Carlos Sacasa is a financial advisor with Borger Capital Management LLC in Apopka, FL. He holds Series 63 and Series 65 credentials and has two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Charles Schwab. Outside of financial advising, he is involved in eBay sales and collects royalties from intellectual property. Borger Capital Management serves individual investors, families, and small business owners by providing personalized advisory services such as asset and portfolio management, financial and retirement planning, and insurance reviews. The firm employs a blend of charting, fundamental, technical, and cyclical analysis with a focus on concentrated precious metals exposures as a core investment strategy.

Arthur Mckee IV is a CFP® professional with 23 years of industry experience, currently with McKee Investment Planning, Inc. He previously worked at Legg Mason Wood Walker, Incorporated. In addition to his advisory work, he occasionally teaches corporate finance and economics as an adjunct instructor. McKee Investment Planning serves individual and high-net-worth clients, providing investment management, retirement and personal financial planning, and small-business retirement-plan services. The firm combines top-down global assessments with bottom-up security selection, using region-focused mutual funds and ETFs, and maintains a fee-only, discretionary management approach.

Ronald Mccoy is a financial advisor at Freedom Capital Advisors Inc. in Clermont, FL, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Freedom Capital Advisors since 2012. Freedom Capital Advisors provides investment advisory and financial planning services to individual investors, joint accounts, IRAs, trusts, and corporate accounts. The firm follows a conservative, value-driven investment approach emphasizing income generation and risk-adjusted returns, utilizing fundamental, technical, and macroeconomic analysis.

Steven Van Metre is a financial advisor at Quantum Wealth Advisors LLC in Winter Garden, FL, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Atlas Financial Advisors, Inc. for 14 years. In addition to his advisory work, he is a licensed insurance agent and owns Bakersfield Retirement in Bakersfield, CA. Quantum Wealth Advisors provides portfolio management, financial planning, and a subscription-based market-timing newsletter to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading strategy supported by various analytical methods and offers multiple fee models, including fixed, hourly, and subscription fees.

Raymond Bock III is a financial advisor at Rockdale Financial Services, Inc. with over 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cetera Advisors LLC and Rockdale Financial Services since the early 1990s. Outside of his advisory role, he is involved with Peas and Carrots Agency LLC, a talent agency focused on acting. Rockdale Financial Services serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing non-discretionary investment advisory services alongside financial planning and consulting. The firm manages portfolios primarily through allocations to mutual funds, ETFs, and independent managers, and offers periodic reporting and reviews to clients.

Jeffrey Rogers is a financial advisor with Stewardship Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held leadership roles in multiple affiliated entities since the early 2000s, including founding Stewardship Legacy Coaching, which focuses on family and business legacy stewardship. Rogers is also an author, speaker, and serves on the board of Compass-Finances God's Way of Central Florida, a nonprofit promoting faith-based financial principles. Stewardship Advisory Group serves individuals, trusts, estates, charities, and retirement plans with comprehensive wealth and investment management, employing written risk profiles and multi-manager strategies that include Biblically Responsible Investing models.

Patrick Robertson is a financial advisor at Strategic Wealth Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including Securities America Advisors, Inc. and Packerland Brokerage Services. In addition to his advisory role, Robertson is involved in the sales of fixed life insurance and annuities through Greyhound Financial. Strategic Wealth Management serves individual and high-net-worth clients by providing portfolio management and tailored financial planning. The firm emphasizes long-term trading using a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis to build diversified portfolios.

Matthew Dowling is a financial advisor with Newell Wealth Management, LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Newell Wealth Management, he spent eight years at Lockheed Martin and a year at the Georgia Institute of Technology. Newell Wealth Management is a state-registered independent advisory firm serving individuals, high-net-worth clients, and employer plan sponsors. The firm uses a structured planning framework that integrates retirement income, tax-aware planning, and investment strategy, combining passive and active approaches with tactical asset allocation adjustments.

Cassandra Gegenheimer is a financial advisor at McKee Investment Planning, Inc. with one year of industry experience. Prior to joining McKee Investment Planning, she worked at the Federal Bureau of Investigation and Florida Blue. McKee Investment Planning serves individual clients, including high-net-worth households, offering investment management, retirement and personal financial planning, and small-business retirement-plan services. The firm uses a combined top-down and bottom-up investment approach, manages accounts on a discretionary, fee-based basis, and typically conducts annual reviews tailored to individual client goals.

Colin Philips is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He is currently with Cast Member Financial LLC, where he has worked since 2024. His prior experience includes roles at Truist Advisory Services, Madison Avenue Securities, AE Wealth Management, and Charles Schwab. Cast Member Financial LLC provides investment management and financial planning services to individuals, high net-worth clients, charitable organizations, and businesses. The firm uses a combination of modern portfolio theory and fundamental analysis, offering discretionary account management and ESG strategies upon request, along with educational seminars and speaking engagements.

