Seth Heine is the sole advisor at Seth Heine LLC, an independent firm based in Ormond Beach, FL. He holds a CFP® designation along with Series 63, 65, and 66 licenses and has 11 years of industry experience. His work history includes roles at Equitable Advisors, Lowe's Home Improvement, and Floor & Decor. Seth Heine LLC provides financial planning and integrated investment advisory services to individuals and legal entities, including corporations, trusts, and estates, with a focus on retirement planning and wealth transfer. The firm manages accounts primarily on a non-discretionary basis using a research-driven investment process that incorporates fundamental, quantitative, and technical analysis, as well as tools like Monte Carlo simulations, ESG factors, and artificial intelligence.

Richard Pankratz is a CFP® with 22 years of industry experience and has been the sole advisor at Broadstreet Financial Advisers LLC since 2005. He holds a Series 63 license and is based in Ormond Beach, Florida. Outside of his advisory role, he serves as the managing member of a family real estate holding company. Broadstreet Financial Advisers provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients. The firm manages approximately $97.5 million using a combination of fundamental, quantitative, technical, and cyclical analysis across equities, ETFs, fixed income, and mutual funds.

Shivam Kashan is a financial advisor at Knight Vision Capital LLC with a Series 65 credential and one year of industry experience. Prior to founding Knight Vision Capital, he held positions at Mondo LLC and AdventHealth. Outside of his advisory role, he is employed full time at an unaffiliated family office and operates a personal Substack newsletter on investing. Knight Vision Capital LLC is a state-registered investment adviser that provides discretionary portfolio management and continuous investment advice tailored to individuals and high-net-worth clients. The firm’s investment approach combines fundamental, quantitative, cyclical, technical, and charting analysis, focusing on owning high-quality businesses at attractive valuations for the long term.

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.

Kevin Hackett is a financial advisor with Paracca Financial Group in Ormond Beach, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior work includes roles at Lifemark Securities Corp. and Foresters Equity Services, Inc., and he has operated as an independent insurance agent since 2011. Hackett is also a CPA and provides tax and accounting services through his own business. Paracca Financial Group is a state-registered advisory firm serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm employs a long-term, buy-and-hold investment approach complemented by fundamental and technical analysis and offers both standard and actively managed portfolios with strategies such as direct indexing, tax-loss harvesting, and option overlays.

Michael Walsh is a financial advisor at Ashford Investment Advisors with 27 years of industry experience. He holds a Series 63 designation and has been associated with Walsh Consulting Group, Inc. dba Ashford Investment Advisors since 1996. He also spent a year at Maridea Wealth Management LLC. Ashford Investment Advisors provides discretionary portfolio management and pension consulting to individuals, retirement and profit-sharing plans, trusts, estates, and other organizations. The firm uses both fundamental and technical analysis to build portfolios incorporating equities, ETFs, mutual funds, fixed income, and cash equivalents, and employs strategies such as short sales, covered options, and inverse funds that involve derivatives and leverage.

Erick Palacios is a financial advisor with Plan to Prosper Wealth Management in Ormond Beach, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Xcel Wealth Management, Palacios Wealth Management, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is an independent insurance agent providing insurance solutions to clients. Plan to Prosper Wealth Management serves individual clients across wealth levels and advises ERISA-qualified retirement plans using a mix of fundamental, quantitative, and behavioral analyses. The firm employs diversified investment strategies and manages approximately $234 million for around 390 clients, maintaining a high client-to-advisor ratio with a two-advisor team.

Wade Rowdon is a financial advisor with Storms & Rowdon Financial Services, Inc. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining Storms & Rowdon in 2025, he worked at Stonex Advisors Inc. and Stonex Securities Inc. for a combined 10 years. Outside of his advisory role, he serves as a chaplain for the Daytona Tortugas minor league baseball team through the Baseball Chapel organization. Storms & Rowdon Financial Services offers discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension, and charitable accounts. The firm employs a primarily long-term investment approach, incorporating a mix of fundamental, technical, and charting analyses, and uses a wider range of instruments and third-party managers than many similarly sized firms.

Anthony Frezza is a financial advisor at Advanced Tax & Investments, Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes positions at The Alliance Group and Ernst & Young. Outside of his advisory role, he owns a small business providing technical accounting and business operations advice. Advanced Tax & Investments, Inc. offers personalized financial planning and discretionary investment management for individuals, high-net-worth clients, and business entities. The firm integrates tax preparation, compliance, and payroll services with its advisory platform and uses a combination of technical, quantitative, and fundamental analysis in its portfolio management.

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.

