Eva Valentine is a financial advisor at Stirlingshire Investments with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America, Ameriprise Financial Services Inc, and JP Turner & Co Capital Management LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑HNW and high‑net‑worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, and technical analysis, and offers access to diverse investment types through model strategies available on the Advyzon marketplace.

Joshua Haron is a financial advisor at Haron Capital Management, LLC, an independent firm he has led since 2018. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including six years at Bank of America and Merrill. Haron Capital Management provides discretionary portfolio management and retirement-plan rollover advice to high-net-worth, accredited investors. The firm employs a value-oriented, dividend-growth strategy with a concentrated portfolio approach and incorporates fundamental, behavioral, and technical analyses, alongside specialized offerings such as exposure to crypto assets and performance-based fee arrangements.

Scott Jackson is the sole advisor at Jackson Private Wealth Management, Inc. in Cocoa, Florida, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Edward Jones since 2009 and established his own firm in 2012. Jackson is also a licensed insurance agent, though he has not actively written insurance applications. Jackson Private Wealth Management serves individual clients, including high-net-worth households, as well as businesses, charities, and pension clients. The firm offers discretionary portfolio management and financial planning, constructing portfolios tailored to clients’ circumstances and referring to other managers for alternative investments outside its core expertise.

Rita Medaglio Barrera is the sole advisor at Bmr Global Wealth Management Group, Inc. in Melbourne, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. She has been with the firm since 2008. In addition to her advisory role, she is an independent insurance agent specializing in Medicare supplement and Medicare Advantage plans for seniors. Bmr Global Wealth Management Group, Inc. is an independent firm providing portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach with globally diversified, passive investments and is notable for its niche divorce financial-planning practice.

Luke McCarty is a CFP® and Series 66-registered financial advisor with 12 years of industry experience. He founded McCarty Wealth in 2024 after previously working at McPherson Financial Group, World Equity Group, Prostatis Fin, Umb, and Financial Solutions of Raymond James. He is also the owner and a licensed insurance agent with McCarty Wealth Insurance Services LLC. McCarty Wealth provides portfolio management and financial planning services to individual and high-net-worth clients, combining a variety of investment types and strategies including options and alternative investments. The firm integrates insurance product offerings through its affiliated insurance services entity.

Adam Rall is a CFP® professional with four years of industry experience, currently serving as an advisor at Rall Capital Management, Inc. in Rockledge, FL. He has been with the firm since 2013. Rall Capital Management provides wealth management and comprehensive financial planning services to individual clients, including high-net-worth households. The firm employs an investment approach based on Modern Portfolio Theory, focusing on diversified, tax-conscious portfolios managed primarily on a long-term, discretionary basis.

Jeffrey Wegner is a financial advisor at Money Management Concepts, Inc. in Melbourne, FL, holding a Series 66 designation with 22 years of industry experience. He has been with Money Management Concepts since 2016 and previously worked at Life Long Learning College from 2014 to 2018. Money Management Concepts, Inc. provides discretionary and non-discretionary investment management to individuals, trusts, and estates, including high net worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, using tools such as charting, short sales, margin transactions, and option writing.

Anthony Frezza is a CFP® professional with 26 years of industry experience, currently serving at Advanced Tax & Investments, Inc. since 2003. He is also the founder and principal of Asset Architects, a wealth advisory firm in Orlando, FL, where he oversees tax, insurance, financial planning, and asset management services. Advanced Tax & Investments, Inc. offers personalized financial planning and discretionary investment management to individuals, high-net-worth clients, and business entities. The firm integrates tax preparation and payroll services with its advisory offerings and uses a combination of technical, quantitative, and fundamental analysis to manage client portfolios.

Bob has more than 30 years of experience in the financial services industry. He began his financial career with Prudential Insurance, where he gained valuable knowledge and experience that allows him to help clients make sure that their various insurance policies are structured properly to protect their assets. While in that role, he was introduced to the investment side of the financial services industry and quickly learned that this is where his passion lies. After a few years helping clients manage their investment portfolio, the desire to help clients beyond their investments led him to complete the educational and experience requirements to earn the CERTIFIED FINANCIAL PLANNER™ designation in 1998. Bob had a passion for the financial markets, and enjoyed the relationships he had developed with his clients, but his disdain for the culture of Wall Street led him to join an independent, fee-only financial planning and investment management firm in 2000. He spent the next four years managing client portfolios and helping them to develop long-term comprehensive financial plans. A desire to be even more independent when helping clients led him to start Rall Capital Management in September of 2004. While most advisory firms are built to cater to the ultra-high-net-worth client, Bob built Rall Capital Management to cater to an underserved segment of the market, known as the “mass-affluent.” Individuals and families of more modest means have less room for error when planning their financial futures and managing their investment portfolios. This is the group that Bob has focused on serving. Bob is a member of the Financial Planning Association (FPA®) and the National Association of Personal Financial Advisors (NAPFA®). He was a contributing writer for the Journal of Financial Planning and served on the Editorial Advisory Board for several years. He is also a recognized leader in the retirement planning field. He helped launch the FPA’s Retirement Planning Knowledge Circle and served as its host for several years. Bob graduated cum laude from Ohio University in Athens, Ohio. But having grown up in Columbus, he is an ardent fan of The Ohio State Buckeyes. He also enjoys working out with his wife at their CrossFit gym, history, and working on his golf game. One of the things he is proudest of is having built a small, independent and successful firm that allows him to work with his family as they help other families achieve their financial goals.

