Keira Espada is a financial advisor with Fleishel Financial Associates, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Fleishel Financial Associates provides comprehensive financial planning and consulting for a variety of clients, including retirement plan participants, trusts, and charitable organizations. The firm focuses on producing written financial plans and coordinating with other professional advisers, delivering advice through retainers, hourly consulting, and negotiated engagements rather than discretionary portfolio management.

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.

Plamen Dimitrov is a financial advisor at Avanti Wealth Management with 20 years of industry experience. He holds a Series 65 designation and has been with Avanti Wealth Management since 2009. Dimitrov is also involved with Avanti Financial Group, an investment-related business. Avanti Wealth Management serves individual clients, retirement plans, trusts, charities, and business entities, offering wealth management, financial planning, pension consulting, and educational workshops. The firm constructs and monitors individualized discretionary portfolios and emphasizes coordination with clients’ other professional advisers.

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.

Ellen Ludewig is a financial advisor at Fleishel Financial Associates, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and First United Methodist Church. Fleishel Financial Associates provides personalized financial planning and consulting services for a variety of clients, including retirement plan participants, trusts, estates, and business entities. The firm emphasizes asset allocation and manager selection through fundamental and technical analysis, operating with a planning and consulting focus without directly managing client assets.

Allan Paull is a financial advisor at Virji Investments, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Virji Investments since 2011. He is also involved in insurance sales, a business activity he has pursued since 1991. Virji Investments is a fee-only registered investment adviser managing approximately $33 million for about 58 clients, primarily individual and high-net-worth households. The firm offers discretionary portfolio management, retirement planning, and serves as a limited-scope 3(21) fiduciary for ERISA-qualified retirement plans, employing a disciplined, long-term asset allocation approach that includes Sharia-compliant strategies and various active and passive management options.

Audrey Jones is a CFP® with 21 years of industry experience, currently serving at Financial Life Designs LLC since 2015. Her prior roles include positions at California Lutheran University, Bauerle Financial, Inc., Wealthcare Capital Management LLC, FirstWave Financial, and Financial Management Concepts. Financial Life Designs LLC provides fee-only financial planning and discretionary portfolio management to individual clients, including high-net-worth households. The firm focuses on a planning-first approach with diversified portfolios, ongoing monitoring, and a relationship-focused delivery model.

Wilbert Oakley III is a financial advisor with FamilyWealth Asset Management in Lake Mary, FL, holding a Series 65 credential and 18 years of industry experience. His prior roles include work at Jolliffe Capital and Brookstone Capital Management LLC. Outside of advisory services, he is also an insurance producer specializing in fixed annuity products. FamilyWealth Asset Management serves individual and institutional clients with discretionary and non-discretionary portfolio management, retirement plan consulting, and insurance product access. The firm employs a multi-asset, dynamic investment approach combining passive core exposures with active and alternative strategies through an integrated platform and turnkey asset management program.

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.

Imtiyaz Nathoo is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. prior to joining Eagle’s Crest Advisors, LLC, where he has been advising clients since 2026. Nathoo also serves as president of the Retreat at Oregon Home Owners Association. Eagle’s Crest Advisors, LLC provides wealth management, financial planning, investment advisory, and retirement plan consulting services to individuals, trusts, foundations, retirement plans, and corporations. The firm offers tailored, asset-allocation–driven portfolios and serves both retail clients, including high-net-worth individuals, and institutional plan sponsors.

Jennifer Ferguson is a CFP® professional with 28 years of industry experience, currently affiliated with Symphony Financial Team in Lake Mary, FL. Her career includes roles at Azmuth Partners, LLC, and Raymond James Financial Services, INC., among others. Outside of her advisory work, she serves as CEO of 7 Ventures Air, LLC, and is involved in charitable activities through District 6980 Rotary Youth Services and the Orlando Christian Fling Club, where she is a board member. Symphony Financial Team provides comprehensive financial planning and consulting services primarily to individuals and high-net-worth clients, including business owners and executives. The firm emphasizes integrated, ongoing planning supported by technology, coordinates with clients’ other advisors, and focuses on selecting investment allocations and external managers without discretionary trading authority.

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.