Scott Cavanaugh is a financial advisor at Strive Retirement Group with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Paychex, Inc. and its affiliates. Strive Retirement Group offers portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and pension plans. The firm operates primarily on a non-discretionary basis, emphasizing client approval for trades and maintaining a small clientele with approximately $6.08 million in assets under management.

Brent Buckmaster is a financial advisor at Plan to Prosper Wealth Management with one year of industry experience. He holds a Series 65 designation and has worked at Palacios Wealth Management since 2025. Outside of advisory work, he is Chief Analytics Officer, Partner, and Co-Owner of Flatirons Hedging Analytics, a firm that supports mortgage banking entities by enhancing secondary marketing capabilities. Plan to Prosper Wealth Management provides portfolio management and financial planning services to individuals across various wealth levels and advises ERISA-qualified retirement plans. The firm uses a diversified investment approach combining fundamental, quantitative, technical, cyclical, and behavioral analysis, implementing strategies through equities, fixed income, mutual funds, ETFs, and active risk-management tools.

Robert Darrow is a CFP® with 16 years of industry experience, currently serving as an advisor at Strive Retirement Group. His prior roles include positions at Excel Wealth Management, Front Running Sports, and Paychex. He is also a board member for a Home Owners Association. Strive Retirement Group is a small advisory firm that provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm operates primarily on a non-discretionary basis, emphasizing client approval for trading decisions and employs both fundamental analysis and modern portfolio theory in its investment approach.

Jonathan Xynidis is a financial advisor with Xcel Wealth Management, LLC in Holly Hill, FL, holding a Series 63 license and 25 years of industry experience. He has been with Xcel Wealth Management since 2011 and previously worked at Purshe Kaplan Sterling from 2011 to 2019. Outside of his advisory role, he manages a commercial property through Holly Hill Market LLC. Xcel Wealth Management primarily serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and comprehensive wealth-management services. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios tailored to client goals, risk tolerance, and time horizons.

Chay Stewart is a financial advisor at Xcel Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC for five years. In addition to his advisory role, Stewart owns Stewart Planning Group, Inc, where he is involved in insurance sales and services. Xcel Wealth Management serves individual clients, including high-net-worth individuals, providing discretionary portfolio management and comprehensive wealth-management services. The firm’s investment approach integrates multiple analytical methods to build diversified portfolios tailored to clients’ goals, risk tolerance, and income needs.

Connie Wiltfong is a ChFC® with four years of industry experience, currently serving as the sole advisor at Capstone Investment Management LLC. She has been involved with Capstone Planning since 2010 and also operates an affiliated insurance business. Capstone Investment Management LLC provides fee-based financial planning, qualified plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients. The firm uses a tailored approach to portfolio construction and typically completes financial plans within 30 days, maintaining quarterly reviews of managed accounts.

Keith Storms is a financial advisor with Storms & Rowdon Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. Prior to joining Storms & Rowdon Financial Services in 2025, he worked at StoneX Advisors Inc. and StoneX Securities Inc. from 2011 to 2025. He is also a licensed insurance agent, spending part of his time implementing insurance recommendations. Storms & Rowdon Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension, and charitable accounts. The firm uses a combination of fundamental, technical, and charting analysis to manage portfolios and incorporates alternatives, options, structured products, and third-party managers in its investment approach.

Thomas Mcguire is a financial advisor at Ashford Investment Advisors with 22 years of industry experience. He holds Series 63 and 65 designations and has worked with Walsh Consulting Group, Inc. dba Ashford Investment Advisors since 2008. His previous experience includes Bert Reames Investment Advisors, Inc. Beginning in 2026, he will also be affiliated with Maridea Wealth Management LLC. Ashford Investment Advisors provides discretionary portfolio management and pension consulting services to individuals, retirement and profit-sharing plans, trusts, estates, and other organizations. The firm combines fundamental and technical analysis to manage portfolios with a range of investment strategies, including the use of derivatives and leverage, along with participant education and tailored asset-allocation guidance.

Kathleen Dulko is a financial advisor at Ashford Investment Advisors with 10 years of industry experience. She holds a Series 65 designation and has worked at Walsh Consulting Group, Inc. dba Ashford Investment Advisors since 2016 and Maridea Wealth Management LLC since 2026. Prior to her advisory career, she served as Corporate Controller at Halifax Health, a community hospital in Daytona Beach, FL. Ashford Investment Advisors provides discretionary portfolio management and pension consulting to individuals, retirement plans, trusts, and other organizations. The firm combines fundamental and technical analysis to manage diversified portfolios and offers participant education under ERISA guidelines, employing strategies that include short sales, options, and derivative-linked instruments.