business entities. The firm utilizes a combination of fundamental and technical analysis to construct long-term, diversified portfolios and offers both discretionary and non-discretionary management alongside comprehensive wealth planning services.

Charles Kunzelman is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently a financial advisor at QTR Family Wealth, LLC and has held previous roles at firms including Schwab Private Client Investment Advisory, Merrill, and Raymond James Financial. Kunzelman is also a licensed life insurance agent providing non-variable insurance products and serves as a licensed property and casualty insurance agent maintaining his licenses through Cypress Risk Partners, LLC. QTR Family Wealth, LLC is an SEC-registered wealth management and investment advisory firm serving high-net-worth individuals, families, small businesses, and retirement plans. The firm employs a manager-of-managers approach, constructing model-based household portfolios and overseeing third-party investment managers, with specialized strategies available for select clients and coordination with outside tax, legal, and insurance professionals.

Justin Kenney is a financial advisor with Siler Wealth Management in Longwood, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at International Assets Advisory, LLC, Primary Capital, LLC, Kalos Capital, Inc., and SDR Investment Management, Inc. In addition to his advisory work, he is a licensed insurance agent with SFG, LLC, dba Executive Insurance of Central FL. Siler Wealth Management serves individuals, families, small business owners, and institutional clients with investment management, financial planning, and consulting services, including sub-advisory roles for certain 401(k) plans. The firm uses customized strategies combining fundamental, technical, cyclical, and quantitative analysis within a long-term, periodically rebalanced framework, offering both passive and active solutions through third-party sub-advisors.

Edward Rojas is a Series 65-licensed advisor with 12 years of industry experience. He has been with 401k Generation since 2012. 401k Generation provides retirement plan consulting and investment advisory services to plan sponsors and fiduciaries, offering fiduciary support under ERISA Sections 3(16), 3(21), and 3(38). The firm uses an in-house Investment Policy Committee to oversee model portfolios and manages assets on both discretionary and non-discretionary bases.

Lee Siler is a financial advisor with Siler Wealth Management in Longwood, Florida, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at International Assets Advisory, Primary Capital, Kalos Capital, and Sdr Investment Management. Outside of financial advising, he is involved in music production as the owner and president of SFG Entertainment Services, LLC. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, trusts, small-business owners, and select institutional clients. The firm employs a tailored, long-term approach to portfolio management, combining fundamental, technical, cyclical, and quantitative analysis with a range of investment strategies and third-party model portfolios.

Yulia Dance is a CFP®, CFA®, and Series 65 credentialed advisor at Jackson Wealth Management, LLC with five years of industry experience. She has held roles at multiple related firms, including Jackson Investment Management, LLC and Benchmark Financial Wealth Advisors LLC. Outside her advisory work, she serves as a research analyst at Jackson Investment Management, LLC. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors, managing approximately $1.07 billion across 900 clients. The firm employs an active trend-following and tactical asset allocation approach, using a blend of mutual funds, ETFs, and equities, with ongoing portfolio monitoring and quarterly reviews.

Liam Riley is a financial advisor with Synergy Investment Management LLC holding a Series 65 designation. He has one year of industry experience, including roles at LPL Financial, Synergy Wealth Alliance, and Longship Group. Prior to his advisory career, he spent three years at the University of Central Florida and has experience working with the YMCA and Valencia College. Synergy Investment Management LLC provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million for around 2,469 clients and employs a Modern Portfolio Theory-based approach, utilizing mutual funds, ETFs, individual securities, alternatives, and proprietary quantitative models.