Meet AllGen

Paul Roldan is CEO, Co-Founder, and Senior Partner at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. Paul is passionate about helping individuals excel in their financial, personal, and professional endeavors through strategic financial planning. Paul strives to demystify personal finance, making complex concepts understandable and personal for each client. And as a lifelong academic, he encourages others to pursue their passions and connect with like-minded professionals.

Paul obtained a Bachelor of Arts in Music from Princeton University, a Master in Public Administration from Harvard University, and holds a CERTIFIED FINANCIAL PLANNER™ designation. His 20-plus years of experience in the financial industry includes a role as a Financial Analyst with the Federal Reserve Bank of New York and as a co-founding partner at Heritage Financial Services, LLC. In the community, Paul served as Chairman of the Board of Directors for the Hispanic Chamber of Commerce of Metro Orlando (HCCMO) as well as serving on the boards of the Orlando Economic Partnership (OEP), the YMCA, and the Early Learning Coalition of Orange County. He was also part of the Task Advisory Committee for the Hispanic Business Initiative Fund (HBIF). Fluent in both English and Spanish, he is dedicated to making financial services accessible to people at all stages of life, helping them navigate financial challenges and realize their dreams.

Outside of work, New York-native Paul is an avid musician and enjoys deep sea fishing with his wife and three kids. He has also been actively involved in his community as a former coach for his two sons’ basketball, baseball, and flag football teams. His multifaceted interests and relatable personality make him a trusted and approachable advisor for clients from diverse backgrounds. To learn more about Paul, connect with him on LinkedIn.

Credentials

• Bachelor of Arts in Music, Princeton University
• Master in Public Administration, Harvard University
• Certified Financial Planner™ licensee from CFP® Board of Standards
• Over 20 years experience as a financial advisor
• Financial Analyst with the Federal Reserve Bank of NY off Wall Street
• Co-founding Partner at Heritage Financial Services, LLC, a fee-based financial planning and asset management firm
• Lifework Leadership Graduate

Kathryn Hite, CFP®, is a financial advisor at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. Kathryn brings a wealth of experience and a diverse background to her role. Originally from Ohio, she has roots in Louisiana, Kentucky, Alabama, and Florida. After a long career in information technology, she discovered her true passion in personal financial planning, and has extensive experience in life insurance, debt consolidation, mutual fund investment, variable annuities, and long-term care insurance. 

Kathryn holds dual degrees in accounting and computer science from Transylvania University in Kentucky and obtained the CERTIFIED FINANCIAL PLANNER™ certification. Her past roles include serving as a Y2K Project Manager for AmSouth/Regions Financial Bank and as a Regional Leader with one of the largest personal financial services firms in the world. In addition to her professional credentials, Kathryn is a Finance and Investment Committee Board Member for Orlando Union Rescue Mission, a former Board Member of the Spina Bifida Association of Central Florida and a former member of the Diocese of Orlando Joint Investment Committee Finance Council. She has also been a Crown Financial Bible Study Leader and Money Map Coach. Currently, she is a member of the St. Vincent de Paul Society, a Mercy Associate affiliated with the Sisters of Mercy, and a member of Blessed Sacrament Catholic Church in Clermont. Outside of work, she and her family enjoy travel, fitness, and nutrition. To learn more about Kathryn, connect with her on LinkedIn.

Credentials

• Certified Financial Planner™ Licensee from CFP® Board of Standards
• Background in life insurance, debt consolidation, mutual fund investment, variable annuities, and long-term care insurance
• Former Y2K Project Manager for AmSouth/Regions Financial Bank
• Has a background as a Regional Leader with one of the largest personal financial services firms in the world
• Dual degrees in Accounting and Computer Science, Transylvania University (yes, it’s a real place) in Kentucky

Ana Fernandez, CFP^® is a financial advisor at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. With more than 25 years of experience in personal financial services, Ana brings a deep understanding of how life transitions affect financial decisions. Her work is centered on helping pre-retirees and retirees move forward with clarity, confidence, and purpose during important life changes.

Ana is a CERTIFIED FINANCIAL PLANNER™ professional, a Series 65 Investment Advisor Representative, and holds a Bachelor of Fine Arts from Wesleyan College in Macon, Georgia. She completed the 12-month core training program at the Financial Transitionist Institute to further develop her skills in supporting clients through retirement, loss of a spouse, inheritance, divorce, or the sale of a business.

