Plamen Dimitrov is a financial advisor at Avanti Wealth Management with 20 years of industry experience. He holds a Series 65 designation and has been with Avanti Wealth Management since 2009. Dimitrov is also involved with Avanti Financial Group, an investment-related business. Avanti Wealth Management serves individual clients, retirement plans, trusts, charities, and business entities, offering wealth management, financial planning, pension consulting, and educational workshops. The firm constructs and monitors individualized discretionary portfolios and emphasizes coordination with clients’ other professional advisers.

Kristin Kalley is a CFP® professional with seven years of experience in the financial services industry. She currently works at Nelson Advisory Services, Inc. and has prior experience at RSM US LLP. Ms. Kalley is also a CPA and prepares individual tax returns seasonally during business hours each year. Nelson Advisory Services, Inc. provides investment management and financial planning services emphasizing diversification, consistency, and long-term investment histories. The firm serves individuals, trusts, pension plans, and institutional clients using various fee arrangements and employs a mix of non-discretionary management and third-party advisers.

Brian Nolan is a financial advisor with Nolan Capital Advisors LLC in Oviedo, FL, holding Series 63 and Series 65 registrations with 17 years of industry experience. He has worked at Nolan Capital Advisors since 2012, following prior roles at Quest Capital Strategies, Colonial Asset Management, and Wamu Investments. Nolan serves on the board of the Central County Community Development Corporation and volunteers with the Beta Theta Pi Psi Diamond Association, focusing on recruitment strategies. Nolan Capital Advisors LLC serves individuals, business owners, and retirement plans, providing investment management and comprehensive financial planning services. The firm employs a documented Five-Point Planning Process and uses Modern Portfolio Theory to construct portfolios primarily on a non-discretionary basis.

Sean O’Toole is a financial advisor with O’Toole Strategic Investments LLC, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been involved with The O’Toole Group since 2011, where he is also a licensed insurance agent and broker. 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 discretionary portfolios. The firm focuses on recommending third‑party managers, assisting with onboarding and paperwork, and monitoring performance, without directly managing client assets.

Eric Walter is a CFP® professional with three years of industry experience, currently serving at Spraker West Wealth Management, Inc. in Winter Park, FL. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Spraker West Wealth Management is a fee-only registered investment adviser managing approximately $265 million in discretionary assets for individuals, families, trusts, and organizations. The firm integrates investment management with financial planning and operates under a fiduciary standard, offering tailored services including asset allocation, tactical trading, and tax-loss harvesting.

Jeroen Linders is a financial advisor at Lyons Wealth Management in Winter Park, FL, holding a Series 65 designation with nine years of industry experience. He has been with Lyons Wealth Management since 2015 and is also a pilot for Helicopters Inc., where he is responsible for flying news helicopters and coordinating coverage in the Orlando area. Lyons Wealth Management provides discretionary investment management and advisory services to individuals, trusts, estates, and institutional clients. The firm uses a combination of fundamental and technical analysis with quantitative risk models and option-based strategies, offering customized portfolios and model strategies to clients and other advisers.

Edward Jennings is a financial advisor at Sandhill Wealth Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, LLC and Partners Credit Union. Sandhill Wealth Management is an independent, owner-managed firm serving individuals, trusts, estates, and business entities. The firm employs a long-term buy-and-hold investment strategy and is notable for advising on interests in privately offered and pooled investment vehicles, including hedge funds and private equity.

Timothy Looney is the principal of Tim Looney Investments, LLC, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his own firm since 2012 and previously worked at 1st Global Advisors Inc. from 2001 to 2002. Tim Looney Investments, LLC provides fee-based financial planning and investment supervisory services primarily to individual clients, including high-net-worth households. The firm offers custom, non-discretionary portfolio management with client-approved trading and serves as a fiduciary for retirement plans under ERISA 3(21), maintaining a sizable asset base without discretionary trading authority.

Ethan Hitchcock is a financial advisor at Grammatical Capital, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Richmond Quantitative Advisors, Sustainable Portfolio Solutions, and Keiter CPA. Grammatical Capital is a fee-only investment adviser that provides discretionary portfolio management to individuals, pension funds, endowments, and corporate clients. The firm uses a combination of fundamental and technical analysis to create tailored, long-term portfolios incorporating option-writing strategies and short sales, managing accounts under full discretionary authority with regular reviews.

Thuong Pham is a CFP® professional with 12 years of industry experience. He has been with Aegis Wealth Management, LLC since 2016 and previously worked at Aegis Financial Advisors Inc. from 2014 to 2015. Aegis Wealth Management serves individual clients, including high-net-worth individuals, offering discretionary and non-discretionary asset management, retirement plan advisory, and consulting for life events. The firm employs a fundamental, value-oriented investment approach with a long-term focus, utilizing Modern Portfolio Theory to build diversified portfolios that typically maintain a majority equity allocation.

Kirk Young is a financial advisor at BARR Financial Services, LLC with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Osaic Wealth, Inc. and Triad Advisors, Inc. prior to his current role. In addition to his advisory work, he is involved in insurance sales through BARR Financial Services. BARR Financial Services serves individual and high-net-worth clients as well as trusts, estates, foundations, and business entities. The firm provides comprehensive financial and business planning along with ongoing asset management using a non-discretionary silo investment strategy that aligns client assets with cash-flow needs and objectives.

Matthew Mcgahey is a CFP® and ChFC® with 12 years of industry experience, currently serving at Steadfast Financial Services since 2013. He holds a Series 65 license and is based in Altamonte Springs, FL. Alchemi Wealth, LLC provides investment management and financial planning to individuals, including high-net-worth clients, as well as trusts, estates, corporations, and charities. The firm employs a fiduciary approach using customized portfolios and multiple analytic methods, offering both discretionary and non-discretionary management along with written financial plans.

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.

Bradford Combes is a financial advisor at Virtus Financial Partners with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Virtus Financial Partners since 2017, alongside prior roles at Principal Securities Inc. and Principal Life Insurance Company. Combes is also the owner of BWD Financial Group, LLC, an investment-related business formed in 2023. Virtus Financial Partners advises individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans, providing discretionary portfolio management, financial planning, 529 college-savings advisory, and qualified plan consulting. The firm’s investment approach includes fundamental, cyclical, and economic analysis and incorporates held-away order-management tools to monitor and rebalance various accounts, while offering educational programs and services tailored to retirement plans and younger clients.

Nicole Verde is a financial advisor at Edwards Financial Services with Series 63 and Series 65 licenses. She has been with Edwards Financial Services since 2022 and has prior experience working at Calton & Associates, Inc., as well as roles in education at the University of Central Florida, Florida International University, and Doral Academy Preparatory School. Edwards Financial Services provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes technical and charting analysis within a long-term trading approach, managing portfolios primarily composed of mutual funds, ETFs, and insurance products on a discretionary basis.

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®-certified financial advisor at Heritage Advisors Group, Inc. with 26 years of industry experience. He has worked in financial services since 1999, including roles at Heritage Financial Services, LLC and Independent Financial Partners. In addition to advising, Rossetti is licensed as an insurance agent, offering insurance products alongside his advisory services. 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’s investment approach includes model-based portfolios and customizable advisory programs using a range of securities and analysis techniques, with services tailored to client objectives and account complexity.

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.