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.

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 with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Freedom Capital Advisors since 2012. The firm provides personalized investment advisory and financial planning services to individual and institutional clients, employing a disciplined approach that combines fundamental, technical, and economic analysis to implement conservative, value- and income-oriented strategies.

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.

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.

Raymond Bock III is a financial advisor with Rockdale Financial Services, Inc., holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. He has worked at Cetera Advisors LLC for over a decade and has held various roles in education prior to his advisory career. Outside of finance, he is involved in a talent agency focused on acting. Rockdale Financial Services provides non-discretionary investment advisory services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm offers portfolio management through allocations to mutual funds, ETFs, and independent managers, employing both fundamental and technical analysis.

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.

Becky Farrant is a CFP® with 25 years of industry experience and has been with Pacific Global Investment Management Company since 2005. She also worked at Pacific Global Fund Distributors, Inc. from 2003 to 2019. Pacific Global serves individual investors, pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a value-oriented or core equity investment style, fundamental research, and a proprietary screening process to guide its investment decisions.

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.