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Kyle T

Series 63, Series 65

Debray, FL

Asset Allocation Strategies, LLC

Kyle Tetreault is an investment advisor representative at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in life insurance and annuity sales since 2015, including his role as Executive National Sales Director at Valuteachers. He also owns Longevity Financial, which focuses on insurance sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers portfolio-based financing alongside traditional portfolio management.

Retirement plans for business owners (SEP, solo 401k) Passive / index investing Options & derivatives strategies General retirement planning
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Justin S

CFP®, Series 63, Series 66

Altamonte Springs, FL

Certified Advisory Corp

Justin Spitler is a CFP® with 17 years of industry experience, currently serving as an advisor at Certified Advisory Corp. His prior work includes roles at Fortune Financial Services and Transam Securities, among others. He also supports another representative’s book of business as a para planner at Certified Advisory Corp. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that aligns client goals with risk tolerance and liquidity needs, offering discretionary portfolio management alongside services such as pension consulting and tax preparation provided through affiliated CPAs.

General retirement planning Retirement withdrawal strategies Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired
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Altug D

CFA®, Series 66

Winter Springs, FL

Madison Partners

Altug Dincturk is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He currently works at Madison Partners and has previously held roles at Schwab Wealth Advisory, Fidelity, and Guardian Life. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services for individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Retirement income strategy Active portfolio management Options & derivatives strategies Private / alternative investments Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Jessup W

Series 65

Oviedo, FL

Foundations Investment Advisors LLC

Jessup White is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has experience in financial marketing and insurance as Vice President of Sales Development at Magellan Financial since 2018. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans, utilizing a mix of fundamental, technical, and cyclical analysis. The firm delivers services through a large network of affiliated offices and employs model portfolios with an asymmetric rebalancing approach.

ESG / Sustainable investing
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Timothy M

Series 63, Series 65

Casselberry, FL

G. A. Repple & Company

Timothy Moyer is a financial advisor at G. A. Repple & Company with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metlife Securities Inc, LPL Financial, and IFP Securities. Outside of his advisory work, he is involved as a Little League umpire and a musician. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers multiple investment programs, including wrap and non-wrap options and Biblically-Responsible Investing models.

Planning for children with special needs Divorce financial planning General retirement planning
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Christopher B

Series 63, Series 66

Debary, FL

Wealthcare Advisory Partners LLC

Christopher Becks is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services Advisors, Inc. for eight years. Becks is also the owner of Strategic Financial Consultants, Inc., a support company based in Orlando, FL. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that includes behavioral economics and quantitative analysis.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dillon L

CFP®

Altamonte Springs, FL

Certified Advisory Corp

Dillon Little is a CFP® professional with four years of experience at Certified Advisory Corp. His background includes roles at The Car Park and involvement with the Ponce De Leon Inlet Lighthouse Preservation Association. He has also worked in education at the University of South Florida and Spruce Creek High School. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and charitable organizations. The firm employs an individualized, goal-driven investment process and emphasizes plan-level consulting, participant education, and systematic reporting, utilizing both traditional custodians and the Betterment for Advisors platform.

General retirement planning Retirement withdrawal strategies Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired
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Glenn R

Series 63, Series 65

Casselberry, FL

G. A. Repple & Company

Glenn Repple is a financial advisor with G. A. Repple & Company, holding Series 63 and Series 65 designations and bringing 54 years of industry experience. He has been with G. A. Repple & Company since 1983. Outside of his advisory role, he is actively involved in ministry work, serving as a certified instructor for a Biblical entrepreneurship program, authoring a book titled "Fraud," participating in public speaking and teaching, and holding leadership positions on nonprofit boards including the Casselberry Police Foundation. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporations. The firm employs multiple analytical approaches to create portfolios tailored to clients’ goals and risk tolerances, offering both discretionary and non-discretionary management along with various model strategies including Biblically-Responsible Investing.

Planning for children with special needs Divorce financial planning General retirement planning
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H Dale G

Series 63, Series 66

Longwood, FL

Archer Investment Corporation

H Dale Goembel is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Archer Investment Corp since 2020 and previously spent six years at Avantax Investment Services, Inc. In addition to his advisory role, Goembel oversees daily operations at his own tax preparation and accounting firm, H. Dale Goembel, CPA, PA. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm’s investment approach includes comprehensive financial assessments and diversified portfolio construction, offering both discretionary management and model-driven strategies.

Active portfolio management Options & derivatives strategies
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Thomas S

Series 63, Series 65

Casselberry, FL

G. A. Repple & Company

Thomas Strobhar is a financial advisor with G. A. Repple & Company in Beavercreek, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Thomas Strobhar Financial since 2003, focusing on financial planning and investing, and serves as Chairman of the Board for Life Decisions International, a nonprofit educational program. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm offers a range of portfolio management options and employs various analytical approaches to align portfolios with clients’ goals and risk tolerances.

Planning for children with special needs Divorce financial planning General retirement planning
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Vicki K

CFP®, Series 63, Series 66

Altamonts Springs, FL

Certified Advisory Corp

Vicki Kovach is a CFP® professional with 27 years of experience in financial planning and advisory services. She is currently with Certified Advisory Corp and has held roles at firms including Maitland Securities, Inc. and Team Beachbody. Outside of her advisory work, she serves as owner and president of VDK Financial Services, Inc., a non-investment business. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and employer-sponsored plans. The firm emphasizes individualized, goal-driven portfolio management combined with detailed plan-level consulting and systematic client communications.

