Finance / Insurance

DENA JALBERT

FOUNDER & CEO, ALIGN BUSINESS ADVISORY SERVICES, WINTER PARK

A mergers and acquisitions advisory firm to lower-middle-market companies, Align has advised on more than $3 billion in transaction volume, with a strong concentration in Florida, since Jalbert founded it in 2017. Through these transactions, the firm plays a role in strengthening local businesses, driving job creation and generating tax revenue.

EDUCATION: Illinois Wesleyan University (BS), Florida State University (MBA)

DAILY RITUAL: I consolidate my weekly internal meetings into a single day each week. This structure minimizes distractions and allows me to dedicate uninterrupted time to strategic thinking and long-term planning, ensuring I remain focused on what the organization needs to move forward.

INDUSTRY TRENDS: Capital has increasingly moved down-market, creating unprecedented demand for small and mid-sized businesses. M&A is no longer limited to large, public companies. Today, privately held businesses are at the center of significant deal activity.

FOOD FIX: Ice cream. It's a simple reward and a small way to unwind.

Ron Antevy

Antevy Capital

Roddy Belfatti

Bank of America

Mark K. Bennett

Bank of America

Brittany Birken

Federal Reserve Bank of Atlanta

Orlando Bravo

Thoma Bravo

Kevin Burgoyne

Florida Venture Forum

Timothy Cartwright

Fifth Avenue Family Office

Vince Castro

Hotaling Insurance

Peter Collins

Forge Capital Partners

Keith Costello

Locality Bank

Doug Davidson

Bank of America

Luis de la Aguilera

U.S. Century Bank

Kyle Decicco

Sanibel Captiva Community Bank

Michelle Dennard

Federal Reserve Bank of Atlanta

KERRY C. DUSTIN

FALLS RIVER GROUP

Nikky Flores

JPMorganChase

JORGE GONZALEZ

City National Bank

Drew Graham

Ballast Point Ventures

Stephanie Green

Fifth Third Bank

Ken Griffin

Citadel

Dena Jalbert

Align Business Advisory Services

Ryan James

Surety Bank

KEVIN JOHNSON

SUNCOAST CREDIT UNION

TODD KOCOUREK

First Capital Finance Corp.

KATHY KRANINGER

Florida Bankers Association

Rodger Krouse

Sun Capital Partners

Marty Lanahan

First Horizon Bank

Kenneth Laroe

Climate First Bank

Marc Leder

Sun Capital Partners

AGOSTINHO MACEDO

OCEAN BANK

John Medina

First Federal Bank

Barry Miller

Penair Credit Union

Delbert Lee Morgan

Penair Credit Union

Shirl Penney

Dynasty Partners

Brian Philpot

AgAmerica

Brian Pieninck

Guidewell & Florida Blue

Steve Raney

Raymond James Bank

Robert C. Ritchie

American Integrity Insurance

Orlando Roche

First Horizon Bank

OSCAR SEIKALY

NSI Insurance Group

William G. Smith Jr.

CAPITAL CITY BANK GROUP

ADRIA STARKEY

FINEMARK NATIONAL BANK & TRUST

Larry Tobin

Fairwinds Credit Union

Will Weatherford

Weatherford Capital

CHRISTINA “CINA” WELCH

FCCI INSURANCE GROUP

BRIAN WOLFBURG

VYSTAR CREDIT UNION

Cathie Wood

ARK Invest

Andrew Wright

Ally Capital Group