Alexander King is a financial advisor at Macedon Financial Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Raymond James Financial Services, Northwestern Mutual Investment Services, and other firms. Macedon Financial Management provides portfolio management and pension consulting services to institutional and individual clients, including retirement plans and high-net-worth individuals. The firm employs a variety of analytic methods and typically offers discretionary management focused on mutual funds, ETFs, fixed income, and select securities.

Brendan Carey is a financial advisor at JTM Carey Capital LLC in Clermont, FL, holding Series 63 and Series 65 designations with two years of industry experience. His prior roles include positions at ADP Broker-Dealer, Inc. and BAC Local 7 NYC. Carey is also involved with JTM Insurance & Financial Group LLC. JTM Carey Capital LLC provides discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, and charting analysis in portfolio construction and offers both individual and plan-focused investment management under discretionary authority.

As a second-generation American, I feel a strong drive to repay my parents for the sacrifices they made to give my brother and I the opportunities they never had. Seeing how hard my parents worked to provide for our family, I became fascinated with all things personal finance at an early age. I named my firm “Paradox” because, despite the fact that financial health is one of the most important things in life, financial education is almost entirely neglected! My passion and curiosity led me to pursue and receive a Bachelor’s in Finance from the University of Florida. From there, I embarked on a nearly decade-long journey as a traditional financial advisor. Along with an amazing team of individuals at Merrill, I worked hard to act in my client’s best interest every step of the way, yet I knew I couldn’t offer my most advanced solutions. The traditional fee-only assets-under-management model of financial advising just didn’t allow for the in-depth, no-stone-left-unturned approach I was looking for. All of that changed when I discovered the model of the advice-only financial advisor, which puts financial planning front and center for a flat fee. My goal is to educate and empower you to achieve your goals, not to manage as many of your assets as possible. This way, you can rest assured that I am incentivized to do what I believe will work best for you, not what will earn me the most fees. We’ll go over everything that contributes to your unique financial picture (that includes things like early retirement strategies, real estate, and familial obligations, to name a few). Along the way, I’ll teach you as much as you want to learn so that you can make informed decisions for yourself moving forward. Financial planning has been my life’s passion, and I’m so grateful to serve my clients. As a fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to creating holistic, sophisticated plans for my clients so they can become financially independent.

Douglas Henke is a financial advisor at Pine to Palm Financial, LLC in Clermont, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Brookstone Capital Management and CFD Investments, Inc. In addition to his advisory role, Henke operates as an independent insurance agent, focusing on annuity and life insurance sales and service. Pine to Palm Financial, LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and business owners. The firm employs a combination of fundamental and technical analysis, cyclical analysis, and modern portfolio theory, with discretionary authority to manage portfolios and conduct quarterly reviews.

Christopher Ballard is a CFP® with 22 years of industry experience and is the principal advisor at Ballard Wealth Management LLC. He has been involved with Ballard Wealth Management since 2023 and also operates All Financial Advisory, LLC dba Ballard Financial Group, where he is owner and CEO and manages health and life insurance sales. Prior to focusing on his current firm, he was associated with AE Wealth Management for over a decade. Ballard Wealth Management LLC provides discretionary asset management and financial planning primarily for individual clients, managing approximately $81 million across 281 client relationships. The firm employs third-party sub-advisors for portfolio implementation and integrates a licensed digital platform for estate-planning support, combining fundamental, technical, charting, and cyclical analysis in its investment approach.

Joseph Veasey is a CFP® professional with 11 years of industry experience. He is an advisor at Stewardship Advisory Group, LLC in Clermont, FL, and has held roles at several firms including United Planners' Financial Services and AE Wealth Management. Veasey is also involved in Stewardship Legacy Coaching, providing services related to family and business legacy planning. Additionally, he serves as a trustee for Redeemer Orthodox Presbyterian Church. Stewardship Advisory Group offers wealth management and investment services to individuals, trusts, estates, charities, and retirement plans. The firm uses written risk profiles to tailor portfolios and employs multi-manager strategies, with a focus on values-based investing and stewardship through public seminars and workshops.

Jack Kennedy is a financial advisor at JB Meridian Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with JB Meridian Advisors since 2010. JB Meridian Advisors is a fee-only registered investment adviser serving individuals, families, small-business owners, and various entities such as pensions, trusts, and estates. The firm manages approximately $31.9 million across about 163 client accounts, offering portfolio management and financial planning services with an emphasis on minimum-variance efficient frontier modeling and tailored Investment Policy Statements.

Joseph Morson is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Stewardship Advisory Group, LLC. He has held roles at Life Values Financial since 2003 and has longstanding involvement with multiple Catholic churches as an accompanist. His background includes work with United Planners' Financial Services and OneAscent Financial Services. Stewardship Advisory Group provides wealth management and investment services to individuals, trusts, estates, charities, and retirement plans, managing approximately $322 million in discretionary assets. The firm uses written risk profiles to tailor portfolios and offers values-based investing with a focus on Biblically Responsible Investing through seminars and workshops.

Arthur Mckee IV is a CFP® professional with 23 years of industry experience, currently with McKee Investment Planning, Inc. He previously worked at Legg Mason Wood Walker, Incorporated. In addition to his advisory work, he occasionally teaches corporate finance and economics as an adjunct instructor. McKee Investment Planning serves individual and high-net-worth clients, providing investment management, retirement and personal financial planning, and small-business retirement-plan services. The firm combines top-down global assessments with bottom-up security selection, using region-focused mutual funds and ETFs, and maintains a fee-only, discretionary management approach.

