Victor Deischl is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Rubik Capital Inc since 2020 and previously held roles at RK Securitizadora, CdR Hollander Asset Management LLC, and the University of South Florida. Rubik Capital Inc provides investment advisory and portfolio management services to individuals, high-net-worth clients, and corporations. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading, including derivatives and option contracts.

Raymond Johnson Jr. is a financial advisor at Steadfast Financial Services with 24 years of industry experience. He holds a Series 65 designation and has worked at Steadfast Financial Services since 1998. Outside of advising, he serves on the board of directors for R.L. Johnson Construction Company, a real estate development firm. Alchemi Wealth, LLC provides investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm offers customized portfolios using various securities and employs multiple analytic methods while acting as a fiduciary to clients.

Allan Stevenson is a financial advisor with Virtus Financial Partners in Winter Park, FL, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Principal Securities Inc and Principal Life Insurance Company. He serves on the board of Innovation Montessori School, where he participates in oversight and financial review. Virtus Financial Partners advises individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans. The firm emphasizes fundamental, cyclical, and economic analysis to guide portfolio management and offers participant education and specialized services such as 529 college-savings advisory.

Paul Bush is a Series 65-licensed financial advisor at Steadfast Financial Services with one year of industry experience. Prior to joining the firm, he held roles at several churches, including Highpoint Community Church, Westside Church, and Summit Church. Steadfast Financial Services provides financial planning and discretionary investment management to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm follows a fee-only model, emphasizing strategic asset allocation and global diversification using a combination of passive index ETFs and selected active funds.

Jason Edwards is a financial advisor at Edwards Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edwards Financial Services since 2000, with additional experience at Calton & Associates, Inc. He serves as a board member for the Winter Park Chamber of Commerce, Florida Hospital, and Florida Citrus Sports. Edwards Financial Services provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses individualized investment policy statements and a long-term trading approach focused on mutual funds, ETFs, and insurance products while managing approximately $69 million for around 410 clients.

Tiffany King is a financial advisor with Symphony Financial Team in Lake Mary, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 36 years of industry experience, including prior roles at Raymond James Financial Services from 2014 to 2017. Outside of advisory work, she serves as a board member for Orlando Interamericas H3 LLC, an organization involved in event bidding. Symphony Financial Team provides comprehensive financial planning and consulting services to individuals and high-net-worth clients, often business owners and executives, through tiered planning packages. The firm emphasizes integrated, ongoing planning supported by a web-based wealth platform and collaborates with clients’ tax, legal, and insurance advisors while relying on third-party managers for investment implementation.

Lu Yu is a financial advisor at FamilyWealth Asset Management with eight years of industry experience. He holds a Series 65 designation and has worked with FamilyWealth since 2018. In addition to his advisory role, he provides accounting services for Workplace Solutions, Inc., a non-investment-related business. FamilyWealth Asset Management advises individual investors, including high-net-worth clients, as well as institutional clients such as pension plans and endowments. The firm employs a multi-asset investment approach combining passive core exposures with active and alternative strategies, offering services through an integrated platform and Turnkey Asset Management Program.

Jason Tucker is a CFA® charterholder affiliated with Synergy Investment Management LLC and has over 19 years of industry experience. He previously worked at Citigroup Global Markets Inc. from 2005 to 2024 before joining Synergy and LPL Financial in 2024. Synergy Investment Management, LLC serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, supported by proprietary quantitative tools.

Tyler Dodson is a financial advisor at Destiny Wealth Partners, LLC with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including 49 Wealth Management, Oakwood Capital Securities, and Purshe Kaplan Sterling Investments. Outside of advisory roles, he has engaged in fixed insurance sales through 49 Financial. Destiny Wealth Partners is a team-based advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management services. The firm employs a discretionary and non-discretionary investment approach supported by an investment policy committee and integrates technology and process controls into client oversight.

Charles Smith is a financial advisor with Delta Advisory Group, Inc. in Maitland, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Tuscan Gardens and Delta Realty Advisors, Inc., where he also serves as CEO. Outside of advising, he is involved in non-investment consulting and real estate management through ownership and leadership positions in related firms. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for life events. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and provides quarterly account reviews and ongoing supervision tailored to client objectives.

