Matthew Giles is a CFP® and holds a Series 66 designation with 16 years of experience in financial advisory roles. He currently serves as the sole advisor at Structure Wealth Partners LLC, having previously worked at Collaborative Wealth Management, Inc. and Raymond James & Associates. Giles is a board member of the University Club of Winter Park and provides administrative and technical support for a local jewelry store, Joan Giles Collection. Structure Wealth Partners LLC offers portfolio management and financial planning services primarily to institutional and high-net-worth clients. The firm employs a blend of modern portfolio theory and cyclical analysis, utilizing a range of investment vehicles including ETFs, structured products, private investments, and digital assets, and provides both discretionary and non-discretionary management.

Derrick Johnson is a Series 65 licensed advisor with Benowitz Wealth Management in Altamonte Springs, FL, bringing three years of industry experience. He serves as CEO of a marketing company, FRS Information, alongside his advisory role. Benowitz Wealth Management is an independent, state-registered investment adviser offering portfolio management, financial planning, and educational seminars to individual and high-net-worth clients. The firm focuses on capital preservation and risk management through behavioral economics, goal-based planning, and multi-tier asset allocation strategies.

Michael McKee is the sole advisor at Inspire Capital Management LLC in Maitland, FL, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has served as Executive Director of Meals on Wheels, Etc. since 2019 and is also the author of the book *Big Income: Creating Wealth with Covered Calls*. Inspire Capital Management LLC is an independent, fee-only registered investment adviser serving individual clients through separately managed accounts and consulting. The firm employs an active, tactical investment approach that includes options strategies to generate income and manage risk.

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.

David Petry is a financial advisor at Toro Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Calton & Associates, Inc. and REAP in Wealth Management, LLC. Outside of advisory services, he is also involved as a sole proprietor in insurance, telecommunications consulting, and employee benefits. Toro Financial Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, offering discretionary asset management, financial planning, and ERISA plan services. The firm employs a tailored investment approach incorporating fundamental, technical, charting, and cyclical analysis, and may utilize options, margin, and derivatives in separately managed accounts under discretionary authority.

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.

Brendan Carey is a financial advisor at JTM Carey Capital LLC in Clermont, FL, holding Series 63 and Series 65 designations with two years of industry experience. His prior roles include positions at ADP Broker-Dealer, Inc. and BAC Local 7 NYC. Carey is also involved with JTM Insurance & Financial Group LLC. JTM Carey Capital LLC provides discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, and charting analysis in portfolio construction and offers both individual and plan-focused investment management under discretionary authority.

Charles Black is a CFP® with 38 years of industry experience, currently serving at Royal Palm Investment Advisors, Inc. since 2010. He is also affiliated with Longview, Inc., a registered investment advisor providing financial management services. Royal Palm Investment Advisors offers discretionary portfolio management and consultative financial planning to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities, managing approximately $34.6 million for about 97 clients using a combination of fundamental, technical, and cyclical analysis.

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.

Scott Thomas is a financial advisor with Stewardship Matters in Maitland, FL. He holds the ChFC® designation and Series 63 license and has 24 years of industry experience. Since 2011, he has been with Stewardship Matters and has been advising clients under his own name since 1995. He also provides planning, identity theft, and legal planning referrals through a separate activity. Stewardship Matters serves individuals, trusts, estates, charitable organizations, and employer plan sponsors by offering financial planning, pension consulting, and referrals to third-party money managers. The firm emphasizes values-based planning and does not manage assets in-house, instead assisting clients in selecting and overseeing outside portfolio managers.

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.

As a second-generation American, I feel a strong drive to repay my parents for the sacrifices they made to give my brother and I the opportunities they never had. Seeing how hard my parents worked to provide for our family, I became fascinated with all things personal finance at an early age. I named my firm “Paradox” because, despite the fact that financial health is one of the most important things in life, financial education is almost entirely neglected! My passion and curiosity led me to pursue and receive a Bachelor’s in Finance from the University of Florida. From there, I embarked on a nearly decade-long journey as a traditional financial advisor. Along with an amazing team of individuals at Merrill, I worked hard to act in my client’s best interest every step of the way, yet I knew I couldn’t offer my most advanced solutions. The traditional fee-only assets-under-management model of financial advising just didn’t allow for the in-depth, no-stone-left-unturned approach I was looking for. All of that changed when I discovered the model of the advice-only financial advisor, which puts financial planning front and center for a flat fee. My goal is to educate and empower you to achieve your goals, not to manage as many of your assets as possible. This way, you can rest assured that I am incentivized to do what I believe will work best for you, not what will earn me the most fees. We’ll go over everything that contributes to your unique financial picture (that includes things like early retirement strategies, real estate, and familial obligations, to name a few). Along the way, I’ll teach you as much as you want to learn so that you can make informed decisions for yourself moving forward. Financial planning has been my life’s passion, and I’m so grateful to serve my clients. As a fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to creating holistic, sophisticated plans for my clients so they can become financially independent.

Douglas Henke is a financial advisor at Pine to Palm Financial, LLC in Clermont, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Brookstone Capital Management and CFD Investments, Inc. In addition to his advisory role, Henke operates as an independent insurance agent, focusing on annuity and life insurance sales and service. Pine to Palm Financial, LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and business owners. The firm employs a combination of fundamental and technical analysis, cyclical analysis, and modern portfolio theory, with discretionary authority to manage portfolios and conduct quarterly reviews.

Zachary Grodzki is a financial advisor at Grodzki Wealth Management, Inc. in Orlando, FL, holding Series 63 and Series 66 licenses with one year of industry experience. Before founding his independent firm in 2026, he worked at Nona Wealth Advisors, Ameriprise, and Charles Schwab. He also spent ten years in full-time education and briefly played professional basketball. Grodzki Wealth Management provides discretionary asset management and financial planning services to individuals, high net worth clients, and business entities. The firm builds individualized portfolios using fundamental and cyclical analysis and offers both fixed-fee and hourly financial planning engagements.

Laurore Jean Pierre is a financial advisor at JP Law and Wealth Advisors PLLC in Maitland, FL, with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill Lynch, Charles Schwab, SunTrust Bank, and Wells Fargo. Ms. Jean Pierre is also a licensed attorney and provides legal services through her firm. JP Law and Wealth Advisors offers tailored asset-allocation advice and written financial planning to individuals, charitable organizations, and small businesses. The firm combines technical and fundamental analysis with modern portfolio theory, primarily using model portfolios and third-party money managers for implementation, and operates a fixed-fee planning model without discretionary management or custody of client assets.

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.

Christopher Ballard is a CFP® professional with 23 years of industry experience. He is the principal at Ballard Wealth Management LLC, which he founded after previous roles including eight years at AE Wealth Management. Ballard also owns and operates an insurance business involved in health and life insurance sales. Ballard Wealth Management LLC provides discretionary asset management and financial planning primarily for individual clients, managing approximately $81 million across around 281 client relationships. The firm employs third-party sub-advisors for portfolio implementation and integrates estate-planning support through a licensed digital platform.