Thomas Keel is the sole advisor at Keel Asset Management, LLC in Orlando, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led his independent firm since 2008. Keel Asset Management, LLC is a fee-only registered investment adviser serving a small client base of approximately 25 clients with around $3.1 million in assets. The firm focuses on aligning clients with independent third-party portfolio managers, overseeing manager selection and performance, and administering client relationships without directly managing daily trading.

Philip Ferguson is the sole advisor at Polaris Financial Planning, LLC, an independent firm based in Apopka, Florida. He holds a Series 65 designation and has 25 years of industry experience, having founded Polaris Financial Planning in 2000. Outside of his advisory work, Mr. Ferguson hosts The Phil Ferguson Show, a podcast covering skepticism, atheism, investment philosophies, economics, and politics. Polaris Financial Planning provides discretionary asset management primarily for high-net-worth individual clients, employing a science-based, buy-and-hold investment approach grounded in Modern Portfolio Theory. The firm customizes portfolios using diversified index and mutual fund allocations selected through a proprietary model, with an emphasis on long-term holdings and occasional tactical adjustments.

Madhavi Kotturu is a CFP® professional with experience at BNY Global Financial Services and JP Morgan Chase prior to founding 365Sundays Wealth LLC, where she has been advising since 2026. She also maintains an unrelated real estate sales activity as an outside business. 365Sundays Wealth LLC is an independent advisory firm providing wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate sponsors. The firm employs a fee-only model and focuses on asset allocation using both passive and active investment vehicles, while also offering retirement plan consulting and ERISA fiduciary services.

David Souders is a CFP®-certified financial advisor with 19 years of industry experience. He is the principal of Apis Wealth, LLC, an independent firm he has led since 2019. Prior to founding Apis Wealth, he worked at Ronald Blue & Co., LLC and Ronald Blue Trust from 2003 to 2019. Apis Wealth provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, typically serving clients with account minimums of $500,000. The firm’s investment approach includes tailored asset allocation across equities, fixed income, and other securities, with continuous monitoring, formal annual reviews, and specialized planning for clients with concentrated equity positions and cryptocurrency exposure.

Roland Castro is a Series 66-licensed financial advisor with three years of industry experience. He is the principal of Blueprint Capital Group LLC, where he has worked since 2025. Castro also operates a consulting business focused on organizational structure and employee retention. Blueprint Capital Group LLC offers discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, managing approximately $5.3 million across about 38 clients. The firm utilizes a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to tailor portfolios based on clients’ goals, time horizons, and risk tolerance, while also providing third-party manager referrals and educational seminars.

Stephen Overstreet is a CFP® professional with 24 years of experience in financial advising. He is the sole advisor at the Financial Planning Office of Stephen Overstreet, P.A., an independent, fee-only firm he has led since 1996. The firm serves individual households, including professionals, business owners, and retirees, managing approximately $35 million for fewer than two dozen clients. The firm provides comprehensive financial planning and investment advisory services, focusing on long-term, buy-and-hold strategies using low-cost mutual funds and ETFs across multiple asset classes. It operates primarily on a non-discretionary basis, offering quarterly reviews and integrating retirement and insurance assets into its analyses.

Christopher Yandell is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Yandell Investments, LLC in Orlando, FL. He previously worked at Commonwealth Financial Network and Investment Centers of America. Yandell is also the owner and president of Yandell & Company P.A., an affiliated insurance agency. Yandell Investments, LLC manages approximately $154 million for around 118 clients, offering financial planning, discretionary asset management, and retirement plan consulting. The firm employs asset-allocation strategies and utilizes third-party model portfolios, with a formal relationship with Commonwealth Financial Network for program access and administrative services.

Daniel Lugasi is a financial advisor at VL Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Sungate Capital, LLC and Business Valuation Analysts, LLC. In addition to his advisory role, he is involved in private equity through Sungate Capital, a single-family office. VL Capital Management provides tailored investment management services to individual clients, employing proprietary strategies based on fundamental analysis and offering flexibility across asset classes. The firm monitors accounts regularly and seeks to limit transaction costs while allowing clients to impose investment restrictions.

Tyrone Harvey is a financial advisor at ARX Strategic Wealth with one year of industry experience. He holds a Series 65 credential and has worked at Ameritas Advisory Services and Duvall Financial Group. Outside of financial advising, he is involved in coaching youth at The Master's Academy. ARX Strategic Wealth provides portfolio management and written financial planning services to individuals, including high-net-worth clients, as well as charitable and business entities. The firm applies fundamental analysis and modern portfolio theory with a long-term approach, offering discretionary portfolio management and written plans that cover investments, retirement, taxes, insurance, college funding, and credit planning.

Timothy Morris is a financial advisor at Zenith Wealth Management in Orlando, FL, holding a Series 65 designation with five years of industry experience. His prior work history includes positions at Darden Inc. and MIS Insurance Services. Zenith Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to guide discretionary portfolio management and financial planning.

