Alex Alonso, MBA, is the founder of Alonso Financial Planning, a fee-only independent advisory firm in Tampa, FL serving business owners and entrepreneurs. A lifelong entrepreneur who started his first company at sixteen, Alex helps founders turn their businesses into assets that can fund a lifetime of financial freedom. Whether they plan to sell, keep building, or anything in between. He specializes in S-corp distribution strategy, business cash management, tax-aware investing, and retirement plan design. Alex is a member of the XYPN network and holds an MBA with the ChFC designation in progress.

James Griffin is a CFP® professional with 19 years of industry experience, currently serving at Occidental Asset Management, LLC since 2024. He previously worked at Charles Schwab Bank, SSB, Charles Schwab, and Td Ameritrade. Outside of his advisory role, he is involved in real estate through management and investment activities, including acting as a real estate agent and managing a nonprofit organization’s fund. Occidental Asset Management, LLC provides wealth management, financial planning, and portfolio management services for high-net-worth individuals and institutional clients, managing approximately $1.07 billion across roughly 900 accounts. The firm employs a range of analytical methods and utilizes third-party technology platforms to tailor investment strategies to client objectives and risk tolerances.

Mark Alarie is a financial advisor with Stirlingshire Investments in Orlando, FL, holding Series 7 and 66 designations with ten years of industry experience. His prior roles include positions at Primerica Advisors, Cetera, Regions Bank Investment Services, and Edward Jones. He also provides small business 401(k) consulting to help clients utilize qualified retirement plans. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs multiple investment analysis methods and trading strategies, providing access to a broad range of investment types and model strategies through the ADVYZON (AIM) marketplace.

Dean Elliott is a financial advisor with Hoxton Wealth USA LLC, holding a Series 65 designation and three years of industry experience. He has worked at Hoxton Capital Management USA, LLC since 2022 and previously spent 16 years at Forth Capital. Hoxton Wealth USA LLC primarily serves individual clients with international pension assets, especially expatriates with UK pensions, as well as U.S. citizens seeking financial planning and investment management. The firm operates through a network of independent Investment Adviser Representatives and focuses on pension transfer and SIPP advisory services, portfolio management, and financial planning.

Matthew Herron is a financial advisor at El Castillo Investments with a Series 65 credential and one year of industry experience. His prior work includes positions at Loews Hotels & Co, Walt Disney Co, and Rogers Communications. El Castillo Investments is a privately owned registered investment adviser providing customized, discretionary portfolio management to individual investors, business owners, pension and profit-sharing plans, and institutional clients. The firm applies Modern Portfolio Theory and fundamental analysis to build diversified portfolios tailored to client objectives, with formal quarterly reviews and discretionary trading authority under written agreements.

Jeffrey George is a CFP® and CFA® with 11 years of experience in the financial services industry. He is the principal of Tao Financial, an independent advisory firm based in Orlando, FL. Prior to founding Tao Financial, he held roles at Newport Group and Triad Advisors. In addition to his advisory work, he serves as president of Tao Consulting LLC, a business consulting firm. Tao Financial provides investment advisory and retirement-plan services to corporate plan sponsors, pension and profit-sharing plans, and individual clients. The firm combines modern portfolio theory and a Core+Satellite investment approach with a focus on pension consulting and trustee education, delivering both discretionary and non-discretionary fiduciary services.

Cuong Le is the sole advisor at LE Capital Management LLC in Orlando, FL. He holds a Series 65 designation and has two years of industry experience. Prior to founding LE Capital Management, he worked in academic roles at SIU Carbondale and Maryville University and had experience in leasing and homemaking. LE Capital Management is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm employs a fundamentally oriented, value-driven approach focused on individual U.S. stocks and typically manages concentrated, diversified portfolios under an investment policy statement.

Kervin Ally is the founder and sole advisor at Ally Business & Wealth in Orlando, FL, holding a Series 65 designation and bringing five years of industry experience. He has worked at Eaton Aerospace, LLC since 2014 and serves as CEO of Aristocracy, LLC, a property management and small lending business. Ally Business & Wealth provides business development and investment advisory services to small businesses and individual clients, including executives, professionals, entrepreneurs, retirees, and business owners. The firm tailors portfolios to individual goals using a client risk questionnaire and adviser judgment, offering discretionary management and online reporting.

Barrett Haus is the sole advisor at Empire Financial Group, LLC in Orlando, FL, holding a Series 65 license with 19 years of industry experience. He has operated Empire Financial Group and Haus Financial Solutions LLC since 2007. In addition to his advisory role, he owns an accounting and tax preparation business serving small businesses. Empire Financial Group is an independent registered investment adviser that provides discretionary investment management and financial planning primarily for individual clients. The firm employs a top-down sector-rotation strategy focused on established, dividend-paying companies and emphasizes tax efficiency through longer holding periods and infrequent trading.

