Jennifer Poore is a CFP® with 20 years of industry experience and is currently affiliated with Integrated Financial Planning Services in Orlando, FL. She has served as COO and CFO of Integrated Loyalty Systems since 2004. Outside of her advisory role, she assists in writing books focused on improving patient experiences in hospitals. Integrated Financial Planning Services provides ongoing portfolio management and financial planning for individual and high-net-worth clients, utilizing mutual funds, equities, bonds, and ETFs. The firm emphasizes fundamental analysis and a long-term investment approach, conducting regular portfolio reviews without discretionary trading authority.

Jeffrey Rogers is a financial advisor with Stewardship Advisory Group, LLC in Clermont, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He is the founder and chairman of Stewardship Advisory Group Holdings, LLC, and also leads Stewardship Legacy Coaching, LLC, which provides coaching on family and business legacy. Rogers serves on the board of Compass-Finances God's Way of Central Florida, Inc., an organization focused on financial principles based on faith. Stewardship Advisory Group serves individuals, trusts, estates, charities, and employer-sponsored retirement plans with wealth management, investment management, and financial planning services. The firm emphasizes values-based investing, including Biblically Responsible Investing, and uses tailored portfolios with multi-manager strategies and coordination with clients’ legal and tax advisors.

John Shubert is a financial advisor at Blue Granite Capital, LLC with 44 years of industry experience. He has worked at Blue Granite Capital since 2018 and previously spent 24 years at CBIZ Institutional Benefit Services, Inc. and 17 years at CBIZ Financial Solutions, Inc. Outside of his advisory work, he is a 50% shareholder in Grass Roots Aviators, LLC, a private recreational aviation venture. Blue Granite Capital advises individuals, pension and profit-sharing plans, and corporations, managing roughly $109 million in client assets. The firm offers discretionary portfolio management, retirement plan investment management, and sub-advisory services, with a focus on client-specific investment plans and a notable role as an investment manager to collective investment trusts for tax-qualified retirement plans.

Jude Wilson is a financial advisor with Centrus Financial Strategies in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Prosperity Capital Advisors and J.W. Cole Advisors, INC. He serves on the board of Goodwill Industries of Central Florida and is the director and content creator of a tax education website, thetaxbomb.com. Centrus Financial Strategies is an SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth families, and plan sponsors. The firm emphasizes strategic and tactical asset allocation and utilizes third-party platforms and independent managers to deliver its services.

Amy Gausz is a financial advisor at Portfolio Design Services, LLC with a Series 65 designation and one year of industry experience. Prior to her current role, she worked for PULAU Corporation for 16 years and is also involved with Gausz Solutions LLC. Portfolio Design Services, LLC provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm customizes investment strategies based on client goals, time horizons, and risk tolerance, using a variety of securities and analytical methods, and offers ERISA 3(38) investment management for qualified retirement plans.

Keith Haskell is a CFP® with 36 years of industry experience, currently serving at Dobson Street LLC since 2017. His prior experience includes roles at Wilbanks Securities Advisory and Wilbanks Securities, Inc. He also serves as Chairman of the Finance Committee and Treasurer at Pines Castle United Methodist Church. Dobson Street LLC provides discretionary portfolio management and financial planning for individuals, families, trusts, estates, business entities, and qualified plans. The firm’s approach combines fundamental and technical analysis to tailor investment strategies documented in client-specific Investment Policy Statements, emphasizing low-cost index and no-load mutual funds with regular portfolio reviews.

Edward McDonough is a CFP® professional with 39 years of experience in the financial industry. He is the president of McDonough Capital Management, Inc., where he has worked for 27 years. His prior experience includes roles at Altior Capital Management LP, Jackson Wealth Management, LLC, and Triad Advisors Inc. He also manages life insurance solutions and assists with client tax preparation as part of his business activities. 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, and corporations. The firm’s investment approach focuses on active trend-following and tactical asset allocation across equities, mutual funds, and ETFs, managing accounts on a discretionary basis with ongoing monitoring and coordination with clients’ other professional advisors.

Todd Havemeister is a financial advisor at BlueSkye Investment Advisers, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Great Point Capital, LLC and GI Broadband. BlueSkye Investment Advisers is a boutique firm with three advisors that manage assets for individuals, institutions, and family offices. The firm employs a Post-Modern Portfolio Theory approach with tactical asset allocation using proprietary algorithms, focusing on downside protection and excluding newer or leveraged ETFs from client portfolios.

Gregory Kite is a financial advisor with Polley Wealth Management LLC in Orlando, FL, holding a Series 65 designation and 18 years of industry experience. His career includes roles at Transamerica Financial Advisors and Innovation Partners LLC. Outside of advisory work, he serves as president, CFO, athletic director, and coach at The Gift of Learning Foundation, a private school serving Pre K through 12th grade students. Polley Wealth Management primarily serves individual investors, including high-net-worth clients, offering investment advisory, portfolio management, and financial planning services. The firm employs an asset allocation and risk profiling approach, utilizing both discretionary and non-discretionary managed accounts, and offers a subscription-style retainer model with tiered membership levels.

