Patricia Mostafa is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 credential with four years of industry experience. She is also president of Mostafa Advisors, Inc., an insurance sales business, where she dedicates approximately half of her time. Prior to her current role, she has held positions at several firms including Wilson Title Services and TTEC. McInerney Investment Advisors offers personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm tailors investment programs based on clients’ goals, time horizons, and risk tolerances, and works closely with a single third-party manager, Gradient Investments, LLC.

Erik Bonnett is a financial advisor at Tripletail Wealth Management in Orlando, FL, holding a Series 66 designation with five years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Woodbury Financial Services and has nearly a decade of experience at Regions Bank. Outside of his advisory role, Bonnett serves as a professional fiduciary through Florida Family Trust Services, LLC, and is a director of the Dr. Nayana and Indrajit Vyas Memory Care and Wellness Foundation. Tripletail Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy based on fundamental analysis and offers a wrap-fee program, integrating insurance and trust services through affiliated businesses.

Andrew Prescott III is a CFP® with 20 years of industry experience, currently serving at Sherman Wealth Management LLC since 2022. His prior work includes roles at Ocean Breeze Wealth LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also works as a paraplanner, focusing on data gathering, financial plan preparation, research, and analysis. Sherman Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm follows a customized, open-architecture approach emphasizing long-term investing, strategic asset allocation, and fundamental analysis, typically utilizing low-cost mutual funds, ETFs, and alternative investments.

Phillip Connors is a financial advisor at Value Financial Advisers, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Leigh Baldwin & CO., LLC for 10 years and T. Rowe Price Advisory Services, Inc. for 3 years. Outside of advising, he works part-time as a delivery driver for Domino’s. Value Financial Advisers primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management along with financial planning and wealth-preservation services. The firm follows a long-term, fundamental investment approach and manages approximately $105 million across around 200 clients.

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.

Alexander Read is a financial advisor with Lyons Wealth Management in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lyons Wealth Management since 2009 and previously operated Alexander Read Investment Management, Inc. from 1998 to 2009. Lyons Wealth Management provides discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a combination of fundamental and technical analysis, quantitative risk models, and option-based strategies across a variety of portfolio approaches, including managing alternative assets and offering model portfolios to third-party platforms.

Claudia Salles is a financial advisor at Vita Advisors, doing business as Vita Investimentos, with six years of industry experience. She holds a Series 65 designation and serves Brazilian clients as an investment adviser representative with a minority interest in Vita Investimentos. Vita Advisors provides non-discretionary asset monitoring, portfolio management, and financial planning to business owners, entrepreneurs, executives, families, individuals, and retirees. The firm focuses on tailored asset-allocation advice and periodic portfolio reviews, using a combination of behavioral, technical, and fundamental analysis across various securities, and maintains a significant non-U.S. client base through its affiliation with a Brazilian advisory entity.

Pierre Allard is a financial advisor with Financial Advisory Partners, LLC, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked at NBC Securities, Inc. since 2010, serving as Chief Investment Officer, and previously spent a decade at CenterState Bank. Financial Advisory Partners, LLC provides discretionary and non-discretionary investment management through a wrap fee program and offers modular financial planning and consulting services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $377.8 million for about 133 clients with a small advisory team.

Chelsea Jones is a CFP® and holds a Series 65 license with seven years of experience in the financial advisory industry. She has worked at Physician Family Financial Advisors since 2019 and previously held roles at the WKU Center for Financial Success and Western Kentucky University. Physician Family Financial Advisors serves physician families and individual clients, as well as a limited number of employer-sponsored retirement plans, providing financial planning, investment guidance, and discretionary account management. The firm uses a diversified, passive investment approach with tax-aware strategies and offers a non-AUM fee model based on monthly membership fees.

Thomas Schwalbe is a financial advisor at Fund Advisors of America Inc with a Series 65 designation and five years of industry experience. He has been with Fund Advisors of America since 2020 and has also worked with Patriot Group International since 2010. Outside of finance, Mr. Schwalbe owns and operates Icon Security Consulting, LLC, providing security services to government personnel in high-threat areas. Fund Advisors of America offers discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes retirement planning and mutual-fund based investing, employing a portfolio construction approach that integrates modern portfolio theory with fundamental and technical analysis, including the use of leveraged index funds and option strategies.

