Nancy Witter is a financial advisor at Financial Harvest Wealth Advisors with 24 years of industry experience. She holds a Series 65 designation and has been with Financial Harvest, LLC since 2009. Outside of her advisory role, she co-manages a non-investment property management business with a family member. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels, offering comprehensive wealth management through a consultative process focused on strategic asset allocation and advanced planning.

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.

Liam Riley is an advisor at Synergy Investment Management LLC with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at LPL Financial, Synergy Wealth Alliance, and Longship Group. Synergy Investment Management 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 about 2,469 clients, applying a Modern Portfolio Theory-based approach with a range of investment vehicles and proprietary quantitative models.

Danica Bolton is a financial advisor at Financial Harvest Wealth Advisors with eight years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Charles Schwab & Co., Inc. from 2016 to 2019 before joining Financial Harvest in 2019. Financial Harvest Wealth Advisors serves individuals and families across a range of net worth levels, managing approximately $557 million in client assets. The firm provides comprehensive wealth management services through a multi-step consultative process emphasizing strategic asset allocation and a disciplined investment approach.

Christopher Nichols is a financial advisor at Destiny Wealth Partners, LLC, with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Cetera Advisor Networks and LPL Financial. Nichols is also involved in several business ventures, including owning Nichols Wealth Partners and Wealth Partners, LLC, through which he provides financial advisory and insurance services. Destiny Wealth Partners is a team-based SEC-registered advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management services. The firm employs tailored discretionary and non-discretionary investment strategies using a range of securities and alternative instruments, supported by technology platforms and an investment policy committee, and offers a broad product scope including fiduciary services and private fund advisory.

Guy Davidson is an advisor at Synergy Investment Management LLC with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at LPL Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he is involved with Bluegrass Chic Floral, a business venture he has managed since 2025. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a Modern Portfolio Theory-based investment approach and uses proprietary quantitative models alongside traditional investment vehicles to manage approximately $681.5 million in assets.

Geovanni James is a financial advisor at Occidental Asset Management, LLC with a Series 65 credential and three years of industry experience. He has been with Occidental since 2022, following a decade as a student. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, offering wealth management, portfolio management, and comprehensive financial planning services. The firm employs fundamental, technical, and cyclical analysis, often using discretionary investment strategies and automated platforms to manage approximately $1.4 billion across six offices.

Corey Roun is a financial advisor at SyntheticFi LLC with 16 years of industry experience. He held a position at Lyons Wealth Management from 2009 to 2025. He holds the Series 65 designation. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers and offers discretionary and non-discretionary advisory services to individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring tools.

Robert Clark is a CFP® with 25 years of industry experience, currently serving at Destiny Wealth Partners, LLC. His prior roles include positions at Destiny Family Office, CWM, LLC dba Carson Wealth, Ruggie Wealth Management, and LPL Financial. He is also an independent insurance agent outside of his advisory work. Destiny Wealth Partners serves individuals, high-net-worth families, employer-sponsored retirement plans, and family-office clients with wealth management, financial planning, and portfolio management services. The firm employs a diverse investment approach that includes discretionary and non-discretionary management, utilizing model portfolios, mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

Solomon Shen is a financial advisor at Synergy Investment Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with LPL Financial, LLC and Merit Financial Group, LLC. Outside of his advisory work, he is the owner of Kick'N Ash BBQ, a home-based barbecue business. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million across about 2,469 clients and employs a long-term investment approach grounded in Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, alternatives, and proprietary quantitative models.

Mark Bras is a financial advisor with American Financial Advisors Inc. based in Winter Park, FL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked with American Financial Advisors Inc. since 2007 and also owns American Financial Consulting Service, Inc., where he provides financial planning services specifically to American Airlines pilots. Additionally, he serves as an airline captain and trainer for American Airlines. American Financial Advisors, Inc. serves individual clients across the wealth spectrum, including high-net-worth households, offering asset management, comprehensive financial planning, and 401(k) plan services. The firm employs a passive, asset-class investment approach using written Investment Policy Statements and diversified model portfolios of low-cost index and mutual funds, and it manages a large portfolio of non-discretionary assets while providing educational seminars and advisory support for complex financial products.

