Roger Toelke is a financial advisor with Dobson Street LLC in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Dobson Street LLC since 2017 and also maintains roles at Wilbanks Securities Advisory and R.A. Toelke & Co., a polyethylene film distribution business. Outside of investment advisory, he is involved in small business consulting and tax preparation through a family office service. Dobson Street LLC provides discretionary portfolio management and financial planning for individuals, families, trusts, estates, business entities, pooled investment vehicles, and qualified and non-qualified plans. The firm focuses on tailored investment advice using both fundamental and technical analysis, implementing strategies from long-term buy-and-hold to short-term trading, with an emphasis on client-specific Investment Policy Statements and quarterly account reviews.

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 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.

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with 20 years of industry experience. He holds a Series 65 designation and has been affiliated with Barry University School of Law since 2003. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm constructs customized portfolios emphasizing preferred stocks and corporate bonds, utilizing a variety of analytic approaches tailored to client needs.

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.

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.

Wilbert Oakley III is a financial advisor with FamilyWealth Asset Management, holding a Series 65 credential and 18 years of industry experience. His prior work includes roles at Jolliffe Capital and Brookstone Capital Management LLC. Outside of his advisory duties, he is actively involved as an insurance producer specializing in fixed annuity and life insurance products. FamilyWealth Asset Management serves both individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and access to insurance products. The firm employs a multi-asset, dynamic investment approach that combines passive core exposures with active and alternative strategies, delivered through an integrated platform and Turnkey Asset Management Program.

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.