Paige Leann Vigil

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.

Martha Kern is a CFP®, ChFC®, and Series 63-credentialed financial advisor with 21 years of industry experience. She has been with Plan First Wealth LLC since 2019 and previously worked at Eagle Strategies and New York Life Insurance Company. Plan First Wealth LLC advises British expatriate individuals and families living in the United States, including higher-net-worth clients, on investment portfolio management, lifestyle financial planning, and cross-border retirement and pension matters. The firm manages model portfolios using third-party research and provides both discretionary and non-discretionary management while coordinating cross-border tax and accounting support.

John Abernethy is a CFP® professional with five years of experience in financial advising, currently with Synchronous Wealth Advisors LLC. His prior roles include positions at Together Planning, Sycamore Financial Planning, and The Vanguard Group. Synchronous Wealth Advisors serves individual and high-net-worth clients by providing discretionary investment management and financial planning. The firm employs a long-term, risk-based approach focused on personalized portfolios and typically operates with discretionary trading authority while accommodating client restrictions.

Benjamin Doty is a CFA® charterholder with 14 years of industry experience. He has worked at firms including Valmark Securities, Inc. and Koss Olinger Financial before joining Cravens & Company Wealth Management. His background also includes a caregiving role. Cravens & Company Wealth Management serves high-net-worth families, executives, healthcare and legal professionals, retirees, and business plan sponsors. The firm offers holistic, multi-generational planning combined with discretionary investment management and emphasizes Qualified Plan Fiduciary Services alongside its wealth management offerings.

David Chadwick is a CFP® professional with 26 years of experience in the financial services industry. He currently works at Total Clarity Wealth Management, Inc and has held positions at LPL Financial LLC, Capital Point Financial Group, and several other firms. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm employs customized asset allocations and offers discretionary portfolio management using a variety of investment vehicles, including mutual funds, ETFs, stocks, bonds, and alternative investments.