Alexander King is a financial advisor at Macedon Financial Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Raymond James Financial Services, Northwestern Mutual Investment Services, and other firms. Macedon Financial Management provides portfolio management and pension consulting services to institutional and individual clients, including retirement plans and high-net-worth individuals. The firm employs a variety of analytic methods and typically offers discretionary management focused on mutual funds, ETFs, fixed income, and select securities.

Timothy Clifford is a CFP® professional with 23 years of industry experience. He is the sole advisor at Core Wealth Consultants, LLC, an independent firm based in Winter Garden, FL. His prior experience includes a role at Brendanwood Financial Brokerage LLC and work as an independent licensed insurance agent, a business activity that occupies about 10% of his time. Core Wealth Consultants provides discretionary portfolio management and advisory services to individuals and high-net-worth clients, utilizing a planning framework called PlanAssist and integrating multiple financial planning and reporting tools. The firm employs active portfolio management with quarterly reviews and maintains collaborative relationships with tax professionals.

As a second-generation American, I feel a strong drive to repay my parents for the sacrifices they made to give my brother and I the opportunities they never had. Seeing how hard my parents worked to provide for our family, I became fascinated with all things personal finance at an early age. I named my firm “Paradox” because, despite the fact that financial health is one of the most important things in life, financial education is almost entirely neglected! My passion and curiosity led me to pursue and receive a Bachelor’s in Finance from the University of Florida. From there, I embarked on a nearly decade-long journey as a traditional financial advisor. Along with an amazing team of individuals at Merrill, I worked hard to act in my client’s best interest every step of the way, yet I knew I couldn’t offer my most advanced solutions. The traditional fee-only assets-under-management model of financial advising just didn’t allow for the in-depth, no-stone-left-unturned approach I was looking for. All of that changed when I discovered the model of the advice-only financial advisor, which puts financial planning front and center for a flat fee. My goal is to educate and empower you to achieve your goals, not to manage as many of your assets as possible. This way, you can rest assured that I am incentivized to do what I believe will work best for you, not what will earn me the most fees. We’ll go over everything that contributes to your unique financial picture (that includes things like early retirement strategies, real estate, and familial obligations, to name a few). Along the way, I’ll teach you as much as you want to learn so that you can make informed decisions for yourself moving forward. Financial planning has been my life’s passion, and I’m so grateful to serve my clients. As a fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to creating holistic, sophisticated plans for my clients so they can become financially independent.

Douglas Henke is a financial advisor at Pine to Palm Financial, LLC in Clermont, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Brookstone Capital Management and CFD Investments, Inc. In addition to his advisory role, Henke operates as an independent insurance agent, focusing on annuity and life insurance sales and service. Pine to Palm Financial, LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and business owners. The firm employs a combination of fundamental and technical analysis, cyclical analysis, and modern portfolio theory, with discretionary authority to manage portfolios and conduct quarterly reviews.

Christopher Ballard is a CFP® with 22 years of industry experience and is the principal advisor at Ballard Wealth Management LLC. He has been involved with Ballard Wealth Management since 2023 and also operates All Financial Advisory, LLC dba Ballard Financial Group, where he is owner and CEO and manages health and life insurance sales. Prior to focusing on his current firm, he was associated with AE Wealth Management for over a decade. Ballard Wealth Management LLC provides discretionary asset management and financial planning primarily for individual clients, managing approximately $81 million across 281 client relationships. The firm employs third-party sub-advisors for portfolio implementation and integrates a licensed digital platform for estate-planning support, combining fundamental, technical, charting, and cyclical analysis in its investment approach.

Michael Ciaston is the principal of Ciaston Financial Group LLC and holds a Series 65 license. He has been in the financial industry since 2021, with prior experience at Marcum LLP, MG Stover, and Alter Domus. In addition to his advisory role, he provides tax preparation and bookkeeping services. Ciaston Financial Group LLC is a newly formed investment manager offering discretionary asset management and complimentary financial planning for managed accounts. The firm implements investment programs using a combination of fundamental, technical, charting, and cyclical analysis, with occasional use of options and pooled investment vehicles.

