Paul Wojcik

Mary Mcguire is a financial advisor with Bert Reames Investment Advisors, Inc. in Port Orange, FL. She holds a Series 65 designation and has nine years of industry experience. Bert Reames Investment Advisors, Inc. specializes in employer-sponsored defined contribution plans, working exclusively with plan sponsors and their employees to design and support retirement programs. The firm uses a Modern Portfolio Theory framework to construct plan lineups and focuses on participant education and ongoing plan support rather than individualized investment management.

Soo Lee is a financial advisor at Wealth Planning Advisors LLC with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at PNC Investments LLC prior to joining her current firm. In addition to her advisory role, Soo Lee is an independent licensed life and health insurance agent, assisting individuals nearing retirement with annuities, life insurance, and Medicare plans. Wealth Planning Advisors LLC provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs a long-term trading approach using a mix of fundamental, quantitative, and technical analysis, managing portfolios in-house across various asset classes including mutual funds, ETFs, and real estate funds.

Richard Hebert is the sole advisor at Hebert Investment Advisors, Inc. in New Smyrna Beach, FL, holding a Series 65 designation with 19 years of industry experience. He has led his independent firm since 2003. Hebert Investment Advisors provides personalized investment management and financial planning to individuals, trusts, estates, and small businesses. The firm emphasizes long-term, diversified portfolio construction using no-load, no-transaction-fee mutual funds, with discretionary asset management and regular portfolio reviews.

Michael Walsh is a financial advisor with Ashford Investment Advisors in Daytona Beach, FL, holding a Series 63 designation and 26 years of industry experience. He has been with both Walsh Consulting Group and Ashford Investment Advisors since 1996. Ashford Investment Advisors provides discretionary portfolio management and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charities, and other entities. The firm manages approximately $76.4 million for about 73 clients, tailoring portfolios using fundamental and technical analysis across a range of securities and employing strategies including long- and short-term purchases, short sales, covered options, and derivative instruments.

Scott Cavanaugh is a financial advisor with Strive Retirement Group in Fairport, NY. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at Paychex, Inc. and Paychex Securities Corp spanning from 2008 to 2025. Strive Retirement Group serves individuals, high-net-worth clients, and pension/profit-sharing plans with portfolio management, pension consulting, and financial planning. The firm employs a primarily non-discretionary approach, using fundamental analysis and modern portfolio theory, and documents client objectives in an Investment Policy Statement.

Robert Darrow is a CFP® with 16 years of industry experience and currently serves as an advisor at Strive Retirement Group. His prior roles include positions at Excel Wealth Management, Front Running Sports, and Paychex. He is also a board member for a Home Owners Association. Strive Retirement Group provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm operates primarily on a non-discretionary basis, emphasizing client approval for trades and employing fundamental analysis alongside modern portfolio theory.