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.

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.

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.

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 with Empower Advisory Group holding a Series 66 designation and six years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, Wells Fargo Clearing Service, LLC, GWFS Equities, Inc., and Advised Assets Group, LLC. Before his financial services career, he worked for seven years at Chick-Fil-A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

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 at Truist Advisory Services with 15 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes positions at Edward Jones, Bank of America, Merrill Lynch, and PNC Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

David Hatfield is a CFP® with 30 years of industry experience, currently serving at Private Advisor Group, LLC since 2015. He previously worked at Citizens Securities, Inc. for nine years. He also provides investment advisory services through Seacoast Wealth Advisors, a business activity started in 2017. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management or manager selection, utilizing proprietary technology platforms and a diverse range of investment strategies.

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.

Joseph Sullivan is a CFP® with 14 years of industry experience, currently serving at Schwab Wealth Advisory. His prior work includes a year at Merrill and a brief tenure at Uber. Outside of financial advising, Sullivan is involved in music and entertainment, working as a DJ, musician, and trivia night host in his local community. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering annual financial reviews and tailored investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients for advisory services.

Donnique Dove is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including Bank of America, Merrill, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated model ties services to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Mark Feldman is a financial advisor with Principal Financial Services based in New Smyrna Beach, FL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Feldman has operated Mark Feldman Insurance since 2017 and has been with Principal Securities Inc. since 2016. His business activities include offering fixed insurance products such as life, disability, annuities, health, dental, and supplemental insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Nicholas Mitchell is a financial advisor with Transamerica Financial Advisors in New Smyrna Beach, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2016 and has roles in several other business ventures, including Net Law Group Inc. and Maine Business Retreat LLC. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering a range of advisory and broker-dealer services with both fee-based and commission-based programs.