Jacob Carris is a CFP®, CFA®, and Series 66-licensed financial advisor based in Orlando, FL, with 19 years of industry experience. He has been operating Jake Carris Financial Planning since 2017 and previously worked as a sole proprietor and with Tim Looney Investments. Jake Carris Financial Planning provides investment management and financial planning to individuals, high-net-worth households, businesses, pension and profit-sharing plans, and charitable organizations. The firm emphasizes a non-discretionary approach with individualized investment policy statements, combines passive and selective active investment strategies, and offers pension consulting and participant education services.

Arun Kaushal is a CFP® with 10 years of experience and serves as the sole advisor at DAS Wealth Management. He has been with DAS Financials Inc since 2015. Outside of his advisory role, he owns several hospitality and consulting businesses across multiple states. DAS Financials Inc provides investment advisory and financial planning services to individuals, professionals, small businesses, pensions, trusts, estates, and corporations. The firm integrates discretionary portfolio management with financial planning and offers tax, accounting, and business consulting services.

Maria Goretti Garcia is a financial advisor at New Era Advisory in Orlando, FL, with seven years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management, Petros Advisory Services, Woman's Worth, and Petros Estate & Retirement Planning. New Era Advisory provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses a strategic asset allocation approach combining passive and active investments, primarily on a non-discretionary basis, and offers specialized planning services including business planning and employee benefits optimization.

James Hall is the sole advisor at Black Raven Investments, LLC, an independent firm based in Celebration, FL. He holds a Series 65 designation and has eight years of industry experience. Hall serves as trustee for three irrevocable trusts and owns a consulting firm that holds two issued patents. Black Raven Investments provides discretionary portfolio management and tailored investment planning primarily for high-net-worth individuals, family offices, and charitable organizations. The firm employs a multifaceted investment approach that includes both traditional and alternative strategies, managing a small number of client relationships with an emphasis on private funds, pooled investment vehicles, and sophisticated trading techniques.

Frank Pagan is the president and investment advisor at Westbrook Investment Advisory, LLC in Kissimmee, Florida. He holds Series 63 and Series 65 licenses and has 33 years of experience in the financial services industry. His prior roles include positions at Sovereign Legacy Securities, Ameritas Investment Corp, and The Alfaomega Financial Group. In addition to his advisory work, Pagan is licensed to sell fixed insurance products including life, health, disability income, and annuities. Westbrook Investment Advisory provides discretionary investment management, qualified retirement plan consulting, and financial consulting to individuals, trusts, estates, businesses, charities, and plan sponsors. The firm implements client strategies primarily through the selection and oversight of third-party advisors and private fund managers, using a combination of macroeconomic, fundamental, quantitative, qualitative, and technical analysis to construct diversified portfolios aligned with client objectives.

Elizabeth Mccollum is a CFP® and holds a Series 66 license, with two years of industry experience. She is the principal of Prosperity Financial Planning LLC, an independent advisory firm she joined in 2025. Prior to this, she worked at The Vanguard Group, Inc. from 2022 to 2024. Outside of financial advising, she is a licensed real estate broker and operates her own brokerage business. Prosperity Financial Planning LLC provides comprehensive financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a strategic, asset-allocation approach based on fundamental analysis and offers both discretionary and non-discretionary management with regular reviews.

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.

Milan Pualic is a CFA® charterholder and advisor at Monterra Advisors, LLC with one year of industry experience. His prior experience includes roles at Citibank Europe plc, Citi Trust, and CV Advisors, LLC. He currently serves as a director and investment committee member for Monterra Funds SICAV p.l.c., a Maltese professional investor hedge fund, where he participates in governance and portfolio oversight. Monterra Advisors is an independent multi-family office and registered investment adviser serving high-net-worth families, entrepreneurs, athletes, foundations, and select operating companies. The firm combines low-cost ETFs with actively managed equities and bonds, alongside allocations to alternative strategies, and emphasizes fundamental research, manager due diligence, and risk monitoring to align portfolios with client objectives.

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.

Andres Ortiz is a financial advisor at IQ Portfolios with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and J.W. Cole Advisors. In addition to his advisory role, he operates as an independent insurance agent. IQ Portfolios provides ongoing portfolio management for individual and high-net-worth clients, offering tailored asset allocation, asset selection, and portfolio monitoring. The firm employs a variety of analytical methods and generally pursues a long-term trading approach, often acting as a co-advisor when clients use managed account solutions.

