Michael Koenig, CFP®, J.M., founded FirsTrust in 1995 and leads its trust and estate practice. He is a fee-only fiduciary who works with high-net-worth families and business owners in Daytona Beach, Orlando and Tampa on estate tax reduction, irrevocable trust design and asset protection. With more than 40 years of experience and a Juris Master from Florida State University College of Law, he coordinates each family’s plan with FirsTrust’s investment, tax and planning specialists.

Jon Michael Carrick is a financial advisor at Hanson Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at Hanson Financial Group since 2023. Carrick also has a long-term academic role at Stetson University, where he has been employed since 2011. Outside of advising, he serves as Director of Alta Peaks, Inc., an investment holding company that was previously active in selling market research reports. Hanson Financial Group primarily serves pooled investment vehicles and institutional or business clients through discretionary investment supervisory and portfolio management services. The firm employs a tactical allocation approach across various asset classes and does not use a percentage-of-assets fee model.

Judy Kehoe is a financial advisor at Kehoe Investment Services, Inc with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with her firm since 2007. Kehoe Investment Services, Inc is a state-registered advisory firm that provides financial planning and discretionary investment management to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs an evidence-based, disciplined asset allocation strategy focused on low-cost passive funds, broad diversification, systematic rebalancing, and avoids stock-picking and market-timing.

Giovanni Fernandez is a financial advisor at Fernandez Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors, Inc. and Stetson University, where he currently serves as an associate professor of finance, executive director of graduate programs, and interim associate dean. Fernandez Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, employing a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods to tailor investment strategies aligned with clients’ risk tolerances.

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.

Keira Espada is a financial advisor with Fleishel Financial Associates, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Fleishel Financial Associates provides comprehensive financial planning and consulting for a variety of clients, including retirement plan participants, trusts, and charitable organizations. The firm focuses on producing written financial plans and coordinating with other professional advisers, delivering advice through retainers, hourly consulting, and negotiated engagements rather than discretionary portfolio management.

Ellen Ludewig is a financial advisor at Fleishel Financial Associates, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and First United Methodist Church. Fleishel Financial Associates provides personalized financial planning and consulting services for a variety of clients, including retirement plan participants, trusts, estates, and business entities. The firm emphasizes asset allocation and manager selection through fundamental and technical analysis, operating with a planning and consulting focus without directly managing client assets.

Thomas Fleishel is a CFP® with 37 years of industry experience. He is the owner and advisor at Fleishel Financial Associates, Inc. and has held roles at Raymond James Financial Services since 1991. Outside of his advisory work, he is also an author conducting book sales via Amazon and owns a pasture management and hay sales business. Fleishel Financial Associates provides broad-based financial planning and consulting to clients including retirement plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes written financial plans, coordination with other professional advisers, and periodic reviews focused on asset allocation and manager selection, operating primarily through retainers, hourly fees, and negotiated engagements rather than discretionary portfolio management.

William Kearney is a financial advisor at FirsTrust with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Waterhouse Securities, Inc. since 1995. FirsTrust serves individuals, families, businesses, and related entities by providing comprehensive financial planning, trust and estate services, and investment management with an optional tax focus. The firm employs a value-oriented, long-term investment approach guided by an Investment Committee and emphasizes a fee-only, independent model with fiduciary commitments and rigorous operational safeguards.

Carlos Betancourt is a financial advisor with Keyes, Stange & Wooten Wealth Management, LLC in Daytona, FL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Keyes, Stange & Wooten Wealth Management, he worked at Seacoast Bank and was a student for several years. Keyes, Stange & Wooten Wealth Management serves trustees and fiduciaries of ERISA-covered retirement plans, as well as individual clients, trusts, estates, and business entities. The firm provides nondiscretionary advisory services for plan clients and portfolio management and financial planning for individuals, combining tax, accounting, and advisory capabilities through its shared ownership with an affiliated CPA practice.

Brian Sirota is a financial advisor at Firstrust with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Cary Stamp & Company and Commonwealth Financial Network. Based in Daytona Beach, FL, he is part of a team of five advisors at Firstrust. Firstrust provides comprehensive wealth management and private family office services to individuals, families, businesses, and related entities. The firm employs a research-driven investment approach with strategic asset allocation and offers a fee-only, all-inclusive service model through dedicated advisors or coordinated teams.

