After working as a financial advisor for more than 15 years, I obtained the CERTIFIED FINANCIAL PLANNER™ professional designation in 2008. I received my M.B.A. in Financial Planning from California Lutheran University in 2016. Some of our clients have been with us for 20+ years and for that I am very grateful. I enjoy being a blessing to our clients by helping them make the right financial decisions. It’s wonderful to see clients understand the truth about their finances and some of the nuances of the financial advisory world. I love to cook after work and enjoy sharing a great meal with my family and discussing how our days went and encouraging one another. I also enjoy working out with my family and seeing family and friends achieve things that are hard to do.

Tharcisio De Souza Santos is a financial advisor at Vita Investimentos with a Series 65 designation and zero years of industry experience. His prior work includes ten years at Jazz Seguros. Vita Investimentos provides non-discretionary asset monitoring, portfolio management, and financial planning primarily for business owners, entrepreneurs, executives, families, individuals, and retirees. The firm emphasizes tailored asset-allocation advice and periodic portfolio reviews, combining behavioral, charting, cyclical, fundamental, and technical analysis to guide client strategies.

Eric Hoebbel is a CFP® with 30 years of industry experience based in Orlando, FL. He is currently with American Harbour Wealth Management, LLC and has previously worked at APW Capital Inc, Delta Capital Management, Delta Securities Company, and ProEquities, Inc. Outside of advisory work, he owns a business specializing in the sales and programming of gas detection systems. American Harbour Wealth Management serves individual investors, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses model portfolios and fundamental analysis to guide investment strategies, primarily recommending mutual funds and ETFs.

Patricia Mostafa is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 credential with four years of industry experience. She is also president of Mostafa Advisors, Inc., an insurance sales business, where she dedicates approximately half of her time. Prior to her current role, she has held positions at several firms including Wilson Title Services and TTEC. McInerney Investment Advisors offers 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 based on clients’ goals, time horizons, and risk tolerances, and works closely with a single third-party manager, Gradient Investments, LLC.

Erik Bonnett is a financial advisor at Tripletail Wealth Management in Orlando, FL, holding a Series 66 designation with five years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Woodbury Financial Services and has nearly a decade of experience at Regions Bank. Outside of his advisory role, Bonnett serves as a professional fiduciary through Florida Family Trust Services, LLC, and is a director of the Dr. Nayana and Indrajit Vyas Memory Care and Wellness Foundation. 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 and offers a wrap-fee program, integrating insurance and trust services through affiliated businesses.

Phillip Connors is a financial advisor at Value Financial Advisers, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Leigh Baldwin & CO., LLC for 10 years and T. Rowe Price Advisory Services, Inc. for 3 years. Outside of advising, he works part-time as a delivery driver for Domino’s. Value Financial Advisers primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management along with financial planning and wealth-preservation services. The firm follows a long-term, fundamental investment approach and manages approximately $105 million across around 200 clients.

Matthew Haushalter is a financial advisor with American Harbour Wealth Management, LLC in Orlando, FL. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Delta Capital Management and Delta Securities Company, LLC. He also served as a lacrosse coach at Bishop Moore High School for eight years. American Harbour Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm uses model portfolios and investment strategies spanning conservative to aggressive approaches, primarily investing in mutual funds and ETFs.

Claudia Salles is a financial advisor at Vita Advisors, doing business as Vita Investimentos, with six years of industry experience. She holds a Series 65 designation and serves Brazilian clients as an investment adviser representative with a minority interest in Vita Investimentos. Vita Advisors provides non-discretionary asset monitoring, portfolio management, and financial planning to business owners, entrepreneurs, executives, families, individuals, and retirees. The firm focuses on tailored asset-allocation advice and periodic portfolio reviews, using a combination of behavioral, technical, and fundamental analysis across various securities, and maintains a significant non-U.S. client base through its affiliation with a Brazilian advisory entity.

Chelsea Jones is a CFP® and holds a Series 65 license with seven years of experience in the financial advisory industry. She has worked at Physician Family Financial Advisors since 2019 and previously held roles at the WKU Center for Financial Success and Western Kentucky University. Physician Family Financial Advisors serves physician families and individual clients, as well as a limited number of employer-sponsored retirement plans, providing financial planning, investment guidance, and discretionary account management. The firm uses a diversified, passive investment approach with tax-aware strategies and offers a non-AUM fee model based on monthly membership fees.

