Jonathan Heise is a financial advisor at Forecast Financial LLC in Newberry, FL, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Forecast Financial LLC since 2016. Forecast Financial LLC is an independent investment adviser that provides discretionary portfolio management to individuals, households, and small businesses. The firm includes general financial planning and consultation with ongoing investment management and applies a strategic asset allocation approach utilizing various investment vehicles, with periodic rebalancing and limited tactical adjustments.

Tyler Chacon is a CFP® with 10 years of industry experience, currently serving at Chacon Diaz & Di Virgilio Wealth Management, LLC since 2018. His prior roles include positions at Tapfin/EY, Cetera Investment Services LLC, and GTE Federal Credit Union. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and also provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach using primarily U.S.-listed ETFs and manages held-away retirement plan participant accounts through a third-party platform.

Joseph Lowry Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been a co-owner and principal at Lowry & Lowry, Inc. since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Joseph Lowry is a ChFC® with 44 years of experience in the financial services industry. He is the president and co-owner of Lowry Financial Advisors and has held leadership roles at related entities including Lowry & Lowry, Inc. Lowry is also the author of the book "Thanks Mom." Lowry Financial Advisors is a small, three-advisor firm that provides financial planning and wealth management services to individuals, families, and retirement plans. The firm emphasizes planning-driven advice using portfolio analysis tools and offers project-based or ongoing retainer engagements rather than discretionary asset management.

James Divirgilio is a financial advisor with Chacon Diaz & Di Virgilio Wealth Management, LLC in Gainesville, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Chacon Diaz & Di Virgilio Wealth Management since 2010, following prior roles at Summit Financial Group Inc and Merrill. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend approach primarily using U.S.-listed ETFs and offers discretionary portfolio management, comprehensive financial planning, and management of held-away retirement plan participant accounts through a third-party platform.

George Mallini is a financial advisor at Together Planning with 11 years of industry experience. He holds a Series 65 designation and has worked at Together Planning since 2015. Together Planning provides financial planning and portfolio management to individuals and families, including high-net-worth clients, as well as charitable organizations, small businesses, and retirement plan participants. The firm offers a range of services from standalone financial planning to integrated planning with investment management, using firm-developed model portfolios and Independent Managers, including ESG-oriented strategies where selected.

Judson Mallini is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Together Planning since 2015 and was previously with PRUCO Securities, LLC for nine years. Mallini holds Series 63 and Series 65 licenses. Together Planning provides financial planning and portfolio management to individuals, families, charitable organizations, small businesses, and retirement plan participants. The firm offers both standalone financial planning and integrated investment management, utilizing model portfolios, independent managers, and ESG-oriented ETFs based on client preferences.

Lisa Chacon is a financial advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2010, following positions at Summit Financial Group Inc and UBS Financial Services. Chacon Diaz & Di Virgilio Wealth Management serves individual clients, including high-net-worth households, and provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach, primarily using U.S.-listed ETFs, and offers discretionary portfolio management, comprehensive financial planning, and held-away retirement plan account management.

Cale Flage is a CFP®-certified financial advisor with 11 years of industry experience. He is affiliated with Lowry Financial Advisors and has worked there since 2017. Prior to that, he was with Cetera Advisors LLC from 2015 to 2017. In addition to his advisory role, he operates a business consulting activity based in Gainesville, FL. Lowry Financial Advisors serves individuals, families, and pension and profit-sharing plans by providing financial planning and wealth management advice focused on project-based planning and retainer relationships. The firm uses planning tools and portfolio analysis methods such as Monte Carlo simulations and modern portfolio theory, offering insurance services alongside advisory work without discretionary portfolio management or percentage-based asset fees.

Guillermo Diaz is a financial advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with the firm since 2010. Outside of his advisory role, he serves as Treasurer for Micanopy Charter School, overseeing the school's finances. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The four-advisor team employs a rules-based, momentum and trend-driven investment approach primarily using ETFs, providing discretionary portfolio management and comprehensive financial planning.

Lia Bertelson is a financial advisor at Together Planning with 10 years of industry experience. She holds the CFP® designation and Series 65 license. Prior to her current role, she worked at St. David's Episcopal Preschool for four years. Together Planning provides financial planning and portfolio management services to individuals, families, charitable organizations, small businesses, and retirement plan participants. The firm combines written financial plans with ongoing monitoring and uses both firm-developed model portfolios and Independent Managers, including ESG-oriented options, for investment management.