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.

Ready to retire with confidence? I'm Keith Hensley, a CFP® professional and fiduciary financial advisor helping near-retirees and retirees in Orlando, Florida navigate one of life's biggest transitions. Whether you're approaching retirement or already there, I provide flat-fee financial planning that's completely transparent and conflict-free. Here's how I'm different. My firm is fee-only and advice-only. That means I don't sell products, earn commissions, or have hidden agendas. You pay a flat fee for comprehensive financial planning, and I work for you. Period. Our focus is on your most pressing questions... - When can I retire? - How much can I safely withdraw each year? - How do I turn my savings into a paycheck? - When should I apply for Social Security? - How do I minimize taxes in retirement? - Will I run out of money? Who do I work with? Primarily near-retirees and retirees in the Orlando area who want a trusted partner to help them make smart decisions about retirement income, Social Security timing, tax planning, and investment strategies. I also work with younger professionals who are serious about building wealth. What should you expect? I'm naturally laid back and genuinely interested in your story. This isn't about pushing products or rushing through meetings. It's about understanding your goals, addressing your concerns, and building a financial plan that works for your life. As a fiduciary, I'm legally required to put your interests first. But beyond the legal requirement, that's just how I believe financial planning should work. Why do Orlando families trust Florida Financial Planning? You're working with a local CFP® professional who understands the Orlando market and serves families in this community. No national call centers. No rotating advisors. Just straightforward, transparent financial planning from someone who's invested in your success.

Jack Kennedy is a financial advisor at JB Meridian Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with JB Meridian Advisors since 2010. JB Meridian Advisors is a fee-only registered investment adviser serving individuals, families, small-business owners, and various entities such as pensions, trusts, and estates. The firm manages approximately $31.9 million across about 163 client accounts, offering portfolio management and financial planning services with an emphasis on minimum-variance efficient frontier modeling and tailored Investment Policy Statements.

Arthur Mckee is a CFP® certificant with 22 years of experience in financial advising. He has been associated with McKee Financial Services, Inc. since 2003 and currently serves at McKee Investment Planning, Inc. In addition to his advisory work, he occasionally teaches corporate finance and economics as an adjunct instructor. McKee Investment Planning, Inc. primarily serves individual and high-net-worth clients, offering discretionary portfolio management, retirement and personal financial planning, and small-business retirement plan administration. The firm employs a combined top-down and bottom-up investment process and manages approximately $79 million in assets with a high client-to-advisor ratio.

Ronald Mccoy is a financial advisor at Freedom Capital Advisors Inc with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Freedom Capital Advisors since 2012. The firm provides personalized investment advisory and financial planning services to individual and institutional clients, employing a disciplined approach that combines fundamental, technical, and economic analysis to implement conservative, value- and income-oriented strategies.

Steven Van Metre is a financial advisor at Atlas Financial Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atlas Financial Advisors since 2012. Van Metre is also the owner of Bakersfield Retirement in Bakersfield, CA, where he operates as a licensed insurance agent. Atlas Financial Advisors provides investment supervisory services, financial planning, and pension consulting primarily to individual clients and retirement/profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis, offering discretionary portfolio management, subscription-based newsletters with trading recommendations, and public educational seminars.

Raymond Bock is a financial advisor at Rockdale Financial Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC and Honor Ridge Academy, among other organizations. Outside of his advisory role, he is involved in a talent agency focused on acting. Rockdale Financial Services serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing non-discretionary investment advisory services and standalone financial planning. The firm manages portfolios primarily through mutual funds, ETFs, and independent managers, and operates with a multi-office structure while employing both fundamental and technical analysis.

Matthew Dowling is a financial advisor with Newell Wealth Management, LLC, holding a Series 65 designation and bringing eight years of experience from Lockheed Martin and prior roles at the Georgia Institute of Technology and Disney. He has been with Newell Wealth Management since 2026. Newell Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, and employer plan sponsors. The firm employs a structured Keys to Wealth planning framework that integrates retirement income, investment strategy, tax-aware planning, and life-transition considerations, combining passive and active strategies with tactical asset allocation.

