Benjamin Richardson is a financial advisor at GFG Solutions in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining GFG Solutions, he worked for Landscape Resources for seven years. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategy as core planning components.

Lesley Batson is a financial advisor at Signature Resources Capital Management, LLC, holding a Series 65 credential and beginning her advisory career in 2026. Her prior experience includes roles at OneAmerica, MassMutual Insurance Company, Ameritas, Rebel Rock Wealth, and The North Highland Company. Signature Resources Capital Management advises individual and high-net-worth clients, trusts and estates, and sponsors of employer-sponsored retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy emphasizing diversification and customization, and serves as a sub-advisor to Envestnet’s TAMP.

Sebastian Elliot is a financial advisor with Your Choice Financial LLC in St. Cloud, FL, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at several firms, including Mid American Wealth Advisory Group Inc. and ReJoyce Wealth Management LLC. Outside of advisory work, he serves as CEO of Enlighten Interactive LLC, a software development company, and tutors finance on Wyzant.com. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a strategic investment approach that incorporates modern portfolio theory, quantitative analysis, and other methods, offering both discretionary and non-discretionary management through multiple offices.

Edward Robinson is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Thrivent Financial and several other financial firms. He is also involved with One Family Church. 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 employs a core-satellite investment approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, business and corporate planning, and consulting services.

Corey Wojnarowski is a financial advisor with GFG Solutions in Orlando, FL. He holds a Series 65 designation and has been with GFG Solutions since 2025. Prior to joining the firm, he worked in the automotive industry for several years. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategy as key elements of its planning process.

Bradley Lacore is a CFP® with 13 years of industry experience, currently serving as an advisor at Cogent Private Wealth since 2022. He previously worked at Pathstone and Eaton Vance WaterOak Advisors, where he spent a combined three years, and Water Oak Advisors for seven years. Bradley holds the Series 65 designation and is based in Orlando, FL. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans, providing discretionary investment management and comprehensive financial planning. The firm employs custom, long-term allocation strategies using institutional funds and ETFs, incorporating fundamental and cyclical analysis, and manages a focused client base through a five-advisor team.

Michael Salmon is a CFP® with 12 years of industry experience, currently serving at Moisand Fitzgerald Tamayo, LLC in Orlando, FL since 2007. He works at a firm known for its fee-only, independent advisory services. Moisand Fitzgerald Tamayo serves individuals, families, trusts, estates, and retirement plan sponsors with discretionary portfolio management, financial planning, retirement plan consulting, tax return preparation, and business consulting for S-corporation owners. The firm emphasizes evidence-based allocation, long-term investing, and low-cost investment options while providing in-house tax and insurance consulting through a team with multiple CFP®, CPA, and Enrolled Agent credentials.

Matthew Ferratusco is a financial advisor with GFG Solutions in Orlando, FL, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His professional background includes roles at Lyons Wealth Management and Foreside Fund Services, LLC. Outside of finance, he is the owner and president of Fitness Machine Technicians of East Central Florida, a fitness equipment maintenance and repair business. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning for individuals, high-net-worth clients, and business owners. The firm employs a blend of fundamental, technical, and tactical analysis to create customized portfolios, emphasizing risk management and insurance strategy as key components.

Robert Hoey is a financial advisor at Blacktower Financial Management (US) LLC with four years of industry experience. He holds a Series 65 designation and has worked at Blacktower Financial Management (US) and SJB Global since 2019. He also provides financial planning services internationally through SJB Global SL. Blacktower Financial Management (US) LLC offers 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 manages client portfolios on a largely non-discretionary basis using mutual funds, ETFs, equities, fixed income, and third-party managers.

Colin Kneale is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Titan Wealth International, where he serves as Private Wealth Director. Prior to that, he held roles at Beacon Global Advisor Network, AHR Private Wealth, Amerity Wealth Management, Alexander Peter Wealth Management, Brite Advisors, and Holborn Assets. 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 mutual funds, ETFs, individual equities, fixed income, and third-party managers.

