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.

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 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.

Tyler Jones is a financial advisor at Financial Life Designs LLC in Lake Mary, FL, holding a Series 65 credential with two years of industry experience. His work history includes multiple roles at Financial Life Designs LLC and previous positions at Charles Perry Partners, Inc. and F J Nugent & Associates, Inc. Outside of his advisory role, he owns a sole proprietorship specializing in research and CAD design for outdoor products. Financial Life Designs LLC serves individual clients, including high-net-worth households, through fee-only financial planning and discretionary portfolio management. The firm employs a planning-first approach with diversified portfolios built using both fundamental and technical analysis, focusing on a relationship-driven model for a small client base.

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.

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.

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.

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.

Carlos Sacasa is a financial advisor with Borger Capital Management LLC in Apopka, Florida. He holds Series 63 and Series 65 credentials and has two years of industry experience, including prior roles at LPL Enterprise and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in non-investment activities such as eBay sales and collecting royalties from copyrighted material. Borger Capital Management LLC is a state-registered investment adviser that provides asset and portfolio management, financial and retirement planning, insurance planning, and consulting services to individuals, families, and small business owners. The firm employs a concentrated precious-metals strategy using a blend of fundamental, technical, and cyclical analysis across discretionary and non-discretionary engagements.

Arthur Mckee is a CFP® certificant with 22 years of experience in financial advising. He has been associated with McKee Financial Services, Inc. since 2003 and currently serves at McKee Investment Planning, Inc. In addition to his advisory work, he occasionally teaches corporate finance and economics as an adjunct instructor. McKee Investment Planning, Inc. primarily serves individual and high-net-worth clients, offering discretionary portfolio management, retirement and personal financial planning, and small-business retirement plan administration. The firm employs a combined top-down and bottom-up investment process and manages approximately $79 million in assets with a high client-to-advisor ratio.