John Martin Nicklas

Joshua Haron is a financial advisor at Haron Capital Management, LLC, an independent firm he has led since 2018. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including six years at Bank of America and Merrill. Haron Capital Management provides discretionary portfolio management and retirement-plan rollover advice to high-net-worth, accredited investors. The firm employs a value-oriented, dividend-growth strategy with a concentrated portfolio approach and incorporates fundamental, behavioral, and technical analyses, alongside specialized offerings such as exposure to crypto assets and performance-based fee arrangements.

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.

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.

Colin Symons is a CFA® charterholder with 26 years of experience in the financial industry. He is currently with Lloyd Financial Group LLC, where he has worked since 2025. Prior to this, he was with Symons Capital Management, Inc. for 24 years and also spent time at Strategic Wealth Partners, Ltd. from 2021 to 2023. Lloyd Financial Group LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm employs a fundamental analysis approach with a long-term orientation, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, while acting as a fiduciary and overseeing client portfolios with tailored strategies.

William George is a financial advisor at Luminary Financial Advisors, LLC in Cocoa Beach, FL. He holds a Series 65 designation and is in the early stage of his industry experience. Prior to entering financial advising, he worked at RDS Industrial, Twistee Treat, and Regal Cinemas. Luminary Financial Advisors serves individual clients with discretionary portfolio management and financial planning services covering retirement, estate, tax, business, insurance, and college savings. The firm employs primarily passive investment strategies using index mutual funds and ETFs, managing approximately $18.9 million in discretionary assets for 33 clients through a single-advisor practice.

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.