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 licensed advisor with 20 years of industry experience. She has worked at Plan First Wealth LLC since 2019 and previously held roles at Eagle Strategies LLC and New York Life Insurance Company. Plan First Wealth LLC specializes in serving British expatriates living in the United States, focusing on cross-border financial issues related to UK domicility. The firm offers investment management and financial planning services, utilizing a wrap-fee delivery model through the Betterment for Advisors platform.

John Abernethy is a CFP® professional with five years of industry experience, 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, focusing on personalized portfolios managed through a long-term, risk-based approach across diversified assets.

Benjamin Doty is a CFA® charterholder with 14 years of industry experience. He is currently with Cravens & Company Wealth Management and has prior experience at MassMutual Life Insurance Co, MML Investors Services, Valmark Securities, and Koss Olinger Financial. Outside of his advisory work, he is involved with Caretaker. Cravens & Company Wealth Management serves high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities, offering a range of services including private client and family office programs, discretionary investment management, and qualified plan fiduciary services.

David Chadwick is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Total Clarity Wealth Management, Inc. He has held roles at LPL Financial LLC, Capital Point Financial Group, Ltd., Hancock Investment Services, Inc., and Hancock Bank. Chadwick also manages Pinchot Road Advisors LLC, a business entity established for tax and investment purposes. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) plan advisory, and donor-advised fund services, employing a variety of investment strategies including model portfolios, third-party separately managed accounts, and proprietary programs with varying risk profiles.