Your finances are a highly personal puzzle that can be sorted out, solved and optimized for your life. My goal is to help you get comfortable with your financial decisions by giving you smart, honest advice that aligns with your goals and values. After getting my engineering degree from CalTech and a Masters in Management from M.I.T., I was a financial do-it-yourselfer for over 25 years. One day on the radio, I heard Dave Ramsey say, “You want a financial advisor who has the heart of a teacher”, and I thought, “That’s me! I have a passion for understanding and explaining finances to people.” I founded Krehbiel Financial after 15 years in marketing, engineering and executive management at Harris and Intersil, and 11 years teaching physics at West Shore Jr./Sr. High School in Melbourne, FL. Throughout my careers, problem-solving, interpersonal skills, and teaching have been keys to my success in working with people. I specialize in working with tech professionals and busy couples who realize that their time is better spent focusing on their careers and their families, not the intricacies of financial planning. When I am not helping people accomplish their goals with their money, I enjoy road biking, bike tourism, traveling, meals with friends, and being a member of Church in the Wild, in Melbourne, FL.

Colin Symons is a CFA® charterholder with 26 years of experience in the financial industry. He is currently with Lloyd Financial Group LLC, where he has worked since 2025. Prior to this, he was with Symons Capital Management, Inc. for 24 years and also spent time at Strategic Wealth Partners, Ltd. from 2021 to 2023. Lloyd Financial Group LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm employs a fundamental analysis approach with a long-term orientation, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, while acting as a fiduciary and overseeing client portfolios with tailored strategies.

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.

Thomas Prudente is a financial advisor with Money Management Concepts Inc. in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Money Management Concepts since 2006. Money Management Concepts, Inc. provides discretionary and non-discretionary investment management services to individuals, including high net worth clients, as well as trusts and estates. The firm employs a combination of fundamental, technical, and cyclical analysis, using both long- and short-term strategies with tools such as charting, short sales, margin transactions, and option writing.

Karl Krehbiel is a financial advisor at Krehbiel Financial LLC with three years of industry experience. He holds a Series 65 designation and has worked at Waymo LLC since 2022 as a full-time data scientist. Prior to that, he was employed at Quora, Inc. for seven years. Krehbiel Financial LLC provides comprehensive financial planning and investment management primarily for individual and family clients, focusing on passive portfolio construction with index funds and ETFs while incorporating cyclical analysis for asset allocation and timing. The firm also offers an estate-document facilitation service and manages portfolios on a discretionary basis with client-specific investment policy statements.

Andrew Scheirer II is a financial advisor with API Financial Advisors, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at various firms including Purshe Kaplan Sterling Investments and Kovack Advisors, and has been associated with Aston Crest Wealth Management since 2007. Outside of advisory work, he is involved in fixed insurance sales as a producer. API Financial Advisors, LLC serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and participant account management. The firm uses individualized model strategies maintained by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis across a range of products.

Christian McPherson is a CFP® with six years of experience in the financial services industry. He is currently with Prostatis Financial Advisors Group in Melbourne, FL, and has held prior roles at Impact Partnership Wealth, World Equity Group, Bank of America, Merrill Lynch, and Vanguard. Outside of finance, his earlier work includes positions at Chick-Fil-A and in the food and entertainment sectors. Prostatis Financial Advisors Group provides investment management and financial planning services to individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation strategy with sector rotation and integrates third-party managers, including those using AI and machine-learning models, into client portfolios.

Donald Johns III is an investment advisor representative at Ruggiero Investments with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including SW Financial and WestPark Capital Inc. Outside of his advisory role, he is involved with Ruggiero Consulting, which offers lending and equity services through private securities. Ruggiero Investments provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension consulting for retirement plans and organizations. The firm employs a diversified investment approach incorporating multiple analysis methods and emphasizes long-term investment horizons.

Jeffrey Leonard is a CFP® with 17 years of industry experience, currently serving as an advisor at Bay Colony Advisors. He has been involved with Seniors Financial Planning Asset Management, LLC, and Seniors Financial Planning Inc. Insurance Agency since 2007, where he holds leadership roles. Leonard also manages Leonard Financial Group and maintains an insurance agency practice. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, complemented by other asset classes and specialized strategies.

Andrea Hall is a financial advisor at Proverbi Capital Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms, including AE Wealth Management, Big Financial Services, and Arbor Financial Services. Outside of her advisory work, Hall is also active as a licensed real estate agent with Waves Realty. Proverbi Capital Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $14.4 million across about 110 client relationships, tailoring investment programs to each client’s goals and risk tolerance using fundamental and cyclical analysis.