Jordan James Grimm

Eva Valentine is a financial advisor at Stirlingshire Investments with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America, Ameriprise Financial Services Inc, and JP Turner & Co Capital Management LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑HNW and high‑net‑worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, and technical analysis, and offers access to diverse investment types through model strategies available on the Advyzon marketplace.

Penny Di Giovanna is a CFP® with nine years of industry experience. She is the principal advisor at Financial Planning by Design, an independent firm she founded in 2023. Prior to this, she held positions at J.W. Cole Advisors, Fidelity Brokerage Services, and Raymond James, among others. In addition to her advisory work, she operates Wise Penny Consulting LLC, which provides non-investment consulting services related to family governance, financial education, and family transitions, including divorce. Financial Planning by Design is a fee-only, independent registered investment adviser serving individual and high-net-worth clients through comprehensive financial planning and discretionary investment management. The firm utilizes a blend of passive and active strategies based on Modern Portfolio Theory and offers tailored planning across various financial areas, including retirement, tax, and estate considerations.

Desiree Kaul is the founder of Kaul Financial Solutions and holds the CFP® and ChFC® designations. She has two years of industry experience, with prior roles at Plancorp, LLC and MainStreet Financial Planning, Inc. Kaul also serves as a course facilitator at The American College of Financial Services and as an instructor for the CERTIFIED FINANCIAL PLANNER® certification program through Dalton Education, LLC. Kaul Financial Solutions provides project-based financial planning and tax preparation services to individuals, sole proprietors, and small businesses. The firm generally favors passive investment strategies based on Modern Portfolio Theory, offering recommendations implemented at the client’s direction without ongoing portfolio management.

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.

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.

Rita Medaglio Barrera is the sole advisor at Bmr Global Wealth Management Group, Inc. in Melbourne, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. She has been with the firm since 2008. In addition to her advisory role, she is an independent insurance agent specializing in Medicare supplement and Medicare Advantage plans for seniors. Bmr Global Wealth Management Group, Inc. is an independent firm providing portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach with globally diversified, passive investments and is notable for its niche divorce financial-planning practice.