Nicholas Alexander Ellison

Alex Alonso, MBA, is the founder of Alonso Financial Planning, a fee-only independent advisory firm in Tampa, FL serving business owners and entrepreneurs. A lifelong entrepreneur who started his first company at sixteen, Alex helps founders turn their businesses into assets that can fund a lifetime of financial freedom. Whether they plan to sell, keep building, or anything in between. He specializes in S-corp distribution strategy, business cash management, tax-aware investing, and retirement plan design. Alex is a member of the XYPN network and holds an MBA with the ChFC designation in progress.

Jacob Carris is a CFP®, CFA®, and Series 66-licensed financial advisor based in Orlando, FL, with 19 years of industry experience. He has been operating Jake Carris Financial Planning since 2017 and previously worked as a sole proprietor and with Tim Looney Investments. Jake Carris Financial Planning provides investment management and financial planning to individuals, high-net-worth households, businesses, pension and profit-sharing plans, and charitable organizations. The firm emphasizes a non-discretionary approach with individualized investment policy statements, combines passive and selective active investment strategies, and offers pension consulting and participant education services.

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.

Reshell Smith is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at AMES Financial Solutions, LLC since 2017. Prior to that, she operated AMES Financial Education & Consulting LLC from 2013 to 2017. She is the author of two financial independence books for women and hosts the podcast "She's So Wealthy." AMES Financial Solutions provides individual clients with financial planning, investment advisory services, money coaching, and insurance product sales. The firm manages assets through a technology-driven wrap fee program using Betterment for Advisors and serves a high client count relative to its single-advisor structure.

Bryan Boyd is a CFP®-designated financial advisor with four years of industry experience. He is the principal of Oakensense, an independent advisory firm he founded in 2026. His prior work includes roles at Wells Fargo Advisors, Merrill Lynch, Fidelity Investments, and State Farm. Oakensense provides comprehensive wealth planning and discretionary investment management services for individual clients, including high-net-worth individuals, through integrated advisory engagements. The firm employs an evidence-based investment approach focused on long-term strategies and diversified portfolios, using a fixed fee structure rather than percentage-of-assets fees.

Steven Van Metre is a financial advisor at Quantum Wealth Advisors LLC in Winter Garden, FL, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Atlas Financial Advisors, Inc. for 14 years. In addition to his advisory work, he is a licensed insurance agent and owns Bakersfield Retirement in Bakersfield, CA. Quantum Wealth Advisors provides portfolio management, financial planning, and a subscription-based market-timing newsletter to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading strategy supported by various analytical methods and offers multiple fee models, including fixed, hourly, and subscription fees.