Elizabeth Perez

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.

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.

Arthur Zapesochny is a financial advisor with Your Choice Financial LLC in St. Cloud, Florida, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Ameriprise Financial and AXA Advisors. Outside of advising, he is an owner of Gold Sky Benefits, a health insurance brokerage, and serves as secretary on the board of the Santa Barbara homeowners association and as a board member of the University of Rochester alumni association. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm manages approximately $37 million across 111 client accounts, employing a long-term, diversified investment approach that integrates charting, cyclical analysis, modern portfolio theory, and quantitative techniques.

John San Filippo is a financial advisor at Your Choice Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ruggieri Wealth Advisors and MassMutual Life Insurance. Outside of his advisory role, he is involved in soccer coaching with the Orlando City Lake Nona Soccer Club and is a partner in an accounting firm. Your Choice Financial LLC provides portfolio management, financial planning, and pension/401(k) consulting to individuals, pension plans, and business entities. The firm manages approximately $37 million across 111 client accounts, employing a diversified investment approach that combines technical analysis, modern portfolio theory, and quantitative methods.