Jacob Carris is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He is the sole advisor at Jake Carris Financial Planning, an independent firm he has operated since 2017. His prior experience includes roles as a sole proprietor and with Tim Looney Investments, LLC. Jake Carris Financial Planning serves individual clients, pension and profit-sharing plans, and charitable organizations, offering investment management, comprehensive financial planning, ERISA plan services, and educational seminars. The firm manages approximately $109.7 million in non-discretionary assets and uses a variety of investment strategies, with a focus on non-discretionary services and limited-scope ERISA 3(21) advisory roles for retirement plans.

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.

Milan Pualic is a CFA® charterholder and investment advisor at Monterra Advisors, LLC with experience that includes roles at Citibank Europe plc and Citi Trust. He currently serves as a Director and Investment Committee Member of Monterra Funds SICAV p.l.c., a Maltese professional investor fund, where he participates in board governance and investment oversight. Monterra Advisors is an independent multi-family office and registered investment adviser serving families, high-net-worth individuals, entrepreneurs, athletes, foundations, and select operating companies. The firm combines low-cost ETFs with actively managed equities and bonds, and allocates to third-party managers and alternative strategies, emphasizing bottom-up research, documented due diligence, and regular portfolio 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.

Andres Ortiz is a financial advisor at IQ Portfolios with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and J.W. Cole Advisors. In addition to his advisory role, he operates as an independent insurance agent. IQ Portfolios provides ongoing portfolio management for individual and high-net-worth clients, offering tailored asset allocation, asset selection, and portfolio monitoring. The firm employs a variety of analytical methods and generally pursues a long-term trading approach, often acting as a co-advisor when clients use managed account solutions.

Kiel Lewis is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding a Series 65 designation. He joined the firm in 2025 and has prior work experience at Intuit and Process Basketball. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning to individuals, families, small businesses, trusts, estates, and corporate entities. The firm employs a model-based investment process that integrates quantitative, fundamental, technical, and economic analysis, and offers both discretionary asset management and written financial plans.

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.

Shannon Mc Donough is a CFP® professional with five years of industry experience, currently serving at McDonough Capital Management, Inc. She has held roles at Osaic Wealth, Inc. and Triad Advisors, among others. Mc Donough is president of the Lake Highland Preparatory School Alumni Board, where she facilitates meetings and promotes alumni engagement. McDonough Capital Management, Inc. provides personalized financial planning and discretionary asset management to individuals, pension plans, trusts, and charitable organizations, with a focus on clients in the medical industry. The firm employs an active trend-following and tactical asset allocation approach across equities, mutual funds, and ETFs, supported by ongoing monitoring and quarterly reviews.

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.

Avilio Sutherland Navea is a financial advisor with Eminence Wealth Management Inc. in Orlando, FL, holding Series 63, 65, and 66 licenses and one year of industry experience. His prior work includes roles at Strong Point Financial and Charles Schwab & Co., Inc. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning to individuals, families, small businesses, trusts, estates, and corporate entities. The firm employs a model-based investment approach combining quantitative, fundamental, technical, and economic analysis, and also offers educational seminars on personal finance and investing.

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.

Edward McDonough is a CFP® professional with 38 years of experience in the financial services industry. He is affiliated with Jackson Wealth Management, LLC and has held roles at Altior Capital Management LP, McDonough Wealth Management LLC, and Triad Advisors Inc. He is also president of McDonough Capital Management, Inc., where he provides investment advice and assists with tax preparation. Jackson Wealth Management, LLC serves individuals, pension and profit-sharing plans, trusts, estates, retirement accounts, and business entities. The firm employs an active trend-following and tactical asset allocation approach using fundamental, technical, and cyclical analysis across mutual funds, ETFs, and individual equities.

Chance Robinson is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding a Series 65 designation with two years of industry experience. He has been with Eminence Wealth Management since 2022 and also has experience at Strong Point Financial Inc. since 2015. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning services to individuals, families, small businesses, trusts, estates, and corporate entities. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide model-based asset selection and offers educational seminars on personal finance and investing.

Thomas Turiano is a CFP® and ChFC® with 24 years of industry experience. He has been with Southport Station Financial Management, LLC since 2008 and has also worked at Purshe Kaplan Sterling Investments since 2009. Outside of financial advising, he owns Double T Sports Memorabilia, a business involved in buying and selling sports memorabilia. Southport Station Financial Management provides personalized financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a process that includes asset allocation, ongoing monitoring, and options strategies, serving clients with both discretionary and non-discretionary portfolio management.

Thanh Cam Nguyen is a Series 65-licensed financial advisor with McDonough Capital Management, Inc. in Orlando, FL. He has 11 years of industry experience and has been with McDonough Capital since 2006. McDonough Capital Management provides personalized financial planning and discretionary asset management to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, with a focus on clients in the medical industry. The firm employs an active trend-following and tactical asset allocation approach, offering comprehensive and modular financial plans supported by regular client reviews.