Joseph Mccann is a financial advisor with Heritage Advisors Group, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Heritage Advisors Group in 2026, he worked at 401k Generation and held positions at the University of Massachusetts, Dartmouth, PUBLIX, and Lake Highland Preparatory School. Heritage Advisors Group provides asset management, financial planning, and consulting primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers model-based and customizable advisory programs with a range of investment strategies, combining discretionary and non-discretionary account management and periodic client communications.

John Brock Edgar is a financial advisor with LDN Wealth, LLC, holding a Series 65 designation and nine years of industry experience. He has worked with LDN Wealth since 2016 and is also a licensed mortgage broker with International Mortgage Associates, Inc. Additionally, he is involved in small business administration through Purple Processing, LLC, and acts as a real estate sales associate with Ameriteam Realty. LDN Wealth advises individuals, high-net-worth clients, trusts, and estates, providing comprehensive financial planning, written advice letters, and ongoing advisory oversight. The firm specializes in UK pension transfer consulting and facilitates the use of third-party discretionary managers for portfolio implementation.

Richard Pfeifer is a financial advisor with Fund Advisors of America Inc in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Fund Advisors of America since 2004. Fund Advisors of America provides discretionary investment management and financial planning services primarily to individual clients, including high-net-worth households, focusing on retirement planning, college funding, and mutual-fund based investing. The firm employs a tailored investment approach using a combination of modern portfolio theory and various analytical methods, incorporating a range of instruments such as equities, mutual funds, ETFs, leveraged index funds, and option strategies.

Tyler Jones is a financial advisor at Financial Life Designs LLC in Lake Mary, FL, holding a Series 65 credential with two years of industry experience. His work history includes multiple roles at Financial Life Designs LLC and previous positions at Charles Perry Partners, Inc. and F J Nugent & Associates, Inc. Outside of his advisory role, he owns a sole proprietorship specializing in research and CAD design for outdoor products. Financial Life Designs LLC serves individual clients, including high-net-worth households, through fee-only financial planning and discretionary portfolio management. The firm employs a planning-first approach with diversified portfolios built using both fundamental and technical analysis, focusing on a relationship-driven model for a small client base.

Chelsea Arb is a financial advisor at Dorman Financial Management, P.A. with seven years of industry experience. She holds a Series 65 designation and has worked previously at Oak Square Advisors Inc., J.D.G. Associates, Inc., and PlanMember Securities Corporation. Dorman Financial Management, P.A. provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, charities, and businesses. The firm customizes advice based on client objectives and risk tolerance, utilizing both fundamental and technical analysis, and offers discretionary and non-discretionary management alongside standalone planning and consulting.

Susan Schulman is a financial advisor at OneFirm Consulting, LLC with five years of industry experience. She holds a Series 65 designation and has been with OneFirm Consulting since 2019, following roles at Finastra and D&H. OneFirm Consulting provides fee-based investment advisory and portfolio management services to individual clients, including high-net-worth households, focusing on long-term growth, retirement planning, and legacy objectives. The firm operates mainly on a non-discretionary, co-advisory model, working with third-party portfolio managers to execute investment strategies.

Brandon Valdes is a financial advisor at Fellowship Financial Group with 11 years of industry experience. He holds a Series 65 designation and has previously worked at LPL Enterprise and Prudential Insurance Company of America. Valdes also works as a health insurance agent outside of his advisory role. Fellowship Financial Group serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $175 million for around 489 clients, providing discretionary and non-discretionary portfolio management, selection of third-party money managers, and modular or standalone financial planning services tailored to client objectives and risk tolerance.

Randy Smith is a Certified Financial Planner® with 26 years of industry experience. He has been with Fairway Financial, LLC since 2015 and previously worked at Calton & Associates, Inc. for ten years. He is also an independent insurance agent. Fairway Financial serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and consulting through model portfolios, independent managers, and discretionary management of certain retirement accounts.

Joseph Bilello is a ChFC® with 38 years of industry experience. He has been with Avanti Wealth Management since 2006 and has held roles at G. A. Repple & Company and Avanti Financial Group, Inc. since 1992. Outside of his advisory work, he serves on the board of Seminole County Young Life, contributing to program oversight and organizational goals. Avanti Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with integrated wealth management services including financial planning, portfolio management, pension consulting, and educational workshops. The firm offers tailored portfolios managed using both in-house analysis and third-party strategies through the Prosperity Capital Advisors platform.

Chris Sullivan is a financial advisor with Hyperion Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has held portfolio management roles at several affiliated entities, including Hyperion Decimus, LLC and Hyperion Capital Advisors, LLC, and manages digital asset funds such as Libertas Fund, LLC. Hyperion Wealth Management provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and business entities, employing a variety of analytical methods and investment strategies tailored to each client’s risk tolerance and objectives. The firm also sponsors and manages private funds and may incorporate borrowing and derivative strategies in client accounts.

