Harry Sherman is a financial advisor with Winslow Financial LLC in Indialantic, FL, holding a Series 65 designation and four years of industry experience. He has led Sherman Media & Marketing since 2017 and previously managed Sherman Media Company for over 30 years. Winslow Financial LLC advises individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, and tax preparation services. The firm employs a non-discretionary investment approach based on Modern Portfolio Theory, using diversified mutual funds, ETFs, and selective individual stocks, with tax and actuarial expertise integrated into its service model.

Gerald Fasanella is a financial advisor with Heron Equity Management, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been affiliated with Heron Equity Management since 2019 and operates as a sole proprietor focusing on fixed insurance sales. Heron Equity Management, LLC is a state-registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a combined tactical and strategic asset-allocation process that includes proprietary technical and quantitative analysis, managing portfolios composed mainly of stocks, ETFs, options, and derivatives tailored to client risk profiles and time horizons.

Robert Lang is the principal of Lang Asset Management, Inc. in Indian Harbour Beach, FL, holding the CFA® designation and Series 65 license with 22 years of industry experience. He has been with Lang Asset Management since 1990. Lang Asset Management serves individual and institutional clients, including high-net-worth individuals, pension plans, and nonprofit organizations. The firm emphasizes low-cost, well-diversified portfolios focused on high-quality fixed income and equities, using a fundamental long-term buy-and-hold strategy combined with regular portfolio reviews.

Robert Clark Jr. is a financial advisor at Sound Financial Solutions LLC in Melbourne, FL, holding a Series 66 designation with 24 years of industry experience. His prior roles include positions at Securities America Advisors, Investors Security Company, LPL Financial, and Morgan Stanley. He has been with Sound Financial Solutions since 2013. Sound Financial Solutions LLC provides investment advisory, retirement-plan consulting, and financial planning services to individuals, households, and small businesses. The firm manages approximately $15.8 million across about 74 clients, offering both discretionary and non-discretionary portfolio management using a mix of fundamental, technical, and cyclical analysis with various investment options including mutual funds, equities, fixed income, ETFs, REITs, and non-U.S. securities.

Luke Ottinger is a financial advisor with Sound Financial Solutions LLC in Melbourne, FL. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Sound Financial Solutions since 2013. Outside of his advisory role, he serves as a director of Minuteman Printery, Inc., a family-owned printing business, without compensation or active involvement. Sound Financial Solutions LLC provides investment advisory, retirement-plan consulting, and financial planning services to individuals, households, and small businesses. The firm manages approximately $15.8 million for around 74 clients, employing a mix of fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies.

Paul McCarthy III is a financial advisor with Investment Management Services Group, LLC in Melbourne, FL, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with Investment Management Services Group since 2011 and is also a vice president and insurance agent at IMS Partners, Inc., where he manages an insurance agency and sells insurance-related products. Investment Management Services Group, LLC provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-HNW households, using a blend of fundamental, technical, and cyclical analysis to build diversified, equity-focused portfolios.

Barbara Nooney is a CFP® and PFS™ credentialed advisor with 11 years of industry experience. She is a partner at Flavin Financial Services, Inc., where she has worked since 2015, and also holds a CPA designation through her partnership in Flavin, Nooney & Person, an accounting firm. Outside of financial advising, she serves as a CPA partner at the accounting firm, working approximately 150 hours monthly. Flavin Financial Services provides discretionary wealth management and retirement plan advisory services to individuals, families, trusts, estates, corporations, small business owners, foundations, and municipalities. The firm emphasizes a fundamental analysis investment approach combined with diversification and customized allocations aligned with client goals and risk tolerance, offering integrated tax and financial planning through its affiliation with an accounting practice.

Gary Steer is a CFP® professional with 24 years of experience in the financial industry. He is currently with OxenFree Financial, a firm he joined in 2024, after previously running Steer Financial Advisors and working at Cadaret, Grant & Co., Inc. He also serves as financial secretary for Rock Harbor Covenant Church and is involved with World Renewal International, a mission organization. OxenFree Financial serves individual investors, charities, and businesses by providing discretionary portfolio management, financial planning, and related consulting services. The firm delivers tailored advice and manages accounts using mutual funds, ETFs, model portfolios, and, for eligible clients, limited listed-options strategies, while also offering financial coaching and educational seminars.

Matthew Treskovich is a CFP®, CFA®, and PFS™ with ten years of industry experience. He is a financial advisor with Flavin Financial Services, Inc. and has prior experience at Chas. P. Smith and Associates, P.A., C.P.A.'s. Outside of his advisory role, he is a managing member of a technology consulting firm, a partner at an accounting firm, active in horse training management, and serves as treasurer for a local Boy Scout troop. Flavin Financial Services, Inc. provides discretionary wealth management and retirement plan advisory services to individuals, families, trusts, estates, corporations, small business owners, foundations, and municipalities. The firm’s investment approach combines fundamental analysis with diversified fund allocations, managing portfolios on a discretionary basis and offering integrated tax and financial planning through its affiliation with an accounting practice.

Brandon Judas is a financial advisor at Singer Wealth Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has worked with various firms, including Neil Jesani Wealth Advisors and Ameritas Life Insurance Corp. His current role is based in Palm Bay, FL. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary consulting services, employing a combination of fundamental analysis and tactical strategies to manage diverse investment portfolios.

William Mcdavid is a financial advisor at Flavin Financial Services, Inc. with 22 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Flavin Financial Services in 2026, he was with McDavid & Company Wealth Management Services for 22 years. He is also the managing shareholder of a CPA firm, McDavid & Co., PA. Flavin Financial Services provides discretionary wealth management and retirement plan advisory to a range of clients including individuals, families, trusts, corporations, and municipalities. The firm’s investment approach emphasizes fundamental analysis and diversification, offering customized portfolio management and integrated tax and financial planning services.

