Jon Michael Carrick

Judy Kehoe is the sole advisor at Kehoe Investment Services, Inc, an independent firm based in Deland, FL. She holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 19 years with her current firm, which she founded in 2007. Kehoe Investment Services provides financial planning and discretionary investment management to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs an evidence-based, disciplined asset allocation strategy focused on low-cost passive funds, broad diversification, systematic rebalancing, and a long-term tilt toward value, small-cap, and higher-profitability growth stocks.

Giovanni Fernandez is a financial advisor at Fernandez Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors, Inc. and Stetson University, where he currently serves as an associate professor of finance, executive director of graduate programs, and interim associate dean. Fernandez Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, employing a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods to tailor investment strategies aligned with clients’ risk tolerances.

Joseph Alamo is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. He is currently with Fernandez Wealth Management and RLAA CPA's & Advisors, LLP, where he serves as a partner. His background includes prior roles at Kovack Advisors, Inc. and involvement in accounting and tax services. Fernandez Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm offers ongoing portfolio management, pension consulting, and standalone financial planning with an investment process based on fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies.

Keira Espada is a financial advisor with Fleishel Financial Associates, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Fleishel Financial Associates provides comprehensive financial planning and consulting for a variety of clients, including retirement plan participants, trusts, and charitable organizations. The firm focuses on producing written financial plans and coordinating with other professional advisers, delivering advice through retainers, hourly consulting, and negotiated engagements rather than discretionary portfolio management.

Ellen Ludewig is a financial advisor at Fleishel Financial Associates, Inc. with over 20 years of experience in the industry. She holds the Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2017. Fleishel Financial Associates provides comprehensive financial planning and consulting services to a diverse client base, including retirement plan participants, trusts, estates, and business entities. The firm focuses on written financial plans, coordination with other professional advisers, and periodic reviews emphasizing asset allocation and manager selection, delivering advice through fixed retainers, hourly consulting, and negotiated engagements rather than discretionary portfolio management.

Thomas Fleishel is a CFP® with 37 years of industry experience. He is the owner and advisor at Fleishel Financial Associates, Inc. and has held roles at Raymond James Financial Services since 1991. Outside of his advisory work, he is also an author conducting book sales via Amazon and owns a pasture management and hay sales business. Fleishel Financial Associates provides broad-based financial planning and consulting to clients including retirement plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes written financial plans, coordination with other professional advisers, and periodic reviews focused on asset allocation and manager selection, operating primarily through retainers, hourly fees, and negotiated engagements rather than discretionary portfolio management.