Adam Evan Bornstein

Orlando Johnson is the principal advisor of Johnson Wealth Management, LLC in Palm Coast, FL, holding a Series 66 designation and bringing 14 years of industry experience. He founded and serves as Senior Advisor to the Prosperity Seekers Investment Club, a local investment partnership established in 2002. Johnson Wealth Management serves individual investors, charitable organizations, and corporations with portfolio management, financial planning, and consulting services using tailored strategies that incorporate client objectives and risk tolerance. The firm offers both discretionary and non-discretionary portfolio management with ongoing monitoring and rebalancing.

Bianca Noiseux is a financial advisor with William Joseph Capital Management, Inc. She holds Series 63 and Series 66 licenses and has 25 years of industry experience. Bianca has worked at firms including LPL Financial and Webster Investment Services, Inc. Outside of her advisory role, she is involved in insurance wholesaling through The Producers Firm and provides educational marketing for insurance via AAA Retire, LLC. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, utilizing third-party sub-advisors on the AssetMark platform and employing a range of analytical methods to develop tailored investment strategies.

Nicholas Greer is a financial advisor at Capital Analysts with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Investment since 2017 and Legend Equities Corporation from 1996 to 2017. Outside of advisory services, he is involved in life insurance and fixed annuity sales. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, and institutional entities, offering discretionary and non-discretionary portfolio management through various programs and models supported by an in-house Investment Management & Research team.

Brett Ewing is a financial advisor with Centaurus Financial, Inc. in Palm Coast, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Centaurus Financial since 2007. Outside of his advisory role, Ewing manages a local community economic research project that produces a business activity index and participates in educating clients about deferred sales trust strategies. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary management approaches with various analytical methods.

Thomas Muller is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and previously worked at American Portfolios Financial Services, Inc. for 11 years. In addition to his advisory role, he is involved in insurance sales, including serving as an agent for Medicare insurance targeting seniors. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and various platforms. The firm employs quantitative tools and third-party resources to construct diversified portfolios across multiple asset classes.

Delroy Pearson is a Series 66 registered advisor with Merrill in Palm Coast, FL, where he has worked since 2016. He has 10 years of industry experience. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.