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 industry experience, currently serving as the sole advisor at Buckley Financial Group in Daytona Beach, FL. His prior career includes long-term roles at Investacorp, Inc. and Investacorp Advisory Services, as well as positions at Securities America and Fortune Financial Services. Buckley maintains an active insurance license primarily to review and advise on clients’ insurance policies as needed. Buckley Financial Group operates as an independent firm focused on providing personalized financial advisory services.

Russell Owen is a financial advisor at Gray Lake Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Edward Jones and Blackridge Asset Management. Outside of advising, Owen serves as the Director of Higher Education Software Consulting at Spaulding Ridge. Gray Lake Advisors is an independent firm based in New Smyrna Beach, FL.

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.