Shari De Ron is a financial advisor at Summit Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Signature Financial Strategies, Trustco Bank, and Verizon Wireless. Outside of her advisory role, she operates as a freelance mobile notary and provides photo digitizing services. 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. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach utilizing ETFs, mutual funds, third-party managers, and model portfolios.

Jason Print is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Summit Wealth Partners, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Naples, Florida. 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. The firm manages approximately $629.7 million in assets and emphasizes diversified, asset-class oriented portfolios using pooled vehicles, strategic asset allocation, and academic models such as Modern Portfolio Theory and Fama–French research.

Derek Collins is a financial advisor at Cogent Private Wealth in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Cogent, he held roles at Charles Schwab & Co., Inc and Smart Wealth, and has entrepreneurial experience running an auto detailing business. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm employs custom, long-term allocation strategies using institutional mutual funds and ETFs, supplemented by individual equities for tax efficiency, and offers discretionary investment management, comprehensive financial planning, and pension consulting.

Daniel Lattimer is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. He holds a Series 65 designation and has worked at Blacktower since 2022. Prior to this, he was with Aviva for eleven years and is also associated with SJB Global, where he provides financial advice to residents outside the United States. Blacktower Financial Management (US) LLC offers financial planning and investment advisory services primarily to UK expatriates living in the U.S., as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, and individual securities.

Bradley Towle is a financial advisor at Summit Wealth Partners, LLC in Orlando, FL, holding Series 65 and Series 66 licenses with 18 years of industry experience. His career includes roles at Genesis Wealth Advisors, Genesis Capital Advisors, J.P. Morgan Securities, and Banc One Securities. He has been with Summit Wealth Partners since 2016. Summit Wealth Partners serves individual and institutional clients across more than 20 states, providing wealth management, investment advice, and pension consulting. The firm emphasizes diversified, tax-efficient investment strategies supported by academic frameworks and integrates technology such as AI and machine learning into its service delivery.

Graham Bentley is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Beacon Global Advisor Network, Titan Wealth International (USA), Finsbury, Hoxton Capital Management USA LLC, and DeVere Group. He also serves as a Wealth Director at Titan Wealth, a division of Blacktower Financial Management. 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 offers portfolio management, standalone financial planning, and retirement-plan consulting.

Mark Hollingsworth is a Series 65-licensed advisor with Blacktower Financial Management (US) LLC, based in Orlando, FL, with three years of industry experience. He has held advisory roles within various Blacktower entities since 2017 and previously operated Hollingsworth International Financial Services from 2013 to 2020. 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 and U.S.-connected individuals with retirement assets. The firm focuses on UK pension transfers and ongoing portfolio management, managing assets predominantly on a non-discretionary basis using a range of investment vehicles and custodians.

Craig Sullivan is a Series 65-licensed financial advisor with four years of industry experience. He currently works at AllGen Financial Advisors, Inc. and previously spent five years at Royal Fund Management, LLC. Outside of finance, he serves as General Manager of a flooring sales and installation business, a role he has held for over two decades. AllGen Financial Advisors provides portfolio management, financial planning, and consulting services to individuals, families, and other entities. The firm manages approximately $475 million for more than 1,000 clients using a discretionary investment process that includes ETF-based core allocations, individual securities, and an AI-driven cryptocurrency strategy.

Robert Barfield is a Series 65-licensed financial advisor with Blacktower Financial Management (US) LLC, based in Orlando, FL, and has one year of industry experience. He previously worked at Beacon Global Advisor Network, LLC, and has been associated with Titan Wealth International since 2015. He is also a Chartered Wealth Planner with Titan Wealth, a division of Blacktower Financial Management. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm focuses on UK pension transfers and ongoing portfolio management, offering mostly non-discretionary asset management using a range of investment vehicles and custodians.

Iain Mc Kay is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 credential and five years of industry experience. He previously worked at Abbey Wealth from 2009 to 2020 and is also the owner of Baycrest Wealth, a financial advisory business based in Malaga, Spain. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States and U.S.-connected individuals, with a focus on UK pension transfers and ongoing portfolio management. The firm manages client assets mainly on a non-discretionary basis, utilizing a range of investment vehicles and custodians.