Naushad Virji is a financial advisor at Virji Investments, Inc. with 22 years of industry experience. He holds a Series 65 designation and has worked with affiliated firms including ShariaPortfolio, Inc. and SP Funds Management, LLC. Outside of his advisory roles, he serves as president and vice president of family real estate investment companies. Virji Investments provides discretionary portfolio management and retirement-plan advisory services to individual investors, including both high-net-worth and non-HNW clients, and acts as a limited-scope 3(21) fiduciary for ERISA plans. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build tailored asset-allocation portfolios and offers both active and passive strategies, including Sharia-compliant options.

John Riggs is a CFP® professional with 27 years of experience in financial advisory services. He is currently with Bluestar Wealth Management and has held prior roles at Novus Advisors, Voya Financial Advisors, Schwab Wealth Advisory, and Charles Schwab. Outside of his advisory work, he serves as a paid baseball coach at Lake Brantley High School. Bluestar Wealth Management provides portfolio management and wealth advisory services to individuals and high-net-worth clients, emphasizing long-term investment strategies that incorporate fundamental analysis and modern portfolio theory. The firm manages most accounts on a discretionary basis and operates with a small two-advisor team serving a focused client base.

Thomas Fleishel is a CFP® with 37 years of industry experience. He is the owner and advisor at Fleishel Financial Associates, Inc. and has held roles at Raymond James Financial Services since 1991. Outside of his advisory work, he is also an author conducting book sales via Amazon and owns a pasture management and hay sales business. Fleishel Financial Associates provides broad-based financial planning and consulting to clients including retirement plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes written financial plans, coordination with other professional advisers, and periodic reviews focused on asset allocation and manager selection, operating primarily through retainers, hourly fees, and negotiated engagements rather than discretionary portfolio management.

Jeffrey Hovermale is a financial advisor at Robo Advisor, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Sovereign Legacy, Inc. and Sovereign Wealth Management Group, LLC, where he also serves as president of a full-service insurance agency. Robo Advisor, Inc. operates an internet-based WealthTech platform providing automated portfolio management, financial planning, and pension consulting for individual investors, financial intermediaries, and plan sponsors. The firm utilizes software-driven asset allocation and a range of analytical models to manage diversified portfolios and oversees third-party money managers for plan implementations.

Tiffany King is a financial advisor with Symphony Financial Team in Lake Mary, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 36 years of industry experience, including prior roles at Raymond James Financial Services from 2014 to 2017. Outside of advisory work, she serves as a board member for Orlando Interamericas H3 LLC, an organization involved in event bidding. Symphony Financial Team provides comprehensive financial planning and consulting services to individuals and high-net-worth clients, often business owners and executives, through tiered planning packages. The firm emphasizes integrated, ongoing planning supported by a web-based wealth platform and collaborates with clients’ tax, legal, and insurance advisors while relying on third-party managers for investment implementation.

Lu Yu is a financial advisor at FamilyWealth Asset Management with eight years of industry experience. He holds a Series 65 designation and has worked with FamilyWealth since 2018. In addition to his advisory role, he provides accounting services for Workplace Solutions, Inc., a non-investment-related business. FamilyWealth Asset Management advises individual investors, including high-net-worth clients, as well as institutional clients such as pension plans and endowments. The firm employs a multi-asset investment approach combining passive core exposures with active and alternative strategies, offering services through an integrated platform and Turnkey Asset Management Program.

Matthew Jones is a financial advisor at Talon LLC with a Series 65 designation and two years of industry experience. Prior to joining Talon LLC, he worked at Talon Private Wealth and before that spent nine years at Cox Media Group. Talon LLC serves individual and high-net-worth clients, providing comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions through a third-party provider. The firm manages approximately $1.06 billion in client assets across 1,921 client relationships, employing a tactical asset allocation approach that incorporates model portfolios, technical analysis, and active strategies.

Wesley Hunter is a financial advisor at QTR Family Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America and Merrill Lynch. Outside of his advisory role, Hunter is co-owner and financial operator of Raft Integrations, LLC, a technology server installation company, and co-owner/CFO of Florida Site Services, a construction business. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses, providing comprehensive wealth management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets and typically acts as a manager-of-managers by implementing model portfolios and engaging third-party managers.