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.

Wolfgang Briceno is a financial advisor at Verona Advisers in Kissimmee, FL, holding a Series 65 license with no prior industry experience. His work history includes roles at Chuys, Chevys, and Hipotecas100.com. Outside of advisory services, he is a licensed insurance agent providing education and placement of life, health, disability, and annuity products. Verona Advisers offers non-discretionary, non-custodial financial advisory services focused on education, retirement planning, and financial-wellness coaching for individuals, families, retirees, and small business owners. The firm uses a fee-for-service model emphasizing client education and does not manage assets directly.

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.

Christopher Jones is a Series 65-licensed financial advisor with 19 years of industry experience. He has been the sole advisor at Sparrow Wealth Management since 2010. Sparrow Wealth Management is a fee-only independent firm serving high-net-worth individuals, families, trusts, businesses, and institutional clients such as pension and profit-sharing plans. The firm emphasizes asset allocation through passively structured mutual funds and ETFs, offers integrated financial planning with discretionary asset management, and provides portfolio management services for both individual and institutional retirement accounts.

Logan Wolfley is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including OFG Financial Services and Bob Schwarz Financial. Outside of finance, he operated a lawn service business for over a decade. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment approach focused on strategic asset allocation using diversified portfolios and offers sub-advisory management, operational support, and financial planning services.

Gregory Beardslee is a financial advisor with American Harbour Wealth Management, LLC in Orlando, FL. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes roles at APW Capital, Inc., Delta Capital Management, LLC, and Proequities, Inc. He also operates an independent insurance agency specializing in life, disability, and annuity sales. American Harbour Wealth Management provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $73 million in discretionary assets using firm-developed model portfolios, with investment strategies ranging from conservative to aggressive.

Rolland Basant is a financial advisor at Freedom Financial Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with the firm since 2005. Freedom Financial Management, Inc. provides fee-only holistic financial planning and investment management primarily to individuals and families. The firm offers comprehensive services including financial, retirement, and estate planning, as well as tax planning and preparation, and operates mainly on a non-discretionary basis with a focus on integrating tax considerations into portfolio analysis.

Keith Haskell is a CFP® with 36 years of industry experience, currently serving at Dobson Street LLC since 2017. His prior experience includes roles at Wilbanks Securities Advisory and Wilbanks Securities, Inc. He also serves as Chairman of the Finance Committee and Treasurer at Pines Castle United Methodist Church. Dobson Street LLC provides discretionary portfolio management and financial planning for individuals, families, trusts, estates, business entities, and qualified plans. The firm’s approach combines fundamental and technical analysis to tailor investment strategies documented in client-specific Investment Policy Statements, emphasizing low-cost index and no-load mutual funds with regular portfolio reviews.

Daniel Bochnia Stapff is a financial advisor at Brasil Plural Investment Advisor LLC with Series 65 and Series 66 credentials and four years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and has been involved with Be You & Beyond Inc., where he serves as a director creating financial education content and teaching courses. Brasil Plural Investment Advisor LLC is a team-based registered investment adviser managing approximately $104.6 million across about 181 client accounts. The firm provides discretionary and non-discretionary asset management, customized separately managed accounts, and investment research to individuals, institutions, and corporate clients, employing a range of strategies across equities, fixed income, options, and alternative investments.

Kevin Dunleavy is a CFP® with four years of experience in financial advising at Freedom Financial Management, Inc. He has a longstanding background in marketing promotions, having worked at Super Marketing Promotions since 2003. Outside of financial advising, he serves as General Manager of DD&R Enterprises LLC, a real estate investment company. Freedom Financial Management, Inc. provides fee-only holistic financial planning and investment management primarily for individuals and families. The firm emphasizes non-discretionary investment recommendations tailored to clients’ tax situations and personal goals, integrating tax planning with financial advice.

Tharcisio De Souza Santos is a financial advisor at Vita Investimentos with a Series 65 designation and zero years of industry experience. His prior work includes ten years at Jazz Seguros. Vita Investimentos provides non-discretionary asset monitoring, portfolio management, and financial planning primarily for business owners, entrepreneurs, executives, families, individuals, and retirees. The firm emphasizes tailored asset-allocation advice and periodic portfolio reviews, combining behavioral, charting, cyclical, fundamental, and technical analysis to guide client strategies.

Eric Hoebbel is a CFP® with 29 years of industry experience, currently serving as an advisor at American Harbour Wealth Management, LLC in Orlando, FL. His prior experience includes roles at APW Capital Inc, Delta Capital Management, LLC, and ProEquities, Inc. Outside of advisory work, he owns American Harbor Critical Systems, a business specializing in the sales and programming of gas detection systems. American Harbour Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm manages approximately $73 million in discretionary assets using model portfolios that employ fundamental analysis, modern portfolio theory, and option writing, serving a client base that includes high-net-worth individuals.

Matthew Haushalter is a financial advisor with American Harbour Wealth Management, LLC in Orlando, FL. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Delta Capital Management and Delta Securities Company, LLC. He also served as a lacrosse coach at Bishop Moore High School for eight years. American Harbour Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm uses model portfolios and investment strategies spanning conservative to aggressive approaches, primarily investing in mutual funds and ETFs.

Claudia Salles is a Series 65-licensed financial advisor at Vita Investimentos with five years of industry experience. She has worked at Vita Advisors, LLC since 2020 and has been associated with Lehman Brothers Do Brasil Ltda since 2007. Claudia holds a 0.1% interest in Vita Investimentos and dedicates part of her time to providing investment advice for Brazilian clients. Vita Investimentos offers non-discretionary asset monitoring, portfolio management, and financial planning services primarily to business owners, entrepreneurs, executives, families, individuals, and retirees. The firm integrates behavioral, charting, cyclical, fundamental, and technical analysis, serving a significant non-U.S. client base and maintaining affiliations with a Brazilian advisory entity.

Dillon Dunn is a financial advisor at Rainey & Randall Wealth Advisors, Inc. with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lockheed Martin, AJ Wealth, Charles Schwab & Co., and Florida Financial Advisors. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope ERISA retirement plan services. The firm’s investment approach uses tailored asset-allocation models primarily composed of mutual funds and ETFs, incorporating modern portfolio theory alongside fundamental, technical, and cyclical analysis.

Jennifer Anderson is a financial advisor at Bay Colony Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, LPL Financial, LLC, Integrated Wealth Concepts LLC, and Lincoln Financial Advisors Corp. Outside of her advisory role, she serves as a board member of Ashburnham Community Church. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing comprehensive financial planning, portfolio management, retirement plan consulting, and family office services. The firm combines fundamental investment analysis with access to model portfolios and third-party sub-advisers, and offers a blend of family-office services alongside institutional retirement fiduciary solutions.

Arthur Zapesochny is a financial advisor with Your Choice Financial LLC in St. Cloud, Florida, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Ameriprise Financial and AXA Advisors. Outside of advising, he is an owner of Gold Sky Benefits, a health insurance brokerage, and serves as secretary on the board of the Santa Barbara homeowners association and as a board member of the University of Rochester alumni association. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm manages approximately $37 million across 111 client accounts, employing a long-term, diversified investment approach that integrates charting, cyclical analysis, modern portfolio theory, and quantitative techniques.