Joseph Morson is a CFP® professional with 25 years of industry experience, currently practicing at Stewardship Advisory Group, LLC. He has held roles at Life Values Financial since 2003 and United Planners' Financial Services for 15 years. Outside of his advisory work, Morson serves as an accompanist at multiple Catholic churches. Stewardship Advisory Group provides comprehensive wealth management and investment services to individuals, trusts, estates, charities, and employer-sponsored retirement plans. The firm employs values-based investing with Biblically Responsible Investing models and offers multi-manager Unified Managed Account strategies alongside coordinated planning with clients’ legal and tax advisors.

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 credentials and three years of industry experience. His prior work includes roles at Triad Wealth Partners, LLC, Triad Partners, LLC, and OFG Financial Services, Inc., as well as managing his family business, Wolfley's Lawn Service, for over a decade. He is based in Orlando, FL. Rea Financial provides discretionary asset management, financial planning, and consulting to individuals and high-net-worth clients. The firm employs a blended investment approach combining fundamental and technical analysis with modern portfolio theory, offering customized portfolio management and model manager selection through a Turnkey Asset Management Program.

Shannon Mc Donough is a CFP® with five years of industry experience. She is currently with McDonough Capital Management, Inc. and previously worked at Triad Advisors and Central Square Technologies. McDonough serves as President of the Alumni Board at Lake Highland Preparatory School, facilitating meetings and promoting alumni engagement. McDonough Capital Management provides financial planning and discretionary investment supervisory services to individual clients, including high net worth individuals, as well as pensions, trusts, estates, charitable organizations, and businesses, with a focus on clients in the medical industry. The firm’s investment approach combines active trend-following and tactical asset allocation using equities, mutual funds, and ETFs, managing accounts on a discretionary basis with ongoing monitoring and coordination with clients’ other advisors.

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, Florida. He holds Series 63 and Series 65 credentials and has two years of industry experience, including prior roles at LPL Enterprise and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in non-investment activities such as eBay sales and collecting royalties from copyrighted material. Borger Capital Management LLC is a state-registered investment adviser that provides asset and portfolio management, financial and retirement planning, insurance planning, and consulting services to individuals, families, and small business owners. The firm employs a concentrated precious-metals strategy using a blend of fundamental, technical, and cyclical analysis across discretionary and non-discretionary engagements.

Arthur Mckee is a CFP® certificant with 22 years of experience in financial advising. He has been associated with McKee Financial Services, Inc. since 2003 and currently serves at McKee Investment Planning, Inc. In addition to his advisory work, he occasionally teaches corporate finance and economics as an adjunct instructor. McKee Investment Planning, Inc. primarily serves individual and high-net-worth clients, offering discretionary portfolio management, retirement and personal financial planning, and small-business retirement plan administration. The firm employs a combined top-down and bottom-up investment process and manages approximately $79 million in assets with a high client-to-advisor ratio.

Ronald Mccoy is a financial advisor at Freedom Capital Advisors Inc with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Freedom Capital Advisors since 2012. The firm provides personalized investment advisory and financial planning services to individual and institutional clients, employing a disciplined approach that combines fundamental, technical, and economic analysis to implement conservative, value- and income-oriented strategies.

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.

Raymond Bock III is a financial advisor with Rockdale Financial Services, Inc., holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. He has worked at Cetera Advisors LLC for over a decade and has held various roles in education prior to his advisory career. Outside of finance, he is involved in a talent agency focused on acting. Rockdale Financial Services provides non-discretionary investment advisory services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers portfolio management through allocations to mutual funds, ETFs, and independent managers, employing both fundamental and technical analysis.

Becky Farrant is a CFP® with 25 years of industry experience and has been with Pacific Global Investment Management Company since 2005. She also worked at Pacific Global Fund Distributors, Inc. from 2003 to 2019. Pacific Global serves individual investors, pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a value-oriented or core equity investment style, fundamental research, and a proprietary screening process to guide its investment decisions.

Jeffrey Rogers is a financial advisor with Stewardship Advisory Group, LLC in Clermont, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He is the founder and chairman of Stewardship Advisory Group Holdings, LLC, and also leads Stewardship Legacy Coaching, LLC, which provides coaching on family and business legacy. Rogers serves on the board of Compass-Finances God's Way of Central Florida, Inc., an organization focused on financial principles based on faith. Stewardship Advisory Group serves individuals, trusts, estates, charities, and employer-sponsored retirement plans with wealth management, investment management, and financial planning services. The firm emphasizes values-based investing, including Biblically Responsible Investing, and uses tailored portfolios with multi-manager strategies and coordination with clients’ legal and tax advisors.

Edward McDonough is a CFP® professional with 39 years of experience in the financial industry. He is the president of McDonough Capital Management, Inc., where he has worked for 27 years. His prior experience includes roles at Altior Capital Management LP, Jackson Wealth Management, LLC, and Triad Advisors Inc. He also manages life insurance solutions and assists with client tax preparation as part of his business activities. McDonough Capital Management provides financial planning and discretionary investment supervisory services to individuals—including high net worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on active trend-following and tactical asset allocation across equities, mutual funds, and ETFs, managing accounts on a discretionary basis with ongoing monitoring and coordination with clients’ other professional advisors.

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 Series 65-licensed advisor at Luxon Brown with five years of industry experience. Prior to joining Luxon Brown in 2025, Woodard worked at The Cabana Group and held roles at Active Assistant, LLC and US Health Advisors. Outside of advising, Woodard is also a licensed real estate agent with Luxon Brown Realty. Luxon Brown provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm integrates fundamental, quantitative, and technical analysis with modern portfolio theory and employs both long- and short-term trading strategies alongside tactical and strategic asset allocation.