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.

Maurice Linton is a financial advisor at Eagle's Crest Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. for a combined 43 years. Eagle’s Crest Advisors, LLC offers personalized wealth management, financial planning, investment advisory services, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm serves both individual high-net-worth clients and plan sponsors, employing asset-allocation–driven portfolios primarily selected through fundamental analysis.

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.

David Kisser is a CFP® professional with nine years of industry experience. He is currently affiliated with SimplyRIA Advisor Network and previously worked at Guardian Pointe Private Wealth Management, LLC. In addition to his advisory roles, he serves as chairman of AIPMA, a wholesale insurance business. SimplyRIA Advisor Network provides advisory services to individuals, trusts and estates, and qualified retirement plans through an RIA-aggregator model. The firm offers a range of investment management and planning services with portfolio strategies that include active and passive management, third-party sub-advisers, and alternative investments.

Brent Jamison is a financial advisor at Strategic Blueprint, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at The Strategic Financial Alliance, Inc. and Frank Reynolds & Company. Outside of his advisory roles, Brent facilitates a nonprofit networking group called Money Magnets 2, which supports entrepreneurs in developing business skills and fostering connections. Strategic Blueprint, LLC is an enterprise firm with 52 advisors, serving clients through a collaborative investment approach tailored to diverse financial needs.

Franklin Reynolds is a financial advisor with The Strategic Financial Alliance, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with The Strategic Financial Alliance since 2015. Outside of his advisory role, Reynolds is involved in ministry work, serving as CEO of Faith, Family and Finances, where he teaches about faith and finances for families. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, consulting, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and supports third-party manager platforms, with a significant portion of assets managed on a non-discretionary basis.

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.

Paul Stelter is a Series 66 licensed financial advisor with nine years of experience, currently working at The Strategic Financial Alliance, Inc. and Frank Reynolds & Company. His professional history includes roles at American Income Life Insurance and a wealth management position completing administrative work for Frank Reynolds & Company in Daytona Beach, FL. The Strategic Financial Alliance serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers customized investment strategies through portfolio management, third-party manager selection, and financial planning, utilizing a combination of asset allocation, model portfolios, and various investment products.

Michael Moore II is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds the Series 65 and Series 63 licenses and has worked previously with Northwestern Mutual Wealth Management Company and several other organizations. In addition to his advisory role, he is involved with The Dad Edge and Grit Insurance Services, LLC. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individuals, high-net-worth clients, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its advice, employs a variety of analytical methods for portfolio construction, and offers a range of services including financial planning and tax-mitigation strategies.

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 licenses and bringing 38 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 1996. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled equity research and inter-affiliate integration, to deliver its investment offerings.

William Mcreynolds is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and its affiliated firms since 2018, including prior roles at BB&T Investment Services and BB&T Bank. Outside of his advisory work, Mcreynolds serves as Vice President of the Gina Mcreynolds Foundation, a nonprofit supporting women with young children battling breast cancer. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, and integrates services across its affiliated entities.

William Harrison is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Madison Avenue Securities and Dragon Financial Services. Outside of advising, he has been involved in insurance sales through Anders & Anders Financial Group, where he serves as an agent. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing a combination of fundamental, technical, and cyclical strategies to manage approximately $49.8 billion for over 127,000 clients.

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 with Truist Advisory Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill Lynch, and several wealth management and CPA firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

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 with Empower Advisory Group, holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. He previously worked for Fidelity Investments for 26 years before joining Empower Financial Services and Empower Advisory Group. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated solutions tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates over short-term forecasts.

Khalid Boyd is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fifth Third Bank NA, Insight Credit Union, and Wells Fargo. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.