Nicholas Ellison is a CFP® professional with seven years of experience in financial advisory. He is affiliated with Stewardship Advisory Group, LLC and has previously worked with firms including OneAscent Financial Solutions, Cornerstone Wealth Management, and HSC Wealth Advisors. Outside of advisory services, he is involved with Stewardship Legacy Coaching, LLC, providing coaching on family and business legacy stewardship. Stewardship Advisory Group serves individuals, high-net-worth clients, trusts, estates, charities, and employer-sponsored retirement plans, offering comprehensive wealth management, investment management, and financial planning. The firm employs written risk profiles to tailor portfolios and uses multi-manager UMA strategies, model portfolios, and third-party managers, with an emphasis on values-based investing including Biblically Responsible Investing models.

Thomas Turiano is a CFP® and ChFC® with 24 years of industry experience. He has been with Southport Station Financial Management, LLC since 2008 and has also worked at Purshe Kaplan Sterling Investments since 2009. Outside of financial advising, he owns Double T Sports Memorabilia, a business involved in buying and selling sports memorabilia. Southport Station Financial Management provides personalized financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a process that includes asset allocation, ongoing monitoring, and options strategies, serving clients with both discretionary and non-discretionary portfolio management.

Thanh Cam Nguyen is a Series 65-licensed financial advisor with 12 years of industry experience. She has been with McDonough Capital Management, Inc. since 2006. 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, corporations, and other business entities. The firm’s investment approach emphasizes active trend-following and tactical asset allocation, combining active and passive exposures based on market momentum and conditions.

I like to keep things simple, focus on what we can control and continuously strive to deliver better than expected outcomes. I seek first to understand, then work together with a client to craft plans, put those plans into action and review them regularly. Am I perfect? By no means. Yet, I will continue to try my very best for the clients I serve. Clients usually come to me needing help answering questions on their mind. Some of the top questions are: • Am I on track? • Am I doing the right things? • Am I missing anything? I have spent 10 + years helping address these questions and more. While working with a diverse mix of clients over the years, I have spent a considerable amount of time helping these types of clients: • Near retirees looking to retire before 65 • Disney executives and cast members • Academics that work for the State of Florida system In addition to on-the-job experience, I am a firm believer in continuous learning. As such, my undergrad is in Physics, my Master’s degree is in Personal Financial Planning, I am a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Retirement Planning Counselor℠ and consume hours of continuing education each year. Personally, I am a Christian, a husband, a dad and have two dogs. I enjoy reading, playing acoustic guitar, hiking, Gator sports, Disney theme parks, playing pickup basketball and serving wherever I am needed at church.

Nicholas Gorry is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Strong Point Financial. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning services to individuals, families, small businesses, trusts, estates, and corporate entities. The firm employs a model-based investment approach combining quantitative, fundamental, technical, and economic analysis, and also offers educational seminars on personal finance and investing.

After working as a financial advisor for more than 15 years, I obtained the CERTIFIED FINANCIAL PLANNER™ professional designation in 2008. I received my M.B.A. in Financial Planning from California Lutheran University in 2016. Some of our clients have been with us for 20+ years and for that I am very grateful. I enjoy being a blessing to our clients by helping them make the right financial decisions. It’s wonderful to see clients understand the truth about their finances and some of the nuances of the financial advisory world. I love to cook after work and enjoy sharing a great meal with my family and discussing how our days went and encouraging one another. I also enjoy working out with my family and seeing family and friends achieve things that are hard to do.

Eric Hoebbel is a CFP® with 30 years of industry experience based in Orlando, FL. He is currently with American Harbour Wealth Management, LLC and has previously worked at APW Capital Inc, Delta Capital Management, Delta Securities Company, and ProEquities, Inc. Outside of advisory work, he owns a business specializing in the sales and programming of gas detection systems. American Harbour Wealth Management serves individual investors, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses model portfolios and fundamental analysis to guide investment strategies, primarily recommending mutual funds and ETFs.

Andrew Prescott III is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He is currently with Sherman Wealth Management LLC and has prior experience at Morgan Stanley Smith Barney and Ocean Breeze Wealth LLC. He also works as a paraplanner at Sherman Wealth Management, where he is involved in data gathering, financial plan preparation, and research. Sherman Wealth Management provides investment advisory and comprehensive wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm uses a customized, long-term investment approach with a focus on asset allocation and low-cost funds, offering ongoing wealth management or standalone financial planning typically implemented on a discretionary basis.