Carl Rylander is a financial advisor at Orca Investment Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Paulson Investment Advisors LLC, Paulson Investment Company, LLC, Mutual of America Securities LLC, Mutual of America Life Insurance Company, Bank of America, N.A., and Merrill. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across around 359 client accounts, employing a range of strategies from capital preservation to equity growth using fundamental, technical, charting, and cyclical analysis.

Alan Belanger is a financial advisor at Destiny Wealth Partners, LLC with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Vintage Financial Partners, Legacy Capital Partners, State Farm, and Guardian Life Insurance. Destiny Wealth Partners serves individuals, including high-net-worth families, employer-sponsored retirement plans, and family-office clients with wealth management, financial planning, and portfolio management services. The firm offers a range of investment strategies and consulting services, including discretionary and non-discretionary management, and utilizes various investment vehicles and technologies to manage client accounts.

Mitchel Faulkner is a CFP® with eight years of industry experience, currently advising at Destiny Wealth Partners, LLC since 2025. His prior roles include positions at MAI Capital Management, Greenway Family Office, and Alvery Bartlett Group. Destiny Wealth Partners is a team-based, SEC-registered advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management. The firm employs a range of investment strategies and incorporates technology platforms for client reporting, offering services that include discretionary portfolio management, fiduciary retirement plan services, and management of variable annuity sub-accounts.

Jaren Holmes is a financial advisor at Collaborative Wealth with a Series 65 designation and two years of industry experience. He previously worked at Merrill Lynch for eight years. Outside of advisory work, he serves as Director of Public Relations for Collaborative Digital Innovations, an AI and machine learning software company. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for a diverse client base including individuals, high-net-worth households, and institutions. The firm employs a combination of fundamental and technical analysis to construct portfolios with a long-term focus, offering investment management alongside comprehensive planning and consulting services.

Keith Ward is a financial advisor at Destiny Wealth Partners, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Destiny Wealth Partners, he worked at Northwestern Mutual in various capacities from 2023 to 2025 and has experience in the wireless and retail sectors. Destiny Wealth Partners is a team-based SEC-registered advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management services. The firm employs a range of investment vehicles and integrates technology-based reporting and oversight, distinguishing itself through a broad product scope and multiple affiliations including family-office advisory and legal partnerships.

Anthony De Luca is a CFP® with six years of industry experience, currently serving as an advisor at Delta Advisory Group, Inc. He has held roles at Delta Capital Management since 2019 and previously worked in construction and at Masch Meyer. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for life events. The firm manages approximately $192.6 million across several hundred accounts and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

Alexander Petsos is a financial advisor at Delta Advisory Group, Inc. with four years of industry experience. He holds a Series 65 designation and has worked previously at Lee Hecht Harrison, BNY Mellon, and the Walt Disney Company. Outside of his advisory role, he is involved with Storage Units Capital Management Corp and Delta Capital Management. Delta Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and consulting for significant life events. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers regular client communications including a monthly newsletter.

Thomas Ruggie is a CFP® and ChFC® with 34 years of industry experience. He is currently with Destiny Wealth Partners, LLC, where he has worked since 2014, and previously managed his own firm, Ruggie Capital Group, Inc., for 25 years. Outside of financial advising, he is president and treasurer of the Tom and Kim Ruggie Family Foundation and has made a capital investment in the Museum of Crime and Punishment in Washington, DC. Destiny Wealth Partners is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, business entities, and employer-sponsored retirement plans. The firm offers tailored wealth management, financial planning, and portfolio management services, utilizing a broad range of investment strategies and technology platforms, and maintains a network of affiliated entities providing complementary legal and trust services.

Roy Miranda is a financial advisor at Delta Advisory Group, Inc. in Maitland, FL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with Delta Advisory Group and its related entities since 2010. Outside of his advisory role, Miranda serves as the Media Deacon of the Metro Church of Christ, overseeing marketing, advertising, and web development. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for significant life events. The firm employs a multifaceted investment approach and provides quarterly account reviews, managing approximately $192.6 million across several hundred client accounts.