John Nicklas

Aaron Wade is a Series 65-licensed financial advisor with 14 years of industry experience. He is the principal of Osprey Money Management, LLC and also owns A.M. Wade, LLC, an entity established for tax purposes. Osprey Money Management provides written financial planning and assists clients in selecting third-party investment advisers. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, focusing on long-term investment approaches tailored to clients’ risk tolerance and time horizon without directly managing client assets.

Warren Burger is a financial advisor at Luminary Financial Advisors, LLC with six years of industry experience. He holds a Series 65 designation and worked at TPICAP for nine years before joining Luminary Financial Advisors in 2019. Luminary Financial Advisors provides investment management and financial planning services to individual clients, focusing on low-cost, tax-efficient portfolios primarily constructed with index mutual funds and ETFs. The firm offers project-based and subscription planning across various financial needs and uses a net-worth based annual fee model rather than percentage-of-AUM fees.

Magid Baina is a financial advisor at Haron Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Haron Capital since 2021. In addition to his advisory role, he operates as a nutritional consultant through his self-employed business. Haron Capital Management provides discretionary portfolio management and investment advice primarily to high-net-worth, accredited individuals. The firm employs a value-oriented, dividend-growth strategy combined with a range of analytical techniques and offers performance-based compensation arrangements, managing approximately $52 million for a select client base.

Joshua Haron is a financial advisor with Haron Capital Management, LLC in Cape Canaveral, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. Prior to founding Haron Capital Management in 2018, he worked at Bank of America and Merrill Lynch from 2012 to 2018. Haron Capital Management provides discretionary portfolio management and investment advice primarily to high-net-worth, accredited individuals. The firm employs a value-oriented, dividend-growth investment approach and uses a range of instruments, including leveraged ETFs, crypto assets, and NFTs, while offering performance-based compensation arrangements uncommon among its peers.

Andrea Hall is a financial advisor at Proverbi Capital Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms, including AE Wealth Management, Big Financial Services, and Arbor Financial Services. Outside of her advisory work, Hall is also active as a licensed real estate agent with Waves Realty. Proverbi Capital Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $14.4 million across about 110 client relationships, tailoring investment programs to each client’s goals and risk tolerance using fundamental and cyclical analysis.

Scott Jackson is the sole advisor at Jackson Private Wealth Management, Inc. in Cocoa, Florida, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Edward Jones since 2009 and established his own firm in 2012. Jackson is also a licensed insurance agent, though he has not actively written insurance applications. Jackson Private Wealth Management serves individual clients, including high-net-worth households, as well as businesses, charities, and pension clients. The firm offers discretionary portfolio management and financial planning, constructing portfolios tailored to clients’ circumstances and referring to other managers for alternative investments outside its core expertise.