Corico Mc Cray Sr. is a financial advisor at Encompass More Asset Management LLC with four years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Edward Jones and AE Wealth Management, as well as operating McCray Enterprises & Associates, LLC. He is also a licensed independent agent for life and health insurance. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis and manages approximately $582 million for around 4,000 clients.

William Farrell is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Northwest Asset Management since 2021 and previously spent six years at Ronald Blue & Co. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

Richard Crouse is a CFP® with 40 years of industry experience. He has been with G. A. Repple & Company since 1992 and previously worked at GVC Financial Inc from 1989 to 2008. Outside of his advisory role, he is president and owner of a tax preparation and IRS representation business. 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 build portfolios aligned with clients’ goals and risk tolerances and offers a range of management options, including an ETF-focused program and a Biblically-Responsible Investing model.

Matthew Marcus is a financial advisor with Arkadios Wealth Advisors in Longwood, FL, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Principal Financial Services, LPL Financial, Seacoast Bank, and Morgan Stanley. Outside of advisory services, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions that integrate fundamental, technical, and cyclical analysis and provides portfolio management through a range of internally managed accounts and third-party managers.

Gregory Brick is a financial advisor at Regal Investment Advisors LLC with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Cetera and Questar Capital Corporation, among others. He serves as trustee for the Brick Family Revocable Trust. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party strategies that include mutual funds, ETFs, equities, fixed income, and option overlays. The firm serves individual, charitable, and corporate clients through its network of financial advisers.

Joel Martin is a financial advisor with G. A. Repple & Company, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at G. A. Repple & Company since 2005 and also leads Mangrove Financial Group LLC, a financial planning firm. Outside of his advisory roles, Martin serves as a general board member of The Azalea Youth Soccer League, Inc. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical methods to create tailored portfolios and offers multiple investment programs including a Biblically-Responsible Investing model.

Adam Bond is a financial advisor with Principal Advised Services holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Principal Advised Services, he worked at Verizon Wireless and is currently associated with several entities under the Principal Financial Group, including Principal Bank and Principal Life Insurance Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group family, leveraging affiliated entities to offer access to proprietary mutual funds, bank products, and model services.

Mark Collier is a financial advisor at Altitude Capital Management LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Oxford. Collier is also a licensed insurance agent involved in the sale of various insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized based on client goals, risk tolerance, and time horizon, using strategies such as asset allocation and dollar-cost averaging.

Shawn Jiles is a financial advisor at Cyndeo Wealth Partners with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. Outside of advising, he is involved as an owner of consulting entities related to tax and estate planning, although these activities do not require his active time commitment. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, and business advisory services. The firm employs customized investment strategies across various asset classes and offers specialized consulting for middle-market businesses, managing approximately $2.58 billion in client assets.

Lisa Isaacs is a financial advisor at Moors & Cabot, Inc. with 37 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Moors & Cabot in 2025, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley from 2013 to 2025, and at Merrill from 1991 to 2013. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and advisory services with a tailored approach, incorporating a range of strategies and access to sub-advisors.

Rupert Curry is a CFP® professional with 24 years of industry experience, currently serving at Certified Advisory Corp. His prior roles include positions at Fortune Financial Services, Charles Schwab & Co., Inc., and National Asset Management. He is also the manager of Curry Investment Management, LLC. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, Modern Portfolio Theory, and automated rebalancing through platforms such as Betterment.

Rodney Ownby is a CFP® professional with eight years of experience in financial advising. He has worked at Certified Advisory Corp since 2018 and previously held roles at Transam Securities, Inc. and Enterprise Florida, Inc. Outside of his advisory work, he was involved in operating Firehouse Subs franchises in Leesburg and Lady Lake. Certified Advisory Corp provides 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 process and emphasizes plan-level services, participant education, and systematic client reporting.

Delbert Smith is a financial advisor with Certified Advisory Corp in Altamonte Springs, FL. He holds the CFP®, ChFC®, and Series 66 designations and has 21 years of industry experience. His career includes roles at Certified Insurance Corp, Equitable Advisors, KAFL Insurance, Allstate Insurance Co, and State Farm. 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 platforms, detailed pension consulting, and systematic client reporting.

Richard Patterson is a financial advisor with Certified Advisory Corp in Orlando, FL, holding the ChFC® and Series 63 credentials and bringing 50 years of industry experience. He has worked with Certified Advisory Corp since 2006 and is also the president and owner of Associated Planners Group, a role he has held since 1985. Additionally, he has been an independent life and health insurance agent since 1967. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach is individualized and goal-driven, combining traditional analysis with modern portfolio techniques, and emphasizes plan-level consulting, participant education, and systematic reporting.

Bryan Repple is a financial advisor with G. A. Repple & Company in Casselberry, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with G. A. Repple & Company since 1998. Outside of his advisory role, he is involved in insurance sales through his own firm, Bryan Repple LLC, and operates a financial planning business, Repple Wealth Group. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and offers various account options, including a Biblically-Responsible Investing model.

Michael Marini is a financial advisor with Kovack Advisors, Inc. in Altamonte Springs, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Kovack Advisors since 2012 and with Kovack Securities since 2003, also operating his own advisory practice since 1997. Outside of advisory work, he coaches golf for children aged 7 to 9 and is involved in ventures related to golf marketing and personalized golf club labels. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, employing both proprietary and third-party investment models supported by an Envestnet workflow.

William Brooks is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Before joining Virtue Capital Management in 2019, he worked at Secure Investment Management, Horter Investment Management, and Xexis, Inc. He is also involved in tax preparation advisory through Axe The Tax Services, LLC, and serves as an educator with the Association of Financial Consultants, a nonprofit hosting educational events. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers by providing customized portfolio management, financial planning, and consulting services. The firm employs tactical, strategic, and dynamic investment approaches through a multi-team model, offering ongoing monitoring, client education, and access to a range of investment programs and services.

Lawrence Nordmann is a financial advisor at Capitol Securities Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Cantella & Co., Inc. and Raymond James Financial Services. In addition to his advisory role, he serves as President and a member of the Stewardship Committee for Waterstone Church, Inc. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through various programs including separately managed accounts and third-party money managers.

Grant Kennedy is a CFP® and holds a Series 65 license, currently with Certified Advisory Corp. He has one year of industry experience, having worked at Certified Financial Group and Franklin Templeton, among other roles. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and state and municipal government clients. The firm uses a tailored investment approach incorporating fundamental and technical analysis, Modern Portfolio Theory, and automated platforms to align strategies with client goals and risk tolerance.

David Brunswick Jr. is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and bringing 32 years of industry experience. He has been with G. A. Repple & Company since 2013 and also provides financial planning and insurance services through Kingdom Financial Services. G. A. Repple & Company offers investment advisory and financial planning services to a diverse client base including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and provides both discretionary and non-discretionary management, with options such as Biblically-Responsible Investing and ETF-focused strategies.