Marcus Wooten is a CFP® and ChFC® with 27 years of industry experience, currently serving at Keyes, Stange & Wooten Wealth Management, LLC since 2003. He is also a partner in an affiliated CPA firm where he works with clients on tax return reviews. Outside of financial advising, he assists with a family hardware store and is involved in management support for financial and accounting businesses. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries as well as individuals, corporations, and trusts, providing both nondiscretionary and discretionary investment advice along with financial planning. The firm collaborates closely with an affiliated CPA firm, offering integrated accounting, tax, and advisory services.

Christopher Cannon is a CFA® charterholder with 24 years of industry experience. He has been with Firstrust, LLC since 2001, where he is part of a five-advisor team based in Daytona Beach, FL. Firstrust advises individuals, families, businesses, and related entities, providing comprehensive financial planning, trust and estate services, and investment management with an optional tax focus. The firm employs a fee-only, independent model and emphasizes strategic asset allocation guided by an Investment Committee, integrating tax-aware and situational planning into client solutions.

Tara Bobelak is a CFP® with 16 years of industry experience, currently serving at Keyes, Stange & Wooten Wealth Management, LLC. She has been affiliated with the firm and its related entities since 2004 and has also worked with Ihre, LLC and Purshe Kaplan Sterling Investments. Outside of advisory roles, she is involved with Mad Hatters Management, LLC, a management support company for financial and accounting firms. Keyes, Stange & Wooten Wealth Management provides nondiscretionary investment advice to ERISA-covered retirement plans and offers portfolio management and financial planning services to individuals, corporations, trusts, and other entities. The firm integrates its advisory services with its affiliated CPA firm to offer combined accounting, tax, and financial planning capabilities.

Elayne Pisarik is a CFP® and ChFC® with 24 years of industry experience. She has been affiliated with Ifg Network Securities, Inc. and Firstrust LLC since 2001. Based in Daytona Beach, FL, she is part of the five-advisor team at Firstrust. Firstrust serves individuals, families, businesses, and related entities by providing comprehensive financial planning, trust and estate services, and investment management with an optional tax focus. The firm employs a value-oriented, long-term investment approach guided by an Investment Committee and emphasizes a fee-only, independent model with formal fiduciary and operational safeguards.

Olivia Buttrey is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Klayer & Associates, Inc. and Martin, Klayer & Associates, Inc. Olivia is based in Daytona Beach, FL. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries as well as individuals, corporations, trusts, and other entities, providing nondiscretionary investment advice to ERISA-covered plans and portfolio management and financial planning to non-plan clients. The firm combines advisory services with an affiliated CPA firm, offering integrated accounting, tax, and financial planning capabilities.

Jeremiah Cronin is a CFP® and Series 65 registered advisor with four years of industry experience. He currently works at Keyes, Stange & Wooten Wealth Management, LLC and has held prior roles at Holland Financial, Inc., Holland Advisory Services, Inc., Embry-Riddle Aeronautical University, and Bank of America. Keyes, Stange & Wooten Wealth Management serves trustees and fiduciaries of ERISA-covered retirement plans, as well as individual clients, trusts, estates, and business entities. The firm provides nondiscretionary advisory services to plan clients and offers portfolio management and financial planning to individuals, combining tax, accounting, and advisory capabilities through its team approach.

Micheal Age Jr. is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Keyes, Stange & Wooten Wealth Management, LLC and has previously worked at Merrill, Morgan Stanley, J.P. Morgan Private Bank, Congruent Wealth, and SoFi. Keyes, Stange & Wooten Wealth Management serves trustees and fiduciaries of ERISA-covered retirement plans as well as individual clients, trusts, estates, and business entities. The firm offers both nondiscretionary advisory services for retirement plans and portfolio management and financial planning for individuals, combining tax, accounting, and advisory capabilities through a shared ownership structure with an affiliated CPA firm.

Danielle Cinicolo is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked with Keyes, Stange & Wooten Wealth Management since 2012. In addition to her advisory role, she is the Assistant Director of Tax and Accounting Services at the affiliated Keyes, Stange & Wooten CPA Firm, LLC and is a minority owner of the Daytona Athletic Club, LLC. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries as well as individuals, corporations, trusts, and other entities, providing both nondiscretionary and discretionary investment advice. The firm combines its investment advisory services with affiliated accounting and tax expertise to support a broad range of client needs.

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.