Michael Tannenbaum is a financial advisor at Archer Investment Corporation with 13 years of industry experience. He holds a Series 65 designation and has been with Archer since 2012. In addition to his advisory role, he is the owner and managing member of Frutchey Tannenbaum, LLC, a CPA firm. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm also supports a multi-branch independent-contractor model, with a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and options.

Daniel Thornton is a financial advisor at Good Life Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Good Life Financial Advisors of Orlando. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, with an investment process that integrates fundamental, technical, and cyclical analysis.

David Westmoreland is a Series 65-licensed advisor at G. A. Repple & Company with one year of industry experience. Prior to joining the firm, he spent 24 years with Cru. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to develop individualized portfolios and offers multiple investment programs, including Biblically-Responsible Investing.

Glenn Rodriguez is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1997. He focuses on developing strategies and providing investment guidance for individuals, their families, and businesses by understanding their short- and long-term financial objectives. His client focus includes college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Glenn holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Investment Management Analyst® designation, and is a Personal Investment Advisor (PIA). He graduated summa cum laude from Rollins College with bachelor's degrees in Business Administration and Economics. Glenn began his financial services career after a brief period as an investment banker and has built his practice by establishing direct and personal relationships with clients. His nearly three decades of experience include working with multiple generations within families and delivering comprehensive financial solutions. He lives in Lake Mary with his two children, and they are active in the community supporting Habitat for Humanity. Glenn’s personal interests include biking, cooking, reading, writing, and spending time with his family.

Stephen Meikle is a financial advisor with Calton & Associates, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Calton & Associates in 2018, he worked at International Assets Advisory LLC and UBS Financial Services. He operates an independent financial services practice under the name Investia Financial Services. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities, offering fee-based portfolio management, financial planning, and brokerage and insurance products through its dually registered representatives. The firm employs multiple investment approaches and manages accounts via firm-sponsored programs or third-party managers after formal due diligence.

Emily Perez is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Certified Advisory Corp and Certified Financial Group, having previously been employed by firms including Ogden Wealth, Cetera Advisor Networks, Strollo Partners, Financial Advisory Institute, and Summit Brokerage Services. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored approach that aligns client goals, risk tolerance, and liquidity needs with investment strategies, offering discretionary portfolio management, Betterment automated platforms, pension consulting, and tax services through affiliated CPAs.

Darin Orth is a financial advisor at Moors & Cabot, Inc. with five years of industry experience. He holds the Series 66 and Series 63 registrations and previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. before joining Moors & Cabot. Moors & Cabot serves retail and high-net-worth individuals, corporations, and various institutional clients by providing investment management, financial planning, and consulting services. The firm utilizes a range of strategies tailored to client objectives and offers both discretionary and non-discretionary account management.

Nancy Hecht is a CFP® professional with 42 years of experience in financial advising. She has worked with Certified Advisory Corp since 1994 and has held positions at Transam Securities, Inc., Certified Insurance Corp, Maitland Securities, Inc., and Fortune Financial Services. Outside of her advisory role, she is also an insurance agent with Certified Insurance Group. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional portfolio management with digital advisory options and detailed plan-level consulting.

Adam Jones is a CFP® professional with 13 years of industry experience, currently serving at Certified Advisory Corp. His career includes roles at multiple financial services firms such as Fortune Financial Services and Pinnacle Insurance & Financial Services. He has been associated with Certified Advisory Corp since 2017. Certified Advisory Corp provides investment advisory and financial planning services to a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm offers tailored investment strategies and a comprehensive mix of services, including portfolio management, pension consulting, and tax preparation through affiliated CPAs.

Richard Gailey is a CFP® and ChFC® with 34 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2015. He is also the owner and sole proprietor of Money Concepts, a financial services and insurance business. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm supports both in-house portfolio management and third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Jeffrey Czurak is a CFP® with 29 years of industry experience. He is currently with Advisory Services Network, where he has worked since 2025. His prior roles include positions at Professional Investment Advisory Services, Fidelity, and Haysley Financial Services. He is also licensed as an insurance agent for life insurance and annuities. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through independent adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing diversified investment strategies and flexible engagement options.

Anders Christiansen is a financial advisor at Gradient Advisors, LLC with one year of industry experience and holds a Series 65 designation. His work history includes roles at several firms such as America First Financial and Gines Insurance Agency. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates risk analysis and fundamental, technical, and cyclical portfolio assessments.

Linden Gould is a financial advisor at G. A. Repple & Company with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at G. A. Repple & Company since 2017, with prior experience at Security Financial Management and ProEquities Inc. Outside of finance, he is a professional musician performing with a choral ensemble. 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 investments with clients’ goals and risk tolerances.

Joseph Bert is a CFP® professional with 50 years of experience in the financial services industry. He has been affiliated with Certified Advisory Corp since 1991 and previously worked at Certified Financial Group, Inc. for over three decades. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government entities. The firm employs a tailored investment approach that aligns client objectives with risk tolerance and liquidity needs, utilizing strategies such as fundamental and technical analysis, Modern Portfolio Theory, and automated platforms through Betterment.

Matthew Finley is a CFP® with 17 years of experience in the financial services industry. He currently works at Savvy and has previously held roles at Focus Financial Network, OSAIC, Investors Financial Group, and LPL Financial. Finley is also a partner at Perspective 6 Wealth Advisors LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm uses a blended investment approach combining index-based strategies with tailored solutions such as direct indexing with tax-loss harvesting and ESG-focused models, supported by proprietary technology and third-party platforms.

Eugene Pender Sr. is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Fusion Investment Advisors, Sammons Securities Company LLC, and Metropolitan Life Insurance Company, alongside operating E.R. Pender & Associates, LLC since 2001. He is a member of the board of directors at Clearwater Yacht Club. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs an open-architecture investment platform and combines customized asset allocation models with fundamental and technical analysis to manage client portfolios on a discretionary basis.

Samuel Nelson is a financial advisor with Choreo, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Charles Schwab for seven years prior to joining Choreo in 2022. Choreo serves a diverse client base including individual investors, high-net-worth clients, family offices, corporate and retirement plan sponsors, and institutional clients. The firm’s investment approach combines strategic asset allocation based on global indices with quantitative screening and Investment Committee oversight to select managers and model portfolios, offering a range of advisory services from portfolio management to specialized consulting.

Ronald Somers Jr. is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Verity Asset Management and maintains roles at JW Retirement Solutions, LLC and Master Capital Wealth Management. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, as well as employer-sponsored retirement plans and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Gary Abely is a CFP® with 12 years of experience at Certified Advisory Corp and a total of over 30 years in financial and tax-related services. He has been with Certified Advisory Corp since 2013 and also operates Gary Abely, CPA, providing tax preparation services. Additionally, he is involved with Central Florida Group Services, Inc., a firm specializing in employee benefits consulting, including retirement plans. Certified Advisory Corp offers 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 approach and emphasizes plan-level services, participant education, and systematic reporting.

Jonathan Ullivarri is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Eternal Empire Insurance, Blueprint Insurance Group, True Spec Golf, Club Champion Golf, and Golf Galaxy. He is also involved as President and Investment Advisor Representative of Eternal Empire Investments. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.