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.

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.

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.

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.

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.

Michael Rainey is a financial advisor with Rainey & Randall Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 1999, he has been with Rainey & Randall Investment Management, Inc. He also works as an independent insurance agent, addressing insurance-related client needs on a limited basis outside of business hours. Rainey & Randall Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope ERISA retirement-plan services. The firm manages approximately $820 million in discretionary assets and uses tailored asset-allocation models combining mutual funds, ETFs, and selected individual securities based on a blend of modern portfolio theory and various analytical methods.

Matthew Merwin is a CFP® with 42 years of industry experience. He has worked at Financial Management Network Inc since 1991 and FMN Capital Corporation since 1995. Merwin serves as a special trustee for the Baughman Opportunity trust and holds life, disability, and property and casualty insurance licenses. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation approach combined with targeted active management and offers additional services such as tax preparation and bookkeeping consulting.

Wayne Randall is a Certified Financial Planner® with 34 years of industry experience. He has been with Rainey & Randall Investment Management, Inc. since 1999. In addition to his advisory role, he works as an independent insurance agent, providing insurance-related products outside regular business hours. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm’s investment approach uses tailored asset-allocation models based on mutual funds, ETFs, individual equities, and fixed income, incorporating modern portfolio theory alongside fundamental, technical, and cyclical analysis.

Deborah Oneil is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 credentials and 30 years of industry experience. She has worked at Equitable Advisors and AXA Advisors, LLC for over two decades before joining AEM Partners, LLC and Assured Equity Management Corporation in 2022. In addition to her advisory roles, she serves as Vice President and Director of AEM Business Services Corp., providing legal counsel and strategic oversight, and acts as a partner at AEM Partners LLC, offering financial and investment advice to business owners and individuals. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance-contract advisory services.

Jarrod Harrison is a financial advisor at MissionSquare Retirement with four years of industry experience. He holds the Series 66 designation and has worked previously at firms including Prudential Insurance Company of America, Wells Fargo, and Edward Jones. Outside of advising, Harrison is co-owner of a residential short-term rental property which he manages jointly with his wife. MissionSquare Retirement serves state and local government employers, their employees, and non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Sean Mest is a financial advisor with Good Life Advisors, LLC, holding a Series 66 credential and 12 years of industry experience. His prior work includes roles at LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, and KeyBank. Mest also provides administrative support to Good Life Advisors, dedicating significant time to the firm’s operations. Good Life Advisors offers investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and manage portfolios, providing access to a range of programmatic solutions and educational resources.