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.

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.

Christopher Jones is a Series 65-licensed financial advisor with 19 years of industry experience. He has been the sole advisor at Sparrow Wealth Management since 2010. Sparrow Wealth Management is a fee-only independent firm serving high-net-worth individuals, families, trusts, businesses, and institutional clients such as pension and profit-sharing plans. The firm emphasizes asset allocation through passively structured mutual funds and ETFs, offers integrated financial planning with discretionary asset management, and provides portfolio management services for both individual and institutional retirement accounts.

Rolland Basant is a financial advisor at Freedom Financial Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with the firm since 2005. Freedom Financial Management, Inc. provides fee-only holistic financial planning and investment management primarily to individuals and families. The firm offers comprehensive services including financial, retirement, and estate planning, as well as tax planning and preparation, and operates mainly on a non-discretionary basis with a focus on integrating tax considerations into portfolio analysis.

Daniel Bochnia Stapff is a financial advisor at Brasil Plural Investment Advisor LLC with Series 65 and Series 66 credentials and four years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and has been involved with Be You & Beyond Inc., where he serves as a director creating financial education content and teaching courses. Brasil Plural Investment Advisor LLC is a team-based registered investment adviser managing approximately $104.6 million across about 181 client accounts. The firm provides discretionary and non-discretionary asset management, customized separately managed accounts, and investment research to individuals, institutions, and corporate clients, employing a range of strategies across equities, fixed income, options, and alternative investments.

Kevin Dunleavy is a CFP® with four years of experience in financial advising at Freedom Financial Management, Inc. He has a longstanding background in marketing promotions, having worked at Super Marketing Promotions since 2003. Outside of financial advising, he serves as General Manager of DD&R Enterprises LLC, a real estate investment company. Freedom Financial Management, Inc. provides fee-only holistic financial planning and investment management primarily for individuals and families. The firm emphasizes non-discretionary investment recommendations tailored to clients’ tax situations and personal goals, integrating tax planning with financial advice.