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.

Serge D'Adesky is a financial advisor at Northstar Strategic Investments Inc with 17 years of industry experience. He holds a Series 66 designation and has been with Northstar Strategic Investments since 2010. In addition to his advisory work, Serge is a registered life and health insurance agent and contributes publications to Seeking Alpha. He also serves as a trustee for the Katherine Marie D'Adesky Special Needs Trust. Northstar Strategic Investments Inc is an independent firm serving clients with tailored financial advisory services.

Mark Nichols is a financial advisor at Charter Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charter Advisory Services since 2017. Prior to this, he was with Horter Investment Management, LLC for one year. Nichols is also president and producer at Charter Insurance Brokerage, a business he has been involved with since 1998. Charter Advisory Services, LLC is an independent firm led by Nichols.

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 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.