Tanner Stanley is a financial advisor at SKadvisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at StoneX Financial Inc. and INTL FCStone Financial, Inc. Outside of advisory roles, his background includes time with the Kansas City Royals. SKadvisors is a small team advisory firm serving individual and high-net-worth clients through portfolio management and financial planning. The firm uses a multi-method investment process and offers integrated accounting and insurance services through affiliated professional practices.

Alexander Vandenberg Sr. is a financial advisor at Financial Advisory Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including NBC Securities, Inc. and Financial Advisory Partners since 2006. Outside of advisory work, he is also involved as an associate in real estate sales. Financial Advisory Partners provides discretionary and non-discretionary investment management and offers modular financial planning and consulting services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $378 million for about 133 clients and integrates portfolio management with trade execution, occasionally delegating investment management to third-party managers.

Anthony Rossetti is a CFP® professional with 26 years of industry experience, currently serving at Heritage Advisors Group, Inc. since 2020. His prior experience includes roles at Independent Financial Partners and Heritage Financial Services, where he has been active since 2001. In addition to his advisory work, Rossetti is also licensed as an insurance agent. Heritage Advisors Group serves individual clients, including high-net-worth individuals, as well as retirement and pension plans, providing discretionary portfolio management and various financial planning services. The firm employs a multi-disciplinary investment approach combining fundamental, cyclical, and technical analysis, and offers both fixed-fee and full-service portfolio management programs.

Kyle Krasker is a financial advisor at Olivar & Greb Capital Management, LLC with eight years of industry experience. He holds a Series 65 designation and has a background in education since 2007. Olivar & Greb Capital Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs fundamental analysis and modern portfolio theory, focusing on domestic equities trading below intrinsic value, and utilizes long-term trading, margin, options strategies, ETFs, and closed-end funds for diversification.

Richard Matthias is the principal of Matthias Private Wealth, LLC in Winter Park, FL, with eight years of experience in financial advising. He holds a Series 65 designation and has operated his wealth management firm since 2017. In addition to his advisory role, Matthias is managing partner of Matthias & Matthias, PLLC, a law firm specializing in estate planning, asset protection, tax issues, trust administration, and business consulting. He also serves on the board of directors and several committees at First American Bank of Chicago. Matthias Private Wealth serves individuals, trusts, estates, charitable organizations, corporations, and pension plans, providing discretionary and non-discretionary portfolio management alongside financial, estate, and charitable planning. The firm creates customized investment plans based on clients’ financial circumstances and risk tolerance, using a mix of public and private securities, fixed income, mutual funds, ETFs, and alternative investments, with coordinated legal and tax support from affiliated professional entities.

Lisa Michaelson is a CFP® professional with 14 years of experience in financial advising. She currently works at Fellowship Financial Group, joining the firm in 2023 after seven years at Dorman Financial Management, P.A. In addition to her advisory role, she is a licensed insurance agent involved with Fellowship Financial, LLC. Fellowship Financial Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides tailored investment strategies and financial planning services, managing approximately $151.8 million in assets across three advisors.

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.

Thomas Greb is a financial advisor with Olivar & Greb Capital Management, LLC in Maitland, FL. He holds a Series 65 designation and has eight years of industry experience. He has worked at Olivar & Greb Capital Management since 2016 and has been associated with Global Wealth Management since 2014. Olivar & Greb Capital Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs fundamental analysis and modern portfolio theory, focusing on domestic equities believed to trade below intrinsic value, and utilizes long-term trading, margin, options strategies, ETFs, and closed-end funds for diversification.

Matthew McMahan is a CFP®-credentialed financial advisor at Aegis Wealth Management, LLC with 10 years of industry experience. He has worked at several firms including Delta Capital Management and Vision Brokerage Services. Outside of finance, he owns Fresh Ice Vending, LLC, a company that supplies ice vending machines to Costco Wholesale. Aegis Wealth Management provides discretionary and non-discretionary investment management, consulting, and employee contribution plan advisory services primarily to individual and high-net-worth clients. The firm uses a value-oriented, long-term investment approach with a focus on equity exposure and risk management through cash allocation.

Edward Soulsby is a financial advisor at OneFirm Consulting, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at OneFirm Consulting since 2018. Soulsby is also a partner and attorney at Trotter & Soulsby, P.A., where he provides legal services. OneFirm Consulting offers fee-based investment advisory and portfolio management services primarily to individual and high-net-worth clients, focusing on long-term growth, retirement planning, and legacy objectives. The firm employs a non-discretionary, co-advisory model, collaborating with third-party portfolio managers while monitoring performance and advising clients accordingly.

