Manan Patel is a CFP® professional with seven years of industry experience. He currently serves as a financial advisor at Ample Wealth Partners LLC and previously worked at Northwestern Mutual in various capacities from 2017 to 2026. Prior to his financial career, he was involved with Johnson Gourmet Coffee for four years. Ample Wealth Partners LLC is a newly registered SEC investment adviser offering asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, and business owners. The firm employs fundamental analysis and Modern Portfolio Theory to develop long-term and income-oriented portfolios and provides discretionary portfolio management and fixed-fee financial planning packages.

Christopher Jones is a Series 65-licensed financial advisor with 19 years of industry experience. He has been the sole advisor at Sparrow Wealth Management since 2010. Sparrow Wealth Management is a fee-only independent firm serving high-net-worth individuals, families, trusts, businesses, and institutional clients such as pension and profit-sharing plans. The firm emphasizes asset allocation through passively structured mutual funds and ETFs, offers integrated financial planning with discretionary asset management, and provides portfolio management services for both individual and institutional retirement accounts.

Rolland Basant is a financial advisor at Freedom Financial Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with the firm since 2005. Freedom Financial Management, Inc. provides fee-only holistic financial planning and investment management primarily to individuals and families. The firm offers comprehensive services including financial, retirement, and estate planning, as well as tax planning and preparation, and operates mainly on a non-discretionary basis with a focus on integrating tax considerations into portfolio analysis.

Kevin Dunleavy is a CFP® with five years of experience in financial advising at Freedom Financial Management, Inc. He has a background in marketing promotions through his long-term involvement with Super Marketing Promotions. Outside of financial advising, he serves as General Manager of DD&R Enterprises LLC, a real estate investment company. Freedom Financial Management, Inc provides fee-only holistic financial planning and investment management primarily to individuals and families, focusing on tax-aware, non-discretionary investment recommendations and combining financial planning with tax preparation services.

Arthur Zapesochny is a financial advisor with Your Choice Financial LLC in St. Cloud, Florida, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He previously worked at Ameriprise Financial and AXA Advisors. Outside of advisory roles, Zapesochny is involved in health insurance brokerage through Gold Sky Benefits and serves on the board of his homeowners association as well as the University of Rochester alumni association. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and businesses. The firm employs a long-term strategic investment approach supplemented by tactical decisions, utilizing various analytical methods and investment instruments, and operates across six offices with a small advisory team.

John San Filippo is a financial advisor with Your Choice Financial LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has held roles at multiple firms, including MML Investor Services and MassMutual Life Insurance, and currently is involved with several insurance-related businesses. Outside of advising, he coaches soccer for the Orlando City Lake Nona Soccer Club and is a partner in an accounting firm. Your Choice Financial LLC serves individuals, pension plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm employs a long-term strategic trading approach supplemented by tactical decisions, utilizing diverse analytical methods and investment instruments across multiple offices.

Sebastian Elliot is a financial advisor with Your Choice Financial LLC in St. Cloud, FL, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at several firms, including Mid American Wealth Advisory Group Inc. and ReJoyce Wealth Management LLC. Outside of advisory work, he serves as CEO of Enlighten Interactive LLC, a software development company, and tutors finance on Wyzant.com. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a strategic investment approach that incorporates modern portfolio theory, quantitative analysis, and other methods, offering both discretionary and non-discretionary management through multiple offices.

Joseph Schreiner III is a financial advisor with Legacy Wealth Management, LLC in Saint Cloud, Florida. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Legacy Wealth Management in 2025, he worked at Northwestern Mutual in various roles from 2021 to 2025 and spent over a decade at Publix Supermarkets. He also sells insurance as part of his financial planning services. Legacy Wealth Management serves both individual and institutional clients, offering portfolio management, financial planning, and consulting. The firm uses a mix of in-house models, sub-advisers, and a broad investment menu, including alternative and illiquid investments, tailoring strategies to clients’ objectives and risk tolerances.

Kenneth Clark is a financial advisor at Portfolio Medics, LLC with 15 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Mr. Clark serves as Senior Vice President at Vital Records Control, a records management and information scanning business, and is the owner of Harbor Light LLC and president of All Around Inc., companies involved in personal investments including textile restoration. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm builds customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and incorporates fundamental, technical, and cyclical analysis in its investment approach.

Emmanuel Santiago Perez is a financial advisor with Kovack Advisors, Inc. in Harmony, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at Nationwide Planning Associates, Aegis Capital Corp, and Oriental Financial Services. Outside of finance, he is president and instructor of Aikido of Central Florida, a martial arts school. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets, serving individuals, pension plans, charitable organizations, banks, and government clients. The firm uses a combination of internally created models and third-party managers through an Envestnet-supported workflow to provide portfolio management and financial planning services.

Leslie Garrett is a financial advisor at Level Four Advisory Services with 31 years of industry experience. He holds a Series 63 designation and has been with Level Four Advisory Services since 2021, also operating Garrett Wealth Management LLC since 2007. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services using model portfolios and both affiliated and third-party managers.

Waldemar Marques Ortiz is a financial advisor at Global View Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including Mutual of Omaha Investor Services and Mass Mutual Financial Group. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm utilizes a quantitative, algorithm-driven approach to investment selection and offers a range of managed account programs, including a low-cost ETF-only option.

Hector Bones Rivera is a Series 65-licensed advisor with Foundations Investment Advisors LLC, based in Orlando, FL. He has prior experience at Universal Wealth LLC, L3Harris Technologies, Cushman & Wakefield, and World Financial Group. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients through a network of nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

John Ripley is a Series 65-licensed financial advisor with five years of industry experience, currently with Impact Partnership Wealth, LLC. He previously worked at Tucker Asset Management LLC and Tucker Advisors. Outside of his advisory role, he owns Ripley Holdings, LLC, which operates Smarter Retirement Solutions, and is a franchisee of Cruise Planners Ripley Travel. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary portfolio management and consulting services.

Martin Plant is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Fifth Third Securities since 2010 and with Fifth Third since 2009. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs that include advisor-directed models, separately managed accounts, and a unified platform combining third-party portfolio managers and strategist portfolios, with features such as direct indexing and an optional tax-overlay service.

Dawn Spaulding is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include 11 years at Principal Securities and Principal Life Insurance. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and employs a mix of proprietary and third-party model portfolios.

Stephen Peterson is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2021. Prior to that, he was employed at Nelson Worldwide and attended the University of Cincinnati. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund, ETF, SMA strategies, and tax overlay services.

Elizabeth Perez is a financial advisor with Truist Advisory Services and holds the Series 66 designation. She has 18 years of industry experience, including roles at SunTrust Advisory Services, HSBC Bank USA, and HSBC Securities. Perez is based in Saint Cloud, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, combining discretionary and non-discretionary approaches with third-party platform and manager arrangements.

Shumaila Pirani is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL, holding a Series 66 designation with 17 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank.

Ross Feldman is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and ChFC® designations along with a Series 66 license. He has 27 years of industry experience, including extensive tenure at Guardian Life since 2010. Outside of advising, Feldman is a singer-songwriter who occasionally performs and records music for the public. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs that include both proprietary and third-party strategies.