Mark Robert Jama

Arun Kaushal is a CFP® with 10 years of experience and serves as the sole advisor at DAS Wealth Management. He has been with DAS Financials Inc since 2015. Outside of his advisory role, he owns several hospitality and consulting businesses across multiple states. DAS Financials Inc provides investment advisory and financial planning services to individuals, professionals, small businesses, pensions, trusts, estates, and corporations. The firm integrates discretionary portfolio management with financial planning and offers tax, accounting, and business consulting services.

Maria Goretti Garcia is a financial advisor at New Era Advisory in Orlando, FL, with seven years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management, Petros Advisory Services, Woman's Worth, and Petros Estate & Retirement Planning. New Era Advisory provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses a strategic asset allocation approach combining passive and active investments, primarily on a non-discretionary basis, and offers specialized planning services including business planning and employee benefits optimization.

James Hall is the sole advisor at Black Raven Investments, LLC, an independent firm based in Celebration, FL. He holds a Series 65 designation and has eight years of industry experience. Hall serves as trustee for three irrevocable trusts and owns a consulting firm that holds two issued patents. Black Raven Investments provides discretionary portfolio management and tailored investment planning primarily for high-net-worth individuals, family offices, and charitable organizations. The firm employs a multifaceted investment approach that includes both traditional and alternative strategies, managing a small number of client relationships with an emphasis on private funds, pooled investment vehicles, and sophisticated trading techniques.

Frank Pagan is the president and investment advisor at Westbrook Investment Advisory, LLC in Kissimmee, Florida. He holds Series 63 and Series 65 licenses and has 33 years of experience in the financial services industry. His prior roles include positions at Sovereign Legacy Securities, Ameritas Investment Corp, and The Alfaomega Financial Group. In addition to his advisory work, Pagan is licensed to sell fixed insurance products including life, health, disability income, and annuities. Westbrook Investment Advisory provides discretionary investment management, qualified retirement plan consulting, and financial consulting to individuals, trusts, estates, businesses, charities, and plan sponsors. The firm implements client strategies primarily through the selection and oversight of third-party advisors and private fund managers, using a combination of macroeconomic, fundamental, quantitative, qualitative, and technical analysis to construct diversified portfolios aligned with client objectives.

Elizabeth Mccollum is a CFP® and holds a Series 66 license, with two years of industry experience. She is the principal of Prosperity Financial Planning LLC, an independent advisory firm she joined in 2025. Prior to this, she worked at The Vanguard Group, Inc. from 2022 to 2024. Outside of financial advising, she is a licensed real estate broker and operates her own brokerage business. Prosperity Financial Planning LLC provides comprehensive financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a strategic, asset-allocation approach based on fundamental analysis and offers both discretionary and non-discretionary management with regular reviews.

Manan Patel is a CFP® professional with seven years of industry experience. He currently serves as a financial advisor at Ample Wealth Partners LLC and previously worked at Northwestern Mutual in various capacities from 2017 to 2026. Prior to his financial career, he was involved with Johnson Gourmet Coffee for four years. Ample Wealth Partners LLC is a newly registered SEC investment adviser offering asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, and business owners. The firm employs fundamental analysis and Modern Portfolio Theory to develop long-term and income-oriented portfolios and provides discretionary portfolio management and fixed-fee financial planning packages.