Taylor Woodard is a financial advisor at Luxon Brown with six years of industry experience. He holds a Series 65 designation and previously worked at The Cabana Group and Active Assistant, LLC. Outside of his advisory role, Woodard is also active as a licensed realtor with Luxon Brown Realty, LLC. Luxon Brown provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on ongoing portfolio management and comprehensive planning including retirement, income, legacy, tax-aware strategies, and estate planning. The firm employs a blend of fundamental, quantitative, technical analysis, and modern portfolio theory, with a preference for ETFs and both discretionary and non-discretionary management tailored to client goals and risk tolerances.

Nicholas Ellison is a CFP® professional with seven years of experience in financial advisory. He is affiliated with Stewardship Advisory Group, LLC and has previously worked with firms including OneAscent Financial Solutions, Cornerstone Wealth Management, and HSC Wealth Advisors. Outside of advisory services, he is involved with Stewardship Legacy Coaching, LLC, providing coaching on family and business legacy stewardship. Stewardship Advisory Group serves individuals, high-net-worth clients, trusts, estates, charities, and employer-sponsored retirement plans, offering comprehensive wealth management, investment management, and financial planning. The firm employs written risk profiles to tailor portfolios and uses multi-manager UMA strategies, model portfolios, and third-party managers, with an emphasis on values-based investing including Biblically Responsible Investing models.

Thomas Turiano is a CFP® and ChFC® with 24 years of industry experience. He has been with Southport Station Financial Management, LLC since 2008 and has also worked at Purshe Kaplan Sterling Investments since 2009. Outside of financial advising, he owns Double T Sports Memorabilia, a business involved in buying and selling sports memorabilia. Southport Station Financial Management provides personalized financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a process that includes asset allocation, ongoing monitoring, and options strategies, serving clients with both discretionary and non-discretionary portfolio management.

I like to keep things simple, focus on what we can control and continuously strive to deliver better than expected outcomes. I seek first to understand, then work together with a client to craft plans, put those plans into action and review them regularly. Am I perfect? By no means. Yet, I will continue to try my very best for the clients I serve. Clients usually come to me needing help answering questions on their mind. Some of the top questions are: • Am I on track? • Am I doing the right things? • Am I missing anything? I have spent 10 + years helping address these questions and more. While working with a diverse mix of clients over the years, I have spent a considerable amount of time helping these types of clients: • Near retirees looking to retire before 65 • Disney executives and cast members • Academics that work for the State of Florida system In addition to on-the-job experience, I am a firm believer in continuous learning. As such, my undergrad is in Physics, my Master’s degree is in Personal Financial Planning, I am a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Retirement Planning Counselor℠ and consume hours of continuing education each year. Personally, I am a Christian, a husband, a dad and have two dogs. I enjoy reading, playing acoustic guitar, hiking, Gator sports, Disney theme parks, playing pickup basketball and serving wherever I am needed at church.

After working as a financial advisor for more than 15 years, I obtained the CERTIFIED FINANCIAL PLANNER™ professional designation in 2008. I received my M.B.A. in Financial Planning from California Lutheran University in 2016. Some of our clients have been with us for 20+ years and for that I am very grateful. I enjoy being a blessing to our clients by helping them make the right financial decisions. It’s wonderful to see clients understand the truth about their finances and some of the nuances of the financial advisory world. I love to cook after work and enjoy sharing a great meal with my family and discussing how our days went and encouraging one another. I also enjoy working out with my family and seeing family and friends achieve things that are hard to do.

Eric Hoebbel is a CFP® with 30 years of industry experience based in Orlando, FL. He is currently with American Harbour Wealth Management, LLC and has previously worked at APW Capital Inc, Delta Capital Management, Delta Securities Company, and ProEquities, Inc. Outside of advisory work, he owns a business specializing in the sales and programming of gas detection systems. American Harbour Wealth Management serves individual investors, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses model portfolios and fundamental analysis to guide investment strategies, primarily recommending mutual funds and ETFs.

Andrew Prescott III is a CFP® with 20 years of industry experience, currently serving at Sherman Wealth Management LLC since 2022. His prior work includes roles at Ocean Breeze Wealth LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also works as a paraplanner, focusing on data gathering, financial plan preparation, research, and analysis. Sherman Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm follows a customized, open-architecture approach emphasizing long-term investing, strategic asset allocation, and fundamental analysis, typically utilizing low-cost mutual funds, ETFs, and alternative investments.

Matthew Haushalter is a financial advisor with American Harbour Wealth Management, LLC in Orlando, FL. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Delta Capital Management and Delta Securities Company, LLC. He also served as a lacrosse coach at Bishop Moore High School for eight years. American Harbour Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm uses model portfolios and investment strategies spanning conservative to aggressive approaches, primarily investing in mutual funds and ETFs.

Dennis Merryfield is a financial advisor at Merryfield Barnes, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merryfield Barnes since 2011. The firm provides financial planning, consulting, and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. Merryfield Barnes employs a multi-capitalization investment approach combining fundamental, technical, and cyclical analysis, customizing portfolios based on client risk profiles and time horizons.

Victor Deischl is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Rubik Capital Inc since 2020 and previously held roles at RK Securitizadora, CdR Hollander Asset Management LLC, and the University of South Florida. Rubik Capital Inc provides investment advisory and portfolio management services to individuals, high-net-worth clients, and corporations. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading, including derivatives and option contracts.