Gyasi Marshall is a Series 65-licensed advisor with 11 years of industry experience. He has worked at 401k Generation since 2016 and previously held roles at Primerica Advisors and Primerica Financial Services. He also spent six years at the University of Central Florida. 401k Generation provides retirement plan consulting to plan sponsors and fiduciaries, along with individual investment advisory and managed account services. The firm serves individuals, trusts, and business-sponsored retirement plans, using model portfolios and an internal Investment Policy Committee to guide investment decisions.

Cole Linquist is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Fortress Wealth Group since 2020 and previously worked at Ameriprise Financial Services from 2014 to 2020. Linquist is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios, implementing strategies both directly and through independent managers and automated platforms.

Thomas Henry is a financial advisor at Synergy Investment Management LLC with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial LLC, Virtus Financial Partners, and The Principal Financial Group. In addition to his advisory role, he is involved in non-investment related business activities through TLH Financial, LLC for tax and investment purposes. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, and proprietary quantitative models to support portfolio construction and ongoing management.

Steven Seager is a CFA® charterholder and financial advisor at 55 North Private Wealth in Winter Park, FL, with one year of industry experience. Prior to joining 55 North, he worked at Lockheed Martin and several financial services firms, including MML Investors Services and Signature Wealth Advisors LLC. 55 North Private Wealth serves individual and high-net-worth clients with wealth planning and investment management on a fee-only basis. The firm employs a predominantly quantitative approach combining passive and active management and offers customized portfolios aligned with client liabilities and goals.

Dwight Dykstra is a financial advisor with Alternative Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 43 years of industry experience. He has been associated with multiple firms including Florida Financial Consulting LLC, First Financial Strategies, LLC, and Aegis Wealth Management, LLC. Outside of his advisory roles, he is a managing director for Storage Units Alternative Income Fund, LLC and is involved in consulting for deferred compensation and executive bonus plans. Alternative Investment Advisors, LLC serves individual, institutional, and plan clients by providing customized, primarily discretionary portfolios alongside financial planning, ERISA/retirement plan services, and educational seminars. The firm employs a diverse range of investment vehicles and maintains established custodial and third-party manager relationships while incorporating artificial intelligence for operational tasks.

James Clements is a financial advisor at Green Vista Asset Management LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Green Vista since 2018, following eight years at Wealth Management, LLC. In addition to his advisory role, he is president of Clements CPA Group PA, a tax preparation and accounting firm. Green Vista Asset Management LLC is a six-person advisory firm managing approximately $16.2 million for around 58 clients. The firm offers customized portfolio management, third-party manager selection, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and select institutional clients, including insurance companies.

Marlene Nitsch is a financial advisor at 401k Generation with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Skyview Wealth Management and Asset Staffing. 401k Generation provides retirement plan consulting and fiduciary support to plan sponsors and fiduciaries, while also offering individual managed accounts. The firm uses an in-house Investment Policy Committee to oversee model portfolios and manages assets on both discretionary and non-discretionary bases.

Francisco Aguilera is a CFP® and CFA® with 13 years of industry experience. He is currently with Aviance Capital Partners LLC and previously worked at Fidelity Investments from 2015 to 2024. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities, offering discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm manages portfolios using multiple strategies tailored to client objectives and employs a variety of investment vehicles including equities, bonds, mutual funds, ETFs, and structured products.

Nikki Ward is a CFP® professional with eight years of industry experience, currently serving as an advisor at Siler Wealth Management. Her prior roles include positions at International Assets Advisory, LLC and Sdr Investment Management, Inc. She is also a licensed insurance agent, working part-time in life and fixed insurance. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, small business owners, and institutional clients. The firm employs customized strategies using fundamental, technical, cyclical, and quantitative analysis within a generally long-term, periodically rebalanced framework.

Andrew Birkmire is a CFP® with seven years of experience in financial advising. He is currently with 55 North Private Wealth and has previously worked at Independent Financial Partners, Bank of America, and Merrill. His background includes roles in both the financial services industry and other areas such as hospitality. 55 North Private Wealth is a fee-only firm serving individuals and high-net-worth clients with wealth planning and investment management. The firm utilizes a quantitative investment approach combining passive and active strategies, and offers customized portfolios that align with clients’ liabilities and goals, including access to alternative and private investments.

Sandra Stickney is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Collaborative Wealth Management since 2016 and also maintains a longstanding association with LPL Financial since 2004. Outside of her advisory role, she provides administrative support to Collaborative Wealth Management and is involved with CSKK, LLC, a non-investment-related business entity. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for a diverse client base that includes individual and high-net-worth households, pension and profit-sharing plans, foundations, charities, and business entities. The firm utilizes a combination of fundamental and technical analysis to construct long-term, diversified portfolios and offers both discretionary and non-discretionary management alongside comprehensive wealth planning services.

