Alex Ammar

Jacob Carris is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He is the sole advisor at Jake Carris Financial Planning, an independent firm he has operated since 2017. His prior experience includes roles as a sole proprietor and with Tim Looney Investments, LLC. Jake Carris Financial Planning serves individual clients, pension and profit-sharing plans, and charitable organizations, offering investment management, comprehensive financial planning, ERISA plan services, and educational seminars. The firm manages approximately $109.7 million in non-discretionary assets and uses a variety of investment strategies, with a focus on non-discretionary services and limited-scope ERISA 3(21) advisory roles for retirement plans.

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.

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.

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. He is the sole advisor at Core Wealth Consultants, LLC, an independent firm based in Winter Garden, FL. His prior experience includes a role at Brendanwood Financial Brokerage LLC and work as an independent licensed insurance agent, a business activity that occupies about 10% of his time. Core Wealth Consultants provides discretionary portfolio management and advisory services to individuals and high-net-worth clients, utilizing a planning framework called PlanAssist and integrating multiple financial planning and reporting tools. The firm employs active portfolio management with quarterly reviews and maintains collaborative relationships with tax professionals.

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.