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.

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 an independent financial advisor with Grodzki Wealth Management, Inc. in Orlando, FL. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to founding his firm in 2026, he worked at Nona Wealth Advisors, Ameriprise, and Charles Schwab, and was previously a professional basketball player. He also holds a real estate license. Grodzki Wealth Management provides discretionary asset management and financial planning services to individuals, high net worth clients, and business entities. The firm builds individualized portfolios using fundamental and cyclical analysis, offers both fixed and hourly billing for planning, and conducts periodic account reviews.

Kevin Wenke is a CFP®-credentialed financial advisor at Stormathrive Wealth Management with 11 years of industry experience. His career includes roles at Decision Tree Investment Advisors LLC and Freedom Mortgage Corporation. Outside of finance, he owns Decision Tree Tax Advisors LLC and is involved in several small businesses, including a trucking and construction company and a travel referral service. Stormathrive Wealth Management provides customized financial planning and investment advisory services to individuals, families, and a broad range of institutional and nonprofit clients. The firm employs a rules-based, risk-focused investment approach incorporating proprietary strategies and offers various engagement formats, including fixed-fee, hourly, and performance-based arrangements.

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.

Tyrone Harvey is a financial advisor at ARX Strategic Wealth in Orlando, FL, holding a Series 65 license with one year of industry experience. Prior to joining ARX Strategic Wealth, he worked at Ameritas Advisory Services and has been involved with The Master's Academy as a youth coach since 2022. Outside of advisory work, he is engaged in coaching children through The Master's Academy. ARX Strategic Wealth provides portfolio management and written financial planning services to individuals, including high-net-worth clients, as well as charitable and business entities. The firm utilizes fundamental analysis and modern portfolio theory with a long-term trading approach, often working under discretionary authority and documenting client objectives and risk tolerance in an Investment Policy Statement.

Timothy Morris is a financial advisor at Zenith Wealth Management in Orlando, FL, holding a Series 65 designation with five years of industry experience. His prior work history includes positions at Darden Inc. and MIS Insurance Services. Zenith Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to guide discretionary portfolio management and financial planning.

Milan Pualic is a CFA® charterholder and advisor at Monterra Advisors, LLC with one year of industry experience. His prior experience includes roles at Citibank Europe plc, Citi Trust, and CV Advisors, LLC. He currently serves as a director and investment committee member for Monterra Funds SICAV p.l.c., a Maltese professional investor hedge fund, where he participates in governance and portfolio oversight. Monterra Advisors is an independent multi-family office and registered investment adviser serving high-net-worth families, entrepreneurs, athletes, foundations, and select operating companies. The firm combines low-cost ETFs with actively managed equities and bonds, alongside allocations to alternative strategies, and emphasizes fundamental research, manager due diligence, and risk monitoring to align portfolios with client objectives.

Christopher Jones is a Series 65-licensed financial advisor with 19 years of industry experience. He has been the sole advisor at Sparrow Wealth Management since 2010. Sparrow Wealth Management is a fee-only independent firm serving high-net-worth individuals, families, trusts, businesses, and institutional clients such as pension and profit-sharing plans. The firm emphasizes asset allocation through passively structured mutual funds and ETFs, offers integrated financial planning with discretionary asset management, and provides portfolio management services for both individual and institutional retirement accounts.

Michelle Gordon is a financial advisor at Investably LLC in Orlando, FL, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Profunds Distributors, Inc. and The Leaders Group Inc. Outside of her advisory role, she appears as a featured expert guest contributor on the live television series ComercioTV and is involved in financial wellness education as founder and CEO of Happy Wealthy Me LLC. Investably LLC serves high-income individuals, families, business founders, and charitable organizations, offering wealth management, founder-level virtual family office services, retirement plan consulting, and portfolio management. The firm employs a planning-first, discretionary investment approach that incorporates tax-aware trading, fixed-income solutions, and private market access as part of comprehensive wealth plans.

Steven Wise is the principal of OwenWise Financial LLC in Orlando, FL, where he has 14 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his financial advisory work, Wise operates WisePay Solutions LLC and several related entities. OwenWise Financial provides portfolio management, financial planning, consulting, and institutional asset management services. The firm uses diversified, largely passive asset-allocation models tailored to client objectives, incorporates fundamental analysis, and offers integrated tax and planning services through an affiliated accounting practice run by Wise.