A resident of Orlando since 1982, after moving from Queens, New York, Ana has long been active in the community through service and support for causes related to financial literacy and financial empowerment. She is also a member of the Financial Planning Association, the FPA Central Florida Chapter, and the Accounting & Financial Women’s Alliance and its Central Florida Chapter. Ana was a top 10 finalist for the Walt Disney World Resort Ambassador program. 

Outside of work, Ana and her spouse have been together for 27 years and recently welcomed Buddy, their rescue dog, who joined the family at eight months old. They enjoy exploring national and state parks and following WNBA star Caitlin Clark, MLB baseball, college football, and playing dominoes at family gatherings. 

To learn more about Ana, connect with her on LinkedIn.

Credentials

• Certified Financial Planner™ Licensee from CFP® Board of Standards
• Series 65 Investment Advisor Representative Licensee
• Member of the Financial Planning Association and of FPA of Central Florida
• Bachelor of Fine Arts, Wesleyan College, Macon, GA

Robert Cortes is a financial advisor at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. Robert’s dedication to financial advising was sparked in 2007 when his father’s experience highlighted potential conflicts of interest within the finance industry. This event became the catalyst for Robert’s commitment to providing unbiased and client-focused financial advice. His career began as a bank manager, where he built and led a team that earned recognition as the top branch in the organization for three consecutive years. This success, combined with his personal commitment to integrity and transparency, makes him an asset to our team. He also holds the Series 66 Uniform Combined State Law Examination.

Born into a military family, Robert spent his early years moving around, living in places such as Washington, D.C., Spain, and Mississippi, before eventually settling in Florida at Patrick Air Force Base. This diverse upbringing has given him a broad perspective and the ability to connect with clients from all walks of life. Robert’s educational background is complemented by his impressive athletic achievements. He was both a conference and regional wrestling champion and the United States Karate Kai Do Grand National Champion. Outside of work, Robert enjoys running, rock climbing, backpacking, and is an avid foodie who loves discussing food almost as much as he enjoys eating it. Known for starting many of his sentences with, “I was listening to a podcast the other day…,” he loves sharing new insights and believes financial freedom is more than retirement, it’s an attitude. To learn more about Robert, connect with him on LinkedIn.

Credentials

• Previously a bank manager where he built and led the team of the top branch in the organization for three consecutive years
• Holds the Series 66 Uniform Combined State Law Examination

Karen Vergara, CPA is a financial advisor at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services.

A Colombia native who was raised in Orlando, FL, Karen holds a Bachelor of Science in Accounting from the University of Central Florida and is a Certified Public Accountant (CPA). She is a Lifework Leadership Graduate (Class of 2021). Karen has a background in financial statements, reporting, taxes, and has worked for Deloitte, the largest professional services firm in the world. She was the youngest chair in the history of the FICPA Central FL Chapter and is a past board member of Amigos Unidos, a nonprofit that helps the needy around the world. She is a trained facilitator for Journey of Generosity retreats and is passionate about outrageous generosity and financial stewardship. Fluent in English and Spanish, Karen has traveled to more than 45 countries and has visited the Seven Wonders of the World. In her free time, she likes to go on adventures with her husband, Jorge, son, Felipe, and Old English Sheepdog, Enzo. She collects tea sets and enjoys inviting others to a cup of coffee or tea. To learn more about Karen, connect with her on LinkedIn.

Credentials

• Bachelor of Science in Accounting, University of Central Florida – Cum Laude
• Certified Public Accountant (CPA)
• Worked for Deloitte, largest professional firm in the world
• Background in financial statements/reporting, taxes, and small business retirement plans

Paul Mazon is a financial advisor at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. Prior to focusing on personal finance full-time, Paul gained 25 years of experience in hospitality, marketing, and finance at companies like Starwood, Disney, and CHEP USA. With a diverse background and a dedication to helping clients pursue financial stability, he brings firsthand experience to helping others manage their finances—he achieved personal debt freedom in March 2020!

