Aaron Bert is a CFP® professional with 17 years of industry experience, currently serving at Certified Advisory Corp. He has held roles at multiple financial firms, including Maitland Securities, Transam Securities, and Certified Financial Group, where he also serves as President. Bert is President of Certified Insurance Corp in addition to his advisory duties. 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 consulting, participant education, and systematic reporting, using both traditional custodians and digital advisory platforms.

Marcy Keeling is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining First Advisors National, she worked at GLP Investment Services and ValuTeachers, and has experience in education roles with various public school districts. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients and ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation methodologies through third-party money managers.

Christopher Toadvine is a CFP® with 28 years of industry experience, currently serving as an advisor at Certified Advisory Corp since 2019. His prior roles include positions at Stonebridge Financial Planning Group, Triad Advisors LLC, EF Legacy Securities, LLC, and Edelman Financial Services LLC. He serves as a board member of the Financial Planning Association of Central Florida, where he provides pro-bono financial advice through an annual call-in program. Certified Advisory Corp offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, Modern Portfolio Theory, and automated rebalancing through platforms like Betterment, managing approximately $3.04 billion in discretionary assets.

Hunter Reddick is a financial advisor at Regal Investment Advisors LLC with one year of industry experience. He holds a Series 65 credential and has worked in various capacities within financial services and insurance-related assistant roles. His prior experience includes positions at Regulus Financial Group, Brick Wealth Management, Brick Retirement Group, and Kalera Inc. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their individual, high-net-worth, and corporate clients. The firm offers a range of proprietary and third-party investment strategies through a sub-advisory platform managing approximately $2.88 billion.

Kyle Tetreault is an investment advisor representative at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in life insurance and annuity sales since 2015, including his role as Executive National Sales Director at Valuteachers. He also owns Longevity Financial, which focuses on insurance sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers portfolio-based financing alongside traditional portfolio management.

Justin Spitler is a CFP® with 17 years of industry experience, currently serving as an advisor at Certified Advisory Corp. His prior work includes roles at Fortune Financial Services and Transam Securities, among others. He also supports another representative’s book of business as a para planner at Certified Advisory Corp. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that aligns client goals with risk tolerance and liquidity needs, offering discretionary portfolio management alongside services such as pension consulting and tax preparation provided through affiliated CPAs.

Altug Dincturk is a CFA® charterholder with 20 years of industry experience. He has been with Madison Partners since 2026 and previously worked for Schwab Wealth Advisory Inc for 13 years. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm takes a customized, long-term approach to investing, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

Timothy Moyer is a financial advisor at G. A. Repple & Company with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metlife Securities Inc, LPL Financial, and IFP Securities. Outside of his advisory work, he is involved as a Little League umpire and a musician. 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 various analytical approaches to portfolio construction and offers multiple investment programs, including wrap and non-wrap options and Biblically-Responsible Investing models.

Christopher Becks is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services Advisors, Inc. for eight years. Becks is also the owner of Strategic Financial Consultants, Inc., a support company based in Orlando, FL. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that includes behavioral economics and quantitative analysis.

Dillon Little is a CFP® professional with four years of experience at Certified Advisory Corp. His background includes roles at The Car Park and involvement with the Ponce De Leon Inlet Lighthouse Preservation Association. He has also worked in education at the University of South Florida and Spruce Creek High School. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and charitable organizations. The firm employs an individualized, goal-driven investment process and emphasizes plan-level consulting, participant education, and systematic reporting, utilizing both traditional custodians and the Betterment for Advisors platform.

Glenn Repple is a financial advisor with G. A. Repple & Company, holding Series 63 and Series 65 designations and bringing 54 years of industry experience. He has been with G. A. Repple & Company since 1983. Outside of his advisory role, he is actively involved in ministry work, serving as a certified instructor for a Biblical entrepreneurship program, authoring a book titled "Fraud," participating in public speaking and teaching, and holding leadership positions on nonprofit boards including the Casselberry Police Foundation. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporations. The firm employs multiple analytical approaches to create portfolios tailored to clients’ goals and risk tolerances, offering both discretionary and non-discretionary management along with various model strategies including Biblically-Responsible Investing.

H Dale Goembel is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Archer Investment Corp since 2020 and previously spent six years at Avantax Investment Services, Inc. In addition to his advisory role, Goembel oversees daily operations at his own tax preparation and accounting firm, H. Dale Goembel, CPA, PA. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm’s investment approach includes comprehensive financial assessments and diversified portfolio construction, offering both discretionary management and model-driven strategies.

Thomas Strobhar is a financial advisor with G. A. Repple & Company in Beavercreek, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Thomas Strobhar Financial since 2003, focusing on financial planning and investing, and serves as Chairman of the Board for Life Decisions International, a nonprofit educational program. 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 portfolios with clients’ goals and risk tolerances.

Vicki Kovach is a CFP® professional with 27 years of experience in financial planning and advisory services. She is currently with Certified Advisory Corp and has held roles at firms including Maitland Securities, Inc. and Team Beachbody. Outside of her advisory work, she serves as owner and president of VDK Financial Services, Inc., a non-investment business. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and employer-sponsored plans. The firm emphasizes individualized, goal-driven portfolio management combined with detailed plan-level consulting and systematic client communications.

Jessica Hall is a financial advisor at Certified Advisory Corp with five years of industry experience. She holds the Series 66 designation and has worked at firms including Fortune Financial Services, Bank of America, Merrill Lynch, and Wells Fargo Bank. Outside of her advisory role, she is also an agent and sales representative with Certified Insurance Corp. 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 offers plan-level services such as pension consulting, participant education, and systematic quarterly reporting, utilizing both traditional custodians and digital platforms like Betterment for Advisors.

Joseph Krauszer is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently an advisor at BakerAvenue, where he has worked since 2023. His prior experience includes roles at Integrity Holdings Group LLC and Fidelity Investments. BakerAvenue offers wealth management, financial planning, and family office services primarily to individuals, high-net-worth clients, and institutions. The firm employs multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and provides a broad range of services including tax, estate, philanthropy, and concentrated stock management.

Roy Kelsey is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Cape Investment Advisory, Inc., 401K Generation, and Skyview Wealth Management, LLC. Outside of his advisory work, he owns SkyView Business Solutions, a company focused on helping businesses recover R&D tax incentives. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors and model portfolios to implement strategies.

Peter Medgyesy is a financial advisor at Moors & Cabot, Inc. in Maitland, Florida, holding a Series 66 designation with 19 years of industry experience. He has been with Moors & Cabot since 2012 and previously worked at Wells Fargo Clearing from 2007 to 2008. 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, financial planning, and consulting services, with portfolios tailored to client objectives using various strategies and options for discretionary or non-discretionary arrangements.

Jeffrey Woodward is a financial advisor at G. A. Repple & Company with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has been with the firm since 1991. In addition to his advisory role, he is also an insurance agent involved in fixed insurance sales. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate clients. The firm employs various analytical approaches to portfolio construction and offers a range of programs including discretionary management, third-party asset managers, and Biblically-Responsible Investing models.

Anthony Dorval is a CFP® professional with 27 years of industry experience. He has been with Moors & Cabot, Inc. since 2013 and previously worked at New England Securities and Merrill. In addition to his advisory role, he is an independent insurance agent specializing in disability, life, accident, and health insurance. 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 through its Portfolio Management Program, fee-based financial planning, and consulting, with a flexible approach that includes discretionary and non-discretionary services tailored to clients’ objectives and risk tolerances.