Alex Alonso, MBA, is the founder of Alonso Financial Planning, a fee-only independent advisory firm in Tampa, FL serving business owners and entrepreneurs. A lifelong entrepreneur who started his first company at sixteen, Alex helps founders turn their businesses into assets that can fund a lifetime of financial freedom. Whether they plan to sell, keep building, or anything in between. He specializes in S-corp distribution strategy, business cash management, tax-aware investing, and retirement plan design. Alex is a member of the XYPN network and holds an MBA with the ChFC designation in progress.

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.

Reshell Smith is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at AMES Financial Solutions, LLC since 2017. Prior to that, she operated AMES Financial Education & Consulting LLC from 2013 to 2017. She is the author of two financial independence books for women and hosts the podcast "She's So Wealthy." AMES Financial Solutions provides individual clients with financial planning, investment advisory services, money coaching, and insurance product sales. The firm manages assets through a technology-driven wrap fee program using Betterment for Advisors and serves a high client count relative to its single-advisor structure.

Steven Van Metre is a financial advisor at Quantum Wealth Advisors LLC in Winter Garden, FL, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Atlas Financial Advisors, Inc. for 14 years. In addition to his advisory work, he is a licensed insurance agent and owns Bakersfield Retirement in Bakersfield, CA. Quantum Wealth Advisors provides portfolio management, financial planning, and a subscription-based market-timing newsletter to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading strategy supported by various analytical methods and offers multiple fee models, including fixed, hourly, and subscription fees.

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.

Timothy Clifford is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Core Wealth Consultants, LLC in Winter Garden, FL. His prior work includes a one-year tenure at Brendanwood Financial Brokerage LLC and over a decade as an independent insurance agent, which remains a small part of his professional activities. Core Wealth Consultants serves individual and high-net-worth clients through discretionary portfolio management and a structured financial planning framework called PlanAssist®. The firm integrates fundamental, technical, and cyclical analysis to manage diversified portfolios and provides continuous planning support, including an optional AI-assisted engagement tool.

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.

Philip Ferguson is the sole advisor at Polaris Financial Planning, LLC, an independent firm based in Apopka, Florida. He holds a Series 65 designation and has 25 years of industry experience, having founded Polaris Financial Planning in 2000. Outside of his advisory work, Mr. Ferguson hosts The Phil Ferguson Show, a podcast covering skepticism, atheism, investment philosophies, economics, and politics. Polaris Financial Planning provides discretionary asset management primarily for high-net-worth individual clients, employing a science-based, buy-and-hold investment approach grounded in Modern Portfolio Theory. The firm customizes portfolios using diversified index and mutual fund allocations selected through a proprietary model, with an emphasis on long-term holdings and occasional tactical adjustments.

Michael Ciaston is the principal of Ciaston Financial Group LLC and holds a Series 65 license. He has been in the financial industry since 2021, with prior experience at Marcum LLP, MG Stover, and Alter Domus. In addition to his advisory role, he provides tax preparation and bookkeeping services. Ciaston Financial Group LLC is a newly formed investment manager offering discretionary asset management and complimentary financial planning for managed accounts. The firm implements investment programs using a combination of fundamental, technical, charting, and cyclical analysis, with occasional use of options and pooled investment vehicles.

Milan Pualic is a CFA® charterholder and investment advisor at Monterra Advisors, LLC with experience that includes roles at Citibank Europe plc and Citi Trust. He currently serves as a Director and Investment Committee Member of Monterra Funds SICAV p.l.c., a Maltese professional investor fund, where he participates in board governance and investment oversight. Monterra Advisors is an independent multi-family office and registered investment adviser serving families, high-net-worth individuals, entrepreneurs, athletes, foundations, and select operating companies. The firm combines low-cost ETFs with actively managed equities and bonds, and allocates to third-party managers and alternative strategies, emphasizing bottom-up research, documented due diligence, and regular portfolio reviews.

Daniel Basinger is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Victory Wealth Management, LLC since 2022. He previously worked at NorthRock Partners from 2019 to 2022 and Ameriprise Financial Services, Inc. from 2014 to 2019. He maintains a current Illinois insurance license. Victory Wealth Management, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes a range of investment instruments and combines fundamental, quantitative, technical, and charting analysis within a fiduciary framework.

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.

Timothy O'Mara is a CFA® charterholder with 16 years of industry experience, currently serving as the sole advisor at Opima Capital Management, LLC. His prior work experience includes positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Wilmington Trust, and CITIGROUP. Outside of finance, he is an independent music producer through Tim O'Mara Productions. Opima Capital Management provides portfolio management and financial planning services to individual and institutional clients, including employer-sponsored retirement plans. The firm employs a combined approach of fundamental, technical, cyclical, and economic analysis and is noted for its institutional and pension consulting capabilities.

Ready to retire with confidence? I'm Keith Hensley, a CFP® professional and fiduciary financial advisor helping near-retirees and retirees in Orlando, Florida navigate one of life's biggest transitions. Whether you're approaching retirement or already there, I provide flat-fee financial planning that's completely transparent and conflict-free. Here's how I'm different. My firm is fee-only and advice-only. That means I don't sell products, earn commissions, or have hidden agendas. You pay a flat fee for comprehensive financial planning, and I work for you. Period. Our focus is on your most pressing questions... - When can I retire? - How much can I safely withdraw each year? - How do I turn my savings into a paycheck? - When should I apply for Social Security? - How do I minimize taxes in retirement? - Will I run out of money? Who do I work with? Primarily near-retirees and retirees in the Orlando area who want a trusted partner to help them make smart decisions about retirement income, Social Security timing, tax planning, and investment strategies. I also work with younger professionals who are serious about building wealth. What should you expect? I'm naturally laid back and genuinely interested in your story. This isn't about pushing products or rushing through meetings. It's about understanding your goals, addressing your concerns, and building a financial plan that works for your life. As a fiduciary, I'm legally required to put your interests first. But beyond the legal requirement, that's just how I believe financial planning should work. Why do Orlando families trust Florida Financial Planning? You're working with a local CFP® professional who understands the Orlando market and serves families in this community. No national call centers. No rotating advisors. Just straightforward, transparent financial planning from someone who's invested in your success.

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.

Enrique Loscher is a financial advisor with Rea Financial, holding a Series 65 designation and based in Orlando, FL. He has recently joined the industry with zero years of experience and has worked at several financial firms including Gambin Financial Group and MassMutual Life Insurance Co. prior to his current role. Rea Financial provides discretionary asset management, financial planning, and consulting services to individuals and high-net-worth clients. The firm combines fundamental and technical analysis with modern portfolio theory to offer tailored investment strategies and uses both custom portfolios and third-party model managers.

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.