Joseph Morson is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Stewardship Advisory Group, LLC. He has held roles at Life Values Financial since 2003 and has longstanding involvement with multiple Catholic churches as an accompanist. His background includes work with United Planners' Financial Services and OneAscent Financial Services. Stewardship Advisory Group provides wealth management and investment services to individuals, trusts, estates, charities, and retirement plans, managing approximately $322 million in discretionary assets. The firm uses written risk profiles to tailor portfolios and offers values-based investing with a focus on Biblically Responsible Investing through seminars and workshops.

Kiel Lewis is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Eminence Wealth Management, he worked at Intuit for five years and was involved with Process Basketball for three years. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning services to individuals, families, small businesses, trusts, estates, and corporate entities. The firm uses a model-based investment approach that combines quantitative, fundamental, technical, and economic analysis and offers both discretionary asset management and educational seminars on personal finance and investing.

Logan Wolfley is a financial advisor at Rea Financial with Series 65 and Series 66 licenses and three years of industry experience. He previously worked at Triad Wealth Partners and Triad Partners and has experience in financial services and insurance. Outside of finance, he managed a lawn service business for over a decade. Rea Financial is a registered investment adviser serving individual and high-net-worth clients with discretionary asset management, financial planning, and access to third-party money managers. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to clients' objectives and risk profiles.

Shannon McDonough is a CFP® with five years of industry experience and is affiliated with McDonough Capital Management, Inc. He has worked at firms including Osaic and Triad Advisors. Outside of his advisory role, he serves as President of the Alumni Board for Lake Highland Preparatory School, a nonprofit position involving board leadership and alumni engagement. McDonough Capital Management provides personalized financial planning and discretionary investment management to individuals, trusts, and retirement plans, with a focus on clients in the medical industry. The firm employs active trend-following and tactical asset allocation methods and offers modular planning services alongside ongoing asset management.

Gregory Beardslee is a financial advisor with American Harbour Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at APW Capital, Inc., Delta Capital Management, LLC, and Proequities, Inc. In addition to his advisory work, he has operated an independent insurance agency specializing in life, disability, and annuity sales since 2001. American Harbour Wealth Management serves individual investors, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm uses model portfolios and analytical methods like fundamental analysis and modern portfolio theory, primarily recommending mutual funds and ETFs while managing accounts on a discretionary basis.

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.

Sean O’Toole is a financial advisor with O’Toole Strategic Investments LLC, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been involved with The O’Toole Group since 2011, where he is also a licensed insurance agent and broker. O’Toole Strategic Investments LLC serves individual clients, including high net worth individuals, by providing investment advisory referrals and client liaison services rather than managing discretionary portfolios. The firm focuses on recommending third‑party managers, assisting with onboarding and paperwork, and monitoring performance, without directly managing client assets.

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.

Edward Mcdonough is a CFP® professional with 39 years of experience in financial advising. He is the president of McDonough Capital Management, Inc. and has held roles at Altior Capital Management LP, Jackson Wealth Management, LLC, and Triad Advisors Inc. He also assists with client tax return preparation and offers various life insurance products. McDonough Capital Management provides personalized financial planning, standalone Roth conversion planning, and discretionary investment management primarily serving individuals, trusts, retirement plans, and entities with a focus on the medical industry. The firm emphasizes active trend-following and tactical asset allocation using charting, fundamental, technical, and cyclical analysis, and offers both ongoing asset management and modular planning engagements.

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.

Chance Robinson is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding a Series 65 designation with two years of industry experience. He has been with Eminence Wealth Management since 2022 and also has experience at Strong Point Financial Inc. since 2015. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning services to individuals, families, small businesses, trusts, estates, and corporate entities. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide model-based asset selection and offers educational seminars on personal finance and investing.

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.

Caitlin O’Toole is a Series 65-licensed financial advisor with six years of experience, currently with O’Toole Strategic Investments LLC and The O’Toole Group. She has prior work experience at Wekiva Elementary School. Caitlin is also a licensed insurance agent involved with insurance sales and service outside of her advisory work. O’Toole Strategic Investments LLC serves individual clients, including high net worth individuals, by providing investment advisory referrals and client liaison services rather than managing portfolios directly. The firm focuses on recommending and monitoring third-party managers without custody of client assets.

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.