Orlando Johnson is the principal advisor of Johnson Wealth Management, LLC in Palm Coast, FL, holding a Series 66 designation and bringing 14 years of industry experience. He founded and serves as Senior Advisor to the Prosperity Seekers Investment Club, a local investment partnership established in 2002. Johnson Wealth Management serves individual investors, charitable organizations, and corporations with portfolio management, financial planning, and consulting services using tailored strategies that incorporate client objectives and risk tolerance. The firm offers both discretionary and non-discretionary portfolio management with ongoing monitoring and rebalancing.

Neal Albert is the sole advisor at Albert Capital Management LLC in Palm Coast, FL, holding a Series 65 designation with four years of industry experience. Prior to founding his firm in 2021, he worked at Allied Building Materials and Grabber Construction Products. Albert Capital Management LLC provides non-discretionary financial planning, advisory consulting, and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation with broadly diversified, low-cost mutual funds and ETFs, and offers customized written Investment Policy Statements along with ongoing educational seminars.

Martin Anidjar is the founder and sole advisor at Baffin Advisors LLC, an independent firm based in Palm Coast, FL. He holds Series 65 and Series 63 licenses and has been working with Baffin Advisors since 2009. Baffin Advisors provides discretionary portfolio management exclusively to high-net-worth non-U.S. individuals. The firm uses a medium-term global macro investment framework with experience in emerging markets, offering personalized portfolio allocations across multiple asset classes to suit client objectives and risk profiles.

Philip Hotz II is an investment advisor at FL Group, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Gradient Advisors, LLC and USFEDS, as well as over four decades as an independent insurance agent. Hotz is also a Notary Public. FL Group, Inc. serves individual and high-net-worth clients by recommending and facilitating access to third-party money managers rather than directly managing client assets. The firm focuses on evaluating registered managers for suitability, assisting clients with onboarding, and monitoring manager performance through periodic reviews.

Keith Wiltfong is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is the sole advisor at Capstone Investment Management LLC and has been involved with affiliated entities including an insurance agency and a home and auto business. Wiltfong operates as a licensed insurance agent, dedicating a significant portion of his time to that role alongside his advisory duties. Capstone Investment Management LLC serves individual and high-net-worth clients by providing fee-based financial planning, qualified plan consulting, and discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios and plans to each client’s objectives and risk tolerance, managing approximately $62 million in assets across 243 client relationships.

Carter Hatch is a financial advisor with REAP In Wealth Management, LLC, holding Series 63 and Series 66 designations and over 15 years of industry experience. His prior roles include positions at Clark Capital Management Group, Hanlon Investment Management, Northern Lights Distributors, Foreside Financial Services, and Private Client Services. REAP In Wealth Management provides fee-based wealth management and financial planning services to individual and high-net-worth clients, utilizing personalized consultations and a range of investment strategies including fundamental, technical, and cyclical analysis. The firm implements portfolios directly and through sub-advisors, offering retirement, estate, cash flow, and tax planning as part of its services.

Devin Hotz is a Series 65-licensed advisor at FL Group, Inc. in Palm Coast, Florida, with three years of industry experience. Prior to joining the firm, he was a full-time student for eight years. In addition to his advisory role, Hotz maintains an active insurance practice, dedicating part of his time to insurance and annuity product sales. FL Group, Inc. serves individual and high-net-worth clients by recommending third-party money managers rather than directly managing assets. The firm focuses on evaluating and monitoring these managers while assisting clients with onboarding and documentation.

Suzanna Koizumi is a financial advisor with REAP in Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She worked at Vfa from 2002 to 2018 before joining REAP in Wealth Management in 2018. Outside of her advisory role, she is involved with PYur Life, a nutritional products affiliate, and is a partner in a real estate business in Jacksonville, FL. REAP in Wealth Management provides fee-based wealth management and financial planning services to individual and high-net-worth clients. The firm offers personalized investment programs and access to third-party portfolio managers, supporting clients with retirement, estate, cash flow, and tax planning through multiple offices and custodial relationships.

James Kelley is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Capital Planning, LLC since 2014. He holds Series 63 and Series 65 licenses and is based in Palm Coast, Florida. Capital Planning, LLC is a fee-based wealth management firm with an eight-advisor team managing approximately $677 million across 372 client relationships. The firm serves individuals, high-net-worth clients, trusts, estates, and businesses, using a structured wealth planning and investment process supported by an Investment Policy Committee and advanced reporting tools.

