Richard Greenhill is a CFP® and ChFC® with 20 years of experience in the financial industry. He is the sole advisor at Financial Analytics, LLC, an independent firm based in Melbourne, FL. Since 2010, he has also been affiliated with American Equity Investment Corporation. Outside of his advisory work, he serves as a bookkeeper for a homeowner association. Financial Analytics, LLC provides financial planning and investment supervisory services to individual clients, focusing on personalized planning and portfolio management under CFP Board practice standards. The firm manages approximately $5.8 million in assets across about 15 client relationships, employing a collaborative, non-discretionary approach to advisory services.

Luis Sanchez is a CFA® charterholder and Series 65 licensee with seven years of industry experience. He is the principal advisor at LVS Advisory LLC and also serves as Managing Partner and 50% owner of Greater Wealth LLC, a wealth management firm founded in 2023. His roles include investment decision-making and client relationship management across both firms. LVS Advisory provides discretionary investment management primarily through separately managed accounts, serving individuals, trusts, family offices, corporations, and employee benefit plans. The firm’s investment approach combines value and growth strategies with a focus on long-term capital preservation, utilizing a broad range of securities including equities, fixed income, convertibles, structured instruments, and derivatives.

Thomas Wuchte is a financial advisor at Critical Mass Financial, LLC with 17 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to founding Critical Mass Financial in 2025, he worked at Northrop Grumman Systems Corporation as an analyst and has served in the United States Navy. Outside of his advisory role, he owns and operates a tax and insurance services business. Critical Mass Financial, LLC provides discretionary and non-discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm utilizes a combination of fundamental and technical analysis within an allocation framework informed by modern portfolio theory, offering strategies that include options trading and tax-loss harvesting.

Derek Notman is a CFP® and ChFC® with 20 years of experience in the financial industry. He is the founder of Intrepid Wealth Partners, LLC and has worked with firms including Eagle Strategies and New York Life Insurance Company. Mr. Notman is also an owner of Couplr, Inc., a technology company that connects financial advisors and consumers, and co-owns REBL Group Holdings, an entrepreneur and fathers community. Additionally, he co-hosts "Rethink: The Financial Advisor Podcast," which focuses on industry education and professional development. Intrepid Wealth Partners is an independent advisory firm serving individuals, pension and profit-sharing plans, corporations, and other advisors. The firm provides comprehensive financial planning, discretionary portfolio management, sub-advisory services, and pension consulting, using a personalized, goal-based approach that aligns asset allocation with clients’ objectives and risk tolerance.

Tasha Shaheen is a financial advisor at Tactical Financial Planning Inc in Malabar, FL, holding a Series 65 designation with no prior advisory industry experience. She has worked in government contracting roles, including as an Estimating Manager at BSNC Government Services. Outside of financial advising, she serves as Vice President of byDesign Graphics and Marketing Inc, a design services company. Tactical Financial Planning Inc offers holistic financial planning and investment advisory services to individuals, families, and businesses. The firm emphasizes passive, long-term investment strategies using no-load index mutual funds, ETFs, and U.S. government securities, with tailored portfolio design based on clients’ tax situations, risk tolerance, and goals.

Joseph Morgan is a CFP® and CFA® with 16 years of industry experience. He has worked at JWM Wealth Management, LLC since 2015. Morgan operates out of Melbourne Beach, FL. Best Financial Life serves individual and high-net-worth clients with comprehensive financial planning and portfolio management. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing passive, low-cost mutual funds supplemented by active management in select markets, and offers a range of services from planning and coaching to ongoing portfolio supervision through an online dashboard.

William McCloskey is the sole advisor at McCloskey & Associates, P.A. in Melbourne, Florida, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2007. Outside of advisory services, he serves as president of Collabrio & Company, a brokerage focused on connecting companies, and is an independent insurance agent. McCloskey & Associates advises individuals and high-net-worth clients through discretionary asset management, financial planning, and consulting, managing approximately $4.08 million in assets. The firm emphasizes individualized account supervision, utilizing a range of investment vehicles and third-party money managers, with a focus on both long- and short-term strategies tailored to client goals.

Barbara Nooney is a CFP® and PFS™ credentialed advisor with Flavin Financial Services, Inc. in Melbourne, FL, bringing 11 years of industry experience. She has been with Flavin Financial Services since 2015 and has a partnership at Flavin, Nooney & Person, an accounting firm where she works as a CPA. Flavin Financial Services provides discretionary wealth management and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm focuses on fundamental analysis for investment decisions and offers tailored portfolios using ETFs, mutual funds, individual stocks, and bonds.

Julie Decker is a financial advisor at Investment Management Services Group, LLC with 18 years of industry experience. She holds a Series 65 designation and has been with Investment Management Services Group since 2007. In addition to her advisory role, she serves as president of an insurance agency. Investment Management Services Group, LLC provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-high-net-worth households, using a blend of fundamental, technical, and cyclical analysis to construct diversified, equity-focused portfolios.

