Brian Nolan is a financial advisor with Nolan Capital Advisors LLC in Oviedo, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Nolan Capital Advisors since 2012. Nolan serves on the board of the Central County Community Development Corp., where he reviews financial statements related to affordable housing, and volunteers with the Beta Theta Pi Psi Diamond Association focusing on recruitment strategies. Nolan Capital Advisors LLC serves individuals, high-net-worth clients, business owners, and retirement plans by providing investment management and comprehensive financial planning, including retirement, estate, tax, and insurance planning. The firm follows a structured Five-Point Planning Process and constructs diversified portfolios based on Modern Portfolio Theory, managing nearly $29 million in assets primarily on a non-discretionary basis.

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 with eight years of industry experience. He holds a Series 65 designation and has been with Lyons Wealth Management since 2017. Outside of finance, he works as a pilot for Helicopters Inc., flying news helicopters and managing aircraft maintenance in the Orlando area. Lyons Wealth Management is a team-based registered investment adviser managing approximately $127 million for primarily high-net-worth individuals, trusts, estates, and other legal entities. The firm employs fundamental security analysis combined with quantitative risk models and utilizes options and derivatives across various strategies, including tactical allocation and income-focused programs.

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.

Timothy Looney is the principal of Tim Looney Investments, LLC in Longwood, Florida, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led his firm since 2012 and operated as an independent advisor since 2002. Tim Looney Investments, LLC serves individual clients, including high-net-worth and non-high-net-worth households, offering personalized financial planning, investment supervisory services, ERISA 3(21) plan advice, hourly consulting, and educational seminars. The firm employs a custom, non-discretionary portfolio management approach with documented investment objectives and quarterly account reviews, managing over $426 million in assets under management.

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.

Thuong Pham is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with Aegis Wealth Management, LLC since 2016. Aegis Wealth Management provides discretionary and non-discretionary investment management, consulting, and employee contribution plan advisory services primarily to individual and high-net-worth clients. The firm manages approximately $174 million in client assets across 179 client relationships, focusing on goal-based financial advice and maintaining portfolios with an emphasis on fundamental, value-oriented equity selection within a diversified, long-term framework.

Kirk Young is a financial advisor at BARR Financial Services, LLC with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Osaic Wealth, Inc. and Triad Advisors, Inc. prior to his current role. In addition to his advisory work, he is involved in insurance sales through BARR Financial Services. BARR Financial Services serves individual and high-net-worth clients as well as trusts, estates, foundations, and business entities. The firm provides comprehensive financial and business planning along with ongoing asset management using a non-discretionary silo investment strategy that aligns client assets with cash-flow needs and objectives.

Matthew Mcgahey is a CFP® and ChFC® with 12 years of industry experience, currently serving at Steadfast Financial Services since 2013. He holds a Series 65 license and is based in Altamonte Springs, FL. Alchemi Wealth, LLC provides investment management and financial planning to individuals, including high-net-worth clients, as well as trusts, estates, corporations, and charities. The firm employs a fiduciary approach using customized portfolios and multiple analytic methods, offering both discretionary and non-discretionary management along with written financial plans.

Tanner Stanley is a financial advisor at SKadvisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at StoneX Financial Inc. and INTL FCStone Financial, Inc. Outside of advisory roles, his background includes time with the Kansas City Royals. SKadvisors is a small team advisory firm serving individual and high-net-worth clients through portfolio management and financial planning. The firm uses a multi-method investment process and offers integrated accounting and insurance services through affiliated professional practices.

Bradford Combes is a financial advisor at Virtus Financial Partners with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Virtus Financial Partners since 2017, alongside prior roles at Principal Securities Inc. and Principal Life Insurance Company. Combes is also the owner of BWD Financial Group, LLC, an investment-related business formed in 2023. Virtus Financial Partners advises individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans, providing discretionary portfolio management, financial planning, 529 college-savings advisory, and qualified plan consulting. The firm’s investment approach includes fundamental, cyclical, and economic analysis and incorporates held-away order-management tools to monitor and rebalance various accounts, while offering educational programs and services tailored to retirement plans and younger 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.

Nicole Verde is a financial advisor at Edwards Financial Services with Series 63 and Series 65 licenses. She has been with Edwards Financial Services since 2022 and has prior experience working at Calton & Associates, Inc., as well as roles in education at the University of Central Florida, Florida International University, and Doral Academy Preparatory School. Edwards Financial Services provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes technical and charting analysis within a long-term trading approach, managing portfolios primarily composed of mutual funds, ETFs, and insurance products on a discretionary basis.

Alexander Vandenberg Sr. is a financial advisor at Financial Advisory Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including NBC Securities, Inc. and Financial Advisory Partners since 2006. Outside of advisory work, he is also involved as an associate in real estate sales. Financial Advisory Partners provides discretionary and non-discretionary investment management and offers modular financial planning and consulting services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $378 million for about 133 clients and integrates portfolio management with trade execution, occasionally delegating investment management to third-party managers.

Jennifer Poore is a CFP® with 20 years of industry experience and is currently affiliated with Integrated Financial Planning Services in Orlando, FL. She has served as COO and CFO of Integrated Loyalty Systems since 2004. Outside of her advisory role, she assists in writing books focused on improving patient experiences in hospitals. Integrated Financial Planning Services provides ongoing portfolio management and financial planning for individual and high-net-worth clients, utilizing mutual funds, equities, bonds, and ETFs. The firm emphasizes fundamental analysis and a long-term investment approach, conducting regular portfolio reviews without discretionary trading authority.

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.

Jordan Celeste is a financial advisor with Integrated Wealthcare, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Integrated Wealthcare, he worked in emergency medicine for over seven years at several organizations, including Emergency Physicians of Central Florida. Outside of financial advising, Celeste serves in leadership and volunteer roles with multiple medical specialty organizations, including as President of the Florida College of Emergency Physicians and Secretary-Treasurer of the Florida Emergency Medicine Foundation. Integrated Wealthcare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, along with high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing documented risk assessments and globally diversified model portfolios that combine fundamental, technical, and cyclical analysis.

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.