James Joseph Caufield

Alex Alonso, MBA, is the founder of Alonso Financial Planning, a fee-only independent advisory firm in Tampa, FL serving business owners and entrepreneurs. A lifelong entrepreneur who started his first company at sixteen, Alex helps founders turn their businesses into assets that can fund a lifetime of financial freedom. Whether they plan to sell, keep building, or anything in between. He specializes in S-corp distribution strategy, business cash management, tax-aware investing, and retirement plan design. Alex is a member of the XYPN network and holds an MBA with the ChFC designation in progress.

James Griffin is a CFP® professional with 19 years of industry experience, currently serving at Occidental Asset Management, LLC since 2024. He previously worked at Charles Schwab Bank, SSB, Charles Schwab, and Td Ameritrade. Outside of his advisory role, he is involved in real estate through management and investment activities, including acting as a real estate agent and managing a nonprofit organization’s fund. Occidental Asset Management, LLC provides wealth management, financial planning, and portfolio management services for high-net-worth individuals and institutional clients, managing approximately $1.07 billion across roughly 900 accounts. The firm employs a range of analytical methods and utilizes third-party technology platforms to tailor investment strategies to client objectives and risk tolerances.

Mark Alarie is a financial advisor with Stirlingshire Investments in Orlando, FL, holding Series 7 and 66 designations with ten years of industry experience. His prior roles include positions at Primerica Advisors, Cetera, Regions Bank Investment Services, and Edward Jones. He also provides small business 401(k) consulting to help clients utilize qualified retirement plans. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs multiple investment analysis methods and trading strategies, providing access to a broad range of investment types and model strategies through the ADVYZON (AIM) marketplace.

Dean Elliott is a financial advisor with Hoxton Wealth USA LLC, holding a Series 65 designation and three years of industry experience. He has worked at Hoxton Capital Management USA, LLC since 2022 and previously spent 16 years at Forth Capital. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, especially expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm operates through a network of independent Investment Adviser Representatives and focuses on pension transfer and SIPP advisory services, portfolio management, and financial planning.

Matthew Herron is a financial advisor at El Castillo Investments with a Series 65 credential and one year of industry experience. His prior work includes positions at Loews Hotels & Co, Walt Disney Co, and Rogers Communications. El Castillo Investments is a privately owned registered investment adviser providing customized, discretionary portfolio management to individual investors, business owners, pension and profit-sharing plans, and institutional clients. The firm applies Modern Portfolio Theory and fundamental analysis to build diversified portfolios tailored to client objectives, with formal quarterly reviews and discretionary trading authority under written agreements.

Jeffrey George is a CFP® and CFA® with 11 years of experience in the financial services industry. He is the principal of Tao Financial, an independent advisory firm based in Orlando, FL. Prior to founding Tao Financial, he held roles at Newport Group and Triad Advisors. In addition to his advisory work, he serves as president of Tao Consulting LLC, a business consulting firm. Tao Financial provides investment advisory and retirement-plan services to corporate plan sponsors, pension and profit-sharing plans, and individual clients. The firm combines modern portfolio theory and a Core+Satellite investment approach with a focus on pension consulting and trustee education, delivering both discretionary and non-discretionary fiduciary services.