Austin James Howard

Jacob Carris is a CFP®, CFA®, and Series 66-licensed financial advisor based in Orlando, FL, with 19 years of industry experience. He has been operating Jake Carris Financial Planning since 2017 and previously worked as a sole proprietor and with Tim Looney Investments. Jake Carris Financial Planning provides investment management and financial planning to individuals, high-net-worth households, businesses, pension and profit-sharing plans, and charitable organizations. The firm emphasizes a non-discretionary approach with individualized investment policy statements, combines passive and selective active investment strategies, and offers pension consulting and participant education 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.

Brendan Carey is a financial advisor at JTM Carey Capital LLC in Clermont, FL, holding Series 63 and Series 65 designations with two years of industry experience. His prior roles include positions at ADP Broker-Dealer, Inc. and BAC Local 7 NYC. Carey is also involved with JTM Insurance & Financial Group LLC. JTM Carey Capital LLC provides discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, and charting analysis in portfolio construction and offers both individual and plan-focused investment management under discretionary authority.

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.

Douglas Henke is a financial advisor at Pine to Palm Financial, LLC in Clermont, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Brookstone Capital Management and CFD Investments, Inc. In addition to his advisory role, Henke operates as an independent insurance agent, focusing on annuity and life insurance sales and service. Pine to Palm Financial, LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and business owners. The firm employs a combination of fundamental and technical analysis, cyclical analysis, and modern portfolio theory, with discretionary authority to manage portfolios and conduct quarterly reviews.

Christopher Ballard is a CFP® professional with 23 years of industry experience. He is the principal at Ballard Wealth Management LLC, which he founded after previous roles including eight years at AE Wealth Management. Ballard also owns and operates an insurance business involved in health and life insurance sales. Ballard Wealth Management LLC provides discretionary asset management and financial planning primarily for individual clients, managing approximately $81 million across around 281 client relationships. The firm employs third-party sub-advisors for portfolio implementation and integrates estate-planning support through a licensed digital platform.