Christopher Decker is a financial advisor at Investment Management Services Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at IMS Partners, Inc. since 2012. Investment Management Services Group, LLC provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-HNW households. The firm uses a combination of fundamental, technical, and cyclical analysis to build diversified, equity-focused portfolios tailored to income and growth objectives.

Neil Vonfeldt is a financial advisor at MHA Financial Corp with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at MHA Financial Corp since 2004, as well as at Four Points Capital Partners LLC since 2019. Outside of his advisory role, he is involved with Dynamic Advisors Inc., where he works with health and Medicare insurance products and also serves as a public claims adjuster. MHA Financial Corp provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a core-and-satellite investment approach using passive index/ETF exposures combined with active management and implements client strategies through both direct advice and third-party money managers.

Harry Sherman is a financial advisor at Winslow Financial LLC holding a Series 65 designation with three years of industry experience. He has a background in media and marketing, having worked at Sherman Media & Marketing since 2017 and Sherman Media Company from 1986 to 2017. Winslow Financial LLC advises individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, providing investment management alongside comprehensive and limited financial planning. The firm emphasizes Modern Portfolio Theory with a focus on asset allocation and diversification, managing accounts on a non-discretionary basis for approximately 170 clients.

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 Clark Jr. is a financial advisor at Sound Financial Solutions LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Sound Financial Solutions since 2013. The firm provides investment advisory, retirement-plan consulting, and financial planning services to individuals, households, and small businesses. Sound Financial Solutions manages client assets internally and employs a blend of long-term and short-term strategies using various analysis techniques, offering a range of 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.

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.

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.

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.

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 at Success Wealth Management LLC with six years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at Hazard & Siegel Inc and New York Life Insurance Co. Outside of her advisory role, she operates as an independent insurance agent through Charter Financial Group and is involved with Carano Financial Group LLC, which offers Medicare insurance and fixed insurance products. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm manages approximately $110.5 million in assets across about 814 client relationships and uses Modern Portfolio Theory to guide asset allocation, with a range of investment options tailored to client risk profiles.

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.

James Marshal is a financial advisor at The Institute with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Institute For Wealth Management LLC and its predecessor firms since 2012. In addition to his advisory role, Mr. Marshal provides personal CFO services to nonprofit and for-profit businesses, including financial analysis, budgeting, tax reporting, and payroll services. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion for around 803 clients. The firm employs a team-based investment approach centered on an internal Investment Committee that develops diversified portfolios, and it is notable for its involvement in private fund management and advisory services.

James Phillips is a financial advisor at OxenFree Financial in Melbourne, FL, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked with multiple firms including Cetera, Affinity Financial Advisors, and McDaniel Knutson Financial Partners. Phillips serves on the boards of several nonprofit organizations, including the Fellowship of Christian Athletes and No Limits Academy, and is president of OxenFree Technology LLC, a fintech company. OxenFree Financial serves individual investors, charities, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm offers tailored advice using mutual funds, ETFs, and model portfolios, and includes limited listed-options strategies for eligible clients. OxenFree is affiliated with OxenFree Tax LLC and OxenFree Technology LLC, which deliver tax and financial education services.

Erik Bryan is a financial advisor at OxenFree Financial in Melbourne, FL, holding Series 65 and Series 66 registrations with one year of industry experience. Prior to joining the firm, he worked for Brevard County Public Schools for 12 years. Outside of finance, he is the owner-operator of Brevard String Academy, a private music instruction business. 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, and also provides educational seminars, estate-planning facilitation, and access to specialized tax and retirement services.

Lesley Degenhart is a financial advisor at Rossby Financial, LLC with 18 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Ameriprise Financial Services, NewEdge Advisors, and LPL Financial. Outside of her advisory role, she is also a licensed notary public. Rossby Financial provides investment advisory and financial planning services to a diverse client base, including high net worth individuals, charitable organizations, and corporate entities. The firm employs a variety of analytical approaches to tailor portfolios according to client objectives and risk tolerances and manages approximately $565 million in discretionary assets.