Phillip Connors is a financial advisor at Value Financial Advisers, Inc. with 15 years of industry experience. He holds the Series 66 designation and previously worked for Leigh Baldwin & CO., LLC for 10 years. Outside of his advisory role, he has engaged in part-time work as a delivery driver. 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 applies a long-term, fundamental investment approach with Committee oversight for securities approval.

Alexander Read is a financial advisor at Lyons Wealth Management with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Lyons Wealth Management since 2009, with prior roles at CSG Capital Advisors LLC and Innovation Partners LLC. Lyons Wealth Management is a team-based registered investment adviser managing approximately $127 million for primarily high-net-worth individuals, trusts, estates, and other entities. The firm employs a combination of fundamental security analysis and quantitative risk models across multiple strategies, including tactical allocation and option-driven income programs, and provides customized investment management, sub-advisory services, and managed mutual-fund offerings.

Rolando Castano is a financial advisor at Nolan Capital Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Nolan Capital Advisors since 2012. The firm serves individuals, high-net-worth clients, business owners, and retirement plans, providing investment management alongside comprehensive financial planning, including retirement, education, estate, tax, and insurance planning. Nolan Capital Advisors follows a structured Five-Point Planning Process and employs diversified portfolios guided by Modern Portfolio Theory.

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.

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 Calton & Associates, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Calton & Associates since 2013. Edwards is also a partner at Edwards Financial Services and serves as a board member for the Winter Park Chamber of Commerce, Florida Hospital, and Florida Citrus Sports. Calton & Associates provides portfolio management, financial planning, retirement plan consulting, and access to third-party money managers for individual investors, retirement plans, trusts, and estates. The firm offers various investment program structures and combines fee-based advisory services with commissionable brokerage and insurance products.

Tiffany King is a financial advisor with Symphony Financial Team in Lake Mary, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 36 years of industry experience, including prior roles at Raymond James Financial Services from 2014 to 2017. Outside of advisory work, she serves as a board member for Orlando Interamericas H3 LLC, an organization involved in event bidding. Symphony Financial Team provides comprehensive financial planning and consulting services to individuals and high-net-worth clients, often business owners and executives, through tiered planning packages. The firm emphasizes integrated, ongoing planning supported by a web-based wealth platform and collaborates with clients’ tax, legal, and insurance advisors while relying on third-party managers for investment implementation.

Lu Yu is a financial advisor at FamilyWealth Asset Management with seven years of industry experience. He holds a Series 65 designation and has worked at FamilyWealth since 2018. In addition to his advisory role, he provides accounting services for Workplace Solutions, Inc. FamilyWealth Asset Management serves a diverse client base, including individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, foundations, and small businesses. The firm employs a multi-asset, dynamic investment approach combining passive, active, and alternative strategies, supported by a proprietary platform that facilitates portfolio management and client services.

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® and Series 63 licensed financial advisor with three years of industry experience. She is currently with Stonebridge Financial Planning Group, LLC in Orlando, FL, where she has worked across multiple roles since 2021. Prior to her financial advisory career, she was employed at International Heli Tours and Great Clips. Stonebridge Financial Planning Group serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm operates as a five-advisor team managing approximately $329.7 million in assets, utilizing a combination of discretionary asset management, customized model portfolios, and both long-term and shorter-term investment strategies.

James Sewell is a financial advisor with Green Vista Asset Management LLC and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including 15 years at G.A. Repple & Company and ongoing roles at Covenant Financial Management and Niceville Business Exchange. Outside of finance, he serves as president of a local networking organization. Green Vista Asset Management serves individual and institutional clients through customized portfolio management, financial planning, and third-party manager selection. The firm combines third-party research with in-house due diligence across a broad range of investment strategies and maintains active oversight of third-party managers to align portfolios with client objectives.