Frank Eric Pagan

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.

Maria Goretti Garcia is a financial advisor at New Era Advisory in Orlando, FL, with seven years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management, Petros Advisory Services, Woman's Worth, and Petros Estate & Retirement Planning. New Era Advisory provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses a strategic asset allocation approach combining passive and active investments, primarily on a non-discretionary basis, and offers specialized planning services including business planning and employee benefits optimization.

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.

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.

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.

Kevin Wenke is a financial advisor with Stormathrive Wealth Management in Saint Cloud, FL, holding CFP® and Series 66 credentials and with 11 years of industry experience. His background includes roles at Decision Tree Investment Advisors LLC, Freedom Mortgage Corporation, and MSI Financial Services, Inc. Outside of advisory work, he is the owner of Decision Tree Tax Advisors LLC and is involved in businesses related to trucking and construction, as well as travel club referrals and health products. Stormathrive Wealth Management provides customized financial planning and investment advisory services for individuals, families, and a broad range of institutional and non-profit clients. The firm employs a rules-based, risk-focused investment approach featuring proprietary strategies alongside diversified index and ESG models, offering various engagement formats including fixed-fee, hourly, subscription, and performance-based arrangements.