Shivam Kashan

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.

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.

Wade Rowdon is a financial advisor with Storms & Rowdon Financial Services, Inc. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining Storms & Rowdon in 2025, he worked at Stonex Advisors Inc. and Stonex Securities Inc. for a combined 10 years. Outside of his advisory role, he serves as a chaplain for the Daytona Tortugas minor league baseball team through the Baseball Chapel organization. Storms & Rowdon Financial Services offers discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension, and charitable accounts. The firm employs a primarily long-term investment approach, incorporating a mix of fundamental, technical, and charting analyses, and uses a wider range of instruments and third-party managers than many similarly sized firms.

Anthony Frezza is a financial advisor at Advanced Tax & Investments, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at The Alliance Group and Ernst & Young. Outside of his advisory role, he owns A8 Enterprises LLC, where he advises on technical accounting and business operations. Advanced Tax & Investments, Inc. provides personalized financial planning and discretionary investment management for individuals, high-net-worth clients, and business entities, integrating tax preparation, compliance, and payroll services. The firm combines advisory services with accounting and tax expertise, using a data-driven investment approach monitored through client-specific Investment Policy Statements.