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.