Gregory Beardslee is a financial advisor with American Harbour Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at APW Capital, Inc., Delta Capital Management, LLC, and Proequities, Inc. In addition to his advisory work, he has operated an independent insurance agency specializing in life, disability, and annuity sales since 2001. American Harbour Wealth Management serves individual investors, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm uses model portfolios and analytical methods like fundamental analysis and modern portfolio theory, primarily recommending mutual funds and ETFs while managing accounts on a discretionary basis.

Arthur Mckee IV is a CFP® professional with 23 years of industry experience, currently with McKee Investment Planning, Inc. He previously worked at Legg Mason Wood Walker, Incorporated. In addition to his advisory work, he occasionally teaches corporate finance and economics as an adjunct instructor. McKee Investment Planning serves individual and high-net-worth clients, providing investment management, retirement and personal financial planning, and small-business retirement-plan services. The firm combines top-down global assessments with bottom-up security selection, using region-focused mutual funds and ETFs, and maintains a fee-only, discretionary management approach.

Ronald Mccoy is a financial advisor at Freedom Capital Advisors Inc. in Clermont, FL, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Freedom Capital Advisors since 2012. Freedom Capital Advisors provides investment advisory and financial planning services to individual investors, joint accounts, IRAs, trusts, and corporate accounts. The firm follows a conservative, value-driven investment approach emphasizing income generation and risk-adjusted returns, utilizing fundamental, technical, and macroeconomic analysis.

Steven Van Metre is a financial advisor at Quantum Wealth Advisors LLC in Winter Garden, FL, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Atlas Financial Advisors, Inc. for 14 years. In addition to his advisory work, he is a licensed insurance agent and owns Bakersfield Retirement in Bakersfield, CA. Quantum Wealth Advisors provides portfolio management, financial planning, and a subscription-based market-timing newsletter to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading strategy supported by various analytical methods and offers multiple fee models, including fixed, hourly, and subscription fees.

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.

Raymond Bock III is a financial advisor at Rockdale Financial Services, Inc. with over 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cetera Advisors LLC and Rockdale Financial Services since the early 1990s. Outside of his advisory role, he is involved with Peas and Carrots Agency LLC, a talent agency focused on acting. Rockdale Financial Services serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing non-discretionary investment advisory services alongside financial planning and consulting. The firm manages portfolios primarily through allocations to mutual funds, ETFs, and independent managers, and offers periodic reporting and reviews to clients.

Brayden Vawter is a financial advisor at McInerney Investment Advisors with one year of industry experience. He holds a Series 65 credential and has worked as an independent insurance agent alongside his advisory role. Outside of finance, he serves as an umpire for Perfect Game. 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 tailors investment programs to clients’ goals and risk tolerance, typically using a single third-party manager and delivering ongoing written financial plans and reviews.

John Jones is a CFP® with 25 years of industry experience, currently serving as an advisor at Wisdom Planning Group in Orlando, FL. His prior work includes roles at Delgado Wealth Management, LPL Financial, Williamsburg Financial Group, IberiaBank, and Charles Schwab. Wisdom Planning Group offers discretionary portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a diversified, asset-allocation approach based on fundamental and quantitative methods, and incorporates tactical tools to manage risk and return.

Amilka Delgado is a CFP® professional with 23 years of experience in the financial services industry. She is a principal at Wisdom Planning Group, where she has worked since 2014, and previously spent five years at Independent Financial Partners. Delgado is also licensed to sell life insurance and fixed annuities in Florida. Wisdom Planning Group provides discretionary portfolio management, financial planning, and pension consulting services to individual, high-net-worth clients, and pension plans. The firm applies fundamental, quantitative, and modern portfolio theory to develop diversified portfolios and uses tactical strategies to manage risk and return.

Jeffrey Rogers is a financial advisor with Stewardship Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held leadership roles in multiple affiliated entities since the early 2000s, including founding Stewardship Legacy Coaching, which focuses on family and business legacy stewardship. Rogers is also an author, speaker, and serves on the board of Compass-Finances God's Way of Central Florida, a nonprofit promoting faith-based financial principles. Stewardship Advisory Group serves individuals, trusts, estates, charities, and retirement plans with comprehensive wealth and investment management, employing written risk profiles and multi-manager strategies that include Biblically Responsible Investing models.

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.

Larry Foster is a financial advisor with Wisdom Planning Group in Orlando, FL, holding Series 63 and Series 66 licenses and over 15 years of industry experience. His career includes roles at Merrill Lynch, Bank of America, and Edward Jones. He is also the owner of LEF Investments LLC, a real estate investment company specializing in property buying and selling. Wisdom Planning Group provides discretionary portfolio management, financial planning, and pension consulting services for individual, high-net-worth clients, and pension plans. The firm combines fundamental, quantitative, and modern portfolio theory with tactical strategies to manage diversified portfolios and recently added segmented and bundled estate-planning services through a third-party digital platform.

Jude Wilson is a financial advisor at Centrus Financial Strategies with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Prosperity Capital Advisors and J.W. Cole Advisors. In addition to his advisory role, he serves on the board of Goodwill Industries of Central Florida and is the director and content creator of www.thetaxbomb.com, a website focused on tax education. Centrus Financial Strategies is an SEC-registered investment adviser offering discretionary investment management, financial planning, and retirement plan advisory services primarily to individuals, high-net-worth families, and plan sponsors. The firm emphasizes strategic and tactical asset allocation using model-manager and quantitative analysis, and incorporates third-party platforms and managers in its investment process.

Amy Gausz is a financial advisor at Portfolio Design Services, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Portfolio Design Services, she was involved with Gausz Solutions LLC and PULAU Corporation. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm employs a tailored investment approach using equities, fixed income, mutual funds, and ETFs, and offers ERISA 3(38) plan-management services.

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 financial advising. He is the president of McDonough Capital Management, Inc. and has held roles at Altior Capital Management LP, Jackson Wealth Management, LLC, and Triad Advisors Inc. He also assists with client tax return preparation and offers various life insurance products. McDonough Capital Management provides personalized financial planning, standalone Roth conversion planning, and discretionary investment management primarily serving individuals, trusts, retirement plans, and entities with a focus on the medical industry. The firm emphasizes active trend-following and tactical asset allocation using charting, fundamental, technical, and cyclical analysis, and offers both ongoing asset management and modular planning engagements.

Todd Havemeister is a financial advisor at BlueSkye Investment Advisers, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BlueSkye since 2022. His prior roles include positions at Great Point Capital, LLC and GI Broadband. BlueSkye Investment Advisers is a boutique firm with three advisors managing assets for individuals, institutions, and family offices. The firm employs a tactical and strategic portfolio management approach based on Post-Modern Portfolio Theory, using proprietary algorithmic models and a combination of fundamental and technical analysis to allocate across ETFs, equities, and fixed income, with an emphasis on downside protection through tactical shifts.

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.