Dennis Merryfield is a financial advisor at Merryfield Barnes, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merryfield Barnes since 2011. The firm provides financial planning, consulting, and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. Merryfield Barnes employs a multi-capitalization investment approach combining fundamental, technical, and cyclical analysis, customizing portfolios based on client risk profiles and time horizons.

Bruce Kelvington is a financial advisor at SKadvisors, LLC with 25 years of industry experience. He holds a Series 65 designation and also serves as a CPA and managing member of CFO Outsourcing Group, LLC, an accounting and bookkeeping firm. Kelvington has been involved with SKadvisors since 2004 and with Simon, Kelvington & Shealy, LLC, another accounting firm, since 2008. SKadvisors is a small team advisory firm serving individual and high-net-worth clients through portfolio management and financial planning. The firm employs a multi-method investment approach and manages client assets on a discretionary basis, integrating in-house accounting and insurance services to support client needs.

Johnnie Hall III is a financial advisor with VestWyze, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at VestWyze since 2017 and previously at VOYA Financial Advisors and Hall, Goodman & Associates, where he remains active. Hall is also an independent insurance agent involved in the sale of fixed insurance products. VestWyze, LLC provides fee-based portfolio management and occasional financial planning primarily for individual investors, small businesses, and institutions. The firm operates mainly on a non-discretionary basis, tailoring investment strategies to client objectives using a range of securities, ETFs, mutual funds, and alternative investments.

Christopher Calise is a CFA® charterholder affiliated with Haven Private in Orlando, FL. He has one year of industry experience and previously spent ten years at MCK United LLC/RPM Realty. Calise is currently involved with Intentionalize, LLC and Enclave Risk Management, LLC alongside his role at Haven Private. Haven Private is a fee-based registered investment adviser serving individual and high-net-worth clients with private wealth management and discretionary portfolio management. The firm emphasizes ongoing account oversight through written Investment Policy Statements and diversified asset-allocation models, managing a range of traditional and alternative investments while also acting as sub-advisor to a private pooled vehicle.

Allison Young is a CFP® with three years of industry experience, currently serving at Stonebridge Financial Planning Group, LLC in Orlando, FL. Her career includes multiple roles within Stonebridge and Commonwealth Financial Network. Prior to her financial advisory career, she worked in the tourism and retail sectors. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis, employing both long-term and shorter-term investment strategies across diverse asset classes.

Michelle Taylor is a financial advisor at GFG Solutions with 8 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at MML Investors Services, Mass Mutual Life Insurance Co., and Northwestern Mutual in various roles. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm uses a combination of fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategies as key planning components.

John Youngs Jr. is a financial advisor at Tiller Private Wealth, Inc. in Orlando, FL, holding a Series 65 designation with 21 years of industry experience. He has been with Tiller Private Wealth and its predecessor entity since 2001. Tiller Private Wealth serves individual and high-net-worth clients as well as charitable organizations, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a long-term, asset-allocation driven approach focused on diversification, tax sensitivity, and cost awareness, managing approximately $730 million in discretionary assets as of December 31, 2025.

Joao Carlos Ramalho Lemos Andre is a financial advisor with Blacktower Financial Management (US) LLC. He holds a Series 65 designation and has been with Blacktower since 2020, including a role at Utmost Services Ireland in 2025. Located in Orlando, FL, his industry experience spans several years across related firms. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios mainly on a non-discretionary basis using various investment vehicles and third-party managers.

Cole Thomas is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Stonebridge Financial Planning Group, LLC, where he has worked since 2021, and has prior experience at Commonwealth Financial Network and Triad Advisors LLC. Outside of advisory work, he was employed by Cru for several years. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis, employing both long-term and shorter-term investment strategies across various asset classes.

Chad Warrick is a financial advisor with Summit Wealth Partners, LLC in Orlando, FL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Summit Wealth Partners since 2015. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach that incorporates academic models and uses pooled vehicles, third-party managers, and derivatives in portfolio construction.

Peterson Cenerino is a financial advisor at Proxy Wealth Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked with Proxy Wealth Advisors since 2023. Outside of financial services, he owns and operates PIS Representations LLC, an information technology consulting firm based in Orlando, FL. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, and is noted for its cross-border advisory services for foreign clients.