Hylton Davis is a financial advisor at Stirlingshire Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2014. Outside of his advisory role, Davis is involved in accounting and bookkeeping through his ownership of Affordable Accounting Bookkeeping & Taxes LLC and CCLG Global LLC. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm offers a broad range of investment options and employs multiple analytical methods, including quantitative, fundamental, and technical approaches, with both long- and short-term trading strategies.

Gary Kaltbaum is the principal of Kaltbaum Capital Management with 42 years of experience in the industry. He holds Series 63 and Series 65 licenses and has led his firm since 2010. Outside of his advisory role, he hosts a daily radio show and contributes to Fox News Business as a media commentator. Kaltbaum Capital Management serves individual and high-net-worth clients by offering discretionary and non-discretionary portfolio management across equities, fixed income, and ETFs. The firm employs fundamental and technical analysis along with daily portfolio monitoring, and provides investment research, consulting, and market commentary to a broad audience.

Demel Gonzalez is a CFP® professional with 26 years of industry experience, currently serving as the sole advisor at Heartwood Financial Services in Sanford, FL. She has been with the firm since 2012. Heartwood Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm combines fundamental and technical analysis in managing diverse investments, including digital assets and covered-call strategies, and conducts all portfolio management and planning functions through a single primary advisor.

David Batman is the founder of Batman Wealth Management, LLC, an independent advisory firm based in Lake Mary, Florida. He holds Series 63, 65, and 66 licenses and has 36 years of industry experience, including 18 years at LPL Financial LLC. In addition to his advisory work, he operates a tax preparation business focusing on individual and small business returns. Batman Wealth Management serves individuals, small business owners, estates, trusts, and non-profits with comprehensive financial planning and discretionary wealth management. The firm employs a strategic asset allocation approach using low-cost ETFs, no-load mutual funds, and selective individual securities, emphasizing tax-aware portfolio management and client education.

Lessandra King is a financial advisor with Alconbury Trust L.L.C. in Lake Mary, Florida. She holds a Series 65 designation and has 13 years of industry experience. In addition to her advisory role, she serves as the Director and majority owner of K Dog, Inc., a retail flooring business based in Sanford, Florida. Alconbury Trust L.L.C. provides investment monitoring and referral services to individuals, high-net-worth clients, and pension plans, with a focus on cross-border pension arrangements involving UK pension interests. The firm does not manage assets directly but oversees third-party advisers and investment managers to coordinate client investment strategies.

Aaron Wade is a Series 65-licensed financial advisor with 14 years of industry experience. He is the principal of Osprey Money Management, LLC and also owns A.M. Wade, LLC, an entity established for tax purposes. Osprey Money Management provides written financial planning and assists clients in selecting third-party investment advisers. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, focusing on long-term investment approaches tailored to clients’ risk tolerance and time horizon without directly managing client assets.

Brad Weinberg is a CFA® charterholder and the sole advisor at W Bradley Wealth Management LLC with one year of industry experience. Prior to founding his firm, he has been a partner at Blueprint Health, a digital health accelerator management company, since 2013. His role at Blueprint Health involves strategic advising and fund operations, although he dedicates less than one percent of his time to this activity. W Bradley Wealth Management offers financial planning and investment management services to individuals, high-net-worth clients, corporations, and institutional clients. The firm primarily employs a passive, asset-class investment approach using index mutual funds and ETFs and features atypical fee structures, including hourly billing for planning and flat negotiated management fees.

Andrew Machata is a CFP® with 17 years of experience in the financial industry. He is the principal advisor at Semper Wealth Management LLC, an independent firm he has led since 2019. Prior to founding Semper Wealth, he worked at Charles Schwab and Schwab Private Client Investment Advisory. He is also the owner of Vestergy LLC, a financial education and newsletter company focused on financial planning, investment ideas, and the impact of AI on markets and businesses. Semper Wealth Management LLC manages approximately $10.8 million across 27 client relationships, offering discretionary portfolio management, financial planning, pension consulting for ERISA retirement plans, and supplemental services such as tax preparation and bookkeeping. The firm constructs tailored portfolios using third-party research and proprietary analysis, including the use of derivatives and structured products, and serves individual, high-net-worth, retirement plan, and corporate clients.

Madhavi Kotturu is a CFP®-certified financial advisor with experience at major institutions including BNY Global Financial Services and JP Morgan Chase. She currently leads 365Sundays Wealth LLC, an independent wealth management firm based in Lake Mary, FL. Outside of advisory work, she is a licensed real estate salesperson. 365Sundays Wealth LLC provides ongoing wealth management and financial planning services to individuals, high-net-worth clients, pension plans, and corporate clients. The firm employs a tailored investment approach combining Modern Portfolio Theory, fundamental analysis, and a mix of passive and active strategies, with a particular focus on retirement plan consulting and ERISA investment management.

Tyrone Harvey is a financial advisor at ARX Strategic Wealth in Orlando, FL, holding a Series 65 license with one year of industry experience. Prior to joining ARX Strategic Wealth, he worked at Ameritas Advisory Services and has been involved with The Master's Academy as a youth coach since 2022. Outside of advisory work, he is engaged in coaching children through The Master's Academy. ARX Strategic Wealth provides portfolio management and written financial planning services to individuals, including high-net-worth clients, as well as charitable and business entities. The firm utilizes fundamental analysis and modern portfolio theory with a long-term trading approach, often working under discretionary authority and documenting client objectives and risk tolerance in an Investment Policy Statement.