Matthew Treskovich is a CFP®, CFA®, and PFS™ with 10 years of industry experience. He currently serves at Flavin Financial Services, Inc. and Flavin, Nooney & Person LLC, and previously worked at Chas. P. Smith and Associates, P.A., C.P.A.'s for six years. Outside of advisory work, he is a managing member of a technology consulting firm, a partner in an accounting firm, involved in horse training management, and serves as treasurer for a local Boy Scout troop. Flavin Financial Services provides discretionary wealth management and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors, managing approximately $205 million in client assets. The firm’s investment approach is based on fundamental analysis and tailored portfolio construction using ETFs, mutual funds, stocks, and bonds, with regular due diligence and client education initiatives.

Tyler Heckman is a CFP® professional with Flavin Financial Services, Inc. in Melbourne, FL, and has been with the firm since 2025. He holds a partner role at Flavin, Nooney & Person Accounting Firm and serves as treasurer for the nonprofit organization Space Coast Discovery. His background includes experience in accounting and insurance prior to joining Flavin Financial Services. Flavin Financial Services provides discretionary wealth management and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs fundamental analysis to guide investment decisions and offers tailored portfolios using ETFs, mutual funds, stocks, and bonds, along with ongoing financial planning and account monitoring.

Daniel Arbogast is a financial advisor at Arbogast Financial Advisors, LLC in Melbourne, FL, holding a Series 65 designation with three years of industry experience. He has worked at Arbogast Financial Advisors since 2021, overlapping with his role at Michael L. Arbogast, CPA, PA since 2021. Arbogast Financial Advisors, LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs diversified investment strategies using equities, mutual funds, ETFs, and fixed-income instruments, combining fundamental and technical analysis with asset allocation frameworks, and integrates accounting coordination through its affiliation with a CPA firm.

Michael Arbogast is a CFP® with 29 years of industry experience and serves as a financial advisor at Arbogast Financial Advisors, LLC. He has been a principal at the firm since 2008 and also owns and operates a CPA firm, Michael Arbogast, CPA, P.A., where he provides tax preparation and small business accounting services. Arbogast Financial Advisors, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diversified investment approach supported by fundamental and technical analysis and benefits from its integration with an accounting practice, enabling coordinated tax and financial planning.

Paul Henneman is a financial advisor with ValuEngine Capital Management LLC in Melbourne, FL, holding a Series 65 designation and 11 years of industry experience. He has been with ValuEngine Capital Management since 2015 and also serves as President and CEO of ValuEngine Inc., a firm that publishes financial research and stock market analysis. ValuEngine Capital Management serves individual and high-net-worth investors as well as pension and profit-sharing plans, providing portfolio management tailored to clients’ goals and risk tolerance. The firm employs a model-driven investment process that integrates fundamental analysis, quantitative methods, and modern portfolio theory, and offers both discretionary management and an automated program through Schwab’s Institutional Intelligent Portfolios platform.

Thomas Flavin is a CFP® and PFS™ with 10 years of experience at Flavin Financial Services, Inc., where he serves as an advisor. He also holds roles as CEO and shareholder at Flavin Nooney & Person, CPAs and Advisors, a certified public accounting firm, and is actively involved in education as the acting head of Holy Trinity Episcopal Academy, a private K-12 school where he previously served as board member and past chair. Flavin Financial Services provides discretionary wealth management and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm manages approximately $205 million in client assets using a fundamental analysis-driven investment approach and offers services including financial planning, portfolio management, and co-advisory arrangements.

Sean Kelly is a financial advisor at Kelly & Associates, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kelly & Associates since 2002. Kelly & Associates, LLC provides investment supervisory services and individual portfolio management for individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm manages approximately $8.9 million and emphasizes asset allocation, mutual fund and ETF analysis, and tax-aware, low-turnover investing, typically on a non-discretionary basis.

Christopher Decker is a financial advisor at Investment Management Services Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at IMS Partners, Inc. since 2012. Investment Management Services Group, LLC provides discretionary portfolio management primarily to individual clients, including both high-net-worth and non-HNW households. The firm uses a combination of fundamental, technical, and cyclical analysis to build diversified, equity-focused portfolios tailored to income and growth objectives.

Neil Vonfeldt is a financial advisor at MHA Financial Corp with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at MHA Financial Corp since 2004, as well as at Four Points Capital Partners LLC since 2019. Outside of his advisory role, he is involved with Dynamic Advisors Inc., where he works with health and Medicare insurance products and also serves as a public claims adjuster. MHA Financial Corp provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a core-and-satellite investment approach using passive index/ETF exposures combined with active management and implements client strategies through both direct advice and third-party money managers.

Robert Clark Jr. is a financial advisor at Sound Financial Solutions LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Sound Financial Solutions since 2013. The firm provides investment advisory, retirement-plan consulting, and financial planning services to individuals, households, and small businesses. Sound Financial Solutions manages client assets internally and employs a blend of long-term and short-term strategies using various analysis techniques, offering a range of investment options including mutual funds, equities, fixed income, ETFs, REITs, and non-U.S. securities.

Luke Ottinger is a financial advisor with Sound Financial Solutions LLC in Melbourne, FL. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Sound Financial Solutions since 2013. Outside of his advisory role, he serves as a director of Minuteman Printery, Inc., a family-owned printing business, without compensation or active involvement. Sound Financial Solutions LLC provides investment advisory, retirement-plan consulting, and financial planning services to individuals, households, and small businesses. The firm manages approximately $15.8 million for around 74 clients, employing a mix of fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies.