Allgen Financial Advisors, Inc.

Robert Cortes is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 66 credential and 16 years of industry experience. He has worked at AllGen Financial Advisors since 2017 and previously held roles with Fairwinds Credit Union and Cuso Financial Services. Outside of his advisory work, he is an owner of a private rental property business. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for nearly 1,000 clients, primarily individual and high-net-worth households. The firm uses a core-satellite asset-allocation approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Paul Roldan is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with AllGen since 2006. Outside of his advisory role, he is a CFO and partner at The Intelligent Office, a virtual office space and receptionist service. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for around 981 clients, primarily individual and high-net-worth households. The firm uses a core-satellite asset allocation approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Jason Martin is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Since 2003, he has been associated with Good Risk Reward, Inc. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily individual and high-net-worth households. The firm provides discretionary portfolio management, financial planning, business and corporate planning, and consulting services, using a core-satellite asset allocation approach guided by Modern Portfolio Theory.

Karen Vergara is a Series 65-licensed financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, where she has worked since 2018. She has seven years of industry experience, including prior roles at Karen Vergara, P.A., HBIF of Florida, and as an independent insurance agent. Outside of her advisory work, she is the owner of Dynasty Concept Group, LLC, a real estate management entity. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for around 981 clients, primarily individual and high-net-worth households. The firm employs a Modern Portfolio Theory-based core-satellite asset allocation approach, offering discretionary portfolio management, financial planning, and consulting services.

Paul Mazon is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation and five years of industry experience. He has been with AllGen since 2020 and previously worked for CHEP (U.S.A.), Inc. from 2007 to 2020. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily serving individual and high-net-worth households. The firm employs a Modern Portfolio Theory-based, core-satellite investment approach and offers discretionary portfolio management, financial planning, business and corporate planning, and consulting services.

Gillen Manos is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Moisand Fitzgerald Tamayo, LLC, Regions Bank, and the University of Florida. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for nearly 1,000 clients, primarily serving individual and high-net-worth households with discretionary portfolio management, financial planning, and consulting services. The firm uses a core-satellite asset-allocation approach guided by Modern Portfolio Theory and offers a unique youth financial-education workshop called MoneyCent$.

Edward Robinson is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Thrivent Financial and several other financial firms. He is also involved with One Family Church. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for around 981 clients, primarily individual and high-net-worth households. The firm employs a core-satellite investment approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, business and corporate planning, and consulting services.

Craig Sullivan is a financial advisor with AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation and three years of industry experience. Prior to joining AllGen Financial Advisors, he worked for five years at Royal Fund Management, LLC. Outside of finance, he serves as General Manager of Hietpas Enterprises, Inc., a flooring sales and installation business he has been involved with since 2004. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for nearly 1,000 clients, primarily individual and high-net-worth households. The firm employs a Modern Portfolio Theory-based investment approach using core-satellite asset allocation, discretionary portfolio management, and offers financial planning and consulting services.

Ana Fernandez is a CFP® with 21 years of experience in the financial industry. She has been with AllGen Financial Services, Inc. since 2010. Prior to that, she worked in income tax preparation and residential property management. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for nearly 1,000 clients, primarily individual and high-net-worth households. The firm uses a Modern Portfolio Theory-based, core-satellite asset allocation approach and offers discretionary portfolio management, financial planning, and consulting services.

Kathryn Hite is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with AllGen Financial Services, Inc. since 2009. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily individual and high-net-worth households. The firm uses a core-satellite asset-allocation framework guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Axel Otero is a financial advisor at AllGen Financial Advisors, Inc. with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Allen Financial Advisors, Inc. and Santander Securities. Outside of finance, he is a partner in Brew A Coffee, LLC, a restaurant and cafe, where he handles accounting oversight and payroll. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily individual and high-net-worth households. The firm uses a core-satellite asset-allocation approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Andrew Philpott is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation. He joined the firm in 2024 and has prior experience working at Publix and in educational roles at the University of Central Florida and Valencia College. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily individual and high-net-worth households. The firm employs a core-satellite asset allocation approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.