Samuel Koepsell is a financial advisor at SHK Capital Management, Inc. in Oviedo, FL, holding a Series 65 designation with two years of industry experience. He previously worked at MFM Financial, Inc. from 2014 to 2019. In addition to his advisory role, Koepsell is the CEO of SHK Financial, Inc., a tax preparation business. SHK Capital Management provides fee-based, discretionary wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, profit-sharing plans, and charitable organizations. The firm employs a primarily long-term investment approach combining modern portfolio theory with fundamental and technical analysis, offering customized portfolios that may include stocks, bonds, options strategies, ETFs, and mutual funds.

Michael Franklin is the principal of Franklin Legacy Financial, LLC, an independent advisory firm based in Oviedo, FL. He holds a Series 66 designation and has 15 years of experience in financial advising, including 12 years leading his current firm and over 20 years operating as a sole proprietor. Franklin also works as a licensed insurance agent, dedicating approximately half of his professional time to insurance sales and services. Franklin Legacy Financial 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’s investment approach combines fundamental, technical, and cyclical analysis, with client-directed trade execution and regular account reviews.

Gustavo Sanchez Nazario is a financial advisor at Zafiro with 14 years of industry experience. He holds the CFP® and Series 66 credentials and has previously worked at Raymond James & Associates, Select Advisory Group, Arkadios Wealth Advisors, and Select Private Wealth. Nazario also has involvement in insurance sales, including annuities and life insurance. Zafiro provides portfolio management services primarily to individuals and high-net-worth clients, employing a diverse set of investment strategies across multiple asset classes. The firm uses both long-term and short-term trading approaches and offers regular reporting and reviews to its clients.

John Brock Edgar is a financial advisor with LDN Wealth, LLC, holding a Series 65 designation and nine years of industry experience. He has worked with LDN Wealth since 2016 and is also a licensed mortgage broker with International Mortgage Associates, Inc. Additionally, he is involved in small business administration through Purple Processing, LLC, and acts as a real estate sales associate with Ameriteam Realty. LDN Wealth advises individuals, high-net-worth clients, trusts, and estates, providing comprehensive financial planning, written advice letters, and ongoing advisory oversight. The firm specializes in UK pension transfer consulting and facilitates the use of third-party discretionary managers for portfolio implementation.

Brian Nolan is a financial advisor with Nolan Capital Advisors LLC in Oviedo, FL, holding Series 63 and Series 65 registrations with 17 years of industry experience. He has worked at Nolan Capital Advisors since 2012, following prior roles at Quest Capital Strategies, Colonial Asset Management, and Wamu Investments. Nolan serves on the board of the Central County Community Development Corporation and volunteers with the Beta Theta Pi Psi Diamond Association, focusing on recruitment strategies. Nolan Capital Advisors LLC serves individuals, business owners, and retirement plans, providing investment management and comprehensive financial planning services. The firm employs a documented Five-Point Planning Process and uses Modern Portfolio Theory to construct portfolios primarily on a non-discretionary basis.

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.

Imtiyaz Nathoo is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. prior to joining Eagle’s Crest Advisors, LLC, where he has been advising clients since 2026. Nathoo also serves as president of the Retreat at Oregon Home Owners Association. Eagle’s Crest Advisors, LLC provides wealth management, financial planning, investment advisory, and retirement plan consulting services to individuals, trusts, foundations, retirement plans, and corporations. The firm offers tailored, asset-allocation–driven portfolios and serves both retail clients, including high-net-worth individuals, and institutional plan sponsors.

Ryan Schmitt is a financial advisor at LDN Wealth, LLC with a Series 65 designation and two years of industry experience. He has held multiple roles at LDN Wealth since 2024 and has worked in various positions including at the University of Mount Olive and Double Down Athletics. Outside of his advisory role, he coaches youth soccer as a goalkeeper coach for Florida Kraze Krush. LDN Wealth advises individuals, high-net-worth clients, trusts, and estates, providing comprehensive financial planning, written advice letters, and ongoing advisory oversight. The firm specializes in UK pension consulting and facilitates introductions to third-party investment managers, serving as a liaison between clients and those managers.

Stephen Vettorel is a financial advisor at First Down Financial with 20 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at firms including Fisher Investments and Brookstone Capital Management. In addition to his advisory role, he is the founder and president of Riptide Financial, LLC, an insurance agency. First Down Financial provides discretionary portfolio management, financial planning, and qualified-plan advisory services primarily for high-net-worth individuals as well as pension, trust, and business clients. The firm uses a Modern Portfolio Theory-based investment approach with passive asset-class implementation and actively engages clients through educational programs and managed model portfolios.

Phillip Connors is a financial advisor at Value Financial Advisers, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Leigh Baldwin & CO., LLC for 10 years and T. Rowe Price Advisory Services, Inc. for 3 years. Outside of advising, he works part-time as a delivery driver for Domino’s. Value Financial Advisers primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management along with financial planning and wealth-preservation services. The firm follows a long-term, fundamental investment approach and manages approximately $105 million across around 200 clients.