Matthew McMahan is a CFP®-credentialed financial advisor at Aegis Wealth Management, LLC with 10 years of industry experience. He has worked at several firms including Delta Capital Management and Vision Brokerage Services. Outside of finance, he owns Fresh Ice Vending, LLC, a company that supplies ice vending machines to Costco Wholesale. 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 uses a value-oriented, long-term investment approach with a focus on equity exposure and risk management through cash allocation.

Chance Robinson is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding a Series 65 designation with two years of industry experience. He has been with Eminence Wealth Management since 2022 and also has experience at Strong Point Financial Inc. since 2015. Eminence Wealth Management provides portfolio management, investment analysis, and financial planning services to individuals, families, small businesses, trusts, estates, and corporate entities. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide model-based asset selection and offers educational seminars on personal finance and investing.

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.

Colin Philips is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He is currently with Cast Member Financial LLC, where he has worked since 2024. His prior experience includes roles at Truist Advisory Services, Madison Avenue Securities, AE Wealth Management, and Charles Schwab. Cast Member Financial LLC provides investment management and financial planning services to individuals, high net-worth clients, charitable organizations, and businesses. The firm uses a combination of modern portfolio theory and fundamental analysis, offering discretionary account management and ESG strategies upon request, along with educational seminars and speaking engagements.

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 20 years of industry experience. He holds a Series 66 designation and has worked previously at KMS Financial Services, Inc. and Royal Alliance Associates, Inc. In addition to his advisory role, he is the owner of a tax, estate planning, and transactional law practice. OneFirm Consulting provides 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 operates mainly on a non-discretionary, co-advisory model, combining financial planning with portfolio management delivered through third-party managers.

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 the Series 65 designation and has worked at Lyons Wealth Management and Black Legend Capital. Prior to his advisory career, he spent ten years at Publix Supermarkets. Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and select institutional clients. The firm combines fundamental and technical analysis with model-driven tactical allocation and employs options and other derivatives in separately managed accounts.

Russell Cramer is a financial advisor with Cramer & Rauchegger, Inc. based in Maitland, Florida, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Kalos Capital since 2008 and has been associated with Cramer & Associates since 1999. Cramer & Rauchegger provides investment advisory services primarily to individuals and high net worth clients, as well as trusts, estates, and retirement accounts. The firm allocates client assets among third-party advisers, ETFs, and mutual funds using model portfolios, with oversight on performance and strategy, serving over 1,000 clients with a focus on delegated portfolio management.

Ronald Greene Jr. is a financial advisor at Polley Wealth Management LLC in Orlando, FL, holding Series 63 and Series 65 credentials with four years of industry experience. His prior roles include positions at Edelman Financial Engines and various insurance and vacation ownership companies. Polley Wealth Management LLC serves individual investors, including high-net-worth clients, providing investment advisory, portfolio management, and financial planning services. The firm uses a subscription-style retainer model and employs strategies such as asset allocation, risk profiling, and both discretionary and non-discretionary managed accounts, supported by third-party platforms and sub-advisers.

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 six years of industry experience. She holds a Series 65 designation and has been affiliated with RD Lewis Holdings, Inc. since 2012. RD Lewis Wealth Management serves individuals, high-net-worth individuals, families, trusts, and estates with discretionary investment management and financial planning. The firm manages approximately $215 million in client assets, primarily using mutual funds and exchange-traded funds within a long-term, fundamentally based investment approach.

Meghan Collins is a financial advisor at Oakmonte Wealth Management in Orlando, FL, holding the ChFC® designation and Series 65 license with two years of industry experience. She also works with Lifeboat Trust Services, LLC as a Client Services Associate. Oakmonte Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, pension plans, charitable organizations, and corporate clients, applying modern portfolio theory and a long-term trading approach tailored to each client.

Carol Landaeta is a financial advisor at RD Lewis Wealth Management in Maitland, FL, holding a Series 65 designation. She has been with RD Lewis Wealth Management since 2021 and previously worked at Lutheran Haven Inc. for nine years. RD Lewis Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and estates. The firm uses fundamental analysis to construct customized, typically long-term portfolios, managing accounts primarily through mutual funds and ETFs with ongoing monitoring and at-least-annual reviews.

John Kann is a CFP® with seven years of industry experience, currently serving as the sole advisor at Twinleaf Financial Advisors in Winter Park, FL. He previously worked at Virtus Financial Partners, Principal Life Insurance Company, Principal Financial Services, and Stan Stewart. In addition to advisory services, he is a licensed insurance agent and dedicates significant time to insurance activities. Twinleaf Financial Advisors serves primarily individual clients, offering portfolio management, financial planning, and consulting for employer-sponsored retirement plans. The firm employs a combined quantitative, fundamental, technical, and economic analysis approach, advising across a range of investment vehicles and providing insurance services and educational workshops.

Michael Stewart is a financial advisor with Barr Financial Services, LLC in Winter Park, FL, holding Series 65 and Series 63 licenses and with 11 years of industry experience. His prior work includes roles at OSAIC and Triad Advisors. He serves as a board member of Guys with Ties, a nonprofit organization that raises funds for charities in the Central Florida area through events. Barr Financial Services serves individual and high-net-worth clients as well as trusts, estates, foundations, and business entities. The firm provides comprehensive financial planning and asset management using a silo investment strategy with mostly non-discretionary management, allowing clients active collaboration in portfolio decisions.

David Gulacsy is a financial advisor at Sandhill Wealth Management, Inc. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Gulacsy is also the owner of Sandhill Wealth Management, where he manages and services client accounts. Sandhill Wealth Management is an independent, owner-managed firm that provides portfolio management and advisory services to individuals, trusts, estates, and business entities. The firm employs a long-term buy-and-hold investment strategy and offers specialized advice on privately offered and pooled investment vehicles.