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.

Samuel Dixon is a financial advisor at Oxford Wealth Group, LLC, based in Orlando, FL, with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Eqis Capital Management. Dixon is also involved with Oxford Advisory Group, a licensed insurance agency, where he engages in insurance sales and services. Oxford Wealth Group provides investment advisory, portfolio management, and financial planning services to individuals, retirement plans, corporations, trusts, and estates. The firm utilizes a goals-based approach with model portfolios overseen by Oxford Wealth professionals and implemented by third-party sub-advisers.

Scott Kremer is a financial advisor at Summit Wealth Partners, LLC in Orlando, FL, with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience with firms including Fifth Third Wealth Advisors, U.S. Bank N.A., PNC Bank, Key Investment Services, and Lancaster Pollard Investment Advisory Group. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm provides comprehensive wealth management, investment advice, and pension consulting with an investment approach focused on diversification, strategic asset allocation, and tax-efficient funds, incorporating technology such as AI and machine learning into its processes.

Angela Moore is a CFP® professional with 13 years of industry experience. She currently serves as a financial advisor at Fruitful and previously worked at Charles Schwab and operated Modern Money Education LLC. Fruitful Advisory provides financial planning and discretionary investment management to members of Fruitful, Inc. through a subscription-based, web-enabled platform. The firm emphasizes diversified, low-cost portfolios primarily constructed with passive ETFs and index funds, combined with dynamic financial planning aligned with CFP® principles.

Christopher Mc Anany is a financial advisor at Oxford Wealth Group, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment, Capital Analysts, and Northwestern Mutual, among other firms. Oxford Wealth Group, LLC is a registered investment adviser serving individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates. The firm offers portfolio management, financial planning, and retirement-account advice, typically using model portfolio programs monitored continuously and tailored to clients' goals and household-level diversification.

Scott Clementi is a financial advisor at Oxford Wealth Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Camarda Wealth Advisory Group, Fisher Investments, and Voya Investment Management. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates, providing portfolio management, financial planning, and retirement-account advice. The firm employs a goals- and household-based approach to asset allocation and utilizes model portfolio programs managed by financial professionals and third-party sub-advisers.

James Boswell is a financial advisor at Ferguson Shapiro LLC in Orlando, FL, with seven years of industry experience. He holds a Series 66 credential and has worked at Ferguson Shapiro since 2018, having prior experience with AXA Advisors LLC, Green Light Capital Advisors LLC, Troutman Sanders, and DS Capital Lending Group. Outside of advisory work, he is a partner in Purefit Nutrition, a drop-shipment supplement business operating through Amazon. Ferguson Shapiro provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, foundations, and other institutions with a team-based approach. The firm manages approximately $415 million across several hundred client relationships, offering portfolio management, written financial plans, coordination with other professionals, and selection of third-party money managers.

Scott Brewster is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL. He holds a Series 65 designation and has experience in financial services since 2024, including a prior role at New York Life Insurance Company. Outside of finance, he was involved with Civil Axe Throwing for five years. AllGen Financial Advisors manages approximately $475 million for over 1,000 clients through a team of 12 advisors. The firm offers portfolio management, financial planning, and consulting services, utilizing a discretionary investment process that includes ETF-based core allocations and an AI-driven cryptocurrency strategy.

Rafael Junqueira Nani is a financial advisor at Proxy Wealth Advisors LLC with three years of industry experience. He holds the Series 66 designation and has worked at XP Investments US, LLC and Larson Accounting Group. Outside of his advisory role, he is the owner and supervising manager of a UPS Store franchise in Ocoee, Florida. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, and is noted for serving foreign clients with immigration-related financial planning.

Bradley Brescia is a CFP® with 12 years of industry experience. He is currently with Moisand Fitzgerald Tamayo, LLC and previously worked at Ronald Blue Trust and TIAA-CREF Individual & Institutional Services, LLC. 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 investing with low-cost mutual funds and ETFs, and offers integrated services including portfolio management, financial planning, tax preparation, and business consulting.

Derrick Chandler is a CFP® professional with 17 years of industry experience, currently serving at Moisand Fitzgerald Tamayo, LLC since 2002. Based in Orlando, FL, he is part of a multi-team firm with 11 advisors. 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 allocation and long-term investing with low-cost mutual funds, ETFs, and investment-grade fixed income, offering a range of services including discretionary portfolio management, financial planning, tax return preparation, and business consulting for S-corporation owners.

