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.

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.

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® professional with 14 years of industry experience, currently serving at Eagle's Crest Advisors, LLC since 2026. He previously worked for Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Nathoo is also president of the Retreat at Oregon Home Owners Association, where he participates in community well-being efforts and vendor selection. Eagle’s Crest Advisors provides personalized wealth management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes fundamental analysis and a diversified investment approach, offering both discretionary and non-discretionary portfolio management.

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 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.

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 Kelly is a financial advisor at Heritage Advisors Group, Inc. in Maitland, FL, holding a Series 65 designation with five years of industry experience. He has been with Heritage Advisors Group since 2020 and has a longer tenure at Financial Centers of America dating back to 2001. Kelly is also licensed as an insurance agent, offering insurance products alongside his advisory services. Heritage Advisors Group serves individual clients, including high-net-worth individuals, as well as retirement and pension plans, providing discretionary portfolio management and comprehensive financial planning. The firm employs a multi-disciplinary investment approach combining fundamental, cyclical, and technical analysis, and offers both fixed-fee and full-service portfolio programs tailored to client needs.

John Riggs is a CFP® with 26 years of experience in financial advising. He is currently with Bluestar Wealth Management and previously worked at Novus Advisors and Voya Financial Advisors. Outside of his advisory work, he serves as a paid high school baseball coach at Lake Brantley High School. Bluestar Wealth Management serves individual and high-net-worth clients with customized portfolio management, combining fundamental analysis and modern portfolio theory. The firm offers both discretionary and non-discretionary services and employs a range of investment strategies and vehicles, including options and margin trading.

Stephen Vettorel is a financial advisor with First Down Financial in Oviedo, FL, holding Series 63, 65, and 66 licenses and over 20 years of industry experience. His prior roles include positions at Riptide Financial LLC, Brookstone Capital Management, and Benchmark Wealth Advisors. In addition to advisory work, he is the founder and president of an insurance agency, Riptide Financial LLC, which operates alongside his advisory practice. First Down Financial provides discretionary portfolio management, financial planning, and qualified-plan advisory services primarily for high-net-worth individuals, pension, trust, and business clients. The firm employs a Modern Portfolio Theory-based, passive asset-class investment approach using institutional mutual funds and fixed income securities, and it offers active client education through newsletters, seminars, and workshops.

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.

Rolando Castano is a financial advisor at Nolan Capital Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Nolan Capital Advisors since 2012. The firm serves individuals, high-net-worth clients, business owners, and retirement plans, providing investment management alongside comprehensive financial planning, including retirement, education, estate, tax, and insurance planning. Nolan Capital Advisors follows a structured Five-Point Planning Process and employs diversified portfolios guided by Modern Portfolio Theory.

Raymond Johnson Jr. is a financial advisor at Steadfast Financial Services with 24 years of industry experience. He holds a Series 65 designation and has worked at Steadfast Financial Services since 1998. Outside of advising, he serves on the board of directors for R.L. Johnson Construction Company, a real estate development firm. Alchemi Wealth, LLC provides investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm offers customized portfolios using various securities and employs multiple analytic methods while acting as a fiduciary to clients.

Paul Bush is a Series 65-licensed financial advisor at Steadfast Financial Services with one year of industry experience. Prior to joining the firm, he held roles at several churches, including Highpoint Community Church, Westside Church, and Summit Church. Steadfast Financial Services provides financial planning and discretionary investment management to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm follows a fee-only model, emphasizing strategic asset allocation and global diversification using a combination of passive index ETFs and selected active funds.

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 seven years of industry experience. He holds a Series 65 designation and has worked at FamilyWealth since 2018. In addition to his advisory role, he provides accounting services for Workplace Solutions, Inc. FamilyWealth Asset Management serves a diverse client base, including individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, foundations, and small businesses. The firm employs a multi-asset, dynamic investment approach combining passive, active, and alternative strategies, supported by a proprietary platform that facilitates portfolio management and client services.

Jason Tucker is a CFA® charterholder affiliated with Synergy Investment Management LLC and has over 19 years of industry experience. He previously worked at Citigroup Global Markets Inc. from 2005 to 2024 before joining Synergy and LPL Financial in 2024. Synergy Investment Management, LLC serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, supported by proprietary quantitative tools.

Matthew Jones is a financial advisor at Talon Private Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked for nine years at Cox Media Group. Talon Private Wealth provides investment advisory and financial planning services to individuals and high net worth clients. The firm emphasizes tactical asset allocation and technical analysis, utilizing model portfolios and a variety of investment strategies, including options and short sales.