Charles Kunzelman is a CFP® and ChFC® with 24 years of experience in financial advisory roles. He is currently with QTR Family Wealth, LLC and previously worked at Schwab Private Client Investment Advisory, Inc., among other firms. Outside of his advisory role, he is a licensed life insurance agent and maintains property and casualty insurance licenses. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets and employs a manager-of-managers investment approach, including access to alternative strategies through pooled investment vehicles.

Justin Kenney is a financial advisor with Siler Wealth Management in Longwood, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at International Assets Advisory, LLC, Primary Capital, LLC, Kalos Capital, Inc., and SDR Investment Management, Inc. In addition to his advisory work, he is a licensed insurance agent with SFG, LLC, dba Executive Insurance of Central FL. Siler Wealth Management serves individuals, families, small business owners, and institutional clients with investment management, financial planning, and consulting services, including sub-advisory roles for certain 401(k) plans. The firm uses customized strategies combining fundamental, technical, cyclical, and quantitative analysis within a long-term, periodically rebalanced framework, offering both passive and active solutions through third-party sub-advisors.

Edward Rojas is a Series 65-licensed advisor with 12 years of industry experience. He has been with 401k Generation since 2012. 401k Generation provides retirement plan consulting and investment advisory services to plan sponsors and fiduciaries, offering fiduciary support under ERISA Sections 3(16), 3(21), and 3(38). The firm uses an in-house Investment Policy Committee to oversee model portfolios and manages assets on both discretionary and non-discretionary bases.

Nancy Witter is a financial advisor at Financial Harvest Wealth Advisors with 24 years of industry experience. She holds a Series 65 designation and has been with Financial Harvest, LLC since 2009. Outside of her advisory role, she co-manages a non-investment property management business with a family member. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels, offering comprehensive wealth management through a consultative process focused on strategic asset allocation and advanced planning.

Lee Siler is a financial advisor with Siler Wealth Management in Longwood, Florida, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at International Assets Advisory, Primary Capital, Kalos Capital, and Sdr Investment Management. Outside of financial advising, he is involved in music production as the owner and president of SFG Entertainment Services, LLC. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, trusts, small-business owners, and select institutional clients. The firm employs a tailored, long-term approach to portfolio management, combining fundamental, technical, cyclical, and quantitative analysis with a range of investment strategies and third-party model portfolios.

Yulia Dance is a CFP® and CFA® with four years of industry experience. She is currently with Jackson Wealth Management, LLC, where she has worked since 2022. Prior to that, she worked in corporate finance at Verizon and has a role as a research analyst at Jackson Investment Management, LLC. Jackson Wealth Management serves individual and institutional clients, including high-net-worth individuals and plan sponsors, managing about $1.07 billion for roughly 900 clients. The firm employs an active trend-following and tactical asset allocation approach using a mix of mutual funds, ETFs, and individual equities, with portfolios monitored and rebalanced regularly.

Liam Riley is a financial advisor with Synergy Investment Management LLC holding a Series 65 designation. He has one year of industry experience, including roles at LPL Financial, Synergy Wealth Alliance, and Longship Group. Prior to his advisory career, he spent three years at the University of Central Florida and has experience working with the YMCA and Valencia College. Synergy Investment Management LLC provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million for around 2,469 clients and employs a Modern Portfolio Theory-based approach, utilizing mutual funds, ETFs, individual securities, alternatives, and proprietary quantitative models.

Danica Bolton is a financial advisor at Financial Harvest Wealth Advisors with eight years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Charles Schwab & Co., Inc. from 2016 to 2019 before joining Financial Harvest in 2019. Financial Harvest Wealth Advisors serves individuals and families across a range of net worth levels, managing approximately $557 million in client assets. The firm provides comprehensive wealth management services through a multi-step consultative process emphasizing strategic asset allocation and a disciplined investment approach.

Alexa Pao is a financial advisor at Cornerstone Planning Group with 14 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked previously with firms including New York Life and Island Wealth Strategies and Insurance Solutions. Outside of her advisory role, she owns Authentic Alexa, LLC, which provides consulting and a subscription-based platform focused on digital workspace setup and LinkedIn lead generation. Cornerstone Planning Group serves individuals, businesses, and institutions with discretionary portfolio management and comprehensive financial planning. The firm emphasizes a low-cost, passive investment approach and offers ERISA fiduciary consulting for retirement plans.