John McInerney is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 designation with 17 years of industry experience. He has led multiple related firms since 1993 and spends approximately half of his time as president and insurance agent at John J. McInerney, Inc., an affiliated insurance sales and services business. 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 emphasizes tailored investment programs based on clients’ goals, time horizons, and risk tolerance, and coordinates with third-party money managers, primarily Gradient Investments, LLC.

Lisa Michaelson is a CFP® professional with 14 years of experience in financial advising. She currently works at Fellowship Financial Group, joining the firm in 2023 after seven years at Dorman Financial Management, P.A. In addition to her advisory role, she is a licensed insurance agent involved with Fellowship Financial, LLC. Fellowship Financial Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides tailored investment strategies and financial planning services, managing approximately $151.8 million in assets across three advisors.

Roger Toelke is a financial advisor at Dobson Street LLC with over 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Wilbanks Securities, Inc. since 2009 and has operated R.A. Toelke & Co., a polyethylene sales business, since 1980. Outside of investment advising, he is involved in small business consulting, tax preparation, pension-related services, and life and health insurance through a separate family office consulting business. Dobson Street LLC provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, business entities, pooled investment vehicles, and qualified and non-qualified plans. The firm uses a client-specific investment approach grounded in fundamental and technical analysis with strategies ranging from long-term buy-and-hold to shorter-term trading, and it operates with close ties to an independent trust company where client assets are custodied.

Jordan Harrison is a financial advisor with Elevation Advisory Partners LLC in Orlando, FL, holding a Series 66 license and two years of industry experience. Prior to his current role, he worked at Wells Fargo Clearing and Silver Oak Securities, Inc., and has a background that includes positions in retail with URBN brands as well as several years at Louisiana State University. Elevation Advisory Partners provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm’s investment approach combines fundamental and technical analysis across a range of asset classes and offers services including legacy position management and independent third-party manager integration.

Thomas Greb is a financial advisor with Olivar & Greb Capital Management, LLC in Maitland, FL. He holds a Series 65 designation and has eight years of industry experience. He has worked at Olivar & Greb Capital Management since 2016 and has been associated with Global Wealth Management since 2014. Olivar & Greb Capital Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs fundamental analysis and modern portfolio theory, focusing on domestic equities believed to trade below intrinsic value, and utilizes long-term trading, margin, options strategies, ETFs, and closed-end funds for diversification.

Anthony Van Ore is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Nottingham Wealth Partners, Inc. and has held positions at several firms including Onegroup Wealth Partners, Destiny Wealth Partners, and Financial Management Concepts. Outside of his advisory role, he is involved in managing several massage therapy businesses in the Orlando area, providing executive leadership without compensation. Nottingham Wealth Partners offers fee-based discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis and constructs portfolios using low-cost diversified mutual funds and ETFs, supplemented by individual securities when appropriate.

Kenneth Polley is a financial advisor at Polley Wealth Management LLC in Orlando, FL, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and Suntrust Advisory Services. Outside of advisory services, he is involved in real estate investing through Polley Properties LLC, focusing on wholesale and fix-and-flip properties. Polley Wealth Management LLC serves individual investors, including high-net-worth clients, offering investment advisory, portfolio management, and financial planning services. The firm employs a disciplined investment process with an emphasis on asset allocation and risk profiling, and it offers a subscription-style retainer model alongside traditional fee structures.

Matthew McMahan is a CFP® and Series 65 licensed advisor with 11 years of industry experience. He is the President and Investment Advisor Representative at Aegis Wealth Management, LLC, where he has worked since 2017. Prior to this, he held roles at Delta Capital Management, LLC and several other financial firms. Outside of his advisory work, he owns Fresh Ice Vending, LLC, a business supplying ice vending machines to Costco Wholesale. Aegis Wealth Management serves individual clients, including high-net-worth individuals, providing 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 and uses Modern Portfolio Theory to construct diversified portfolios with a majority equity allocation.

Frank Garcia is a CFP® and CFA® with nine years of industry experience. He has worked at Frankly Finances since 2022 and previously spent eight years at Resource Consulting Group. Frankly Finances serves individuals, including high-net-worth clients, as well as corporations and small-business retirement plan sponsors, offering fee-only financial planning, investment management, and retirement plan consulting. The firm emphasizes passive, asset-class-based portfolios using index mutual funds and ETFs, and employs flat-fee investment management rather than percentage-of-AUM or performance-based fees.

