Jeffrey George is a CFP® and CFA® with 11 years of experience in the financial services industry. He is the principal of Tao Financial, an independent advisory firm based in Orlando, FL. Prior to founding Tao Financial, he held roles at Newport Group and Triad Advisors. In addition to his advisory work, he serves as president of Tao Consulting LLC, a business consulting firm. Tao Financial provides investment advisory and retirement-plan services to corporate plan sponsors, pension and profit-sharing plans, and individual clients. The firm combines modern portfolio theory and a Core+Satellite investment approach with a focus on pension consulting and trustee education, delivering both discretionary and non-discretionary fiduciary services.

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.

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.

Jonathan Kreidt is a financial advisor at Triumph Private Wealth in Orlando, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Better Wealth Capital and CNL Securities Corporation. He is also an insurance agent with Triumph Insurance Solutions LLC, a company he indirectly owns. Triumph Private Wealth provides portfolio management and financial planning services to individuals, businesses, trusts, and corporate entities, managing approximately $18.3 million across about 85 client households. The firm employs a long-term, globally diversified investment approach with discretionary management and offers a wrap fee program that integrates management and trading services into a single fee.

Jarett Busacca is a CFP® professional with three years of industry experience, currently serving as the sole advisor at Venture Wealth Solutions LLC. His background includes roles at MassMutual Life Insurance Co., Raymond James Financial Services, and Aegis Advisors. Outside of financial advising, he owns and operates a bookkeeping business, CYS Bookkeeping. Venture Wealth Solutions LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs analytical methods such as fundamental and technical analysis, Monte Carlo modeling, and Modern Portfolio Theory, managing client portfolios on a discretionary basis with periodic reviews for allocation and tax-loss harvesting.

Maria Goretti Garcia is a financial advisor at New Era Advisory in Orlando, FL, with seven years of industry experience. She holds a Series 65 designation and has worked at AE Wealth Management, Petros Advisory Services, Woman's Worth, and Petros Estate & Retirement Planning. New Era Advisory provides investment management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm uses a strategic asset allocation approach combining passive and active investments, primarily on a non-discretionary basis, and offers specialized planning services including business planning and employee benefits optimization.

Dhavalkumar Bhalodia is a Series 65 licensed financial advisor with Krishna Portfolio Management in Orlando, FL. He has one year of experience in investment management and also works as a clinical pharmacist at CVS Healthcare. His professional background includes over a decade in the pharmacy industry with RX One Pharmacy. Krishna Portfolio Management is a state-registered investment adviser that provides discretionary, fee-based portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical asset allocation approach based on fundamental analysis and typically manages accounts on a discretionary basis using equity securities and debt obligations.

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.

Lauren Bloom is a CFP® with seven years of industry experience and the principal of Bloom Investment in Winter Park, FL. She previously worked at Lamco Advisory Services, Inc. and serves as the Director of Membership at the Winter Park Chamber of Commerce, a role she has held for over ten years. Bloom also manages several family investment entities as part of her other business activities. Bloom Investment provides investment management and financial planning to individuals, high-net-worth clients, corporations, businesses, and charitable organizations. The firm primarily employs a passive investment strategy based on Modern Portfolio Theory and offers services including continuous portfolio management, third-party sub-advisor oversight, and various financial planning engagements.

Matthew Giles is a CFP® and holds a Series 66 designation with 16 years of experience in financial advisory roles. He currently serves as the sole advisor at Structure Wealth Partners LLC, having previously worked at Collaborative Wealth Management, Inc. and Raymond James & Associates. Giles is a board member of the University Club of Winter Park and provides administrative and technical support for a local jewelry store, Joan Giles Collection. Structure Wealth Partners LLC offers portfolio management and financial planning services primarily to institutional and high-net-worth clients. The firm employs a blend of modern portfolio theory and cyclical analysis, utilizing a range of investment vehicles including ETFs, structured products, private investments, and digital assets, and provides both discretionary and non-discretionary management.

Derrick Johnson is a financial advisor at Benowitz Wealth Management in Altamonte Springs, FL, holding a Series 65 designation with two years of industry experience. He is also the CEO of FRS Information, a marketing company. Benowitz Wealth Management is a state-registered investment adviser providing portfolio management, financial planning, and educational seminars to individual and high-net-worth clients. The firm focuses on capital preservation and risk management through behavioral economics, goal-based planning, and multi-tier asset allocation, incorporating mutual funds, ETFs, tactical models, and selective alternative investments.

Michael McKee is the sole advisor at Inspire Capital Management LLC in Maitland, FL, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has served as Executive Director of Meals on Wheels, Etc. since 2019 and is also the author of the book *Big Income: Creating Wealth with Covered Calls*. Inspire Capital Management LLC is an independent, fee-only registered investment adviser serving individual clients through separately managed accounts and consulting. The firm employs an active, tactical investment approach that includes options strategies to generate income and manage risk.

Jean Philippe Aubry is a financial advisor with J.P. Aubry Wealth Advisors, LLC in Maitland, Florida. He holds a Series 66 designation and has seven years of industry experience. Prior to founding his current firm, he worked at GWN Securities, Inc. and AXA Advisors LLC among other roles. He is also licensed to sell and service life insurance products. Aubry Wealth Advisory provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a blend of technical and fundamental research to construct and manage model portfolios, typically using ETFs, mutual funds, and individual equities.

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.

Dennis Tripp is a financial advisor at Prometheus Capital Management LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Pruco Securities LLC for seven years. Prometheus Capital Management provides portfolio management and financial planning for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of charting, fundamental, and technical analysis, emphasizing large-cap, dividend-driven equities and employing options and derivatives strategies tailored to client risk tolerance and objectives.

David Petry is a financial advisor at Toro Financial Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Calton & Associates, Inc. and REAP in Wealth Management, LLC. Outside of advisory services, he operates as a sole proprietor providing insurance, telecommunications consulting, and employee benefits. Toro Financial Advisors offers discretionary asset management and retirement plan advisory services, including fiduciary roles under ERISA for qualified plans. The firm employs a flexible investment approach that combines fundamental and technical analysis, utilizing model portfolios and third-party sub-advisors while maintaining oversight and responsibility for client portfolios.