James Oswald is a financial advisor at Haven Private with a Series 65 credential and three years of industry experience. His prior roles include positions at Intentionalize, LLC, Enclave Risk Management, GFG Solutions, and the US Army. Haven Private is a fee-based registered investment adviser serving individual and high-net-worth clients with private wealth management, discretionary portfolio management, and consulting. The firm uses a written Investment Policy Statement and diversified asset-allocation models, managing both traditional and alternative investments and acting as a sub-advisor to a private pooled vehicle.

Daniel Moisand is a CFP® professional with 23 years of experience, currently serving at Moisand Fitzgerald Tamayo, LLC since 2002. He engages in freelance writing and speaking on personal finance topics as a sole proprietor. Moisand Fitzgerald Tamayo is a fee-only, independent advisory firm that serves individuals, families, trusts, estates, and retirement plan sponsors, focusing on evidence-based asset allocation and long-term investing with an emphasis on low-cost mutual funds, ETFs, and investment-grade fixed income. The firm offers comprehensive services including discretionary portfolio management, financial planning, retirement plan consulting, tax return preparation, and business consulting for S-corporation owners.

Karen Vergara is a Series 65-licensed financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, where she has worked since 2018. She has seven years of industry experience, including prior roles at Karen Vergara, P.A., HBIF of Florida, and as an independent insurance agent. Outside of her advisory work, she is the owner of Dynasty Concept Group, LLC, a real estate management entity. 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 Modern Portfolio Theory-based core-satellite asset allocation approach, offering discretionary portfolio management, financial planning, and consulting services.

Kevin Mayo is a financial advisor at Cogent Private Wealth with 10 years of industry experience. He holds a Series 65 designation and has previously worked at CNL Financial Group for 10 years. In addition to his advisory role, Mayo serves as Vice President of Financial Reporting at Cogent Bank. Cogent Private Wealth provides fee-only investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes financial planning, discretionary portfolio management, and retirement plan consulting, managing customized, goals-based portfolios that utilize institutional mutual funds, ETFs, and individual equities for tax efficiency.

Chelsea Santos is a financial advisor at GFG Solutions with a Series 65 credential. She has one year of industry experience, having previously worked at Omniplex and Caci. Outside of finance, she has been involved with Yaya + Lou and USCS Investigations LLC. 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, with a focus on risk management and insurance strategy.

Philip Schmitt is a financial advisor with Koss-Olinger Consulting, LLC, holding Series 63, Series 65, and Series 66 designations and four years of industry experience. His prior roles include positions at Metlife Investment Management, Verus Investments, and ANDCO Consulting. Koss Olinger serves individuals, families, charitable entities, trusts, estates, pension and profit-sharing plans, and business clients with integrated wealth management and financial planning services. The firm applies a structured planning process and employs a range of investment strategies, managing over $2.2 billion in assets and generally working with clients who have at least $2 million in investable assets or $5 million in net worth.

Arthur Zapesochny is a financial advisor with Your Choice Financial LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has previously worked at Ameriprise Financial and AXA Advisors. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Santa Barbara community association and is a board member of the University of Rochester alumni association. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a long-term strategic trading approach enhanced by tactical decisions and uses a variety of investment methods and instruments across its multiple offices.

Paul Mazon is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation and five years of industry experience. He has been with AllGen since 2020 and previously worked for CHEP (U.S.A.), Inc. from 2007 to 2020. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily serving individual and high-net-worth households. The firm employs a Modern Portfolio Theory-based, core-satellite investment approach and offers discretionary portfolio management, financial planning, business and corporate planning, and consulting services.

John San Filippo is a financial advisor with Your Choice Financial LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has held roles at multiple firms, including MML Investor Services and MassMutual Life Insurance, and currently is involved with several insurance-related businesses. Outside of advising, he coaches soccer for the Orlando City Lake Nona Soccer Club and is a partner in an accounting firm. Your Choice Financial LLC serves individuals, pension plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm employs a long-term strategic trading approach supplemented by tactical decisions, utilizing diverse analytical methods and investment instruments across multiple offices.