Mark Zavanelli is a CFA® charterholder with 14 years of industry experience. He has worked at Lyons Investment Management since 2012 and previously at ZPR Investment Management Inc. He serves as president of ZPR Investment Management, a real estate investment company. Lyons Investment Management provides discretionary portfolio management to individual and institutional clients, utilizing a mix of fundamental and quantitative model-based strategies. The firm manages approximately $73 million in assets across 29 client relationships.

Dennis Merryfield is a financial advisor at Merryfield Barnes, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merryfield Barnes since 2011. The firm provides financial planning, consulting, and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. Merryfield Barnes employs a multi-capitalization investment approach combining fundamental, technical, and cyclical analysis, customizing portfolios based on client risk profiles and time horizons.

Victor Deischl is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Rubik Capital Inc since 2020 and previously held roles at RK Securitizadora, CdR Hollander Asset Management LLC, and the University of South Florida. Rubik Capital Inc provides investment advisory and portfolio management services to individuals, high-net-worth clients, and corporations. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading, including derivatives and option contracts.

Raymond Johnson Jr. is a financial advisor at Steadfast Financial Services with 24 years of industry experience. He holds a Series 65 designation and has worked at Steadfast Financial Services since 1998. Outside of advising, he serves on the board of directors for R.L. Johnson Construction Company, a real estate development firm. Alchemi Wealth, LLC provides investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm offers customized portfolios using various securities and employs multiple analytic methods while acting as a fiduciary to clients.

Allan Stevenson is a financial advisor with Virtus Financial Partners in Winter Park, FL, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Principal Securities Inc and Principal Life Insurance Company. He serves on the board of Innovation Montessori School, where he participates in oversight and financial review. Virtus Financial Partners advises individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans. The firm emphasizes fundamental, cyclical, and economic analysis to guide portfolio management and offers participant education and specialized services such as 529 college-savings advisory.

Bruce Kelvington is a financial advisor at SKadvisors, LLC with 25 years of industry experience. He holds a Series 65 designation and also serves as a CPA and managing member of CFO Outsourcing Group, LLC, an accounting and bookkeeping firm. Kelvington has been involved with SKadvisors since 2004 and with Simon, Kelvington & Shealy, LLC, another accounting firm, since 2008. SKadvisors is a small team advisory firm serving individual and high-net-worth clients through portfolio management and financial planning. The firm employs a multi-method investment approach and manages client assets on a discretionary basis, integrating in-house accounting and insurance services to support client needs.

Johnnie Hall III is a financial advisor with VestWyze, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at VestWyze since 2017 and previously at VOYA Financial Advisors and Hall, Goodman & Associates, where he remains active. Hall is also an independent insurance agent involved in the sale of fixed insurance products. VestWyze, LLC provides fee-based portfolio management and occasional financial planning primarily for individual investors, small businesses, and institutions. The firm operates mainly on a non-discretionary basis, tailoring investment strategies to client objectives using a range of securities, ETFs, mutual funds, and alternative investments.

Paul Bush is a Series 65-licensed financial advisor at Steadfast Financial Services with one year of industry experience. Prior to joining the firm, he held roles at several churches, including Highpoint Community Church, Westside Church, and Summit Church. Steadfast Financial Services provides financial planning and discretionary investment management to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm follows a fee-only model, emphasizing strategic asset allocation and global diversification using a combination of passive index ETFs and selected active funds.

Jason Edwards is a financial advisor at Edwards Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edwards Financial Services since 2000, with additional experience at Calton & Associates, Inc. He serves as a board member for the Winter Park Chamber of Commerce, Florida Hospital, and Florida Citrus Sports. Edwards Financial Services provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses individualized investment policy statements and a long-term trading approach focused on mutual funds, ETFs, and insurance products while managing approximately $69 million for around 410 clients.

Jason Tucker is a CFA® charterholder affiliated with Synergy Investment Management LLC and has over 19 years of industry experience. He previously worked at Citigroup Global Markets Inc. from 2005 to 2024 before joining Synergy and LPL Financial in 2024. Synergy Investment Management, LLC serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, supported by proprietary quantitative tools.