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.

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.

Gregory Beardslee is a financial advisor with American Harbour Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at APW Capital, Inc., Delta Capital Management, LLC, and Proequities, Inc. In addition to his advisory work, he has operated an independent insurance agency specializing in life, disability, and annuity sales since 2001. American Harbour Wealth Management serves individual investors, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm uses model portfolios and analytical methods like fundamental analysis and modern portfolio theory, primarily recommending mutual funds and ETFs while managing accounts on a discretionary basis.

Scott Francis is a financial advisor at Ponta Wealth Partners, LLC, holding the PFS™ designation with two years of industry experience. His prior roles include work at CCM Capital Group, Inc., Parkway Property Investments, LLC, and Parkway, Inc. Ponta Wealth Partners serves a select group of high-net-worth individuals, providing investment management and advisory services focused on portfolio construction, ongoing reviews, and oversight of third-party managers. The firm employs a factor-based, dynamic asset allocation strategy primarily using ETFs and individual securities, often incorporating outside consultants for research and optimization.

Carlos Sacasa is a financial advisor with Borger Capital Management LLC in Apopka, FL. He holds Series 63 and Series 65 credentials and has two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Charles Schwab. Outside of financial advising, he is involved in eBay sales and collects royalties from intellectual property. Borger Capital Management serves individual investors, families, and small business owners by providing personalized advisory services such as asset and portfolio management, financial and retirement planning, and insurance reviews. The firm employs a blend of charting, fundamental, technical, and cyclical analysis with a focus on concentrated precious metals exposures as a core investment strategy.

Arthur Mckee IV is a CFP® professional with 23 years of industry experience, currently with McKee Investment Planning, Inc. He previously worked at Legg Mason Wood Walker, Incorporated. In addition to his advisory work, he occasionally teaches corporate finance and economics as an adjunct instructor. McKee Investment Planning serves individual and high-net-worth clients, providing investment management, retirement and personal financial planning, and small-business retirement-plan services. The firm combines top-down global assessments with bottom-up security selection, using region-focused mutual funds and ETFs, and maintains a fee-only, discretionary management approach.

John West is a CFP® with 11 years of industry experience and has been with Spraker West Wealth Management, Inc. since 2012. He is based in Winter Park, FL, and is part of a team of five advisors at the firm. Spraker West Wealth Management is a fee-only registered investment adviser serving individuals, families, trusts, estates, charitable organizations, pension/profit-sharing plans, and corporations. The firm provides discretionary portfolio management and financial planning, utilizing client-specific Investment Policy Statements and a diversified allocation across traditional and non-traditional asset classes.

Syed Rizvi is a financial advisor at AlphaQ Advisors with 20 years of industry experience. He holds a Series 65 designation and has worked at AlphaQ Advisors since 2006 and Loyal Venture Advisors Inc. since 2024. In addition to his advisory role, he serves as an advisor and venture partner consulting on business strategy for early-stage private companies. AlphaQ Advisors provides portfolio management and financial planning services to individuals, retirement plans, trusts, estates, and businesses. The firm focuses on retirement, estate, trust, and divorce-related planning, employing a range of investment techniques and offering sub-advisory services to other advisers.

Plamen Dimitrov is a financial advisor at Avanti Wealth Management with 20 years of industry experience. He holds a Series 65 designation and has been with Avanti Wealth Management since 2009. Dimitrov is also involved with Avanti Financial Group, an investment-related business. Avanti Wealth Management serves individual clients, retirement plans, trusts, charities, and business entities, offering wealth management, financial planning, pension consulting, and educational workshops. The firm constructs and monitors individualized discretionary portfolios and emphasizes coordination with clients’ other professional advisers.

Ronald Mccoy is a financial advisor at Freedom Capital Advisors Inc. in Clermont, FL, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Freedom Capital Advisors since 2012. Freedom Capital Advisors provides investment advisory and financial planning services to individual investors, joint accounts, IRAs, trusts, and corporate accounts. The firm follows a conservative, value-driven investment approach emphasizing income generation and risk-adjusted returns, utilizing fundamental, technical, and macroeconomic analysis.

Kristin Kalley is a CFP® professional with seven years of experience in the financial services industry. She currently works at Nelson Advisory Services, Inc. and has prior experience at RSM US LLP. Ms. Kalley is also a CPA and prepares individual tax returns seasonally during business hours each year. Nelson Advisory Services, Inc. provides investment management and financial planning services emphasizing diversification, consistency, and long-term investment histories. The firm serves individuals, trusts, pension plans, and institutional clients using various fee arrangements and employs a mix of non-discretionary management and third-party advisers.

Sean O’Toole is a financial advisor with O’Toole Strategic Investments LLC, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been involved with The O’Toole Group since 2011, where he is also a licensed insurance agent and broker. O’Toole Strategic Investments LLC serves individual clients, including high net worth individuals, by providing investment advisory referrals and client liaison services rather than managing discretionary portfolios. The firm focuses on recommending third‑party managers, assisting with onboarding and paperwork, and monitoring performance, without directly managing client assets.

Steven Van Metre is a financial advisor at Quantum Wealth Advisors LLC in Winter Garden, FL, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Atlas Financial Advisors, Inc. for 14 years. In addition to his advisory work, he is a licensed insurance agent and owns Bakersfield Retirement in Bakersfield, CA. Quantum Wealth Advisors provides portfolio management, financial planning, and a subscription-based market-timing newsletter to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading strategy supported by various analytical methods and offers multiple fee models, including fixed, hourly, and subscription fees.

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.

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, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his own firm since 2012 and previously worked at 1st Global Advisors Inc. from 2001 to 2002. Tim Looney Investments, LLC provides fee-based financial planning and investment supervisory services primarily to individual clients, including high-net-worth households. The firm offers custom, non-discretionary portfolio management with client-approved trading and serves as a fiduciary for retirement plans under ERISA 3(21), maintaining a sizable asset base without discretionary trading authority.

Raymond Bock III is a financial advisor at Rockdale Financial Services, Inc. with over 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cetera Advisors LLC and Rockdale Financial Services since the early 1990s. Outside of his advisory role, he is involved with Peas and Carrots Agency LLC, a talent agency focused on acting. Rockdale Financial Services serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing non-discretionary investment advisory services alongside financial planning and consulting. The firm manages portfolios primarily through allocations to mutual funds, ETFs, and independent managers, and offers periodic reporting and reviews to clients.

Thuong Pham is a CFP® professional with 12 years of industry experience. He has been with Aegis Wealth Management, LLC since 2016 and previously worked at Aegis Financial Advisors Inc. from 2014 to 2015. Aegis Wealth Management serves individual clients, including high-net-worth individuals, offering discretionary and non-discretionary asset management, retirement plan advisory, and consulting for life events. The firm employs a fundamental, value-oriented investment approach with a long-term focus, utilizing Modern Portfolio Theory to build diversified portfolios that typically maintain a majority equity allocation.