Ronald Mccoy is a financial advisor at Freedom Capital Advisors Inc. in Clermont, FL, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Freedom Capital Advisors since 2012. Freedom Capital Advisors provides investment advisory and financial planning services to individual investors, joint accounts, IRAs, trusts, and corporate accounts. The firm follows a conservative, value-driven investment approach emphasizing income generation and risk-adjusted returns, utilizing fundamental, technical, and macroeconomic analysis.

Raymond Bock III is a financial advisor with Rockdale Financial Services, Inc. He holds Series 65 and Series 63 licenses and has 31 years of industry experience. Mr. Bock has worked at Cetera Advisors LLC for over two decades and has managed his role at Rockdale Financial Services since 1993. Outside of finance, he is involved with Peas and Carrots Agency LLC, a talent agency focused on acting. Rockdale Financial Services serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering non-discretionary investment advisory services and standalone financial planning on request. The firm provides portfolio management primarily through allocations to mutual funds, ETFs, and independent managers, employing both fundamental and technical analysis across various investment strategies.

Jeffrey Rogers is a financial advisor with Stewardship Advisory Group, LLC in Clermont, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He is the founder and chairman of Stewardship Advisory Group Holdings, LLC, and also leads Stewardship Legacy Coaching, LLC, which provides coaching on family and business legacy. Rogers serves on the board of Compass-Finances God's Way of Central Florida, Inc., an organization focused on financial principles based on faith. Stewardship Advisory Group serves individuals, trusts, estates, charities, and employer-sponsored retirement plans with wealth management, investment management, and financial planning services. The firm emphasizes values-based investing, including Biblically Responsible Investing, and uses tailored portfolios with multi-manager strategies and coordination with clients’ legal and tax advisors.

Cassandra Gegenheimer is a financial advisor at McKee Investment Planning, Inc. with one year of industry experience. Prior to joining McKee Investment Planning, she worked at the Federal Bureau of Investigation and Florida Blue. McKee Investment Planning serves individual clients, including high-net-worth households, offering investment management, retirement and personal financial planning, and small-business retirement-plan services. The firm uses a combined top-down and bottom-up investment approach, manages accounts on a discretionary, fee-based basis, and typically conducts annual reviews tailored to individual client goals.

Nicholas Ellison is a CFP® professional with seven years of experience in financial advisory. He is affiliated with Stewardship Advisory Group, LLC and has previously worked with firms including OneAscent Financial Solutions, Cornerstone Wealth Management, and HSC Wealth Advisors. Outside of advisory services, he is involved with Stewardship Legacy Coaching, LLC, providing coaching on family and business legacy stewardship. Stewardship Advisory Group serves individuals, high-net-worth clients, trusts, estates, charities, and employer-sponsored retirement plans, offering comprehensive wealth management, investment management, and financial planning. The firm employs written risk profiles to tailor portfolios and uses multi-manager UMA strategies, model portfolios, and third-party managers, with an emphasis on values-based investing including Biblically Responsible Investing models.

After working as a financial advisor for more than 15 years, I obtained the CERTIFIED FINANCIAL PLANNER™ professional designation in 2008. I received my M.B.A. in Financial Planning from California Lutheran University in 2016. Some of our clients have been with us for 20+ years and for that I am very grateful. I enjoy being a blessing to our clients by helping them make the right financial decisions. It’s wonderful to see clients understand the truth about their finances and some of the nuances of the financial advisory world. I love to cook after work and enjoy sharing a great meal with my family and discussing how our days went and encouraging one another. I also enjoy working out with my family and seeing family and friends achieve things that are hard to do.

Victor Deischl is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Rubik Capital Inc since 2020 and previously held roles at RK Securitizadora, CdR Hollander Asset Management LLC, and the University of South Florida. Rubik Capital Inc provides investment advisory and portfolio management services to individuals, high-net-worth clients, and corporations. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading, including derivatives and option contracts.

Todd Heckman is an advisor at Blue Jasper Capital LLC with Series 63 and Series 65 licenses. He has experience as a trustee for Kingdom First Trust and has served as president and treasurer of Talents 633 Ministries, a para-church organization, for over a decade. Prior to his advisory role, he worked at Standard Textile Company for eleven years. Blue Jasper Capital LLC is a registered investment adviser with a five-person team managing approximately $23.6 million for a range of clients including individuals, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning, typically constructing customized portfolios using diversified mutual funds and ETFs, while also employing fundamental and technical analysis.

Robert Dechick is a financial advisor with D.H. Hill Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with D.H. Hill Advisors since 2012 and is also associated with related entities including D.H. Hill Insurance Services and D.H. Hill Securities. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm uses a variety of investment approaches, including tactical asset allocation and tax-management techniques, and supports independent Investment Adviser Representatives through multiple operating platforms.

Barton Young is a financial advisor with Sovereign Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Raymond James Financial Services and operating his own firm, Barton Young & Associates. He is also the owner of B Young Enterprises, LLC, a support company. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, and retirement plan advisory services, focusing on diversified, low-cost investments with tactical reallocations and periodic rebalancing.

Colin Myers is a financial advisor at Blue Jasper Capital LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Kestra Financial, Anthem Wealth Management, and Comtech Systems. Outside of his advisory role, Myers serves as CFO of The MacArthur Group and CEO/CFO of North American Solutions Team, a defense consultation company. Blue Jasper Capital provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm employs a primarily long-term investment approach using low-cost mutual funds and ETFs, while also managing an affiliated private fund with derivative investments and performance-based carried interest.