Andres Ortiz is a financial advisor at IQ Portfolios with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and J.W. Cole Advisors. Ortiz is also an independent insurance agent. IQ Portfolios provides ongoing portfolio management to individual and high-net-worth clients, offering tailored investment strategies, third-party manager selection, and co-advisory services with managed account solutions. The firm employs a variety of analytical methods and generally follows a long-term trading approach.

William Palmer is a CFP®, ChFC®, and PFS™ credentialed financial advisor with 23 years of industry experience. He has been the principal and sole advisor at Allegiance Wealth Management, Inc. in Orlando, FL since 2002. Allegiance Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, businesses, charitable institutions, and retirement plan participants. The firm manages diversified, discretionary portfolios emphasizing no-load mutual funds and ETFs across multiple asset classes, focusing on client objectives, risk tolerance, and regular portfolio review.

Timothy O'Mara is a CFA® charterholder with 16 years of industry experience, currently serving as the sole advisor at Opima Capital Management, LLC. His prior work experience includes positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Wilmington Trust, and CITIGROUP. Outside of finance, he is an independent music producer through Tim O'Mara Productions. Opima Capital Management provides portfolio management and financial planning services to individual and institutional clients, including employer-sponsored retirement plans. The firm employs a combined approach of fundamental, technical, cyclical, and economic analysis and is noted for its institutional and pension consulting capabilities.

Alexis Hongamen is a CFP® and holds a Series 65 license, with nine years of experience in financial advising. Since 2016, Hongamen has been the principal advisor at Total Financial Planning, LLC and concurrently works as a project engineer at a federal space agency. Total Financial Planning, LLC serves individual and trust clients with portfolio management and financial planning, including college-planning guidance. The firm manages a small client base on a discretionary basis, using a range of analytic methods and options strategies, and offers educational workshops on college-related topics.

As a CERTIFIED FINANCIAL PLANNER™ professional since 2019, I specialize in personalized financial guidance through life's critical transitions. With a Bachelor's in Finance from UCF, an MBA from Mercer University, and membership in the Central Florida Estate Planning Council, I combine technical expertise with genuine empathy. Expertise Retirement Transition Planning: Creating sustainable income strategies, optimizing Social Security, addressing healthcare needs, and managing distribution tax implications. Long-Term Planning: Developing customized savings strategies, maximizing employer benefits, and creating diversified portfolios for future security. Inherited Asset Management: Navigating the emotional and technical aspects of managing newly acquired wealth. Estate Planning: Aligning investments with estate goals and coordinating with legal professionals. Philosophy My approach centers on education, holistic planning, and long-term partnership. I believe informed clients make better decisions, financial strategies should work in harmony, and ongoing guidance is essential as circumstances change. Community Involvement As a mother of two daughters, I'm committed to empowering the next generation. I serve as a Girl Scout leader and actively volunteer in my children's schools, sharing my passion for financial literacy and leadership development. I welcome the opportunity to discuss your financial goals. Please contact me to schedule a complimentary consultation.

Joseph Veasey is a CFP® professional with 11 years of industry experience. He is an advisor at Stewardship Advisory Group, LLC in Clermont, FL, and has held roles at several firms including United Planners' Financial Services and AE Wealth Management. Veasey is also involved in Stewardship Legacy Coaching, providing services related to family and business legacy planning. Additionally, he serves as a trustee for Redeemer Orthodox Presbyterian Church. Stewardship Advisory Group offers wealth management and investment services to individuals, trusts, estates, charities, and retirement plans. The firm uses written risk profiles to tailor portfolios and employs multi-manager strategies, with a focus on values-based investing and stewardship through public seminars and workshops.

Enrique Loscher is a financial advisor at Rea Financial in Orlando, FL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at International Assets Advisory, GFG Solutions, and MassMutual Life Insurance Co. Rea Financial is a registered investment adviser that offers discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients. The firm utilizes fundamental and technical analysis alongside modern portfolio theory, employing a range of strategies tailored to client objectives.