Thomas Francis Daly

Seth Heine is the sole advisor at Seth Heine LLC, an independent firm based in Ormond Beach, FL. He holds a CFP® designation along with Series 63, 65, and 66 licenses and has 11 years of industry experience. His work history includes roles at Equitable Advisors, Lowe's Home Improvement, and Floor & Decor. Seth Heine LLC provides financial planning and integrated investment advisory services to individuals and legal entities, including corporations, trusts, and estates, with a focus on retirement planning and wealth transfer. The firm manages accounts primarily on a non-discretionary basis using a research-driven investment process that incorporates fundamental, quantitative, and technical analysis, as well as tools like Monte Carlo simulations, ESG factors, and artificial intelligence.

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.

Kevin Hackett is a financial advisor with Paracca Financial Group in Ormond Beach, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior work includes roles at Lifemark Securities Corp. and Foresters Equity Services, Inc., and he has operated as an independent insurance agent since 2011. Hackett is also a CPA and provides tax and accounting services through his own business. Paracca Financial Group is a state-registered advisory firm serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm employs a long-term, buy-and-hold investment approach complemented by fundamental and technical analysis and offers both standard and actively managed portfolios with strategies such as direct indexing, tax-loss harvesting, and option overlays.

Michael Walsh is a financial advisor at Ashford Investment Advisors with 27 years of industry experience. He holds a Series 63 designation and has been associated with Walsh Consulting Group, Inc. dba Ashford Investment Advisors since 1996. He also spent a year at Maridea Wealth Management LLC. Ashford Investment Advisors provides discretionary portfolio management and pension consulting to individuals, retirement and profit-sharing plans, trusts, estates, and other organizations. The firm uses both fundamental and technical analysis to build portfolios incorporating equities, ETFs, mutual funds, fixed income, and cash equivalents, and employs strategies such as short sales, covered options, and inverse funds that involve derivatives and leverage.