Justin Ellsesser is a CFA® charterholder and financial advisor with three years of industry experience, currently with Matthias Private Wealth, LLC. His prior roles include six years at Mariner and earlier positions at Missouri Local Government Employees Retirement System and Lepercq Lynx Investment Advisory LLC. Matthias Private Wealth serves high-net-worth individuals, trusts, estates, and various organizational clients with discretionary and non-discretionary portfolio management, along with financial, estate, and charitable planning. The firm employs a customized investment approach that includes fundamental analysis and diversified allocations, managing over $240 million in assets with a small advisory team and offering integrated legal and consulting services through formal affiliations.

Maurice Linton is a financial advisor at Eagle's Crest Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. for a combined 43 years. Eagle’s Crest Advisors, LLC offers personalized wealth management, financial planning, investment advisory services, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm serves both individual high-net-worth clients and plan sponsors, employing asset-allocation–driven portfolios primarily selected through fundamental analysis.

Chester Cowart is a financial advisor at Nelson Advisory Services, Inc. in Winter Park, FL, holding a Series 66 designation with three years of industry experience. His career includes roles at Nelson Ivest Brokerage Services, Inc. and Nelson Investment Planning Services, Inc., as well as positions outside finance at Valencia College and in the restaurant industry. Nelson Advisory Services, Inc. offers investment management and financial planning services with a focus on diversification and long-term investing in dividend-paying companies, utilizing Morningstar analysis and a combination of non-discretionary management and sub-adviser allocations.

Denise Beck is a financial advisor at Grammatical Capital, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Economics Corp for 34 years. Beck serves as a trustee for various Beck Family trusts, managing a range of assets including marketable securities and alternative investments. Grammatical Capital is a small, fee-only investment adviser providing discretionary portfolio management to individuals, pension funds, endowments, and corporate clients. The firm uses a combination of fundamental and technical analysis, incorporating option-writing strategies and short sales, to build tailored, long-term portfolios under full discretionary authority.

Matthew Rosen is a financial advisor at Hyperion Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has held various roles within affiliated entities, including COO positions at Libertas Fund, LLC, a digital asset fund, and Hyperion Decimus, LLC. Outside of his advisory work, he serves as president of Gray Ghost Capital LLC, a non-investment related business focused on accounting and cash flow management. Hyperion Wealth Management provides discretionary portfolio management and financial planning to individuals, charitable organizations, and business entities. The firm utilizes a combination of analytical methods and strategies, including both long-term holdings and active trading, while also sponsoring and managing private funds.

Scott Francis is a financial advisor at Ponta Wealth Partners, LLC, holding the PFS™ designation with two years of industry experience. His prior roles include work at CCM Capital Group, Inc., Parkway Property Investments, LLC, and Parkway, Inc. Ponta Wealth Partners serves a select group of high-net-worth individuals, providing investment management and advisory services focused on portfolio construction, ongoing reviews, and oversight of third-party managers. The firm employs a factor-based, dynamic asset allocation strategy primarily using ETFs and individual securities, often incorporating outside consultants for research and optimization.

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.

John West is a CFP® with 11 years of industry experience and has been with Spraker West Wealth Management, Inc. since 2012. He is based in Winter Park, FL, and is part of a team of five advisors at the firm. Spraker West Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, charitable organizations, pension/profit-sharing plans, and corporations. The firm provides discretionary portfolio management and financial planning, utilizing client-specific Investment Policy Statements and a diversified allocation across traditional and non-traditional asset classes.

Syed Rizvi is a financial advisor at AlphaQ Advisors with 20 years of industry experience. He holds a Series 65 designation and has worked at AlphaQ Advisors since 2006 and Loyal Venture Advisors Inc. since 2024. In addition to his advisory role, he serves as an advisor and venture partner consulting on business strategy for early-stage private companies. AlphaQ Advisors provides portfolio management and financial planning services to individuals, retirement plans, trusts, estates, and businesses. The firm focuses on retirement, estate, trust, and divorce-related planning, employing a range of investment techniques and offering sub-advisory services to other advisers.

Summer Dorn is a financial advisor at Fairway Financial, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at Fairway Financial since 2004, including time at Calton & Associates, Inc. from 2015 to 2025. Fairway Financial serves individuals—including high-net-worth clients—as well as business entities, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a tailored, typically discretionary investment approach using ETFs, mutual funds, individual equities, and third-party manager mandates, and offers educational seminars and workshops along with a focus on exit and business succession planning.