James Wright

Gary Kaltbaum is the principal of Kaltbaum Capital Management with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has led his firm since 2010. Outside of his advisory role, he is the director and owner of Investors Edge LLC and contributes to Fox News Channel as a business commentator while hosting a daily radio show. Kaltbaum Capital Management primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management with a focus on equities, fixed income, and ETFs. The firm employs a combination of fundamental and technical analysis, including tactical ETF allocations and active portfolio management tailored to client goals.

Jon Michael Carrick is a Series 65-registered financial advisor at Hanson Financial Group with two years of industry experience. He has worked at Hanson Financial Group since 2023 and holds a full-time academic appointment at Stetson University since 2011. Outside of advisory work, Mr. Carrick serves as Director of Alta Peaks, Inc., an investment holding company. Hanson Financial Group primarily serves pooled investment vehicles and institutional or business clients, providing discretionary portfolio management through a tactical allocation approach that includes equities, fixed income, derivatives, and real assets. The firm is a single-adviser practice that uses a fixed fee structure rather than asset-based fees.

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 the sole advisor at Kehoe Investment Services, Inc, an independent firm based in Deland, FL. She holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 19 years with her current firm, which she founded in 2007. Kehoe Investment Services 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 a long-term tilt toward value, small-cap, and higher-profitability growth stocks.

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.