Joshua Andrews is a CFP® and holds a Series 66 designation, with eight years of experience in the financial services industry. He currently operates as the sole advisor at Thistle Wealth Management, LLC, having previously worked at firms including 55 North Private Wealth, Hightower Advisors, Resource Consulting Group, and CNL Securities Corp. Thistle Wealth Management, LLC provides investment management and financial planning services to pooled investment vehicles, institutional and governmental entities, and high-net-worth individuals. The firm employs a modern portfolio theory-based investment approach with strategic asset allocation across various asset classes and offers both ongoing and project-based financial planning on a fee-only basis.

Samuel Koepsell is a financial advisor at SHK Capital Management, Inc. in Oviedo, FL, holding a Series 65 designation with two years of industry experience. He previously worked at MFM Financial, Inc. from 2014 to 2019. In addition to his advisory role, Koepsell is the CEO of SHK Financial, Inc., a tax preparation business. SHK Capital Management provides fee-based, discretionary wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, profit-sharing plans, and charitable organizations. The firm employs a primarily long-term investment approach combining modern portfolio theory with fundamental and technical analysis, offering customized portfolios that may include stocks, bonds, options strategies, ETFs, and mutual funds.

Sarah Delaney is a financial advisor with IRL Financial, LLC, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at firms including Fortress Wealth Group and Edward Jones. In addition to her advisory role, she serves as a project manager for Fortress Wealth Group, overseeing the launch and operations of a private fund. IRL Financial serves individuals, trusts, partnerships, charitable organizations, and institutional clients, offering portfolio management and tiered financial planning services. The firm uses various analysis methods and trading strategies, provides access to estate-document services, and works with both high-net-worth clients and business entities.

Michael Franklin is the sole advisor at Franklin Legacy Financial, LLC in Oviedo, FL. He holds a Series 66 designation and has 14 years of experience with the firm, along with over 24 years as a sole proprietor. Approximately half of his professional time is devoted to insurance sales and services. Franklin Legacy Financial provides personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s approach tailors investment strategies to clients’ goals and risk tolerance, with management conducted on a non-discretionary basis following client approval.

Daniel Basinger is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Victory Wealth Management, LLC since 2022. He previously worked at NorthRock Partners from 2019 to 2022 and Ameriprise Financial Services, Inc. from 2014 to 2019. He maintains a current Illinois insurance license. Victory Wealth Management, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes a range of investment instruments and combines fundamental, quantitative, technical, and charting analysis within a fiduciary framework.

Julio Rivera is a CFP® professional with six years of experience in financial advising. He is the founder of Green Beret Financial Planning and also serves as the owner and bilingual financial coach of Morrow Group, Inc. Rivera has prior experience with Primerica Advisors and has served in the U.S. Army since 2015. Green Beret Financial Planning is an independent registered investment adviser that provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm constructs portfolios using ETFs, low-cost mutual funds, individual stocks, and bonds, employing both fundamental and technical analysis with a generally long-term approach while maintaining flexibility for active trading.

Michelle Gordon is a financial advisor at Investably LLC in Orlando, FL, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Profunds Distributors, Inc. and The Leaders Group Inc. Outside of her advisory role, she appears as a featured expert guest contributor on the live television series ComercioTV and is involved in financial wellness education as founder and CEO of Happy Wealthy Me LLC. Investably LLC serves high-income individuals, families, business founders, and charitable organizations, offering wealth management, founder-level virtual family office services, retirement plan consulting, and portfolio management. The firm employs a planning-first, discretionary investment approach that incorporates tax-aware trading, fixed-income solutions, and private market access as part of comprehensive wealth plans.

Steven Wise is the principal of OwenWise Financial LLC in Orlando, FL, where he has 14 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his financial advisory work, Wise operates WisePay Solutions LLC and several related entities. OwenWise Financial provides portfolio management, financial planning, consulting, and institutional asset management services. The firm uses diversified, largely passive asset-allocation models tailored to client objectives, incorporates fundamental analysis, and offers integrated tax and planning services through an affiliated accounting practice run by Wise.

William Palmer is a CFP®, ChFC®, and PFS™ credentialed financial advisor with 23 years of industry experience. He has been the principal and sole advisor at Allegiance Wealth Management, Inc. in Orlando, FL since 2002. Allegiance Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, businesses, charitable institutions, and retirement plan participants. The firm manages diversified, discretionary portfolios emphasizing no-load mutual funds and ETFs across multiple asset classes, focusing on client objectives, risk tolerance, and regular portfolio review.

Gustavo Sanchez Nazario is a financial advisor at Zafiro with 14 years of industry experience. He holds the CFP® and Series 66 credentials and has previously worked at Raymond James & Associates, Select Advisory Group, Arkadios Wealth Advisors, and Select Private Wealth. Nazario also has involvement in insurance sales, including annuities and life insurance. Zafiro provides portfolio management services primarily to individuals and high-net-worth clients, employing a diverse set of investment strategies across multiple asset classes. The firm uses both long-term and short-term trading approaches and offers regular reporting and reviews to its clients.