Cassandra Gegenheimer is a financial advisor at McKee Investment Planning, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at the Federal Bureau of Investigation and Florida Blue. McKee Investment Planning serves individual and high-net-worth clients by providing discretionary portfolio management, retirement and personal financial planning, and small-business retirement plan services. The firm combines top-down regional analysis with bottom-up company valuation and manages approximately $79 million in assets with a high client-to-advisor ratio.

I like to keep things simple, focus on what we can control and continuously strive to deliver better than expected outcomes. I seek first to understand, then work together with a client to craft plans, put those plans into action and review them regularly. Am I perfect? By no means. Yet, I will continue to try my very best for the clients I serve. Clients usually come to me needing help answering questions on their mind. Some of the top questions are: • Am I on track? • Am I doing the right things? • Am I missing anything? I have spent 10 + years helping address these questions and more. While working with a diverse mix of clients over the years, I have spent a considerable amount of time helping these types of clients: • Near retirees looking to retire before 65 • Disney executives and cast members • Academics that work for the State of Florida system In addition to on-the-job experience, I am a firm believer in continuous learning. As such, my undergrad is in Physics, my Master’s degree is in Personal Financial Planning, I am a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Retirement Planning Counselor℠ and consume hours of continuing education each year. Personally, I am a Christian, a husband, a dad and have two dogs. I enjoy reading, playing acoustic guitar, hiking, Gator sports, Disney theme parks, playing pickup basketball and serving wherever I am needed at church.

After working as a financial advisor for more than 15 years, I obtained the CERTIFIED FINANCIAL PLANNER™ professional designation in 2008. I received my M.B.A. in Financial Planning from California Lutheran University in 2016. Some of our clients have been with us for 20+ years and for that I am very grateful. I enjoy being a blessing to our clients by helping them make the right financial decisions. It’s wonderful to see clients understand the truth about their finances and some of the nuances of the financial advisory world. I love playing golf with my son Luke and other friends when there is some healthy competition going on! I love to cook after work and enjoy sharing a great meal with my family and discussing how our days went and encouraging one another. I also enjoy working out with my family and seeing family and friends achieve things that are hard to do.

Andrew Prescott is a CFP® professional with 19 years of industry experience, currently operating through Ocean Breeze Wealth LLC, an independent firm he founded in 2018. Prior to this, he worked at Morgan Stanley Smith Barney from 2009 to 2018 and holds a role as a paraplanner at Sherman Wealth Management since 2022. Ocean Breeze Wealth LLC provides discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm utilizes a blend of fundamental security analysis and Modern Portfolio Theory with diversified portfolios implemented under client-specific investment policy statements and custodied on an institutional Schwab platform.

Joseph Veasey is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stewardship Advisory Group, LLC. His prior roles include positions at AE Wealth Management, The Life Wealth Group, and Madison Avenue Securities, among others. He is also involved in stewardship and legacy coaching through Stewardship Legacy Coaching, LLC, and serves as a trustee for Redeemer Orthodox Presbyterian Church in Ocoee, FL. Stewardship Advisory Group, LLC provides comprehensive wealth management, investment management, financial planning, and employer-sponsored retirement plan services to individuals, trusts, estates, charities, and businesses. The firm serves both non-high-net-worth and high-net-worth clients, customizing portfolios based on client risk profiles and offering Biblically Responsible Investing models alongside a variety of investment strategies.

Joseph Morson is a financial advisor with Stewardship Advisory Group, LLC, holding Series 63 and Series 65 designations and over 25 years of industry experience. He has worked with Stewardship Advisory Group since 2013 and has been involved with Life Values Financial since 2003. Outside of his advisory work, Morson serves as an accompanist at several Catholic churches. Stewardship Advisory Group, LLC provides wealth management, investment management, financial planning, and retirement plan services to individuals, trusts, estates, charities, and businesses. The firm serves both non-high-net-worth and high-net-worth clients, offering customized portfolios based on client risk profiles and a mix of investment strategies, including Biblically Responsible Investing.