Susan Schulman is a financial advisor at OneFirm Consulting, LLC with five years of industry experience. She holds a Series 65 designation and has been with OneFirm Consulting since 2019, following roles at Finastra and D&H. OneFirm Consulting provides fee-based investment advisory and portfolio management services to individual clients, including high-net-worth households, focusing on long-term growth, retirement planning, and legacy objectives. The firm operates mainly on a non-discretionary, co-advisory model, working with third-party portfolio managers to execute investment strategies.

Brandon Valdes is a financial advisor at Fellowship Financial Group with 11 years of industry experience. He holds a Series 65 designation and has previously worked at LPL Enterprise and Prudential Insurance Company of America. Valdes also works as a health insurance agent outside of his advisory role. Fellowship Financial Group serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $175 million for around 489 clients, providing discretionary and non-discretionary portfolio management, selection of third-party money managers, and modular or standalone financial planning services tailored to client objectives and risk tolerance.

Randy Smith is a Certified Financial Planner® with 26 years of industry experience. He has been with Fairway Financial, LLC since 2015 and previously worked at Calton & Associates, Inc. for ten years. He is also an independent insurance agent. Fairway Financial serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and consulting through model portfolios, independent managers, and discretionary management of certain retirement accounts.

Victoria Weaver is a CFP® professional with seven years of experience at Centrus Financial Strategies in Orlando, FL. She has been with the firm since 2019, following a four-year maternity leave. Centrus Financial Strategies is an SEC-registered investment adviser serving individuals, high-net-worth families, and plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan advisory services with an emphasis on strategic and tactical asset allocation using a variety of investment vehicles and third-party platforms.

Chris Sullivan is a financial advisor with Hyperion Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has held portfolio management roles at several affiliated entities, including Hyperion Decimus, LLC and Hyperion Capital Advisors, LLC, and manages digital asset funds such as Libertas Fund, LLC. Hyperion Wealth Management provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and business entities, employing a variety of analytical methods and investment strategies tailored to each client’s risk tolerance and objectives. The firm also sponsors and manages private funds and may incorporate borrowing and derivative strategies in client accounts.

Justin Ellsesser is a CFA® charterholder and financial advisor with three years of industry experience, currently with Matthias Private Wealth, LLC. His prior roles include six years at Mariner and earlier positions at Missouri Local Government Employees Retirement System and Lepercq Lynx Investment Advisory LLC. Matthias Private Wealth serves high-net-worth individuals, trusts, estates, and various organizational clients with discretionary and non-discretionary portfolio management, along with financial, estate, and charitable planning. The firm employs a customized investment approach that includes fundamental analysis and diversified allocations, managing over $240 million in assets with a small advisory team and offering integrated legal and consulting services through formal affiliations.

Chester Cowart is a financial advisor at Nelson Advisory Services, Inc. in Winter Park, FL, holding a Series 66 designation with three years of industry experience. His career includes roles at Nelson Ivest Brokerage Services, Inc. and Nelson Investment Planning Services, Inc., as well as positions outside finance at Valencia College and in the restaurant industry. Nelson Advisory Services, Inc. offers investment management and financial planning services with a focus on diversification and long-term investing in dividend-paying companies, utilizing Morningstar analysis and a combination of non-discretionary management and sub-adviser allocations.

Denise Beck is a financial advisor at Grammatical Capital, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Economics Corp for 34 years. Beck serves as a trustee for various Beck Family trusts, managing a range of assets including marketable securities and alternative investments. Grammatical Capital is a small, fee-only investment adviser providing discretionary portfolio management to individuals, pension funds, endowments, and corporate clients. The firm uses a combination of fundamental and technical analysis, incorporating option-writing strategies and short sales, to build tailored, long-term portfolios under full discretionary authority.

Matthew Rosen is a financial advisor at Hyperion Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has held various roles within affiliated entities, including COO positions at Libertas Fund, LLC, a digital asset fund, and Hyperion Decimus, LLC. Outside of his advisory work, he serves as president of Gray Ghost Capital LLC, a non-investment related business focused on accounting and cash flow management. Hyperion Wealth Management provides discretionary portfolio management and financial planning to individuals, charitable organizations, and business entities. The firm utilizes a combination of analytical methods and strategies, including both long-term holdings and active trading, while also sponsoring and managing private funds.

Natalia Callahan is a financial advisor at Callahan Wealth Advisory with 14 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 11 years before joining her current firm. Callahan Wealth Advisory serves individuals, trusts, retirement plans, and business entities by providing comprehensive portfolio management through a firm-sponsored wrap fee program and retirement plan consulting. The firm manages a majority of its approximately $327 million in assets on a discretionary basis and employs asset allocation alongside fundamental, quantitative, qualitative, and sector analysis, using fixed-income strategies, private funds, margin borrowing, and derivatives when suitable.

Scott Francis is a financial advisor at Ponta Wealth Partners, LLC, holding the PFS™ designation with two years of industry experience. His prior roles include work at CCM Capital Group, Inc., Parkway Property Investments, LLC, and Parkway, Inc. Ponta Wealth Partners serves a select group of high-net-worth individuals, providing investment management and advisory services focused on portfolio construction, ongoing reviews, and oversight of third-party managers. The firm employs a factor-based, dynamic asset allocation strategy primarily using ETFs and individual securities, often incorporating outside consultants for research and optimization.

John West is a CFP® with 11 years of industry experience and has been with Spraker West Wealth Management, Inc. since 2012. He is based in Winter Park, FL, and is part of a team of five advisors at the firm. Spraker West Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, charitable organizations, pension/profit-sharing plans, and corporations. The firm provides discretionary portfolio management and financial planning, utilizing client-specific Investment Policy Statements and a diversified allocation across traditional and non-traditional asset classes.

Syed Rizvi is a financial advisor at AlphaQ Advisors with 20 years of industry experience. He holds a Series 65 designation and has worked at AlphaQ Advisors since 2006 and Loyal Venture Advisors Inc. since 2024. In addition to his advisory role, he serves as an advisor and venture partner consulting on business strategy for early-stage private companies. AlphaQ Advisors provides portfolio management and financial planning services to individuals, retirement plans, trusts, estates, and businesses. The firm focuses on retirement, estate, trust, and divorce-related planning, employing a range of investment techniques and offering sub-advisory services to other advisers.

Summer Dorn is a financial advisor at Fairway Financial, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at Fairway Financial since 2004, including time at Calton & Associates, Inc. from 2015 to 2025. Fairway Financial serves individuals—including high-net-worth clients—as well as business entities, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a tailored, typically discretionary investment approach using ETFs, mutual funds, individual equities, and third-party manager mandates, and offers educational seminars and workshops along with a focus on exit and business succession planning.

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.

Jason Adams is a CFP®-certified financial advisor with 17 years of industry experience. He is currently a managing advisor at Tripletail Wealth Management in Orlando, FL, where he has worked since 2019. His prior experience includes roles at Purshe Kaplan Sterling Investments, Woodbury Financial Services, Cetera Investment Services, and Regions Bank. Tripletail Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy based on fundamental analysis, utilizing a wide range of investment instruments and offering a wrap-fee program alongside insurance and trust-related services.

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.

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.