Cassandra Gegenheimer is a financial advisor at McKee Investment Planning, Inc. with one year of industry experience. Prior to joining McKee Investment Planning, she worked at the Federal Bureau of Investigation and Florida Blue. McKee Investment Planning serves individual clients, including high-net-worth households, offering investment management, retirement and personal financial planning, and small-business retirement-plan services. The firm uses a combined top-down and bottom-up investment approach, manages accounts on a discretionary, fee-based basis, and typically conducts annual reviews tailored to individual client goals.

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 16 years of industry experience, currently serving at Nottingham Wealth Partners, Inc. His prior roles include positions at Onegroup Wealth Partners, Destiny Wealth Partners, and Ruggie Wealth Management among others. Outside of financial advising, he holds executive leadership roles in several massage therapy businesses. Nottingham Wealth Partners, Inc. provides fee-based discretionary investment management and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, and individual securities, and manages approximately $65.6 million in discretionary assets through a two-advisor team operating across five offices.

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®-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.

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.

Brian Flanagan is a financial advisor with Tim Looney Investments, LLC in Longwood, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Florida Financial Group Auto & Home LLC, where he also operates as an insurance agent in a sole proprietorship capacity. Tim Looney Investments, LLC provides fee-based financial planning, investment supervisory services, and retirement-plan advice primarily to individual clients, including high-net-worth households. The firm offers custom, non-discretionary portfolio management and ERISA 3(21) fiduciary services, managing nearly $490 million in assets as of year-end 2025 without discretionary trading authority.

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.

John Mc Cully is a financial advisor at Tim Looney Investments, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Tim Looney Investments since 2023. Outside of finance, he is the owner of Downtown Pet Hospital in Orlando, Florida. Tim Looney Investments primarily serves individual clients, including high-net-worth and non-HNW households, offering personalized financial planning, investment supervisory services, and educational seminars. The firm uses a custom, non-discretionary portfolio management approach, requiring client approval for transactions and conducting quarterly account reviews.

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.

Caitlin O’Toole is a Series 65-licensed financial advisor with six years of experience, currently with O’Toole Strategic Investments LLC and The O’Toole Group. She has prior work experience at Wekiva Elementary School. Caitlin is also a licensed insurance agent involved with insurance sales and service outside of her advisory work. 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 portfolios directly. The firm focuses on recommending and monitoring third-party managers without custody of client assets.

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.