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.

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.

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.

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.

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 in Winter Park, FL, holding a Series 65 designation with 12 years of industry experience. He has worked at Sungate Capital, LLC, Atlantic Strategic Insights, Business Valuation Analysts, LLC, and ValuEngine Capital Management, LLC. In addition to his advisory role, Lugasi is involved in private equity through SunGate Capital, a single-family office specializing in private company valuations. VL Capital Management provides investment management services to individual clients with tailored portfolio management and allows clients to impose investment restrictions. The firm employs proprietary strategies based on fundamental analysis, invests across asset classes, and conducts ongoing account monitoring with at least quarterly reviews.

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 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.

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.