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 spent time with Innovation Partners LLC and Csg Capital Advisors LLC. Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, associated trusts and estates, and select institutional clients. The firm employs a combination of fundamental and technical analysis alongside model-driven tactical allocation, utilizing derivatives and algorithmic strategies as part of its portfolio management approach.

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 having 15 years of industry experience. He has served as Chief Investment Officer at NBC Securities, Inc. since 2010 and worked at CenterState Bank from 2010 to 2020. Financial Advisory Partners provides discretionary and non-discretionary investment management through a wrap fee program and offers fixed-fee, hourly, and ongoing financial planning services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $377.8 million for around 133 clients with a small advisory team.

Chelsea Jones is a CFP® and holds a Series 65 license with six years of experience in financial advising. She has been with Physician Family Financial Advisors Inc since 2019 and previously worked at the WKU Center for Financial Success and Western Kentucky University. Her background also includes roles outside finance in health and recreation facilities. Physician Family Financial Advisors serves physician families and individual clients, offering financial planning, investment guidance, and discretionary account management. The firm employs a diversified, passive investment approach with tax-aware strategies and uses a non-AUM fee model.

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 been with Lyons Investment Management since 2012 and previously worked at ZPR Investment Management Inc., where he also serves as president of a real estate investment company in his spare time. Lyons Investment Management provides discretionary portfolio management to individuals, employee benefit plans, pooled vehicles, charities, and business clients, offering both fundamental and quantitative investment strategies tailored to client objectives and risk tolerances.

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 work history includes roles at Principal Securities Inc and Principal Life Insurance Company, as well as experience in hospitality at Hyatt Regency Orlando. He serves as a board member for Innovation Montessori School, where he participates in governance and financial oversight. Virtus Financial Partners advises individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and qualified plan consulting. The firm uses fundamental and economic analysis to guide asset allocation and incorporates third-party managers and held-away order-management tools to serve a large client base efficiently.

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.

Michael Frustaci is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with Global Assets Advisory since 2019 and is also affiliated with International Assets Investment Management, LLC and International Assets Advisory LLC. Frustaci serves as managing member of Palladium Wealth Advisors, LLC, a private label entity for financial business. Global Assets Advisory, LLC is an SEC-registered adviser managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, employing a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income.

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.

Charles Smith is a financial advisor with Delta Advisory Group, Inc. in Maitland, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Tuscan Gardens and Delta Realty Advisors, Inc., where he also serves as CEO. Outside of advising, he is involved in non-investment consulting and real estate management through ownership and leadership positions in related firms. Delta Advisory Group serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and consulting for life events. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and provides quarterly account reviews and ongoing supervision tailored to client objectives.

Christopher Calise is a CFA® charterholder affiliated with Haven Private in Orlando, FL. He has one year of industry experience and previously spent ten years at MCK United LLC/RPM Realty. Calise is currently involved with Intentionalize, LLC and Enclave Risk Management, LLC alongside his role at Haven Private. Haven Private is a fee-based registered investment adviser serving individual and high-net-worth clients with private wealth management and discretionary portfolio management. The firm emphasizes ongoing account oversight through written Investment Policy Statements and diversified asset-allocation models, managing a range of traditional and alternative investments while also acting as sub-advisor to a private pooled vehicle.

Allison Young is a CFP® with three years of industry experience, currently serving at Stonebridge Financial Planning Group, LLC in Orlando, FL. Her career includes multiple roles within Stonebridge and Commonwealth Financial Network. Prior to her financial advisory career, she worked in the tourism and retail sectors. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis, employing both long-term and shorter-term investment strategies across diverse asset classes.