Marco Antonio Perez

Michael Koenig, CFP®, J.M., founded FirsTrust in 1995 and leads its trust and estate practice. He is a fee-only fiduciary who works with high-net-worth families and business owners in Daytona Beach, Orlando and Tampa on estate tax reduction, irrevocable trust design and asset protection. With more than 40 years of experience and a Juris Master from Florida State University College of Law, he coordinates each family’s plan with FirsTrust’s investment, tax and planning specialists.

Seth Heine is a CFP® with 11 years of industry experience and is the sole advisor at Seth Heine LLC in Ormond Beach, FL. His background includes roles at Merrill, Equitable Advisors, and various other companies across different sectors. Seth Heine LLC provides financial planning and integrated investment advisory services to individuals and legal entities, including corporations, trusts, and estates. The firm emphasizes a research-driven investment process and manages most client accounts on a primarily non-discretionary basis, offering services that include retirement planning, wealth transfer, and specialized support for institutional and charitable accounts.

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.

Paul Wojcik is a CFA® charterholder with over three years of industry experience. He currently serves as the sole advisor at Beofor Capital LLC, where he has worked since 2019. His prior experience includes a long tenure at T. Rowe Price Associates, Inc. from 1996 to 2019, and a role at Impact Investment Exchange PTE, LTD in 2023. Beofor Capital provides discretionary and non-discretionary investment management and standalone financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach with diversified portfolios across public and private markets, incorporating derivatives and leverage when appropriate, and offers tailored advice including retirement rollovers and private investment opportunities.

Erick Palacios is a financial advisor with Plan to Prosper Wealth Management in Ormond Beach, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Xcel Wealth Management, Palacios Wealth Management, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is an independent insurance agent providing insurance solutions to clients. Plan to Prosper Wealth Management serves individual clients across wealth levels and advises ERISA-qualified retirement plans using a mix of fundamental, quantitative, and behavioral analyses. The firm employs diversified investment strategies and manages approximately $234 million for around 390 clients, maintaining a high client-to-advisor ratio with a two-advisor team.