Michael Eastham is a Personal Financial Specialist (PFS™) with 15 years of industry experience. He has worked with Fellowship Financial Group and its affiliated entities since 2008 and currently serves as managing member of MV Holdings, LLC, a marketing services company unrelated to investment advisory. Eastham also manages Fellowship Accounting & Tax, PLLC, overseeing strategy and client relationships. Fellowship Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $151.8 million in assets. The firm offers tailored investment strategies using various approaches and third-party managers, with services that include discretionary and non-discretionary portfolio management and modular financial planning.

Brian Flanagan is a financial advisor with Tim Looney Investments, LLC in Longwood, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Florida Financial Group Auto & Home LLC, where he also operates as an insurance agent in a sole proprietorship capacity. Tim Looney Investments, LLC provides fee-based financial planning, investment supervisory services, and retirement-plan advice primarily to individual clients, including high-net-worth households. The firm offers custom, non-discretionary portfolio management and ERISA 3(21) fiduciary services, managing nearly $490 million in assets as of year-end 2025 without discretionary trading authority.

Audrey Jones is a CFP® and holds a Series 63 license with 21 years of industry experience. She has worked at Financial Life Designs LLC since 2015 and previously held positions at California Lutheran University and Bauerle Financial, Inc. Financial Life Designs LLC serves individual clients, including high-net-worth households, through fee-only financial planning and discretionary portfolio management. The firm follows a planning-first approach using a structured financial planning framework and manages diversified portfolios informed by fundamental and technical analysis.

Kenneth Wheeler is a financial advisor at OneFirm Consulting, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at KMS Financial Services, Inc. and Royal Alliance Associates, Inc. In addition to his advisory role, he is the owner of a tax, estate planning, and transactional law practice. OneFirm Consulting provides fee-based investment advisory and portfolio management services primarily to individual and high-net-worth clients, focusing on long-term growth, retirement planning, and legacy objectives. The firm operates mainly on a non-discretionary, co-advisory model, combining financial planning with portfolio management delivered through third-party managers.

Peter Mataras is a financial advisor with AlphaQ Advisors in Winter Park, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with AlphaQ Advisors since 2008. AlphaQ Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, and business clients. The firm focuses on retirement, estate, trust, and divorce-related planning, offering tailored strategies through in-house model portfolios and third-party managers, and includes sub-advisory services to other advisers.

John Mc Cully is a financial advisor at Tim Looney Investments, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Tim Looney Investments since 2023. Outside of finance, he is the owner of Downtown Pet Hospital in Orlando, Florida. Tim Looney Investments primarily serves individual clients, including high-net-worth and non-HNW households, offering personalized financial planning, investment supervisory services, and educational seminars. The firm uses a custom, non-discretionary portfolio management approach, requiring client approval for transactions and conducting quarterly account reviews.

Wilbert Oakley III is a financial advisor with FamilyWealth Asset Management, holding a Series 65 credential and 18 years of industry experience. His prior work includes roles at Jolliffe Capital and Brookstone Capital Management LLC. Outside of his advisory duties, he is actively involved as an insurance producer specializing in fixed annuity and life insurance products. FamilyWealth Asset Management serves both individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and access to insurance products. The firm employs a multi-asset, dynamic investment approach that combines passive core exposures with active and alternative strategies, delivered through an integrated platform and Turnkey Asset Management Program.

Kenneth Simon is a financial advisor at SKadvisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes founding and operating his own CPA firm since 1987, as well as experience with Lincoln Investment Planning, Inc. from 1991 to 2024. In addition to his advisory work, he is involved in affiliated professional practices including a CPA firm and an insurance agency. SKadvisors is a small team advisory firm serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a multi-method investment process and manages client assets on a discretionary basis, integrating in-house accounting and insurance services to support tax and implementation needs.

Russell Cramer is a financial advisor with Cramer & Rauchegger, Inc. based in Maitland, Florida, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Kalos Capital since 2008 and has been associated with Cramer & Associates since 1999. Cramer & Rauchegger provides investment advisory services primarily to individuals and high net worth clients, as well as trusts, estates, and retirement accounts. The firm allocates client assets among third-party advisers, ETFs, and mutual funds using model portfolios, with oversight on performance and strategy, serving over 1,000 clients with a focus on delegated portfolio management.

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.