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.

Frank Pagan is the president and investment advisor at Westbrook Investment Advisory, LLC in Kissimmee, Florida. He holds Series 63 and Series 65 licenses and has 33 years of experience in the financial services industry. His prior roles include positions at Sovereign Legacy Securities, Ameritas Investment Corp, and The Alfaomega Financial Group. In addition to his advisory work, Pagan is licensed to sell fixed insurance products including life, health, disability income, and annuities. Westbrook Investment Advisory provides discretionary investment management, qualified retirement plan consulting, and financial consulting to individuals, trusts, estates, businesses, charities, and plan sponsors. The firm implements client strategies primarily through the selection and oversight of third-party advisors and private fund managers, using a combination of macroeconomic, fundamental, quantitative, qualitative, and technical analysis to construct diversified portfolios aligned with client objectives.

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.

Timothy Clifford is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Core Wealth Consultants, LLC in Winter Garden, FL. His prior work includes a one-year tenure at Brendanwood Financial Brokerage LLC and over a decade as an independent insurance agent, which remains a small part of his professional activities. Core Wealth Consultants serves individual and high-net-worth clients through discretionary portfolio management and a structured financial planning framework called PlanAssist®. The firm integrates fundamental, technical, and cyclical analysis to manage diversified portfolios and provides continuous planning support, including an optional AI-assisted engagement tool.

Dennis Tripp is a financial advisor at Prometheus Capital Management LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Pruco Securities LLC for seven years. Prometheus Capital Management provides portfolio management and financial planning for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of charting, fundamental, and technical analysis, emphasizing large-cap, dividend-driven equities and employing options and derivatives strategies tailored to client risk tolerance and objectives.

David Petry is a financial advisor at Toro Financial Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Calton & Associates, Inc. and REAP in Wealth Management, LLC. Outside of advisory services, he operates as a sole proprietor providing insurance, telecommunications consulting, and employee benefits. Toro Financial Advisors offers discretionary asset management and retirement plan advisory services, including fiduciary roles under ERISA for qualified plans. The firm employs a flexible investment approach that combines fundamental and technical analysis, utilizing model portfolios and third-party sub-advisors while maintaining oversight and responsibility for client portfolios.

Jeffrey Nielson is a CFP® with 28 years of experience in financial advisory services. He is the principal of Avenues Wealth, LLC, an independent firm he has led since 2017. Prior to founding Avenues Wealth, he worked at Commonwealth Financial Network from 2015 to 2018. In addition to his advisory work, Nielson is a licensed insurance agent and occasionally offers insurance products to clients. He also serves as a trustee for the Izoro Property Trust, managing lease agreements and associated duties for a land holding in Texas. Avenues Wealth is a fee-only registered investment adviser serving around 60 clients and managing approximately $81.5 million in assets. The firm offers portfolio management, financial planning, retirement-plan advisory, and consulting services, utilizing diversified asset allocation strategies and discretionary management. It also provides advisory services to charitable organizations and acts as a 3(38) fiduciary for institutional retirement plans.

Carl Erickson is a financial advisor at Horizon Wealth Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Felsing LLC and CSR & Associates. Outside of advising, he works as an independent sports official and is also an Enrolled Agent providing tax preparation and advice through a CPA firm. Horizon Wealth Group offers portfolio management and investment advisory services primarily to individual and high-net-worth clients, utilizing a combination of fundamental analysis and modern portfolio theory. The firm emphasizes equities and employs a range of strategies including options and short sales, while documenting client objectives and risk tolerances without exercising discretionary trading authority.

I help those in grief (and the advisors who support them) navigate financial matters." In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my paternal grandmother passed from a stroke. In 2012, I lost my oldest child. Based on those tragic events, I changed the trajectory of my career to solely help families and individuals in grief. I decided to further my education in the field of life transitions and grief. I became a Certified Financial Transitionist®, to help clients navigate through major life events and the financial transitions that accompany them. I’ve helped over 400 families navigate many financial issues and life circumstances such as grieving loss of loved ones. If my life journey and life's passion sounds like something that could help you, I would love to walk with you on your journey to Life After Grief.

Elizabeth Mccollum is a CFP® and holds a Series 66 license, with two years of industry experience. She is the principal of Prosperity Financial Planning LLC, an independent advisory firm she joined in 2025. Prior to this, she worked at The Vanguard Group, Inc. from 2022 to 2024. Outside of financial advising, she is a licensed real estate broker and operates her own brokerage business. Prosperity Financial Planning LLC provides comprehensive financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a strategic, asset-allocation approach based on fundamental analysis and offers both discretionary and non-discretionary management with regular reviews.

Scott Thomas is a financial advisor with Stewardship Matters in Maitland, FL. He holds the ChFC® designation and Series 63 license and has 24 years of industry experience. Since 2011, he has been with Stewardship Matters and has been advising clients under his own name since 1995. He also provides planning, identity theft, and legal planning referrals through a separate activity. Stewardship Matters serves individuals, trusts, estates, charitable organizations, and employer plan sponsors by offering financial planning, pension consulting, and referrals to third-party money managers. The firm emphasizes values-based planning and does not manage assets in-house, instead assisting clients in selecting and overseeing outside portfolio managers.

