Lisa Grady Strange is a financial advisor at RiverTree Advisors, LLC with nine years of industry experience. She holds a Series 65 designation and has been with RiverTree Advisors since 2015. RiverTree Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a flexible, ETF-centric investment approach that combines fundamental and technical analysis, managing accounts primarily on a discretionary basis while tailoring portfolios to clients’ risk tolerances and objectives.

Gregory Galloway is a financial advisor with Fund Advisors of America Inc in Orlando, FL, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Fund Advisors of America since 1993. Fund Advisors of America provides discretionary investment management and financial planning services to individual clients, including high-net-worth households, focusing on retirement planning, college funding, and mutual-fund based investing. The firm uses a combination of modern portfolio theory, asset allocation, and fundamental, technical, and cyclical analysis, employing a range of instruments such as equities, mutual funds, ETFs, leveraged index funds, and option strategies.

Thomas Rauchegger is a financial advisor with Cramer & Rauchegger, Inc. in Maitland, Florida, holding a Series 66 designation and 14 years of industry experience. He has been with Cramer & Rauchegger since 2006 and also has roles at Kalos Management, Inc. and Kalos Capital, Inc. Outside of advisory work, he is an author of a book on retirement and coaches boys’ soccer at the Barcelona Soccer Academy. Cramer & Rauchegger provides investment advisory services primarily to individuals and high net worth clients, as well as related entities such as trusts and estates. The firm allocates client assets among third-party advisers, ETFs, and mutual funds, relying on model portfolios with periodic monitoring.

Theodore Rich is a financial advisor with RiverTree Advisors, LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with RiverTree Advisors since 2013. RiverTree Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities, managing approximately $177.4 million across about 108 client relationships. The firm employs a flexible, ETF-centric investment approach that combines fundamental and technical analysis, offering discretionary portfolio management tailored to clients’ risk tolerances and liquidity needs.

Joseph Mccann is a financial advisor with Heritage Advisors Group, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Heritage Advisors Group in 2026, he worked at 401k Generation and held positions at the University of Massachusetts, Dartmouth, PUBLIX, and Lake Highland Preparatory School. 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 offers model-based and customizable advisory programs with a range of investment strategies, combining discretionary and non-discretionary account management and periodic client communications.

Joseph Veasey is a CFP® professional with 11 years of industry experience. He is an advisor at Stewardship Advisory Group, LLC in Clermont, FL, and has held roles at several firms including United Planners' Financial Services and AE Wealth Management. Veasey is also involved in Stewardship Legacy Coaching, providing services related to family and business legacy planning. Additionally, he serves as a trustee for Redeemer Orthodox Presbyterian Church. Stewardship Advisory Group offers wealth management and investment services to individuals, trusts, estates, charities, and retirement plans. The firm uses written risk profiles to tailor portfolios and employs multi-manager strategies, with a focus on values-based investing and stewardship through public seminars and workshops.

Enrique Loscher is a financial advisor with Rea Financial, holding a Series 65 designation and based in Orlando, FL. He has recently joined the industry with zero years of experience and has worked at several financial firms including Gambin Financial Group and MassMutual Life Insurance Co. prior to his current role. Rea Financial provides discretionary asset management, financial planning, and consulting services to individuals and high-net-worth clients. The firm combines fundamental and technical analysis with modern portfolio theory to offer tailored investment strategies and uses both custom portfolios and third-party model managers.

John Brock Edgar is a financial advisor with LDN Wealth, LLC, holding a Series 65 designation and nine years of industry experience. He has worked with LDN Wealth since 2016 and is also a licensed mortgage broker with International Mortgage Associates, Inc. Additionally, he is involved in small business administration through Purple Processing, LLC, and acts as a real estate sales associate with Ameriteam Realty. LDN Wealth advises individuals, high-net-worth clients, trusts, and estates, providing comprehensive financial planning, written advice letters, and ongoing advisory oversight. The firm specializes in UK pension transfer consulting and facilitates the use of third-party discretionary managers for portfolio implementation.

Scott Kemps is a financial advisor at BlueSky Investment Advisers, LLC with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Great Point Capital LLC since 2014 and Medtech Discovery Group, LLC since 2013. Outside of advisory work, he is president of Spectrum Capital Management, Inc., a firm involved in insurance, software development, and business consulting related to capital formation and strategic introductions. BlueSky Investment Advisers, LLC 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 rule-based algorithms and a mix of fundamental and technical analysis to allocate among ETFs, equities, and fixed income, with an emphasis on downside protection through algorithmic signals and tactical shifts.