Thomas Walsh is a CFP® at Palisades Hudson Asset Management, L.P. with over 15 years of experience at the firm. He also serves as Senior Client Service Manager at Palisades Hudson Financial Group LLC, where he provides tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors, focusing on long-term, asset-allocation-based investing primarily through mutual funds and ETFs. The firm manages both discretionary and non-discretionary accounts and operates a team of 16 advisers across six offices.

Guy Middleton is a financial advisor with Wealthcrest Financial Services, LLC, holding a Series 66 designation and 27 years of industry experience. He has been with Wealthcrest since 2014 and also affiliated with Cambridge Investment Research, Inc. since 2010. Outside of advisory work, he acts as an agent selling life, disability, and long-term care insurance products through various independent insurance companies. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, utilizing a combination of fundamental and technical analysis along with multiple investment platforms.

Michael Metz is a financial advisor with BOS Asset Management, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at BOS since 2020 and previously spent 13 years with LPL Financial and 19 years at Bank of Springfield. Outside of his advisory roles, he is a partner in Bucket List Adventures LLC, a business entity for tax and investment purposes. BOS Asset Management, LLC serves individuals, high-net-worth clients, and various institutional clients, including pension plans and municipal entities, offering customized financial planning, portfolio management, and retirement-plan consulting. The firm employs a combination of IPS-driven portfolio management and model-driven strategies, utilizing third-party research and subadvisors to tailor investment approaches according to clients’ risk tolerance and goals.

Katherine Petrelli is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. She has worked with National Wealth Management Group since 2016 and has been affiliated with LPL Financial since 2009. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, client-tailored investment approach using a range of strategies and multiple program platforms, and maintains a multi-office presence with a formal affiliation with an accounting firm to integrate tax and advisory services.

Carl Morganstein is a financial advisor at Griffin Asset Management, LLC with 55 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morganstein is based in Palm Coast, Florida. Griffin Asset Management provides discretionary and non-discretionary investment and wealth management services to individuals, families, trusts, charities, and institutions, managing nearly $1 billion in assets. The firm employs active management strategies across core equity, fixed income, and alternative investments, serving over 600 client relationships and acting as a sub-adviser and model provider to other advisers and platforms.

Bianca Noiseux is a financial advisor with William Joseph Capital Management, Inc. She holds Series 63 and Series 66 licenses and has 25 years of industry experience. Bianca has worked at firms including LPL Financial and Webster Investment Services, Inc. Outside of her advisory role, she is involved in insurance wholesaling through The Producers Firm and provides educational marketing for insurance via AAA Retire, LLC. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, utilizing third-party sub-advisors on the AssetMark platform and employing a range of analytical methods to develop tailored investment strategies.

Kristina Furnari is a financial advisor with Wellington Shields Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Wellington Shields & Co., LLC since 2009. Outside of her advisory role, Furnari provides bookkeeping services on a sporadic basis for a law firm and for a coworking office space in Flagler Beach, FL. Wellington Shields Capital Management, LLC offers discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm employs a combination of fundamental and technical analysis across various strategies and maintains comprehensive risk oversight and client suitability documentation.

Ivory Johnson is a CFP® and ChFC® with 32 years of industry experience, currently serving as a financial advisor at Consolidated Portfolio Review Corp. He has worked at several firms including Vanderbilt Securities, LLC, IFP Securities, LLC, Independent Financial Partners, and LPL Financial LLC. Outside of his advisory work, he contributes articles and appears on-air for CNBC and writes a quarterly column on digital assets for the Journal of Financial Planning. He also serves as Treasurer of Epsilon Boule (Sigma Pi Phi). Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process combining strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios alongside third-party manager options.

Louis Martine is a financial advisor at Hilltop Securities Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Quasar Distributors, LLC and U.S. Bancorp Asset Management, Inc. He is based in Palm Coast, Florida. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment platform and provides a range of adviser-managed and model-based portfolio programs, including municipal bond strategies co-advised by Franklin Templeton Group, with custody services uncommon among enterprise advisers.

Kim Weaver is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. She has 43 years of industry experience and has been associated with Guardian Life and its related entities since 1999. Weaver is also involved with Financial Architects, Inc., a general agency affiliated with Guardian. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and investment advisory programs, including a hybrid digital advisory solution.

Noble Ganardhanan is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with PNC Wealth Management since 2009. He is based in Palm Coast, FL. Noble is also a partner in two non-investment-related entities, Stonce LLC and Lions CC LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering accessible by invitation to employees with existing PNC Bank online-banking credentials. The program utilizes algorithm-driven model strategies managed by PNC or third parties and implemented via mutual funds and ETFs with annual rebalancing.