Enrique Loscher is a financial advisor at Rea Financial in Orlando, FL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at International Assets Advisory, GFG Solutions, and MassMutual Life Insurance Co. Rea Financial is a registered investment adviser that offers discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients. The firm utilizes fundamental and technical analysis alongside modern portfolio theory, employing a range of strategies tailored to client objectives.

Kiel Lewis is a financial advisor at Eminence Wealth Management Inc. in Orlando, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Eminence Wealth Management, he worked at Intuit for five years and was involved with Process Basketball for three years. 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 model-based investment approach that combines quantitative, fundamental, technical, and economic analysis and offers both discretionary asset management and educational seminars on personal finance and investing.

Logan Wolfley is a financial advisor at Rea Financial with Series 65 and Series 66 licenses and three years of industry experience. He previously worked at Triad Wealth Partners and Triad Partners and has experience in financial services and insurance. Outside of finance, he managed a lawn service business for over a decade. Rea Financial is a registered investment adviser serving individual and high-net-worth clients with discretionary asset management, financial planning, and access to third-party money managers. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to clients' objectives and risk profiles.

Shannon Mc Donough is a CFP® with five years of industry experience. She is currently with McDonough Capital Management, Inc. and previously worked at Triad Advisors and Central Square Technologies. McDonough serves as President of the Alumni Board at Lake Highland Preparatory School, facilitating meetings and promoting alumni engagement. McDonough Capital Management provides financial planning and discretionary investment supervisory services to individual clients, including high net worth individuals, as well as pensions, trusts, estates, charitable organizations, and businesses, with a focus on clients in the medical industry. The firm’s investment approach combines active trend-following and tactical asset allocation using equities, mutual funds, and ETFs, managing accounts on a discretionary basis with ongoing monitoring and coordination with clients’ other advisors.

Gregory Beardslee is a financial advisor with American Harbour Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at APW Capital, Inc., Delta Capital Management, LLC, and Proequities, Inc. In addition to his advisory work, he has operated an independent insurance agency specializing in life, disability, and annuity sales since 2001. American Harbour Wealth Management serves individual investors, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm uses model portfolios and analytical methods like fundamental analysis and modern portfolio theory, primarily recommending mutual funds and ETFs while managing accounts on a discretionary basis.

Keith Haskell is a CFP® with 36 years of industry experience, currently serving at Dobson Street LLC since 2017. His prior experience includes roles at Wilbanks Securities Advisory and Wilbanks Securities, Inc. He also serves as Chairman of the Finance Committee and Treasurer at Pines Castle United Methodist Church. Dobson Street LLC provides discretionary portfolio management and financial planning for individuals, families, trusts, estates, business entities, and qualified plans. The firm’s approach combines fundamental and technical analysis to tailor investment strategies documented in client-specific Investment Policy Statements, emphasizing low-cost index and no-load mutual funds with regular portfolio reviews.

Edward McDonough is a CFP® professional with 39 years of experience in the financial industry. He is the president of McDonough Capital Management, Inc., where he has worked for 27 years. His prior experience includes roles at Altior Capital Management LP, Jackson Wealth Management, LLC, and Triad Advisors Inc. He also manages life insurance solutions and assists with client tax preparation as part of his business activities. McDonough Capital Management provides financial planning and discretionary investment supervisory services to individuals—including high net worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on active trend-following and tactical asset allocation across equities, mutual funds, and ETFs, managing accounts on a discretionary basis with ongoing monitoring and coordination with clients’ other professional advisors.

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.

Thomas Turiano is a CFP® and ChFC® with 24 years of industry experience. He has been with Southport Station Financial Management, LLC since 2008 and has also worked at Purshe Kaplan Sterling Investments since 2009. Outside of financial advising, he owns Double T Sports Memorabilia, a business involved in buying and selling sports memorabilia. Southport Station Financial Management provides personalized financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a process that includes asset allocation, ongoing monitoring, and options strategies, serving clients with both discretionary and non-discretionary portfolio management.

Thanh Cam Nguyen is a Series 65-licensed financial advisor with 12 years of industry experience. She has been with McDonough Capital Management, Inc. since 2006. McDonough Capital Management provides financial planning and discretionary investment supervisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach emphasizes active trend-following and tactical asset allocation, combining active and passive exposures based on market momentum and conditions.