Margaret Bilby is a CFP® and holds a Series 66 license with 18 years of industry experience. She is currently the sole advisor at Gen2 Advisors, LLC and has previous experience at Cyndeo Wealth Partners, LLC and David Vaughan Investments, LLC. She serves as Development Chair for Winter Park Day Nursery, a nonprofit organization in Winter Park, FL. Gen2 Advisors, LLC provides portfolio management and financial planning services primarily to institutional clients such as pension and profit-sharing plans, charitable organizations, and corporations, while also serving high-net-worth individuals. The firm employs a blend of analytical approaches to construct and monitor portfolios and delivers written Investment Policy Statements as the foundation for its advisory relationships.

Jacob Carris is a CFP®, CFA®, and Series 66-licensed financial advisor based in Orlando, FL, with 19 years of industry experience. He has been operating Jake Carris Financial Planning since 2017 and previously worked as a sole proprietor and with Tim Looney Investments. Jake Carris Financial Planning provides investment management and financial planning to individuals, high-net-worth households, businesses, pension and profit-sharing plans, and charitable organizations. The firm emphasizes a non-discretionary approach with individualized investment policy statements, combines passive and selective active investment strategies, and offers pension consulting and participant education services.

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.

Jonathan Kreidt is a financial advisor at Triumph Private Wealth in Orlando, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Better Wealth Capital and CNL Securities Corporation. He is also an insurance agent with Triumph Insurance Solutions LLC, an insurance company he indirectly owns. Triumph Private Wealth provides discretionary portfolio management and financial planning services to individuals, businesses, trusts, and corporate entities. The firm employs a long-term, globally diversified investment approach using index funds, ETFs, and active strategies, managing accounts on a discretionary basis through a wrap fee program.

Dhavalkumar Bhalodia is a Series 65 licensed financial advisor with Krishna Portfolio Management in Orlando, FL. He has one year of experience in investment management and also works as a clinical pharmacist at CVS Healthcare. His professional background includes over a decade in the pharmacy industry with RX One Pharmacy. Krishna Portfolio Management is a state-registered investment adviser that provides discretionary, fee-based portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical asset allocation approach based on fundamental analysis and typically manages accounts on a discretionary basis using equity securities and debt obligations.

Reshell Smith is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at AMES Financial Solutions, LLC since 2017. Prior to that, she operated AMES Financial Education & Consulting LLC from 2013 to 2017. She is the author of two financial independence books for women and hosts the podcast "She's So Wealthy." AMES Financial Solutions provides individual clients with financial planning, investment advisory services, money coaching, and insurance product sales. The firm manages assets through a technology-driven wrap fee program using Betterment for Advisors and serves a high client count relative to its single-advisor structure.

Matthew Giles is a CFP® and holds a Series 66 designation with 16 years of experience in financial advisory roles. He currently serves as the sole advisor at Structure Wealth Partners LLC, having previously worked at Collaborative Wealth Management, Inc. and Raymond James & Associates. Giles is a board member of the University Club of Winter Park and provides administrative and technical support for a local jewelry store, Joan Giles Collection. Structure Wealth Partners LLC offers portfolio management and financial planning services primarily to institutional and high-net-worth clients. The firm employs a blend of modern portfolio theory and cyclical analysis, utilizing a range of investment vehicles including ETFs, structured products, private investments, and digital assets, and provides both discretionary and non-discretionary management.

Derrick Johnson is a financial advisor at Benowitz Wealth Management in Altamonte Springs, FL, holding a Series 65 designation with two years of industry experience. He is also the CEO of FRS Information, a marketing company. Benowitz Wealth Management is a state-registered investment adviser providing portfolio management, financial planning, and educational seminars to individual and high-net-worth clients. The firm focuses on capital preservation and risk management through behavioral economics, goal-based planning, and multi-tier asset allocation, incorporating mutual funds, ETFs, tactical models, and selective alternative investments.

Michael McKee is the sole advisor at Inspire Capital Management LLC in Maitland, FL, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has served as Executive Director of Meals on Wheels, Etc. since 2019 and is also the author of the book *Big Income: Creating Wealth with Covered Calls*. Inspire Capital Management LLC is an independent, fee-only registered investment adviser serving individual clients through separately managed accounts and consulting. The firm employs an active, tactical investment approach that includes options strategies to generate income and manage risk.

Steven Van Metre is a financial advisor at Quantum Wealth Advisors LLC in Winter Garden, FL, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Atlas Financial Advisors, Inc. for 14 years. In addition to his advisory work, he is a licensed insurance agent and owns Bakersfield Retirement in Bakersfield, CA. Quantum Wealth Advisors provides portfolio management, financial planning, and a subscription-based market-timing newsletter to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading strategy supported by various analytical methods and offers multiple fee models, including fixed, hourly, and subscription fees.

Jean Philippe Aubry is the principal of J.P. Aubry Wealth Advisors, LLC in Orlando, FL, with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including GWN Securities, Inc., AXA Advisors LLC, and Guardian/Park Avenue. In addition to his advisory role, he is a licensed insurance agent involved in the sales and servicing of life insurance. J.P. Aubry Wealth Advisors provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm’s investment approach combines technical and fundamental research within a dynamic asset-allocation framework, managing portfolios that often include ETFs, mutual funds, and individual equities.