Matthew Haushalter is a financial advisor with American Harbour Wealth Management, LLC in Orlando, FL. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Delta Capital Management and Delta Securities Company, LLC. He also served as a lacrosse coach at Bishop Moore High School for eight years. American Harbour Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm uses model portfolios and investment strategies spanning conservative to aggressive approaches, primarily investing in mutual funds and ETFs.

Dennis Merryfield is a financial advisor at Merryfield Barnes, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merryfield Barnes since 2011. The firm provides financial planning, consulting, and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. Merryfield Barnes employs a multi-capitalization investment approach combining fundamental, technical, and cyclical analysis, customizing portfolios based on client risk profiles and time horizons.

Victor Deischl is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Rubik Capital Inc since 2020 and previously held roles at RK Securitizadora, CdR Hollander Asset Management LLC, and the University of South Florida. Rubik Capital Inc provides investment advisory and portfolio management services to individuals, high-net-worth clients, and corporations. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading, including derivatives and option contracts.

Joao Carlos Ramalho Lemos Andre is a financial advisor with Blacktower Financial Management (US) LLC. He holds a Series 65 designation and has been with Blacktower since 2020, including a role at Utmost Services Ireland in 2025. Located in Orlando, FL, his industry experience spans several years across related firms. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios mainly on a non-discretionary basis using various investment vehicles and third-party managers.

Peterson Cenerino is a financial advisor at Proxy Wealth Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked with Proxy Wealth Advisors since 2023. Outside of financial services, he owns and operates PIS Representations LLC, an information technology consulting firm based in Orlando, FL. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, and is noted for its cross-border advisory services for foreign clients.

Tatiane Teixeira is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Proxy Wealth Advisors, she worked in the education sector at Anima Educacao (UNIFACS) and Laureate International Universities (UNIFACS) from 2014 to 2023. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a broad range of instruments, and is noted for its cross-border advisory services, including immigration-related financial planning for foreign clients.

Monica Jalife is a CFP®, CFA®, and Series 66 licensed advisor with 15 years of industry experience. She has worked at Pinnacle Wealth Management Advisory Group, LLC since 2011 and Pinnacle Associates, Ltd. since 2002. Monica is based in Winter Garden, FL. Withum Wealth Management manages approximately $2.34 billion on a discretionary, fee-only basis for individuals, business entities, pension and profit-sharing plan sponsors, trusts, estates, and charitable organizations. The firm uses a goals-based investment process with tax optimization and customized portfolio design, offering an Integrated Wealth Management platform for clients with over $2 million that includes wealth planning and estate review.

Mark Perez is a financial advisor with Paradigm Wealth Advisory LLC, holding a Series 66 designation and seven years of industry experience. He has been with Paradigm Wealth Advisory and LPL Financial since 2017, with intermittent periods of retirement. Outside of his advisory work, he is involved in residential real estate sales through a mortgage and real estate services business. Paradigm Wealth Advisory LLC provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, fundamental investment approach, utilizing institutional mutual funds, ETFs, and individual securities tailored to clients’ accumulation or retirement needs.

Mathew Samuel is a financial advisor at Blacktower Financial Management (US) LLC with four years of industry experience. He holds the Series 65 designation and serves as Private Wealth Team Director at Titan Wealth International. His prior experience includes roles at Beacon Global Adviser Network, AHR Private Wealth, Premier, Guardian Wealth Management, Harrison Rowe Private Wealth, and Sandown Mercedes Benz Ltd. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, standalone financial planning, and retirement-plan consulting.

Randal Stephens is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 designation and three years of industry experience. He has previously worked at SJB-Global and Chase Belgrade. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages approximately $122.8 million in regulatory assets, offering tailored portfolio management and retirement-plan consulting.

Jake Barber is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 credential and seven years of industry experience. He has worked at SJB Global/BFMI since 2018 and previously at Guardian Wealth Management from 2016 to 2018. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and offers portfolio management and standalone financial planning, managing client assets mainly on a non-discretionary basis.

Paul Rhodes is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 credential and four years of industry experience. He has been with Blacktower Financial Management since 2012 and serves as an Associate Director for several Blacktower entities internationally, including roles in Gibraltar and Cyprus, where he advises clients on investment solutions. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis using a variety of investment vehicles and custodial platforms.