Erick Bates

Gary Kaltbaum is the principal of Kaltbaum Capital Management with 42 years of experience in the industry. He holds Series 63 and Series 65 licenses and has led his firm since 2010. Outside of his advisory role, he hosts a daily radio show and contributes to Fox News Business as a media commentator. Kaltbaum Capital Management serves individual and high-net-worth clients by offering discretionary and non-discretionary portfolio management across equities, fixed income, and ETFs. The firm employs fundamental and technical analysis along with daily portfolio monitoring, and provides investment research, consulting, and market commentary to a broad audience.

Jon Michael Carrick is a financial advisor at Hanson Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at Hanson Financial Group since 2023. Carrick also has a long-term academic role at Stetson University, where he has been employed since 2011. Outside of advising, he serves as Director of Alta Peaks, Inc., an investment holding company that was previously active in selling market research reports. Hanson Financial Group primarily serves pooled investment vehicles and institutional or business clients through discretionary investment supervisory and portfolio management services. The firm employs a tactical allocation approach across various asset classes and does not use a percentage-of-assets fee model.

Christopher Haysley is a CFP® professional with 31 years of industry experience, serving as the sole advisor at Haysley Financial Services, Inc. since 2007. He is also a licensed insurance agent, dedicating part of his practice to insurance sales. Haysley Financial Services, Inc. provides investment advisory and comprehensive financial planning services primarily to individual clients. The firm offers discretionary portfolio management, portfolio monitoring that can include third-party managers, and uses model portfolios alongside both fundamental and technical analysis in its investment approach.

Demel Gonzalez is a CFP® professional with 26 years of industry experience, currently serving as the sole advisor at Heartwood Financial Services in Sanford, FL. She has been with the firm since 2012. Heartwood Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm combines fundamental and technical analysis in managing diverse investments, including digital assets and covered-call strategies, and conducts all portfolio management and planning functions through a single primary advisor.

Judy Kehoe is a financial advisor at Kehoe Investment Services, Inc with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with her firm since 2007. Kehoe Investment Services, Inc is a state-registered advisory firm that provides financial planning and discretionary investment management to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs an evidence-based, disciplined asset allocation strategy focused on low-cost passive funds, broad diversification, systematic rebalancing, and avoids stock-picking and market-timing.

David Batman is the founder of Batman Wealth Management, LLC, an independent advisory firm based in Lake Mary, Florida. He holds Series 63, 65, and 66 licenses and has 36 years of industry experience, including 18 years at LPL Financial LLC. In addition to his advisory work, he operates a tax preparation business focusing on individual and small business returns. Batman Wealth Management serves individuals, small business owners, estates, trusts, and non-profits with comprehensive financial planning and discretionary wealth management. The firm employs a strategic asset allocation approach using low-cost ETFs, no-load mutual funds, and selective individual securities, emphasizing tax-aware portfolio management and client education.