Dakota Lawrence is a financial advisor at BlueSkye Investment Advisers, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at BlueSkye since 2012 and Great Point Capital, LLC since 2016. Outside of his advisory role, Lawrence is involved in software development and venture capital, serving as CEO of Solid Session, a company focused on workflow management software, and as a manager for Launchpad 40 Capital Advisors, a venture fund investing in seed-stage technology startups. BlueSkye Investment Advisers is a boutique firm with three advisors providing portfolio management to individuals, institutions, and family offices. The firm utilizes a tactical and strategic approach based on Post-Modern Portfolio Theory, employing proprietary algorithms and a combination of fundamental and technical analysis to manage assets across ETFs, equities, and fixed income.

Kimberly Saunders is a financial advisor at VestWyze, LLC with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Voya Financial Advisors and GWN Securities. Saunders is also an adjunct instructor teaching business finance at Columbia College and serves as president of the Central Florida Chapter of the National Black MBA Association. VestWyze, LLC is a fee-based registered investment adviser serving individual and small business clients with portfolio management and financial planning. The firm primarily operates on a non-discretionary basis, offering a range of investment strategies from passive fixed-income to active equity and sector-focused approaches.

Joseph Morson is a CFP® professional with 25 years of industry experience, currently practicing at Stewardship Advisory Group, LLC. He has held roles at Life Values Financial since 2003 and United Planners' Financial Services for 15 years. Outside of his advisory work, Morson serves as an accompanist at multiple Catholic churches. Stewardship Advisory Group provides comprehensive wealth management and investment services to individuals, trusts, estates, charities, and employer-sponsored retirement plans. The firm employs values-based investing with Biblically Responsible Investing models and offers multi-manager Unified Managed Account strategies alongside coordinated planning with clients’ legal and tax advisors.

Kiel Lewis is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Eminence Wealth Management, he worked at Intuit for five years and was involved with Process Basketball for three years. 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 model-based investment approach that combines quantitative, fundamental, technical, and economic analysis and offers both discretionary asset management and educational seminars on personal finance and investing.

Richard Pfeifer is a financial advisor with Fund Advisors of America Inc in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Fund Advisors of America since 2004. Fund Advisors of America provides discretionary investment management and financial planning services primarily to individual clients, including high-net-worth households, focusing on retirement planning, college funding, and mutual-fund based investing. The firm employs a tailored investment approach using a combination of modern portfolio theory and various analytical methods, incorporating a range of instruments such as equities, mutual funds, ETFs, leveraged index funds, and option strategies.

Chelsea Arb is a financial advisor at Dorman Financial Management, P.A. with seven years of industry experience. She holds a Series 65 designation and has worked previously at Oak Square Advisors Inc., J.D.G. Associates, Inc., and PlanMember Securities Corporation. Dorman Financial Management, P.A. provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, charities, and businesses. The firm customizes advice based on client objectives and risk tolerance, utilizing both fundamental and technical analysis, and offers discretionary and non-discretionary management alongside standalone planning and consulting.

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.

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.

Logan Wolfley is a financial advisor at Rea Financial with Series 65 and Series 66 credentials and three years of industry experience. His prior work includes roles at Triad Wealth Partners, LLC, Triad Partners, LLC, and OFG Financial Services, Inc., as well as managing his family business, Wolfley's Lawn Service, for over a decade. He is based in Orlando, FL. Rea Financial provides discretionary asset management, financial planning, and consulting to individuals and high-net-worth clients. The firm employs a blended investment approach combining fundamental and technical analysis with modern portfolio theory, offering customized portfolio management and model manager selection through a Turnkey Asset Management Program.

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.

Shannon Mc Donough is a CFP® with five years of industry experience. She is currently with McDonough Capital Management, Inc. and previously worked at Triad Advisors and Central Square Technologies. McDonough serves as President of the Alumni Board at Lake Highland Preparatory School, facilitating meetings and promoting alumni engagement. McDonough Capital Management provides financial planning and discretionary investment supervisory services to individual clients, including high net worth individuals, as well as pensions, trusts, estates, charitable organizations, and businesses, with a focus on clients in the medical industry. The firm’s investment approach combines active trend-following and tactical asset allocation using equities, mutual funds, and ETFs, managing accounts on a discretionary basis with ongoing monitoring and coordination with clients’ other advisors.