Patrick Robertson is a financial advisor at Strategic Wealth Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including Securities America Advisors, Inc. and Packerland Brokerage Services. In addition to his advisory role, Robertson is involved in the sales of fixed life insurance and annuities through Greyhound Financial. Strategic Wealth Management serves individual and high-net-worth clients by providing portfolio management and tailored financial planning. The firm emphasizes long-term trading using a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis to build diversified portfolios.

John McInerney is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 designation with 17 years of industry experience. He has led multiple related firms since 1993 and spends approximately half of his time as president and insurance agent at John J. McInerney, Inc., an affiliated insurance sales and services business. McInerney Investment Advisors 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 emphasizes tailored investment programs based on clients’ goals, time horizons, and risk tolerance, and coordinates with third-party money managers, primarily Gradient Investments, LLC.

Matthew Dowling is a financial advisor with Newell Wealth Management, LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Newell Wealth Management, he spent eight years at Lockheed Martin and a year at the Georgia Institute of Technology. Newell Wealth Management is a state-registered independent advisory firm serving individuals, high-net-worth clients, and employer plan sponsors. The firm uses a structured planning framework that integrates retirement income, tax-aware planning, and investment strategy, combining passive and active approaches with tactical asset allocation adjustments.

Cassandra Gegenheimer is a financial advisor at McKee Investment Planning, Inc. with one year of industry experience. Prior to joining McKee Investment Planning, she worked at the Federal Bureau of Investigation and Florida Blue. McKee Investment Planning serves individual clients, including high-net-worth households, offering investment management, retirement and personal financial planning, and small-business retirement-plan services. The firm uses a combined top-down and bottom-up investment approach, manages accounts on a discretionary, fee-based basis, and typically conducts annual reviews tailored to individual client goals.

Anthony Van Ore is a CFP® professional with 16 years of industry experience, currently serving at Nottingham Wealth Partners, Inc. His prior roles include positions at Onegroup Wealth Partners, Destiny Wealth Partners, and Ruggie Wealth Management among others. Outside of financial advising, he holds executive leadership roles in several massage therapy businesses. Nottingham Wealth Partners, Inc. provides fee-based discretionary investment management and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, and individual securities, and manages approximately $65.6 million in discretionary assets through a two-advisor team operating across five offices.

Kenneth Polley is a financial advisor at Polley Wealth Management LLC in Orlando, FL, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and Suntrust Advisory Services. Outside of advisory services, he is involved in real estate investing through Polley Properties LLC, focusing on wholesale and fix-and-flip properties. Polley Wealth Management LLC serves individual investors, including high-net-worth clients, offering investment advisory, portfolio management, and financial planning services. The firm employs a disciplined investment process with an emphasis on asset allocation and risk profiling, and it offers a subscription-style retainer model alongside traditional fee structures.

Chance Robinson is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding a Series 65 designation with two years of industry experience. He has been with Eminence Wealth Management since 2022 and also has experience at Strong Point Financial Inc. since 2015. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning services to individuals, families, small businesses, trusts, estates, and corporate entities. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide model-based asset selection and offers educational seminars on personal finance and investing.

Colin Philips is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He is currently with Cast Member Financial LLC, where he has worked since 2024. His prior experience includes roles at Truist Advisory Services, Madison Avenue Securities, AE Wealth Management, and Charles Schwab. Cast Member Financial LLC provides investment management and financial planning services to individuals, high net-worth clients, charitable organizations, and businesses. The firm uses a combination of modern portfolio theory and fundamental analysis, offering discretionary account management and ESG strategies upon request, along with educational seminars and speaking engagements.

Justin King is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 designation with one year of industry experience. Prior to joining McInerney Investment Advisors, he worked for nearly two decades at Gap, Inc. McInerney Investment Advisors offers personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes tailored investment programs using fundamental, technical, and cyclical analysis, typically seeking client approval before executing trades.

Ronald Greene Jr. is a financial advisor at Polley Wealth Management LLC in Orlando, FL, holding Series 63 and Series 65 credentials with four years of industry experience. His prior roles include positions at Edelman Financial Engines and various insurance and vacation ownership companies. Polley Wealth Management LLC serves individual investors, including high-net-worth clients, providing investment advisory, portfolio management, and financial planning services. The firm uses a subscription-style retainer model and employs strategies such as asset allocation, risk profiling, and both discretionary and non-discretionary managed accounts, supported by third-party platforms and sub-advisers.

Meghan Collins is a financial advisor at Oakmonte Wealth Management in Orlando, FL, holding the ChFC® designation and Series 65 license with two years of industry experience. She also works with Lifeboat Trust Services, LLC as a Client Services Associate. Oakmonte Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, pension plans, charitable organizations, and corporate clients, applying modern portfolio theory and a long-term trading approach tailored to each client.