John Wesley Stewart IV

James Griffin is a CFP® professional with 19 years of industry experience, currently serving at Occidental Asset Management, LLC since 2024. He previously worked at Charles Schwab Bank, SSB, Charles Schwab, and Td Ameritrade. Outside of his advisory role, he is involved in real estate through management and investment activities, including acting as a real estate agent and managing a nonprofit organization’s fund. Occidental Asset Management, LLC provides wealth management, financial planning, and portfolio management services for high-net-worth individuals and institutional clients, managing approximately $1.07 billion across roughly 900 accounts. The firm employs a range of analytical methods and utilizes third-party technology platforms to tailor investment strategies to client objectives and risk tolerances.

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.

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.

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.

James Randazzo is a financial advisor with LSP Advisory LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at GWN Securities Inc. for 15 years before founding LSP Planning LLC in 2014 and LSP Advisory, LLC in 2019. In addition to advisory work, Randazzo is involved in tax consulting and preparation, life insurance and annuities sales, and Medicare planning. LSP Advisory, LLC is an independent registered investment adviser serving individuals and high-net-worth clients, managing approximately $24.8 million across nearly 100 accounts. The firm primarily uses risk-based model portfolios and third-party sub-advisers, with a focus on quantitative and qualitative evaluation of managers, and offers services in equities, fixed income, mutual funds, ETFs, structured notes, REITs, and private/alternative investments.

Charles Black is a CFP® with 38 years of industry experience, currently serving at Royal Palm Investment Advisors, Inc. since 2010. He is also affiliated with Longview, Inc., a registered investment advisor providing financial management services. Royal Palm Investment Advisors offers discretionary portfolio management and consultative financial planning to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities, managing approximately $34.6 million for about 97 clients using a combination of fundamental, technical, and cyclical analysis.