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.

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.

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.

Alan Hambourger is a CFP® with 28 years of experience in the financial industry. He has been with Forum Financial Management, LP since 2010. Hambourger serves on the Board of Directors for United Trust Bank. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also offers sub-advisory and turnkey asset management platform services to independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Steven Rich is a financial advisor with Signal Advisors Wealth, LLC in New Smyrna Beach, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at AE Wealth Management, Anders & Anders Financial Group, Madison Avenue Securities, and M Holdings Securities. He is also the owner and operator of New Smyrna Beach Retirement Solutions, where he sells various insurance products. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Frederick Whitford is a financial advisor at Impact Partnership Wealth, LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms, including Brookstone Capital Management and Advisor Share Wealth Management. Outside of his advisory role, he is a co-founder of Oxygen To You, a company that rents oxygen concentrators for altitude sickness relief. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary management through a wrap-fee platform.

Harry Gerard is a financial advisor at Empower Advisory Group with a Series 66 designation and five years of industry experience. His prior work history includes roles at Wells Fargo Bank, NA, Wells Fargo Clearing Service, LLC, and GWFS Equities, Inc. Before entering the financial sector, he worked at Chick-Fil-A for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Lloyd Coates Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and has been associated with SunTrust Investment Services since 1996. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation and monitoring.

William Mcreynolds is a financial advisor with Truist Advisory Services in New Smyrna Beach, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Truist Investment Services and BB&T, where he worked from 2010 to 2021. Outside of his advisory work, he serves as Vice President of the Gina Mcreynolds Foundation, a nonprofit supporting women with young children battling breast cancer. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

William Harrison is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Dragon Financial Services, Madison Avenue Securities, and Anders & Anders Financial Group. Outside of his advisory work, he serves as president of WBH Financial Inc., an insurance-related administrative business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting a high client load per advisor and providing internal investment consulting and model licensing programs.

Justin Bundza is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial for 20 years. Bundza serves as a board member of the West End Village Condo Association in Port Orange, FL. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary oversight and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Bradley Schwartz is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Edward Jones, Bank of America, Merrill Lynch, and PNC Investments. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary solutions combining model portfolios, third-party managers, and advisor-led asset allocation, utilizing platforms such as Envestnet.

David Hatfield is a CFP®-certified financial advisor with LPL Financial, based in New Smyrna Beach, FL, and has 30 years of industry experience. He has been associated with LPL Financial and Private Advisor Group, LLC since 2015, providing investment advisory services through these firms. Hatfield also operates Seacoast Wealth Advisors, an independent advisory business. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports advisors with in-house research and a range of investment delivery options, combining large-scale advisory operations with non-advisory product offerings.

Craig Colbert is a financial advisor at Empower Advisory Group with over 25 years of industry experience. He previously worked at Fidelity Investments for 26 years before joining Empower Financial Services and later Empower Advisory Group. His credentials include Series 63 and Series 66 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates within an integrated model linked to Empower’s recordkeeping and administrative platforms.

Joseph Sullivan is a CFP® professional with 13 years of industry experience, currently serving at Charles Schwab in Westlake, TX. He has worked with Schwab Wealth Advisory since 2015 and spent one year at Uber from 2016 to 2017. Outside of his advisory role, Joseph is active as a DJ, musician, and trivia night host at local venues in Florida. Charles Schwab is a large institutional firm with over 3,600 advisors, providing wealth advisory services through a broad platform that serves a diverse client base.

Andrew Coates is a financial advisor at Truist Advisory Services with Series 63 and Series 65 licenses. He has experience working at FFVA Mutual and Brown and Brown Insurance prior to joining Truist in 2025. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation and monitoring.

Gwendolyn Slater is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 27 years of industry experience. She previously worked at Arbor Point Advisors and Securities America Advisors. Slater is the officer and sole shareholder of Slater Financial Services, Inc., a holding company for a note receivable following the sale of her former Certified Public Accounting and tax practice. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Mark Feldman is a financial advisor with Principal Financial Services in New Smyrna Beach, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Mark Feldman Insurance and Principal Securities Inc. He has involvement in fixed insurance and various life and health insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager programs through distinct adviser and promoter arrangements.

Michael Halsema Sr. is a CFP® with 31 years of industry experience, currently serving at AE Wealth Management, LLC. His prior experience includes over two decades at Raymond James Financial Services and roles at MCNT Wealth Management and Aline Accounting Partners. He is also the owner of Bolerjack Halsema Bowling and White PA, where he provides tax preparation and sells insurance and annuities, and serves as chairman of the finance committee at the Church of Epiphany. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.