Elizabeth Caba 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.

Manan Patel is a CFP® professional with seven years of industry experience. He currently serves as a financial advisor at Ample Wealth Partners LLC and previously worked at Northwestern Mutual in various capacities from 2017 to 2026. Prior to his financial career, he was involved with Johnson Gourmet Coffee for four years. Ample Wealth Partners LLC is a newly registered SEC investment adviser offering asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, and business owners. The firm employs fundamental analysis and Modern Portfolio Theory to develop long-term and income-oriented portfolios and provides discretionary portfolio management and fixed-fee financial planning packages.

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 five years of experience in financial advising at Freedom Financial Management, Inc. He has a background in marketing promotions through his long-term involvement with Super Marketing Promotions. 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 to individuals and families, focusing on tax-aware, non-discretionary investment recommendations and combining financial planning with tax preparation services.

Arthur Zapesochny is a financial advisor with Your Choice Financial LLC in St. Cloud, Florida, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He previously worked at Ameriprise Financial and AXA Advisors. Outside of advisory roles, Zapesochny is involved in health insurance brokerage through Gold Sky Benefits and serves on the board of his homeowners association as well as the University of Rochester alumni association. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and businesses. The firm employs a long-term strategic investment approach supplemented by tactical decisions, utilizing various analytical methods and investment instruments, and operates across six offices with a small advisory team.