Galin Crist is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise since 2017. His prior experience includes roles at Raymond James Financial Services and Wynn Financial Group. Outside of his advisory work, he serves as President on the Board of Directors of a nonprofit organization. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

David Harris is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise since 2013, working through its related entities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Nichols is a financial advisor with Charter Advisory Services, LLC in Daytona Beach, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining Charter Advisory Services in 2017, he worked at Horter Investment Management, LLC for one year. In addition to his advisory role, Nichols serves as President and Producer of Charter Insurance Brokerage, a position he has held since 1998, focusing on marketing and sales. He is also the manager of Foundation Settlement Management Company, LLC, overseeing its operations. Charter Advisory Services, LLC is an independent firm serving clients with personalized financial advice.

Anthony Lupoli is a CFP® professional with two years of experience in financial advising. He currently operates AVL Advisory LLC as its sole advisor and has previously worked at firms including Wing, Weber, & Co, PL and Avantax Advisory Services. Outside of financial advising, he manages AVL CPA Firm, LLC, which provides accounting and tax advisory services, and serves as treasurer for the Daytona Beach Young Professionals, a local networking organization. AVL Advisory LLC is an independent firm serving individual clients, focusing on personalized financial planning and advice.

Louis Robertson Jr. is a financial advisor with Robertson Advisory, Inc. in Deland, FL, holding the CFP® and Series 63 designations and bringing 36 years of industry experience. He has been with LPL Financial since 2009 and has operated Robertson Advisory, Inc. since 1986. Outside of advising, he serves on the board of Mustard Seed Publishing, Inc., which publishes the DeLand Beacon Newspaper. Robertson Advisory, Inc. is an independent firm providing financial planning and advisory services primarily on an hourly rate basis.

Jose Silva is a financial advisor at Silva Fiduciary Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Silva Fiduciary Advisors since 2016. In addition to his advisory work, Silva teaches investing and finance as an adjunct professor at Embry-Riddle Aeronautical University. Silva Fiduciary Advisors is an independent firm based in Daytona Beach, FL, serving clients through personalized fiduciary advisory services.

James Buckley is a CFP® with 39 years of experience in the financial services industry. He is the principal advisor at Buckley Financial Group in Daytona Beach, FL. His prior firms include Investacorp Advisory Services and Securities America Advisors. Buckley maintains his insurance licenses primarily to review and advise clients on insurance policies as needed. Buckley Financial Group is an independent advisory firm serving clients primarily in the Daytona Beach area.

Bernard Le Fils is a financial advisor at Lefils Wealth Management LLC in Orange City, FL, with seven years of industry experience. He holds a Series 65 designation and has worked since 2007 at LeFils & Company, LLC, a CPA firm where he is a managing member and performs managerial and CPA duties. Outside of financial advising, he is a managing member and partner in a commercial cattle operation, Diamond L Cattle Company, LLC. Lefils Wealth Management LLC is an independent firm serving clients with personalized financial advisory services.

Victoria Kizma is a financial advisor at DRT Financial Advisors with six years of industry experience. She holds a Series 65 designation and has worked at Financial Independence Advisors, LLC, and Dreggors, Rigsby & Teal PA. Her prior experience includes positions at T & K Enterprises of Deland PA and LeFils & Company, LLC. DRT Financial Advisors is a supported firm with a team of two advisors.

Ronald Cantlay is a CFP® professional with 14 years of experience in financial planning and investment advisory. He is currently with Financial Independence Advisors, LLC and has held a leadership role as president and CPA at Dreggors, Rigsby & Teal, P.A., a public accounting firm where he has worked since 2001. Cantlay has been a Certified Public Accountant since 1997 and has provided public accounting services since 1995. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and financial planning. The firm employs a value-driven investment approach focused on fundamental analysis, long-term horizons, and diversification, and is notable for its operational affiliation with a public accounting firm and its educational seminars on investing fundamentals.