Edward Soulsby is a financial advisor at OneFirm Consulting, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at OneFirm Consulting since 2018. Soulsby is also a partner and attorney at Trotter & Soulsby, P.A., where he provides legal services. OneFirm Consulting offers fee-based investment advisory and portfolio management services primarily to individual and high-net-worth clients, focusing on long-term growth, retirement planning, and legacy objectives. The firm employs a non-discretionary, co-advisory model, collaborating with third-party portfolio managers while monitoring performance and advising clients accordingly.

Michael Eastham is a Personal Financial Specialist (PFS™) with 15 years of industry experience. He has worked with Fellowship Financial Group and its affiliated entities since 2008 and currently serves as managing member of MV Holdings, LLC, a marketing services company unrelated to investment advisory. Eastham also manages Fellowship Accounting & Tax, PLLC, overseeing strategy and client relationships. Fellowship Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $151.8 million in assets. The firm offers tailored investment strategies using various approaches and third-party managers, with services that include discretionary and non-discretionary portfolio management and modular financial planning.

Justin King is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 designation with one year of industry experience. Prior to joining McInerney Investment Advisors, he worked for nearly two decades at Gap, Inc. 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 emphasizes tailored investment programs using fundamental, technical, and cyclical analysis, typically seeking client approval before executing trades.

Kenneth Wheeler is a financial advisor at OneFirm Consulting, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked as an attorney specializing in tax, estate planning, and transactional law since 1984. Outside of his advisory role, he owns a tax and estate planning law firm. OneFirm Consulting serves individual and high-net-worth investors by providing financial planning and portfolio management through co-advisory relationships with third-party portfolio managers. The firm employs a non-discretionary, model portfolio approach and integrates estate and business succession planning services through its licensed attorney advisors.

Peter Mataras is a financial advisor with AlphaQ Advisors in Winter Park, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with AlphaQ Advisors since 2008. AlphaQ Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, estates, and business clients. The firm focuses on retirement, estate, trust, and divorce-related planning, offering tailored strategies through in-house model portfolios and third-party managers, and includes sub-advisory services to other advisers.

Kenneth Simon is a financial advisor at SKadvisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes founding and operating his own CPA firm since 1987, as well as experience with Lincoln Investment Planning, Inc. from 1991 to 2024. In addition to his advisory work, he is involved in affiliated professional practices including a CPA firm and an insurance agency. SKadvisors is a small team advisory firm serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a multi-method investment process and manages client assets on a discretionary basis, integrating in-house accounting and insurance services to support tax and implementation needs.

Austin Jack is a financial advisor at Lyons Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Black Legend Capital and Truventic, LLC. Prior to entering the advisory field, he spent ten years at Publix Supermarkets. Lyons Wealth Management provides discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm offers customized portfolios and advisory services using a combination of fundamental and technical analysis, quantitative risk models, and options-based strategies to pursue income and tactical risk management.

Russell Cramer is a financial advisor with Cramer & Rauchegger, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes tenure at Kalos Capital since 2008 and Cramer & Associates since 1999. Cramer & Rauchegger serves individuals, high-net-worth clients, trusts, estates, retirement accounts, and small businesses by providing portfolio management, financial planning, trustee and trust administration services, and third-party adviser selection. The firm focuses on manager selection and asset allocation, primarily using third-party money managers, model portfolios, mutual funds, and ETFs.

Ronald Greene Jr. is a financial advisor at Polley Wealth Management LLC in Orlando, FL, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to his current role, he worked at Edelman Financial Engines and has background in insurance and hospitality. Polley Wealth Management primarily serves individual and high-net-worth clients, offering investment advisory, portfolio management, and financial planning services. The firm emphasizes asset allocation and risk profiling, provides both discretionary and non-discretionary management, and offers a subscription-style retainer model alongside traditional fee structures.

Kyron Harold is a CFA® charterholder with one year of industry experience, currently serving at Spraker West Wealth Management, Inc. in Winter Park, FL. He has been with the firm since 2014, including its predecessor entity, and works as part of a five-advisor team. Spraker West Wealth Management is a fee-only registered investment adviser providing discretionary portfolio management and financial planning to individuals, families, trusts, estates, charitable organizations, pension/profit-sharing plans, and corporations. The firm employs client-specific investment policy statements, tactical trading, rebalancing, tax-loss harvesting, and diversification across traditional and alternative asset classes.

Regina Blake Anderson is a financial advisor at RD Lewis Wealth Management with seven years of industry experience. She holds a Series 65 designation and has been affiliated with RD Lewis Holdings, Inc. for 14 years. RD Lewis Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, and estates. The firm manages approximately $256.8 million in client assets across about 451 relationships, emphasizing long-term portfolio construction through mutual funds and ETFs while offering retirement-focused guidance and formal annual reviews.