Penny Lee Di Giovanna

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.

Richard Greenhill is a CFP® and ChFC® with 20 years of experience in the financial industry. He is the sole advisor at Financial Analytics, LLC, an independent firm based in Melbourne, FL. Since 2010, he has also been affiliated with American Equity Investment Corporation. Outside of his advisory work, he serves as a bookkeeper for a homeowner association. Financial Analytics, LLC provides financial planning and investment supervisory services to individual clients, focusing on personalized planning and portfolio management under CFP Board practice standards. The firm manages approximately $5.8 million in assets across about 15 client relationships, employing a collaborative, non-discretionary approach to advisory services.

Milo Zonka is a CFP®-credentialed financial advisor with over 21 years of industry experience. She is principal at Zonka & Associates, Inc., an independent advisory firm based in Indialantic, Florida. In addition to her advisory role, she is involved in aviation-related businesses including real estate development and aerospace manufacturing. Zonka & Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers tailored portfolio management, financial planning, and pension consulting, with a specific focus on retirement plans and institutional clients.

Luis Sanchez is a CFA® charterholder and Series 65 licensee with seven years of industry experience. He is the principal advisor at LVS Advisory LLC and also serves as Managing Partner and 50% owner of Greater Wealth LLC, a wealth management firm founded in 2023. His roles include investment decision-making and client relationship management across both firms. LVS Advisory provides discretionary investment management primarily through separately managed accounts, serving individuals, trusts, family offices, corporations, and employee benefit plans. The firm’s investment approach combines value and growth strategies with a focus on long-term capital preservation, utilizing a broad range of securities including equities, fixed income, convertibles, structured instruments, and derivatives.

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.

Thomas Wuchte is a financial advisor at Critical Mass Financial, LLC in Melbourne, FL, holding the ChFC® designation and Series 63 and 65 licenses with 16 years of industry experience. Prior to founding Critical Mass Financial in 2025, he worked at Money Professionals Group LLC for 16 years and currently serves as an analyst for Northrop Grumman Systems Corporation. He also owns and operates a tax and insurance services business. Critical Mass Financial provides discretionary and non-discretionary asset management and financial planning services primarily to individuals and high-net-worth clients. The firm employs fundamental and technical analysis within a portfolio allocation framework based on modern portfolio theory, offering strategies including options trading and tax-loss harvesting.