Aluizio Soares Pacheco

Arun Kaushal is a CFP® with 10 years of experience and serves as the sole advisor at DAS Wealth Management. He has been with DAS Financials Inc since 2015. Outside of his advisory role, he owns several hospitality and consulting businesses across multiple states. DAS Financials Inc provides investment advisory and financial planning services to individuals, professionals, small businesses, pensions, trusts, estates, and corporations. The firm integrates discretionary portfolio management with financial planning and offers tax, accounting, and business consulting services.

James Hall is a Series 65-licensed advisor at Black Raven Investments, LLC in Celebration, Florida, with 12 years at the firm and 9 years of industry experience. He serves as trustee for three irrevocable trusts, each a client of Black Raven Investments. Hall also owns a consulting firm focused on selling two issued patents. Black Raven Investments provides discretionary portfolio management primarily to high-net-worth individuals, family offices, and charitable organizations. The firm employs a diverse investment process including cyclical, fundamental, quantitative, and technical analysis, and is notable for its use of alternative investments, leverage, derivatives, and performance-based fee arrangements.

Frank Pagan is the president and investment advisor at Westbrook Investment Advisory, LLC in Kissimmee, Florida. He holds Series 63 and Series 65 licenses and has 33 years of experience in the financial services industry. His prior roles include positions at Sovereign Legacy Securities, Ameritas Investment Corp, and The Alfaomega Financial Group. In addition to his advisory work, Pagan is licensed to sell fixed insurance products including life, health, disability income, and annuities. Westbrook Investment Advisory provides discretionary investment management, qualified retirement plan consulting, and financial consulting to individuals, trusts, estates, businesses, charities, and plan sponsors. The firm implements client strategies primarily through the selection and oversight of third-party advisors and private fund managers, using a combination of macroeconomic, fundamental, quantitative, qualitative, and technical analysis to construct diversified portfolios aligned with client objectives.

Elizabeth Mccollum is a CFP® and holds a Series 66 license, with two years of industry experience. She is the principal of Prosperity Financial Planning LLC, an independent advisory firm she joined in 2025. Prior to this, she worked at The Vanguard Group, Inc. from 2022 to 2024. Outside of financial advising, she is a licensed real estate broker and operates her own brokerage business. Prosperity Financial Planning LLC provides comprehensive financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a strategic, asset-allocation approach based on fundamental analysis and offers both discretionary and non-discretionary management with regular reviews.

Enrique Loscher is a financial advisor at Rea Financial in Orlando, FL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at International Assets Advisory, GFG Solutions, and MassMutual Life Insurance Co. Rea Financial is a registered investment adviser that offers discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients. The firm utilizes fundamental and technical analysis alongside modern portfolio theory, employing a range of strategies tailored to client objectives.

Logan Wolfley is a financial advisor at Rea Financial with Series 65 and Series 66 licenses and three years of industry experience. He previously worked at Triad Wealth Partners and Triad Partners and has experience in financial services and insurance. Outside of finance, he managed a lawn service business for over a decade. Rea Financial is a registered investment adviser serving individual and high-net-worth clients with discretionary asset management, financial planning, and access to third-party money managers. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to clients' objectives and risk profiles.