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 over 15 years of industry experience. His career includes roles at Merrill Lynch, Bank of America, and Edward Jones. He is also the owner of LEF Investments LLC, a real estate investment company specializing in property buying and selling. Wisdom Planning Group provides discretionary portfolio management, financial planning, and pension consulting services for individual, high-net-worth clients, and pension plans. The firm combines fundamental, quantitative, and modern portfolio theory with tactical strategies to manage diversified portfolios and recently added segmented and bundled estate-planning services through a third-party digital platform.

Jude Wilson is a financial advisor at Centrus Financial Strategies with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Prosperity Capital Advisors and J.W. Cole Advisors. In addition to his advisory role, he serves on the board of Goodwill Industries of Central Florida and is the director and content creator of www.thetaxbomb.com, a website focused on tax education. Centrus Financial Strategies is an SEC-registered investment adviser offering discretionary investment management, financial planning, and retirement plan advisory services primarily to individuals, high-net-worth families, and plan sponsors. The firm emphasizes strategic and tactical asset allocation using model-manager and quantitative analysis, and incorporates third-party platforms and managers in its investment process.

Amy Gausz is a financial advisor at Portfolio Design Services, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Portfolio Design Services, she was involved with Gausz Solutions LLC and PULAU Corporation. Portfolio Design Services provides discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm employs a tailored investment approach using equities, fixed income, mutual funds, and ETFs, and offers ERISA 3(38) plan-management services.

Anthony Rossetti is a CFP®-certified financial advisor at Heritage Advisors Group, Inc. with 26 years of industry experience. He has worked in financial services since 1999, including roles at Heritage Financial Services, LLC and Independent Financial Partners. In addition to advising, Rossetti is licensed as an insurance agent, offering insurance products alongside his advisory services. Heritage Advisors Group provides asset management, financial planning, and consulting primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm’s investment approach includes model-based portfolios and customizable advisory programs using a range of securities and analysis techniques, with services tailored to client objectives and account complexity.

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 financial advising. He is the president of McDonough Capital Management, Inc. and has held roles at Altior Capital Management LP, Jackson Wealth Management, LLC, and Triad Advisors Inc. He also assists with client tax return preparation and offers various life insurance products. McDonough Capital Management provides personalized financial planning, standalone Roth conversion planning, and discretionary investment management primarily serving individuals, trusts, retirement plans, and entities with a focus on the medical industry. The firm emphasizes active trend-following and tactical asset allocation using charting, fundamental, technical, and cyclical analysis, and offers both ongoing asset management and modular planning engagements.

Todd Havemeister is a financial advisor at BlueSkye Investment Advisers, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BlueSkye since 2022. His prior roles include positions at Great Point Capital, LLC and GI Broadband. BlueSkye Investment Advisers is a boutique firm with three advisors managing assets for individuals, institutions, and family offices. The firm employs a tactical and strategic portfolio management approach based on Post-Modern Portfolio Theory, using proprietary algorithmic models and a combination of fundamental and technical analysis to allocate across ETFs, equities, and fixed income, with an emphasis on downside protection through tactical shifts.

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.

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.

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.

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.