Luke Meetre is a financial advisor at Koss-Olinger Consulting, LLC., holding a Series 65 credential with one year of industry experience. Prior to joining Koss Olinger in 2025, he worked at Walgreens and has experience in education, having taught at several schools from 2015 to 2025. Koss Olinger serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, investment supervisory services, and portfolio management through a structured process called The Wealth Navigator System™, managing approximately $2.08 billion in assets.

Timothy Roark is a CFP® professional with 15 years of industry experience. He has been with Koss-Olinger Consulting, LLC since 2011 and with Koss Olinger & Company since 2017. He serves on the Boards of Trustees for Oak Hall School and Dance Alive National Ballet in Gainesville, FL. Koss Olinger Consulting, LLC provides integrated wealth management and financial planning services to individuals, families, charitable entities, trusts, estates, pension and profit-sharing plans, and business clients. The firm employs a structured, client-centered planning process and uses a range of investment strategies across various asset classes, managing over $2.2 billion in assets.

Adam Varnedoe is a financial advisor at Koss-Olinger Consulting, LLC with 13 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Koss Olinger and Valmark Securities Inc. since 2013. Koss Olinger serves individuals, families, charitable entities, trusts, estates, pension and profit-sharing plans, and business clients with integrated wealth management and financial planning services. The firm employs a structured, client-centered planning process and utilizes a range of investment strategies including options and private assets, managing over $2.2 billion in assets with a focus on clients typically having at least $2 million in investable assets.

Cade Dixon is a financial advisor at Koss-Olinger Consulting, LLC with a Series 65 designation and one year of industry experience. Prior to joining Koss-Olinger, he held roles at Campus USA Credit Union and several other employers across various industries. Koss-Olinger Consulting serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment supervisory services, and portfolio management through a structured process called The Wealth Navigator System™, managing approximately $2.08 billion in assets.

Chandler Norder is a CFA® charterholder with nine years of industry experience, currently serving at Koss-Olinger Consulting, LLC. He has worked with Koss Olinger and Company since 2016 and has prior experience at Valmark Securities, Inc. from 2017 to 2024. Koss Olinger serves high-net-worth individuals, families, and various entities with integrated wealth management and financial planning services. The firm utilizes a structured, client-centered planning process called The Wealth Navigator System™ and manages portfolios using fundamental, technical, and managerial analysis across multiple investment horizons.

Ruby Watson is a CFP® and ChFC® affiliated with Koss-Olinger Consulting, LLC, based in Gainesville, FL. She has experience at the firm since 2023 and has held various roles, including positions at the University of Florida and local organizations such as Spurrier's Gridiron Grille and Gainesville Soccer Alliance. Koss-Olinger Consulting serves high-net-worth individuals, families, and institutional clients with integrated wealth management and financial planning, utilizing a structured, client-centered process and a range of investment strategies across multiple asset types.

Jordan Harriz is a financial advisor at Koss-Olinger Consulting, LLC. He holds a Series 65 credential and has two years of industry experience. Prior to his advisory role, he worked in veterinary and wildlife services. Outside of finance, he owns and operates a custom fishing rod business. Koss Olinger Consulting, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, investment supervisory services, and portfolio management. The firm employs a structured investment process called The Wealth Navigator System™ and manages approximately $2.08 billion in assets.

Darla Greer is a financial advisor with Collaborative Wealth in Gainesville, FL. She holds Series 63 and Series 66 licenses and has 41 years of industry experience. Her career includes roles at Cetera Advisors LLC and LPL Financial, and she provides administrative support within Collaborative Wealth. Collaborative Wealth offers financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients. The firm employs both fundamental and technical analysis to develop long-term asset allocation strategies and manages a private real estate fund with AI-assisted underwriting and blockchain-anchored reporting.

Larry Resczenski is a financial advisor with Collaborative Wealth in Gainesville, FL, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior work includes roles at LPL Financial and Valic Financial Advisors. He serves as Treasurer of his condominium association. Collaborative Wealth provides financial planning and portfolio management to individuals, including high-net-worth and multi-generational households, as well as institutional clients. The firm employs both fundamental and technical analysis to develop long-term asset allocation strategies, utilizing a variety of investment vehicles and offering services ranging from comprehensive planning to management of a private real estate fund.