Alyssa Fortner

Bradley Ducoat is the sole advisor at The Ducoat Financial Group, an independent firm based in Gainesville, FL. He holds a Series 63 designation and has 30 years of industry experience, including 28 years with his current firm. Outside of advising, he owns and operates B. Ducoat Enterprises Inc., which focuses on life insurance and fixed annuity sales. The Ducoat Financial Group serves individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management and financial planning services. The firm customizes advice based on client objectives and risk tolerance, using methods such as fundamental analysis, charting, and covered option writing.

Holly Donaldson is a CFP® professional with 19 years of industry experience, currently operating Holly Donaldson Financial Planning, LLC in Gainesville, FL. She previously worked at Holly P Thomas LLC from 2014 to 2017. Outside of financial advising, she is president of Porchview Publishing, LLC, which produces books, workshops, and newsletters on financial psychology. Holly Donaldson Financial Planning, LLC is a fee-only, advice-only firm serving individuals, trusts, estates, charitable organizations, and small businesses through consultation-based financial planning. The firm provides written recommendations and modeling of various financial scenarios but does not manage client portfolios directly or accept discretionary trading authority.

Tyler Chacon is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Chacon Diaz & Di Virgilio Wealth Management, LLC since 2018. His prior experience includes roles at Tapfin/EY, Cetera Investment Services, and Gte Federal Credit Union. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and also provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach primarily using U.S.-listed ETFs and manages held-away retirement plan participant accounts through a third-party platform.

Joseph Lowry Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been a co-owner and principal at Lowry & Lowry, Inc. since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Joseph Lowry is a ChFC® with 44 years of experience in the financial services industry. He is the president and co-owner of Lowry Financial Advisors and has held leadership roles at related entities including Lowry & Lowry, Inc. Lowry is also the author of the book "Thanks Mom." Lowry Financial Advisors is a small, three-advisor firm that provides financial planning and wealth management services to individuals, families, and retirement plans. The firm emphasizes planning-driven advice using portfolio analysis tools and offers project-based or ongoing retainer engagements rather than discretionary asset management.

Martha Kern is a CFP®, ChFC®, and Series 63 licensed advisor with 20 years of industry experience. She has worked at Plan First Wealth LLC since 2019 and previously held roles at Eagle Strategies LLC and New York Life Insurance Company. Plan First Wealth LLC specializes in serving British expatriates living in the United States, focusing on cross-border financial issues related to UK domicility. The firm offers investment management and financial planning services, utilizing a wrap-fee delivery model through the Betterment for Advisors platform.