Tyler Heckman is a CFP® professional with one year of industry experience, currently serving at Flavin Financial Services, Inc. He has prior experience at Flavin, Nooney & Person and other financial and insurance firms. He is also a partner in an accounting firm and serves as treasurer for a local nonprofit organization. Flavin Financial Services provides discretionary wealth management and retirement plan advisory services to a range of clients including individuals, families, trusts, and businesses. The firm emphasizes fundamental analysis and diversified portfolios, integrating tax and financial planning through its affiliation with an accounting practice.

Luke Bunch is a financial advisor at OxenFree Financial in Melbourne, FL, with three years of industry experience. He holds a Series 65 designation and previously worked at Affinity Financial Advisors and James Phillips P.A. Dba Phillips Financial Advisors, with prior experience at Leggett & Platt Inc. Outside of advising, he is a solutions architect for OxenFree Technology LLC, a fintech company, and he serves as treasurer for the Sanibel Cove Homeowners Association. He also owns and operates ALT Customs LLC, an online retail business focused on 3D printing. OxenFree Financial serves individual investors, charities, and businesses by providing discretionary portfolio management, financial planning, and related consulting services. The firm offers tailored advice using mutual funds, ETFs, and model portfolios, with periodic account reviews that consider client objectives, risk tolerance, and tax factors.

Garth Moreau is a financial advisor at OxenFree Financial in Melbourne, FL, holding the Series 66 designation with 18 years of industry experience. His prior roles include positions at Cetera, Affinity Financial Advisors, and Phillips Financial Advisors. Outside of his advisory work, he is also a licensed insurance agent selling life, annuities, and long-term care products, and serves as a notary public. OxenFree Financial serves individual investors, charities, and businesses with discretionary portfolio management, financial planning, and related consulting services. The firm offers tailored advice and manages accounts using mutual funds, ETFs, and model portfolios, incorporating client objectives and risk tolerance into its recommendations.

Thomas Flavin is a CFP® and PFS™ credentialed advisor with 11 years of industry experience, based in Melbourne, FL. He has been affiliated with Flavin Financial Services, Inc. and its predecessor entities since 1999, and he is also CEO and shareholder of Flavin Nooney & Person, a certified public accounting firm. Outside of his financial advisory work, Thomas serves as acting Head of School and past board chair at Holy Trinity Episcopal Academy, a nonprofit K-12 church-affiliated school. Flavin Financial Services provides discretionary wealth management and retirement plan advisory services to individuals, families, trusts, estates, corporations, small business owners, foundations, and municipalities. The firm’s investment approach emphasizes fundamental analysis and diversification, managing portfolios on a discretionary basis with tailored allocations aligned to client goals and risk tolerance. Its affiliation with an accounting practice and integrated tax planning distinguishes it within the advisory community.

John Sinchok is a financial advisor at OxenFree Financial in Melbourne, FL, holding a Series 65 credential with four years of industry experience. Before joining OxenFree Financial in 2023, he worked at James Phillips PA DBA Phillips Financial Advisors and Affinity Financial Advisors. Outside of financial advising, he is involved with OxenFree Technology LLC, a fintech company, where he serves as media and operations coordinator. OxenFree Financial serves individual investors, high-net-worth clients, charities, and businesses by providing discretionary portfolio management, financial planning, and related consulting services. The firm offers tailored advice using mutual funds, ETFs, and model portfolios, and includes financial coaching and educational seminars as part of its service offerings.

Nathan Kallal is a Series 65-licensed advisor with six years of industry experience. He is currently with OxenFree Financial, where he has worked since 2023, following prior roles at James Phillips PA DBA Phillips Financial Advisors and Affinity Financial Advisors. Outside of advising, he serves as an operations coordinator at OxenFree Technology LLC, a fintech company. OxenFree Financial serves individual investors, charities, and businesses by providing discretionary portfolio management, financial planning, and related consulting services. The firm offers tailored advice using mutual funds, ETFs, model portfolios, and limited listed-options strategies, while also facilitating estate planning and financial education.

Ronald Nalven is a CFP® with 40 years of industry experience and is currently affiliated with Modern Capital Advisors, LLC. He has worked at Liberty Partners Financial Services, LLC since 2016. Outside of financial advising, he is involved as a musician and band leader with Wishing Star Entertainment Group, LLC. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach with a core-and-satellite framework using passive index funds supplemented by active managers or third-party strategists.

Kendra Carano is a financial advisor with Success Wealth Management LLC in Sebastian, FL, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior work includes roles at Hazard & Siegel Inc and New York Life Insurance Co. She is also involved as an independent insurance agent through Charter Financial Group and conducts insurance and annuity sales through Carano Financial Group LLC. Success Wealth Management advises individuals and high-net-worth clients with discretionary asset management, tailored financial planning, and consulting services. The firm applies Modern Portfolio Theory and customizes asset allocation to clients’ goals and risk tolerance, offering quarterly reviews and access to a strategy-linked Market Savings Liquid Program through a sub-advisory partnership.

Andrew Cettina is a financial advisor at OxenFree Financial with two years of industry experience. He holds a Series 65 designation and has worked at firms including EpicPRO Financial Management and SunTrust Bank. In addition to his advisory role, he serves as a project coordinator for SENA-Tech LLC, an electrical contracting company. OxenFree Financial serves individual investors, charities, and businesses with discretionary portfolio management, financial planning, and related consulting services. The firm offers tailored advice and manages accounts using mutual funds, ETFs, model portfolios, and limited listed-options strategies, incorporating client objectives and risk tolerance into its recommendations.