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.

Larry Foster is a financial advisor with Wisdom Planning Group in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Edward Jones, and multiple Cetera affiliates. Outside of advising, Foster owns LEF Investments LLC, a real estate business focused on property buying and selling. Wisdom Planning Group offers discretionary portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm combines fundamental and quantitative methods with tactical tools to create diversified portfolios and provides estate-planning services through a digital platform.

Jude Wilson is a financial advisor with Centrus Financial Strategies in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Prosperity Capital Advisors and J.W. Cole Advisors, INC. He serves on the board of Goodwill Industries of Central Florida and is the director and content creator of a tax education website, thetaxbomb.com. Centrus Financial Strategies is an SEC-registered investment adviser providing discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth families, and plan sponsors. The firm emphasizes strategic and tactical asset allocation and utilizes third-party platforms and independent managers to deliver its services.

Amy Gausz is a financial advisor at Portfolio Design Services, LLC with a Series 65 designation and one year of industry experience. Prior to her current role, she worked for PULAU Corporation for 16 years and is also involved with Gausz Solutions LLC. Portfolio Design Services, LLC provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm customizes investment strategies based on client goals, time horizons, and risk tolerance, using a variety of securities and analytical methods, and offers ERISA 3(38) investment management for qualified retirement plans.

Anthony Rossetti is a CFP® professional with 26 years of industry experience, currently serving at Heritage Advisors Group, Inc. since 2020. His prior experience includes roles at Independent Financial Partners and Heritage Financial Services, where he has been active since 2001. In addition to his advisory work, Rossetti is also licensed as an insurance agent. Heritage Advisors Group serves individual clients, including high-net-worth individuals, as well as retirement and pension plans, providing discretionary portfolio management and various financial planning services. The firm employs a multi-disciplinary investment approach combining fundamental, cyclical, and technical analysis, and offers both fixed-fee and full-service portfolio management programs.

Kyle Krasker is a financial advisor at Olivar & Greb Capital Management, LLC with eight years of industry experience. He holds a Series 65 designation and has a background in education since 2007. 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 trading below intrinsic value, and utilizes long-term trading, margin, options strategies, ETFs, and closed-end funds for diversification.

Keith Haskell is a CFP® with 36 years of industry experience, currently serving at Dobson Street LLC since 2017. His prior experience includes roles at Wilbanks Securities Advisory and Wilbanks Securities, Inc. He also serves as Chairman of the Finance Committee and Treasurer at Pines Castle United Methodist Church. Dobson Street LLC provides discretionary portfolio management and financial planning for individuals, families, trusts, estates, business entities, and qualified plans. The firm’s approach combines fundamental and technical analysis to tailor investment strategies documented in client-specific Investment Policy Statements, emphasizing low-cost index and no-load mutual funds with regular portfolio reviews.

Richard Matthias is the principal of Matthias Private Wealth, LLC in Winter Park, FL, with eight years of experience in financial advising. He holds a Series 65 designation and has operated his wealth management firm since 2017. In addition to his advisory role, Matthias is managing partner of Matthias & Matthias, PLLC, a law firm specializing in estate planning, asset protection, tax issues, trust administration, and business consulting. He also serves on the board of directors and several committees at First American Bank of Chicago. Matthias Private Wealth serves individuals, trusts, estates, charitable organizations, corporations, and pension plans, providing discretionary and non-discretionary portfolio management alongside financial, estate, and charitable planning. The firm creates customized investment plans based on clients’ financial circumstances and risk tolerance, using a mix of public and private securities, fixed income, mutual funds, ETFs, and alternative investments, with coordinated legal and tax support from affiliated professional entities.

Edward McDonough is a CFP® professional with 39 years of experience in the financial industry. He is the president of McDonough Capital Management, Inc., where he has worked for 27 years. His prior experience includes roles at Altior Capital Management LP, Jackson Wealth Management, LLC, and Triad Advisors Inc. He also manages life insurance solutions and assists with client tax preparation as part of his business activities. McDonough Capital Management provides financial planning and discretionary investment supervisory services to individuals—including high net worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on active trend-following and tactical asset allocation across equities, mutual funds, and ETFs, managing accounts on a discretionary basis with ongoing monitoring and coordination with clients’ other professional advisors.

Todd Havemeister is a financial advisor at BlueSkye Investment Advisers, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Great Point Capital, LLC and GI Broadband. BlueSkye Investment Advisers is a boutique firm with three advisors that manage assets for individuals, institutions, and family offices. The firm employs a Post-Modern Portfolio Theory approach with tactical asset allocation using proprietary algorithms, focusing on downside protection and excluding newer or leveraged ETFs from client portfolios.

Gregory Kite is a financial advisor with Polley Wealth Management LLC in Orlando, FL, holding a Series 65 designation and 18 years of industry experience. His career includes roles at Transamerica Financial Advisors and Innovation Partners LLC. Outside of advisory work, he serves as president, CFO, athletic director, and coach at The Gift of Learning Foundation, a private school serving Pre K through 12th grade students. Polley Wealth Management primarily serves individual investors, including high-net-worth clients, offering investment advisory, portfolio management, and financial planning services. The firm employs an asset allocation and risk profiling approach, utilizing both discretionary and non-discretionary managed accounts, and offers a subscription-style retainer model with tiered membership levels.

Patrick Robertson is a financial advisor at Strategic Wealth Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including Securities America Advisors, Inc. and Packerland Brokerage Services. In addition to his advisory role, Robertson is involved in the sales of fixed life insurance and annuities through Greyhound Financial. Strategic Wealth Management serves individual and high-net-worth clients by providing portfolio management and tailored financial planning. The firm emphasizes long-term trading using a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis to build diversified portfolios.

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.

Matthew Dowling is a financial advisor with Newell Wealth Management, LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Newell Wealth Management, he spent eight years at Lockheed Martin and a year at the Georgia Institute of Technology. Newell Wealth Management is a state-registered independent advisory firm serving individuals, high-net-worth clients, and employer plan sponsors. The firm uses a structured planning framework that integrates retirement income, tax-aware planning, and investment strategy, combining passive and active approaches with tactical asset allocation adjustments.

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.

Allan Paull is a financial advisor at Virji Investments, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Virji Investments since 2011. He is also involved in insurance sales, a business activity he has pursued since 1991. Virji Investments is a fee-only registered investment adviser managing approximately $33 million for about 58 clients, primarily individual and high-net-worth households. The firm offers discretionary portfolio management, retirement planning, and serves as a limited-scope 3(21) fiduciary for ERISA-qualified retirement plans, employing a disciplined, long-term asset allocation approach that includes Sharia-compliant strategies and various active and passive management options.