David Scott Duncan

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.

Neal Albert is the sole advisor at Albert Capital Management LLC in Palm Coast, FL, holding a Series 65 designation with four years of industry experience. Prior to founding his firm in 2021, he worked at Allied Building Materials and Grabber Construction Products. Albert Capital Management LLC provides non-discretionary financial planning, advisory consulting, and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation with broadly diversified, low-cost mutual funds and ETFs, and offers customized written Investment Policy Statements along with ongoing educational seminars.

Martin Anidjar is the founder and sole advisor at Baffin Advisors LLC, an independent firm based in Palm Coast, FL. He holds Series 65 and Series 63 licenses and has been working with Baffin Advisors since 2009. Baffin Advisors provides discretionary portfolio management exclusively to high-net-worth non-U.S. individuals. The firm uses a medium-term global macro investment framework with experience in emerging markets, offering personalized portfolio allocations across multiple asset classes to suit client objectives and risk profiles.

Philip Hotz II is an investment advisor at FL Group, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Gradient Advisors, LLC and USFEDS, as well as over four decades as an independent insurance agent. Hotz is also a Notary Public. FL Group, Inc. serves individual and high-net-worth clients by recommending and facilitating access to third-party money managers rather than directly managing client assets. The firm focuses on evaluating registered managers for suitability, assisting clients with onboarding, and monitoring manager performance through periodic reviews.

Keith Wiltfong is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is the sole advisor at Capstone Investment Management LLC and has been involved with affiliated entities including an insurance agency and a home and auto business. Wiltfong operates as a licensed insurance agent, dedicating a significant portion of his time to that role alongside his advisory duties. Capstone Investment Management LLC serves individual and high-net-worth clients by providing fee-based financial planning, qualified plan consulting, and discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios and plans to each client’s objectives and risk tolerance, managing approximately $62 million in assets across 243 client relationships.

Carter Hatch is a financial advisor with REAP In Wealth Management, LLC, holding Series 63 and Series 66 designations and over 15 years of industry experience. His prior roles include positions at Clark Capital Management Group, Hanlon Investment Management, Northern Lights Distributors, Foreside Financial Services, and Private Client Services. REAP In Wealth Management provides fee-based wealth management and financial planning services to individual and high-net-worth clients, utilizing personalized consultations and a range of investment strategies including fundamental, technical, and cyclical analysis. The firm implements portfolios directly and through sub-advisors, offering retirement, estate, cash flow, and tax planning as part of its services.