Christopher Calise is a CFA® charterholder affiliated with Haven Private in Orlando, FL. He has one year of industry experience and previously spent ten years at MCK United LLC/RPM Realty. Calise is currently involved with Intentionalize, LLC and Enclave Risk Management, LLC alongside his role at Haven Private. Haven Private is a fee-based registered investment adviser serving individual and high-net-worth clients with private wealth management and discretionary portfolio management. The firm emphasizes ongoing account oversight through written Investment Policy Statements and diversified asset-allocation models, managing a range of traditional and alternative investments while also acting as sub-advisor to a private pooled vehicle.

James Sewell is a financial advisor with Green Vista Asset Management LLC and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including 15 years at G.A. Repple & Company and ongoing roles at Covenant Financial Management and Niceville Business Exchange. Outside of finance, he serves as president of a local networking organization. Green Vista Asset Management serves individual and institutional clients through customized portfolio management, financial planning, and third-party manager selection. The firm combines third-party research with in-house due diligence across a broad range of investment strategies and maintains active oversight of third-party managers to align portfolios with client objectives.

Jeremiah Wassmer is a CFP® with nine years of industry experience, currently serving at Destiny Wealth Partners, LLC. His background includes roles at several firms, such as AE Wealth Management, Madison Avenue Securities, and The LifeWealth Group. Destiny Wealth Partners is an SEC-registered, team-based advisory firm that provides wealth management, financial planning, and portfolio management services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm offers tailored portfolio management using a range of investment vehicles and integrates technology platforms for client reporting and account oversight, while maintaining a broad scope of affiliated entities and specialized services.

Matthew Jones is a financial advisor at Talon LLC with a Series 65 designation and two years of industry experience. Prior to joining Talon LLC, he worked at Talon Private Wealth and before that spent nine years at Cox Media Group. Talon LLC serves individual and high-net-worth clients, providing comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions through a third-party provider. The firm manages approximately $1.06 billion in client assets across 1,921 client relationships, employing a tactical asset allocation approach that incorporates model portfolios, technical analysis, and active strategies.

Wesley Hunter is a financial advisor at QTR Family Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America and Merrill Lynch. Outside of his advisory role, Hunter is co-owner and financial operator of Raft Integrations, LLC, a technology server installation company, and co-owner/CFO of Florida Site Services, a construction business. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses, providing comprehensive wealth management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets and typically acts as a manager-of-managers by implementing model portfolios and engaging third-party managers.

Jeffrey Skraban is a financial advisor with Alternative Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at firms including APW Capital Inc, Delta Securities Company, LLC, and First Financial Strategies, LLC. Skraban is also a co-owner of First Financial Strategies, LLC, where he is involved in sales and support of insurance-related products. Alternative Investment Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as institutional and retirement plan clients. The firm offers customized discretionary portfolios based on defined model allocations and utilizes third-party manager referrals and advanced operational technologies in its investment approach.

Federico Londono Castillo is a financial advisor at Occidental Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has been with Occidental since 2019. Prior to his advisory role, he was a student for ten years. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning services. The firm manages approximately $1.4 billion for around 945 clients across six offices, utilizing fundamental, technical, and cyclical analysis along with discretionary investment implementation.

Monica Jalife is a CFP®, CFA®, and Series 66 licensed advisor with 15 years of industry experience. She has worked at Pinnacle Wealth Management Advisory Group, LLC since 2011 and Pinnacle Associates, Ltd. since 2002. Monica is based in Winter Garden, FL. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension and profit-sharing plan sponsors, trusts, estates, and charitable organizations. The firm uses a goals-based investment process with tax optimization and customized portfolio design, offering an Integrated Wealth Management platform for clients with over $2 million that includes wealth planning and estate review.

Cory Churchill is a financial advisor at Fortress Wealth Group with six years of industry experience and holds a Series 65 designation. His prior roles include positions at The Lifewealth Group, AE Wealth Management, and Ruggie Wealth Management. Outside of financial services, he has been involved with Diversity Fitness, including operating Diversity Fitness, LLC. Fortress Wealth Group advises individuals, high-net-worth clients, corporations, and charitable organizations with services including discretionary investment management, financial planning, and retirement plan advisory. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis in its research.

Chad Hunter is a CFP® professional with 18 years of industry experience, currently serving as a Private Wealth Advisor and owner at QTR Family Wealth, LLC. His career includes roles at Bank of America, Merrill Lynch, and several wealth management firms. Outside of financial advising, he consults for Rosterspot, Inc., a social media web application focused on athletic recruiting. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management and business consulting services. The firm manages approximately $582.8 million in discretionary assets and employs a manager-of-managers approach, offering a range of financial planning, tax coordination, and philanthropic support services.