With an extensive background in athletics, Marty O'Leary CFP® ChFC®, has developed his investment management and financial planning around NFL players, NFL and college football coaches, and other high-earning individuals. Customized portfolios, individualized advice, and lower than average fees combine to deliver massive value to Stadium Financial's clients.

As a second-generation American, I feel a strong drive to repay my parents for the sacrifices they made to give my brother and I the opportunities they never had. Seeing how hard my parents worked to provide for our family, I became fascinated with all things personal finance at an early age. I named my firm “Paradox” because, despite the fact that financial health is one of the most important things in life, financial education is almost entirely neglected! My passion and curiosity led me to pursue and receive a Bachelor’s in Finance from the University of Florida. From there, I embarked on a nearly decade-long journey as a traditional financial advisor. Along with an amazing team of individuals at Merrill, I worked hard to act in my client’s best interest every step of the way, yet I knew I couldn’t offer my most advanced solutions. The traditional fee-only assets-under-management model of financial advising just didn’t allow for the in-depth, no-stone-left-unturned approach I was looking for. All of that changed when I discovered the model of the advice-only financial advisor, which puts financial planning front and center for a flat fee. My goal is to educate and empower you to achieve your goals, not to manage as many of your assets as possible. This way, you can rest assured that I am incentivized to do what I believe will work best for you, not what will earn me the most fees. We’ll go over everything that contributes to your unique financial picture (that includes things like early retirement strategies, real estate, and familial obligations, to name a few). Along the way, I’ll teach you as much as you want to learn so that you can make informed decisions for yourself moving forward. Financial planning has been my life’s passion, and I’m so grateful to serve my clients. As a fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to creating holistic, sophisticated plans for my clients so they can become financially independent.

Zachary Grodzki is a financial advisor at Grodzki Wealth Management, Inc. in Orlando, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to founding his independent firm in 2026, he worked at Nona Wealth Advisors, Ameriprise, and Charles Schwab. He has a background that includes professional basketball and a real estate license. Grodzki Wealth Management Inc. offers discretionary asset management and financial planning services to individuals, high net worth clients, and business entities. The firm creates individualized portfolios using fundamental and cyclical analysis, and provides flexible financial planning engagements with both fixed and hourly fees.

Laurore Jean Pierre is a financial advisor at JP Law and Wealth Advisors PLLC in Maitland, FL, with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill Lynch, Charles Schwab, SunTrust Bank, and Wells Fargo. Ms. Jean Pierre is also a licensed attorney and provides legal services through her firm. JP Law and Wealth Advisors offers tailored asset-allocation advice and written financial planning to individuals, charitable organizations, and small businesses. The firm combines technical and fundamental analysis with modern portfolio theory, primarily using model portfolios and third-party money managers for implementation, and operates a fixed-fee planning model without discretionary management or custody of client assets.

Alfonso Borrero is the principal of Borrero Investment Management, LLC in Orlando, FL, holding Series 63 and Series 65 designations with 26 years of industry experience. He has led his independent firm since 2013. Outside of his advisory work, he serves as a financial consultant for SLB Hotel Group, LLC, assisting with financial statement preparation and accounting support. Borrero Investment Management provides advisory services to individuals and high-net-worth clients across various securities, employing a combination of fundamental analysis and modern portfolio theory. The firm manages both discretionary and non-discretionary accounts, uses leverage and derivatives in its strategies, and conducts regular portfolio monitoring and reviews.

Thomas Keel is the sole advisor at Keel Asset Management, LLC in Orlando, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led his independent firm since 2008. Keel Asset Management, LLC is a fee-only registered investment adviser serving a small client base of approximately 25 clients with around $3.1 million in assets. The firm focuses on aligning clients with independent third-party portfolio managers, overseeing manager selection and performance, and administering client relationships without directly managing daily trading.

Michael Ciaston is the principal of Ciaston Financial Group LLC and holds a Series 65 license. He has been in the financial industry since 2021, with prior experience at Marcum LLP, MG Stover, and Alter Domus. In addition to his advisory role, he provides tax preparation and bookkeeping services. Ciaston Financial Group LLC is a newly formed investment manager offering discretionary asset management and complimentary financial planning for managed accounts. The firm implements investment programs using a combination of fundamental, technical, charting, and cyclical analysis, with occasional use of options and pooled investment vehicles.

Stephen Overstreet is a CFP® professional with 24 years of experience in financial advising. He is the sole advisor at the Financial Planning Office of Stephen Overstreet, P.A., an independent, fee-only firm he has led since 1996. The firm serves individual households, including professionals, business owners, and retirees, managing approximately $35 million for fewer than two dozen clients. The firm provides comprehensive financial planning and investment advisory services, focusing on long-term, buy-and-hold strategies using low-cost mutual funds and ETFs across multiple asset classes. It operates primarily on a non-discretionary basis, offering quarterly reviews and integrating retirement and insurance assets into its analyses.