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.

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.

Charles Black is a CFP® with 38 years of industry experience, currently serving at Royal Palm Investment Advisors, Inc. since 2010. He is also affiliated with Longview, Inc., a registered investment advisor providing financial management services. Royal Palm Investment Advisors offers discretionary portfolio management and consultative financial planning to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities, managing approximately $34.6 million for about 97 clients using a combination of fundamental, technical, and cyclical analysis.

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.

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.

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.

Brad Weinberg is a CFA® charterholder and the sole advisor at W Bradley Wealth Management LLC with one year of industry experience. Prior to founding his firm, he has been a partner at Blueprint Health, a digital health accelerator management company, since 2013. His role at Blueprint Health involves strategic advising and fund operations, although he dedicates less than one percent of his time to this activity. W Bradley Wealth Management offers financial planning and investment management services to individuals, high-net-worth clients, corporations, and institutional clients. The firm primarily employs a passive, asset-class investment approach using index mutual funds and ETFs and features atypical fee structures, including hourly billing for planning and flat negotiated management fees.

Gregory Money is the principal of Coastal Wealth Advisory Services, LLC in Lake Mary, FL, with 31 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and has worked at various firms including World Equity Group and Triumph Wealth Advisors. In addition to his advisory role, he serves as an independent insurance agent through his corporation, Alexander, Money & Associates, focusing on fixed life and health insurance. Coastal Wealth Advisory Services provides discretionary and non-discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as retirement plans. The firm offers tailored portfolios using fundamental analysis combined with long- and short-term strategies, ongoing portfolio monitoring, and tax-aware investment opportunities.

Andrew Machata is a CFP® with 17 years of experience in the financial industry. He is the principal advisor at Semper Wealth Management LLC, an independent firm he has led since 2019. Prior to founding Semper Wealth, he worked at Charles Schwab and Schwab Private Client Investment Advisory. He is also the owner of Vestergy LLC, a financial education and newsletter company focused on financial planning, investment ideas, and the impact of AI on markets and businesses. Semper Wealth Management LLC manages approximately $10.8 million across 27 client relationships, offering discretionary portfolio management, financial planning, pension consulting for ERISA retirement plans, and supplemental services such as tax preparation and bookkeeping. The firm constructs tailored portfolios using third-party research and proprietary analysis, including the use of derivatives and structured products, and serves individual, high-net-worth, retirement plan, and corporate clients.

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.

Roland Castro is a Series 66-licensed financial advisor with three years of industry experience. He is the principal of Blueprint Capital Group LLC, where he has worked since 2025. Castro also operates a consulting business focused on organizational structure and employee retention. Blueprint Capital Group LLC offers discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, managing approximately $5.3 million across about 38 clients. The firm utilizes a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to tailor portfolios based on clients’ goals, time horizons, and risk tolerance, while also providing third-party manager referrals and educational seminars.

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.

Christopher Yandell is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Yandell Investments, LLC in Orlando, FL. He previously worked at Commonwealth Financial Network and Investment Centers of America. Yandell is also the owner and president of Yandell & Company P.A., an affiliated insurance agency. Yandell Investments, LLC manages approximately $154 million for around 118 clients, offering financial planning, discretionary asset management, and retirement plan consulting. The firm employs asset-allocation strategies and utilizes third-party model portfolios, with a formal relationship with Commonwealth Financial Network for program access and administrative services.

Daniel Lugasi is a financial advisor at VL Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Sungate Capital, LLC and Business Valuation Analysts, LLC. In addition to his advisory role, he is involved in private equity through Sungate Capital, a single-family office. VL Capital Management provides tailored investment management services to individual clients, employing proprietary strategies based on fundamental analysis and offering flexibility across asset classes. The firm monitors accounts regularly and seeks to limit transaction costs while allowing clients to impose investment restrictions.