Thomas Rauchegger is a financial advisor at Cramer & Rauchegger, Inc. in Maitland, Florida, with 14 years of industry experience. He holds a Series 66 designation and has worked at Kalos Capital, Inc. and Kalos Management, Inc. prior to his current role. Outside of advising, he is the author of a book on retirement and coaches boys soccer at the Barcelona Soccer Academy. Cramer & Rauchegger serves individuals, high-net-worth clients, trusts, estates, retirement accounts, and small businesses by providing portfolio management, financial planning, trustee and trust administration services, and third-party adviser selection. The firm primarily uses third-party money managers and model portfolios for investment strategies, focusing on manager selection and asset allocation while monitoring performance and strategy alignment.

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 at Rea Financial in Orlando, FL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at International Assets Advisory, GFG Solutions, and MassMutual Life Insurance Co. Rea Financial is a registered investment adviser that offers discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients. The firm utilizes fundamental and technical analysis alongside modern portfolio theory, employing a range of strategies tailored to client objectives.

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 16 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 also serves as an adjunct business finance instructor at Columbia College and is the 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. The firm provides portfolio management and financial planning through a primarily non-discretionary approach, offering strategies that range from passive fixed-income to active equity investments.

Jack Kennedy is a financial advisor at JB Meridian Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with JB Meridian Advisors since 2010. JB Meridian Advisors is a fee-only registered investment adviser serving individuals, families, small-business owners, and various entities such as pensions, trusts, and estates. The firm manages approximately $31.9 million across about 163 client accounts, offering portfolio management and financial planning services with an emphasis on minimum-variance efficient frontier modeling and tailored Investment Policy Statements.

Joseph Morson is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Stewardship Advisory Group, LLC. He has held roles at Life Values Financial since 2003 and has longstanding involvement with multiple Catholic churches as an accompanist. His background includes work with United Planners' Financial Services and OneAscent Financial Services. Stewardship Advisory Group provides wealth management and investment services to individuals, trusts, estates, charities, and retirement plans, managing approximately $322 million in discretionary assets. The firm uses written risk profiles to tailor portfolios and offers values-based investing with a focus on Biblically Responsible Investing through seminars and workshops.

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.

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.

Logan Wolfley is a financial advisor at Rea Financial with Series 65 and Series 66 licenses and three years of industry experience. He previously worked at Triad Wealth Partners and Triad Partners and has experience in financial services and insurance. Outside of finance, he managed a lawn service business for over a decade. Rea Financial is a registered investment adviser serving individual and high-net-worth clients with discretionary asset management, financial planning, and access to third-party money managers. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to clients' objectives and risk profiles.

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 McDonough is a CFP® with five years of industry experience and is affiliated with McDonough Capital Management, Inc. He has worked at firms including Osaic and Triad Advisors. Outside of his advisory role, he serves as President of the Alumni Board for Lake Highland Preparatory School, a nonprofit position involving board leadership and alumni engagement. McDonough Capital Management provides personalized financial planning and discretionary investment management to individuals, trusts, and retirement plans, with a focus on clients in the medical industry. The firm employs active trend-following and tactical asset allocation methods and offers modular planning services alongside ongoing asset management.

Joseph Bilello is a ChFC® with 38 years of industry experience. He has been with Avanti Wealth Management since 2006 and has held roles at G. A. Repple & Company and Avanti Financial Group, Inc. since 1992. Outside of his advisory work, he serves on the board of Seminole County Young Life, contributing to program oversight and organizational goals. Avanti Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with integrated wealth management services including financial planning, portfolio management, pension consulting, and educational workshops. The firm offers tailored portfolios managed using both in-house analysis and third-party strategies through the Prosperity Capital Advisors platform.

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.