Audrey Jones is a CFP® and holds a Series 63 license with 21 years of industry experience. She has worked at Financial Life Designs LLC since 2015 and previously held positions at California Lutheran University and Bauerle Financial, Inc. Financial Life Designs LLC serves individual clients, including high-net-worth households, through fee-only financial planning and discretionary portfolio management. The firm follows a planning-first approach using a structured financial planning framework and manages diversified portfolios informed by fundamental and technical analysis.

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.

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.

Imtiyaz Nathoo is a CFP® professional with 14 years of industry experience, currently serving at Eagle's Crest Advisors, LLC since 2026. He previously worked for Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. Nathoo is also president of the Retreat at Oregon Home Owners Association, where he participates in community well-being efforts and vendor selection. Eagle’s Crest Advisors provides personalized wealth management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes fundamental analysis and a diversified investment approach, offering both discretionary and non-discretionary portfolio management.

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.

Jennifer Ferguson is a CFP® professional with 28 years of industry experience, currently affiliated with Symphony Financial Team in Lake Mary, FL. Her career includes roles at Azmuth Partners, LLC, and Raymond James Financial Services, INC., among others. Outside of her advisory work, she serves as CEO of 7 Ventures Air, LLC, and is involved in charitable activities through District 6980 Rotary Youth Services and the Orlando Christian Fling Club, where she is a board member. Symphony Financial Team provides comprehensive financial planning and consulting services primarily to individuals and high-net-worth clients, including business owners and executives. The firm emphasizes integrated, ongoing planning supported by technology, coordinates with clients’ other advisors, and focuses on selecting investment allocations and external managers without discretionary trading authority.

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.

Taylor Woodard is a Series 65-licensed advisor at Luxon Brown with five years of industry experience. Prior to joining Luxon Brown in 2025, Woodard worked at The Cabana Group and held roles at Active Assistant, LLC and US Health Advisors. Outside of advising, Woodard is also a licensed real estate agent with Luxon Brown Realty. Luxon Brown provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm integrates fundamental, quantitative, and technical analysis with modern portfolio theory and employs both long- and short-term trading strategies alongside tactical and strategic asset allocation.

Juan Delgado is a financial advisor with Fellowship Financial Group in Maitland, FL, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at New York Life Securities LLC, New York Life Insurance Company, Brisa America Corp, and La Rosa Realty LLC. Delgado holds a real estate license. Fellowship Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $151.8 million in assets for around 465 clients. The firm provides discretionary and non-discretionary portfolio management, third-party money manager selection, and modular financial planning services tailored to client suitability.

David Sutphin is a financial advisor at Financial Advisory Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Financial Advisory Partners since 2008, following 14 years at NBC Securities, Inc. He is a partner in a formal referral network affiliated with the firm. Financial Advisory Partners provides discretionary and non-discretionary investment management through a wrap fee program, along with fixed-fee, hourly, and ongoing financial planning and consulting services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $377.8 million for about 133 clients and operates with a small advisory team.