Gary Kaltbaum is the principal of Kaltbaum Capital Management with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has led his firm since 2010. Outside of his advisory role, he is the director and owner of Investors Edge LLC and contributes to Fox News Channel as a business commentator while hosting a daily radio show. Kaltbaum Capital Management primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management with a focus on equities, fixed income, and ETFs. The firm employs a combination of fundamental and technical analysis, including tactical ETF allocations and active portfolio management tailored to client goals.

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.

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.

Christopher Haysley is a CFP® professional with 31 years of industry experience, serving as the sole advisor at Haysley Financial Services, Inc. since 2007. He is also a licensed insurance agent, dedicating part of his practice to insurance sales. Haysley Financial Services, Inc. provides investment advisory and comprehensive financial planning services primarily to individual clients. The firm offers discretionary portfolio management, portfolio monitoring that can include third-party managers, and uses model portfolios alongside both fundamental and technical analysis in its investment approach.

Demel Gonzalez is a CFP® professional with 26 years of industry experience, currently serving as the sole advisor at Heartwood Financial Services in Sanford, FL. She has been with the firm since 2012. Heartwood Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm combines fundamental and technical analysis in managing diverse investments, including digital assets and covered-call strategies, and conducts all portfolio management and planning functions through a single primary advisor.

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.

Russell Colbert is a financial advisor with Royal Palm Investment Advisors, Inc. in Longwood, FL. He holds Series 63 and Series 65 designations and has 30 years of industry experience. He has been with Royal Palm Investment Advisors since 2007. Royal Palm Investment Advisors provides discretionary portfolio management and consultative financial planning to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a mix of fundamental, technical, and cyclical analysis for portfolio construction and manages approximately $34.6 million for about 97 clients.