Daniel Arbogast is a financial advisor at Arbogast Financial Advisors, LLC in Melbourne, FL, holding a Series 65 designation with three years of industry experience. He has worked at Arbogast Financial Advisors since 2021, overlapping with his role at Michael L. Arbogast, CPA, PA since 2021. Arbogast Financial Advisors, LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs diversified investment strategies using equities, mutual funds, ETFs, and fixed-income instruments, combining fundamental and technical analysis with asset allocation frameworks, and integrates accounting coordination through its affiliation with a CPA firm.

Michael Arbogast is a CFP® with 29 years of industry experience and serves as a financial advisor at Arbogast Financial Advisors, LLC. He has been a principal at the firm since 2008 and also owns and operates a CPA firm, Michael Arbogast, CPA, P.A., where he provides tax preparation and small business accounting services. Arbogast Financial Advisors, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diversified investment approach supported by fundamental and technical analysis and benefits from its integration with an accounting practice, enabling coordinated tax and financial planning.

Paul Henneman is a financial advisor with ValuEngine Capital Management LLC in Melbourne, FL, holding a Series 65 designation and 11 years of industry experience. He has been with ValuEngine Capital Management since 2015 and also serves as President and CEO of ValuEngine Inc., a firm that publishes financial research and stock market analysis. ValuEngine Capital Management serves individual and high-net-worth investors as well as pension and profit-sharing plans, providing portfolio management tailored to clients’ goals and risk tolerance. The firm employs a model-driven investment process that integrates fundamental analysis, quantitative methods, and modern portfolio theory, and offers both discretionary management and an automated program through Schwab’s Institutional Intelligent Portfolios platform.

Thomas Flavin is a CFP® and PFS™ with 10 years of experience at Flavin Financial Services, Inc., where he serves as an advisor. He also holds roles as CEO and shareholder at Flavin Nooney & Person, CPAs and Advisors, a certified public accounting firm, and is actively involved in education as the acting head of Holy Trinity Episcopal Academy, a private K-12 school where he previously served as board member and past chair. Flavin Financial Services provides discretionary wealth management and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm manages approximately $205 million in client assets using a fundamental analysis-driven investment approach and offers services including financial planning, portfolio management, and co-advisory arrangements.

Your finances are a highly personal puzzle that can be sorted out, solved and optimized for your life. My goal is to help you get comfortable with your financial decisions by giving you smart, honest advice that aligns with your goals and values. After getting my engineering degree from CalTech and a Masters in Management from M.I.T., I was a financial do-it-yourselfer for over 25 years. One day on the radio, I heard Dave Ramsey say, “You want a financial advisor who has the heart of a teacher”, and I thought, “That’s me! I have a passion for understanding and explaining finances to people.” I founded Krehbiel Financial after 15 years in marketing, engineering and executive management at Harris and Intersil, and 11 years teaching physics at West Shore Jr./Sr. High School in Melbourne, FL. Throughout my careers, problem-solving, interpersonal skills, and teaching have been keys to my success in working with people. I specialize in working with tech professionals and busy couples who realize that their time is better spent focusing on their careers and their families, not the intricacies of financial planning. When I am not helping people accomplish their goals with their money, I enjoy road biking, bike tourism, traveling, meals with friends, and being a member of Church in the Wild, in Melbourne, FL.

Sean Kelly is a financial advisor at Kelly & Associates, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kelly & Associates since 2002. Kelly & Associates, LLC provides investment supervisory services and individual portfolio management for individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm manages approximately $8.9 million and emphasizes asset allocation, mutual fund and ETF analysis, and tax-aware, low-turnover investing, typically on a non-discretionary basis.

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.

Julie Kirkpatrick is a CFA charterholder and principal at Lang Asset Management, Inc., where she has worked since 1990. She has 22 years of industry experience and is based in Indian Harbour Beach, Florida. Lang Asset Management serves individual and institutional clients, including high-net-worth individuals and various organizations, providing discretionary portfolio management and financial planning services. The firm employs a fundamental long-term buy-and-hold investment approach focused on low-cost, well-diversified portfolios with an emphasis on high-quality fixed income and equities.

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 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 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.

Thomas Prudente is a financial advisor with Money Management Concepts Inc. in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Money Management Concepts since 2006. Money Management Concepts, Inc. provides discretionary and non-discretionary investment management services to individuals, including high net worth clients, as well as trusts and estates. The firm employs a combination of fundamental, technical, and cyclical analysis, using both long- and short-term strategies with tools such as charting, short sales, margin transactions, and option writing.

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.

Karl Krehbiel is a financial advisor at Krehbiel Financial LLC with three years of industry experience. He holds a Series 65 designation and has worked at Waymo LLC since 2022 as a full-time data scientist. Prior to that, he was employed at Quora, Inc. for seven years. Krehbiel Financial LLC provides comprehensive financial planning and investment management primarily for individual and family clients, focusing on passive portfolio construction with index funds and ETFs while incorporating cyclical analysis for asset allocation and timing. The firm also offers an estate-document facilitation service and manages portfolios on a discretionary basis with client-specific investment policy statements.

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.

Christian McPherson is a CFP® with six years of experience in the financial services industry. He is currently with Prostatis Financial Advisors Group in Melbourne, FL, and has held prior roles at Impact Partnership Wealth, World Equity Group, Bank of America, Merrill Lynch, and Vanguard. Outside of finance, his earlier work includes positions at Chick-Fil-A and in the food and entertainment sectors. Prostatis Financial Advisors Group provides investment management and financial planning services to individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation strategy with sector rotation and integrates third-party managers, including those using AI and machine-learning models, into client portfolios.

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.