Kristen Mock

Orlando Johnson is a financial advisor at Johnson Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial and Edward Jones. Johnson is the founder and Senior Advisor of the Prosperity Seekers Investment Club of Palm Coast, a role he has held since 2004 in a volunteer capacity. Johnson Wealth Management serves individual investors, charitable organizations, and corporations, offering portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach that includes both discretionary and non-discretionary arrangements, with ongoing monitoring and rebalancing based on client objectives and risk tolerance.

Seth Heine is a CFP® professional with 11 years of industry experience, currently operating as the sole advisor at Seth Heine LLC in Ormond Beach, Florida. His prior roles include positions at Equitable Advisors, Lowe's Home Improvement, and several other firms. Seth Heine LLC provides financial planning and integrated investment advisory services to individuals and legal entities, including corporations, trusts, and estates. The firm manages accounts primarily on a non-discretionary basis using a research-driven investment process that incorporates fundamental, quantitative, and technical analysis, as well as tools like Monte Carlo simulations, ESG considerations, and artificial intelligence.

Richard Pankratz is a CFP® with 22 years of industry experience and has been the sole advisor at Broadstreet Financial Advisers LLC since 2005. He holds a Series 63 license and is based in Ormond Beach, Florida. Outside of his advisory role, he serves as the managing member of a family real estate holding company. Broadstreet Financial Advisers provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients. The firm manages approximately $97.5 million using a combination of fundamental, quantitative, technical, and cyclical analysis across equities, ETFs, fixed income, and mutual funds.

Shivam Kashan is a financial advisor at Knight Vision Capital LLC with a Series 65 credential and one year of industry experience. Prior to founding Knight Vision Capital, he held positions at Mondo LLC and AdventHealth. Outside of his advisory role, he is employed full time at an unaffiliated family office and operates a personal Substack newsletter on investing. Knight Vision Capital LLC is a state-registered investment adviser that provides discretionary portfolio management and continuous investment advice tailored to individuals and high-net-worth clients. The firm’s investment approach combines fundamental, quantitative, cyclical, technical, and charting analysis, focusing on owning high-quality businesses at attractive valuations for the long term.

Martin Anidjar is the sole advisor at Baffin Advisors LLC, an independent firm based in Palm Coast, FL. He holds Series 63 and Series 65 credentials and has been with Baffin Advisors since its founding in 2009. Baffin Advisors LLC provides discretionary investment advisory services primarily to high-net-worth individuals and corporate clients, including a significant non-U.S. clientele. The firm employs a globally oriented, medium-term macroeconomic investment approach focused on diversified portfolios across multiple asset classes and emphasizes personalized service through frequent account reviews.

Kevin Hackett is a financial advisor at Paracca Financial Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lifemark Securities Corp. and Foresters Equity Services, Inc. Outside of advising, Hackett operates a tax and accounting service as a CPA. Paracca Financial Group provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm follows a long-term buy-and-hold investment approach with quarterly portfolio reviews and utilizes both fundamental and technical analysis.