Paul holds a Bachelor of Arts in Business Administration from Washington State University and an MBA from the University of Phoenix. His education also includes time at Krems an der Donau in Austria and Prince of Songkla University in Thailand. As a Ramsey Solutions Master Financial Coach and a Series 65 Licensee, he has facilitated over 25 Financial Peace University and Compass Biblical Stewardship studies. Paul loves traveling (he met his spouse while they were both visiting Amman, Jordan, in 1994), spending time on their suburban farm, water skiing, working around the house, and being with family and friends. He’s also an active member of Discovery Church in Winter Garden. A native of Washington State and the middle child of five, he enjoys family reunions at the lake cabin every summer. To learn more about Paul, connect with him on LinkedIn.

Credentials

• Ramsey Solutions Master Financial Coach
• Holds the Series 65 License as a Uniform Investment Advisor
• MBA from the University of Phoenix
• Bachelor of Arts in Business Administration from Washington State University
• Has facilitated over 20 Financial Peace University and Compass Biblical Stewardship studies

Axel Otero is a financial advisor at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. Originally from Puerto Rico, Axel moved to Orlando, Florida, several years ago and is passionate about helping others pursue their financial goals. Being fluent in Spanish and English, along with over 15 years of experience in investments, banking, and small business development, helps him walk alongside a diverse range of clients on their financial journeys.

Axel holds a BA in Business Administration from the University of Puerto Rico, an MBA in Finance from Interamerican University of Puerto Rico, and is a Series 65 Investment Advisor Licensee. In addition to his financial advising career, he has a passion for coffee as a self-proclaimed “barista,” having learned the farm-to-cup process. He is also an active member of Lake Nona Familia de Fe Church, where he helps lead the men’s efforts. Axel and his wife, Jessica, have two children, Fernanda and Maximiliano. He enjoys traveling and dining out with his family, and has a special fondness for visiting Vieques, Puerto Rico, due to the family memories and beautiful beaches. He is also a sports fan (particularly baseball) and enjoys coaching his son’s little league teams. To learn more about Axel, connect with him on LinkedIn.

Credentials

• Series 65 Investment Advisor Licensee
• BA in Business Administration from the University of Puerto Rico
• MBA in Finance from Interamerican University of Puerto Rico
• Over 15 years of experience in investments, banking, and small business development

Scott Brewster is an Associate Advisor at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and business owners maximize their financial resources through comprehensive financial planning and investment management services. With a relationship-driven approach, Scott is passionate about guiding clients toward financial security through personalized strategies for retirement, risk management, and long-term wealth building.

Originally from Ohio, Scott holds a Bachelor of Science in Sports Management from Bowling Green State University and a Professional Master’s in Sports Administration from Ohio University. He is licensed in both Florida and Ohio with a 2-15 Life, Health, and Variable Annuities License. Prior to joining AllGen, Scott built strong connections in his community through service with the Ivanhoe Village Main Street Economic Vitality Committee and support for charitable organizations like One Child and Give Kids The World.

Scott now lives in Windermere, Florida, with his fiancée and son. Outside of work, he enjoys staying active, cheering on Ohio State and Cleveland sports teams, and giving back through local and international humanitarian efforts—including outreach in Zimbabwe. To learn more about Scott, connect with him on LinkedIn.

Edward Robinson, MBA, is an Associate Advisor at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is dedicated to helping individuals and families steward their financial resources through values-based financial planning and investment management. With a purpose-driven approach, Edward partners with clients to develop comprehensive strategies for retirement, small business planning, and philanthropic giving, always with an emphasis on clarity, stewardship, and long-term impact.

Edward holds a Bachelor of Arts in Biblical Studies from The Master’s University, where he graduated Summa Cum Laude, and a Master of Business Administration from Corban University. He is also an ordained pastor, uniquely combining his financial expertise with theological insight to help clients align their financial decisions with their personal values and faith.

Originally from Buffalo, NY, Edward now lives in Orlando with his wife, Natalie, and their five children: Emmanuel, Ariel, Ezekiel, Elias, and Noelia. Outside of his advisory work, Edward serves his local community as a pastor, dedicating his time to spiritual growth, mentoring, and community outreach. A sports enthusiast and devoted father, he brings energy, integrity, and compassion to every facet of his life.