General retirement planning Retirement withdrawal strategies Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired
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Jessica H

Series 66

Altamonte Springs, FL

Certified Advisory Corp

Jessica Hall is a financial advisor at Certified Advisory Corp with five years of industry experience. She holds the Series 66 designation and has worked at firms including Fortune Financial Services, Bank of America, Merrill Lynch, and Wells Fargo Bank. Outside of her advisory role, she is also an agent and sales representative with Certified Insurance Corp. 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 offers plan-level services such as pension consulting, participant education, and systematic quarterly reporting, utilizing both traditional custodians and digital platforms like Betterment for Advisors.

General retirement planning Retirement withdrawal strategies Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired
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Joseph K

CFP®, Series 66

Lake Mary, FL

BakerAvenue

Joseph Krauszer is a CFP® certified financial advisor at BakerAvenue with 23 years of industry experience. He has held positions at firms including Integrity Holdings Group LLC, Fidelity Personal and Workplace Advisors, Wells Fargo Clearing, and UBS Financial Services. Krauszer has been with BakerAvenue since 2023. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning with a focus on diversified investment strategies and ongoing client communications.

Concentrated stock management Tax-loss harvesting
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Roy K

Series 63, Series 66

Altamonte Springs, FL

Financial Gravity Family Office Services, LLC

Roy Kelsey is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Cape Investment Advisory, Inc., 401K Generation, and Skyview Wealth Management, LLC. Outside of his advisory work, he owns SkyView Business Solutions, a company focused on helping businesses recover R&D tax incentives. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors and model portfolios to implement strategies.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Tax strategies for small businesses
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Peter M

Series 66

Maitland, FL

Moors & Cabot, Inc.

Peter Medgyesy is a financial advisor at Moors & Cabot, Inc. in Maitland, Florida, holding a Series 66 designation with 19 years of industry experience. He has been with Moors & Cabot since 2012 and previously worked at Wells Fargo Clearing from 2007 to 2008. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with portfolios tailored to client objectives using various strategies and options for discretionary or non-discretionary arrangements.

Income planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Active portfolio management Founder/Business Owner Retired
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Jeffrey W

ChFC®, Series 63

Casselberry, FL

G. A. Repple & Company

Jeffrey Woodward is a financial advisor at G. A. Repple & Company with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has been with G. A. Repple & Company since 1991. In addition to his advisory role, he works as an insurance agent through Winchester Insurance. G. A. Repple & Company provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm offers portfolio management, access to third-party asset managers, and financial education, utilizing a variety of analytical approaches to tailor portfolios to client goals and risk tolerances.

Planning for children with special needs Divorce financial planning General retirement planning
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Anthony D

CFP®, Series 66

Maitland, FL

Moors & Cabot, Inc.

Anthony Dorval is a CFP® professional with 27 years of industry experience. He has been with Moors & Cabot, Inc. since 2013 and previously worked at New England Securities and Merrill. In addition to his advisory role, he is an independent insurance agent specializing in disability, life, accident, and health insurance. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management through its Portfolio Management Program, fee-based financial planning, and consulting, with a flexible approach that includes discretionary and non-discretionary services tailored to clients’ objectives and risk tolerances.

Income planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Active portfolio management Founder/Business Owner Retired
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Edward D

Series 63, Series 65

Maitland, FL

Moors & Cabot, Inc.

Edward Dover III is a financial advisor at Moors & Cabot, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SunTrust Advisory Services, Truist Investment Services, and Legg Mason Wood Walker. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and consulting through discretionary and non-discretionary arrangements. The firm uses a variety of strategies including asset allocation, fundamental and technical analysis, and may allocate client assets to third-party or affiliated sub-advisors.

Income planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Active portfolio management Founder/Business Owner Retired
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Harry S

CFP®, Series 63

Altamonte Springs, FL

Certified Advisory Corp

Harry Stadelmayer is a CFP® professional with 39 years of industry experience, currently serving at Certified Advisory Corp. His career includes roles at Fortune Financial Services, Maitland Securities, Certified Insurance Corp, and Transam Securities. He has been involved with Certified Advisory Corp since 1995 and with Certified Insurance Corp since 1998. 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 employs an individualized, goal-driven investment process and emphasizes plan-level services, participant education, and systematic reporting, combining traditional custodial arrangements with a digital advisory platform.

General retirement planning Retirement withdrawal strategies Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired
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Arthur G

Series 63, Series 65

Wintersprings, FL

Wealth Watch Advisors, Inc

Arthur Glenn is a financial advisor at Wealth Watch Advisors, Inc with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial & Tax Architects, Inc., and Allegiant Asset Management, L.L.C., among other firms. He also operates Artie Glenn Insurance, an independent business offering fixed annuities. Wealth Watch Advisors provides advisory services to a diverse client base including individuals, trusts, institutions, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios, utilizing third-party model managers and a range of investment strategies.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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