James Boswell

Cuong Le is the sole advisor at LE Capital Management LLC in Orlando, FL. He holds a Series 65 designation and has two years of industry experience. Prior to founding LE Capital Management, he worked in academic roles at SIU Carbondale and Maryville University and had experience in leasing and homemaking. LE Capital Management is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm employs a fundamentally oriented, value-driven approach focused on individual U.S. stocks and typically manages concentrated, diversified portfolios under an investment policy statement.

Kervin Ally is the founder and sole advisor at Ally Business & Wealth in Orlando, FL, holding a Series 65 designation and bringing five years of industry experience. He has worked at Eaton Aerospace, LLC since 2014 and serves as CEO of Aristocracy, LLC, a property management and small lending business. Ally Business & Wealth provides business development and investment advisory services to small businesses and individual clients, including executives, professionals, entrepreneurs, retirees, and business owners. The firm tailors portfolios to individual goals using a client risk questionnaire and adviser judgment, offering discretionary management and online reporting.

Barrett Haus is the sole advisor at Empire Financial Group, LLC in Orlando, FL, holding a Series 65 license with 19 years of industry experience. He has operated Empire Financial Group and Haus Financial Solutions LLC since 2007. In addition to his advisory role, he owns an accounting and tax preparation business serving small businesses. Empire Financial Group is an independent registered investment adviser that provides discretionary investment management and financial planning primarily for individual clients. The firm employs a top-down sector-rotation strategy focused on established, dividend-paying companies and emphasizes tax efficiency through longer holding periods and infrequent trading.

Margaret Bilby is a CFP® and holds a Series 66 license with 18 years of industry experience. She is currently the sole advisor at Gen2 Advisors, LLC and has previous experience at Cyndeo Wealth Partners, LLC and David Vaughan Investments, LLC. She serves as Development Chair for Winter Park Day Nursery, a nonprofit organization in Winter Park, FL. Gen2 Advisors, LLC provides portfolio management and financial planning services primarily to institutional clients such as pension and profit-sharing plans, charitable organizations, and corporations, while also serving high-net-worth individuals. The firm employs a blend of analytical approaches to construct and monitor portfolios and delivers written Investment Policy Statements as the foundation for its advisory relationships.

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.