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 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.

Manan Patel is a CFP® professional with seven years of industry experience. He currently serves as a financial advisor at Ample Wealth Partners LLC and previously worked at Northwestern Mutual in various capacities from 2017 to 2026. Prior to his financial career, he was involved with Johnson Gourmet Coffee for four years. Ample Wealth Partners LLC is a newly registered SEC investment adviser offering asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, and business owners. The firm employs fundamental analysis and Modern Portfolio Theory to develop long-term and income-oriented portfolios and provides discretionary portfolio management and fixed-fee financial planning packages.

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.

Tyrone Harvey is a financial advisor at ARX Strategic Wealth with one year of industry experience. He holds a Series 65 credential and has worked at Ameritas Advisory Services and Duvall Financial Group. Outside of financial advising, he is involved in coaching youth at 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 applies fundamental analysis and modern portfolio theory with a long-term approach, offering discretionary portfolio management and written plans that cover investments, retirement, taxes, insurance, college funding, and credit planning.

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 investment advisor at Monterra Advisors, LLC with experience that includes roles at Citibank Europe plc and Citi Trust. He currently serves as a Director and Investment Committee Member of Monterra Funds SICAV p.l.c., a Maltese professional investor fund, where he participates in board governance and investment oversight. Monterra Advisors is an independent multi-family office and registered investment adviser serving families, high-net-worth individuals, entrepreneurs, athletes, foundations, and select operating companies. The firm combines low-cost ETFs with actively managed equities and bonds, and allocates to third-party managers and alternative strategies, emphasizing bottom-up research, documented due diligence, and regular portfolio reviews.

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.

Julio Rivera is a CFP® professional with six years of experience in financial advising. He is the founder of Green Beret Financial Planning and also serves as the owner and bilingual financial coach of Morrow Group, Inc. Rivera has prior experience with Primerica Advisors and has served in the U.S. Army since 2015. Green Beret Financial Planning is an independent registered investment adviser that provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm constructs portfolios using ETFs, low-cost mutual funds, individual stocks, and bonds, employing both fundamental and technical analysis with a generally long-term approach while maintaining flexibility for active trading.

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 19 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. In addition to his advisory role, he operates as an independent insurance agent. IQ Portfolios provides ongoing portfolio management for individual and high-net-worth clients, offering tailored asset allocation, asset selection, and portfolio monitoring. The firm employs a variety of analytical methods and generally pursues a long-term trading approach, often acting as a co-advisor when clients use managed account solutions.

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.

Ready to retire with confidence? I'm Keith Hensley, a CFP® professional and fiduciary financial advisor helping near-retirees and retirees in Orlando, Florida navigate one of life's biggest transitions. Whether you're approaching retirement or already there, I provide flat-fee financial planning that's completely transparent and conflict-free. Here's how I'm different. My firm is fee-only and advice-only. That means I don't sell products, earn commissions, or have hidden agendas. You pay a flat fee for comprehensive financial planning, and I work for you. Period. Our focus is on your most pressing questions... - When can I retire? - How much can I safely withdraw each year? - How do I turn my savings into a paycheck? - When should I apply for Social Security? - How do I minimize taxes in retirement? - Will I run out of money? Who do I work with? Primarily near-retirees and retirees in the Orlando area who want a trusted partner to help them make smart decisions about retirement income, Social Security timing, tax planning, and investment strategies. I also work with younger professionals who are serious about building wealth. What should you expect? I'm naturally laid back and genuinely interested in your story. This isn't about pushing products or rushing through meetings. It's about understanding your goals, addressing your concerns, and building a financial plan that works for your life. As a fiduciary, I'm legally required to put your interests first. But beyond the legal requirement, that's just how I believe financial planning should work. Why do Orlando families trust Florida Financial Planning? You're working with a local CFP® professional who understands the Orlando market and serves families in this community. No national call centers. No rotating advisors. Just straightforward, transparent financial planning from someone who's invested in your success.