Gillen Manos is an Associate Advisor at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. Gillen is passionate about helping individuals achieve financial freedom and peace of mind through strategic financial planning. Gillen strives to demystify personal finance, making complex concepts understandable and personal for each client.

Gillen graduated with a Bachelor of Science in Business Administration from the University of Florida where he majored in Finance and minored in Wealth Management, Leadership, and History. He is a candidate for the CERTIFIED FINANCIAL PLANNER™ designation and has earned his 2-15 Florida insurance license and his SIE certification. Gillen has previously interned with both a major bank and an independent advisory firm and served as a teaching assistant for the wealth management program at the University of Florida.

Outside of work, Gillen is an avid outdoorsman and enjoys hiking, kayaking, and camping. He hopes to one day visit all 63 national parks and all of Florida’s 175 state parks. Gillen is also an Eagle Scout and still volunteers with Boy Scout Troop 205 in Maitland, Florida. To learn more about Gillen, connect with him on Linkedin.

Jason Martin, CFP®, CMT®, is CIO, Co-Founder, and Principal at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. With over 20 years of industry experience and a passion for helping people reach their full potential in life, Jason oversees the firm’s Investment Management operations. Before joining AllGen, Jason worked as a broker for Charles Schwab, educating clients and employees on stock trading using technical and fundamental analysis strategies.

A native of Orlando, Jason holds a Bachelor of Arts in Business Administration from the University of Central Florida and is a Lifework Leadership Graduate. He also obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Market Technician® certifications, the Certified Kingdom Advisor® (CKA®) designation, and his Series 65 License. Jason is an active member of Discovery Church as a volunteer leader of their stewardship efforts. Additionally, he serves as the Chairman of the Foundation Board of the Orlando Union Rescue Mission (OURM) Foundation and has facilitated over 30 Financial Peace University, Legacy Journey, and Compass Biblical Stewardship studies. Outside of work, Jason enjoys fishing, hunting, surfing, soccer, hiking, and traveling with his wife and three kids. Fluent in Portuguese and “Portuñol” (a mix of Portuguese and Spanish), he continues his family’s long history in Central Florida, dating back to his sixth-generation grandfather who came to the area as a U.S. Army Indian Scout in the late 1800s. To learn more about Jason, connect with him on LinkedIn.

Credentials

• A Certified Financial Planner™ (CFP®) practitioner, Chartered Market Technician (CMT), Certified Kingdom Advisor® (CKA®), and Series 65 Licensee with over 20 years of industry experience
• Prior to AllGen, Jason was a broker for Charles Schwab’s most affluent and active clientele and helped educate both clients and other employees how to buy and sell stocks using technical and fundamental analysis strategies
• Chairman of the board of the Orlando Union Rescue Mission (OURM) Foundation
• Has facilitated over 20 Financial Peace University, Legacy Journey and Compass Biblical Stewardship studies
• Bachelor of Arts in Business Administration, University of Central Florida
• Lifework Leadership Graduate

Andrew Philpott is a Trader at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. He is passionate about the markets and aligning clients’ investment strategies with their financial plans.

Andrew graduated from the University of Central Florida with a bachelor’s degree in finance and is currently preparing for the Series 65 exam, with plans to pursue the CFA Level I certification. Born and raised in Oviedo, Florida, he spends his free time reading, exercising, and watching sports. Andrew is dedicated to learning how to invest wisely so he can eventually pay off his student debt and enjoy financial stability. To learn more about Andrew, connect with him on LinkedIn.

Creating a thoughtful client experience through operations, strategy, and service.

Paola Rojas serves as Director of Operations at AllGen Financial Advisors, where she helps ensure that clients, advisors, and team members are supported through clear processes, thoughtful execution, and a strong service experience. Her role is central to the way AllGen delivers financial planning and investment management services with care, organization, and consistency.

Born in Colombia and raised in New York City, Paola is fluent in both English and Spanish. Her bilingual background and operational experience allow her to connect with clients and colleagues while helping create a smooth and welcoming experience for the families AllGen serves.

At AllGen, Paola is passionate about providing the best client service experience and excels in strategic planning and implementation. Her work reflects AllGen’s mission of guiding individuals and families toward Financial Freedom by making sure the behind-the-scenes details are handled with excellence.

Paola enjoys creating memories with family and friends through travel, new experiences, and culinary delights.