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.

Robert Hallock is a Series 65-licensed advisor at Storms & Rowdon Financial Services, Inc. with one year of industry experience. Prior to joining the firm, he worked for Flagler County Schools and was involved with InterVarsity Christian Fellowship/USA and Crossroads Church. Storms & Rowdon Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension, and charitable accounts. The firm employs a mix of fundamental, technical, and charting analysis to manage portfolios that include individual stocks, ETFs, bonds, and, when appropriate, alternative investments and third-party managers.

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.

Mark Bentley is a financial advisor with Strive Retirement Group in Daytona Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Darrow Bentley LLC and Excel Wealth Management, as well as eight years at Paychex, Inc. Strive Retirement Group provides portfolio management, pension and 401(k) consulting, and financial planning to individuals, high-net-worth clients, and retirement plans. The firm combines fundamental analysis with modern portfolio theory, managing most assets on a non-discretionary basis and conducting ongoing monitoring with quarterly reviews.

Randall Beardsley II is a financial advisor at Xcel Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and SunTrust Advisory Services. In addition to his advisory role, he is an independent insurance agent. Xcel Wealth Management primarily serves individual and high-net-worth clients, 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 and risk tolerance.

Ramona Hebert is a financial advisor at Hebert Investments with 12 years of industry experience. She holds a Series 65 designation and has been with Hebert Advisory Services since 2013. Hebert Advisory Services provides portfolio management and retirement plan advisory services to individual and institutional clients through separately managed accounts. The firm employs a proprietary technical research product, Institech, combined with fundamental analysis to guide security selection and allocation.

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.

Bruce Boyle is a financial advisor at Compass Financial Advisory Services, LLC with four years of experience in the industry. He holds Series 63 and Series 65 licenses and previously worked for Summit Brokerage Services, Inc. for 23 years. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning, particularly for employees and retirees of Publix Super Markets, Inc. The firm’s investment approach centers on retirement income planning, managing client assets with an emphasis on income and growth, and offering discretionary and non-discretionary account management alongside an open-architecture wrap fee program.

Kalon Hoard is a CFP® with 22 years of industry experience, currently serving at Holland Advisory Services, Inc. since 2008. He is based in Ormond Beach, FL, and is part of a team of 10 advisors at the firm. Holland Advisory Services primarily serves pre-retirees, retirees, their trusts and estates, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs investment strategies based on Modern Portfolio Theory and active asset allocation, using a combination of indexed and actively managed funds, and incorporates digital asset products into its models.

Tara Sanders is a CFP® professional at Compass Financial Advisory Services, LLC with 31 years of industry experience. Her previous roles include positions at Brokers International Financial Services, LLC and Questar Asset Management. Outside of her advisory work, she serves as a board member involved in fundraising for Seabreeze Baseball Boosters, Inc. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning and often working with employees and retirees of Publix Super Markets, Inc. The firm manages client assets through a retirement income-focused approach, utilizing discretionary and non-discretionary management, sub-advisors for specialized strategies, and maintains a notable wrap fee program that integrates advisory and transaction costs.

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.

Angela Pinkerton is a CFP® and ChFC® with 15 years of experience in financial advising. She has been with Holland Advisory Services, Inc. since 2010. Outside of her advisory role, she has owned and operated Independent Auto Glass, Inc. for over two decades. Holland Advisory Services primarily serves pre-retirees, retirees, and retirement plan sponsors, offering discretionary portfolio management and financial planning. The firm employs Modern Portfolio Theory and active asset allocation strategies using mutual funds and ETFs, and integrates related tax and trustee services through its affiliated businesses.

Robert Mara is a financial advisor with Holland Advisory Services, Inc. in Ormond Beach, FL, holding a Series 65 designation and nine years of industry experience. He has been with Holland Advisory Services continuously since 2015. Outside of his advisory role, he is a partner in two commercial rental property businesses. Holland Advisory Services primarily serves pre-retirees, retirees, and retirement plan sponsors, offering discretionary portfolio management and financial planning. The firm employs an investment strategy based on Modern Portfolio Theory and active asset allocation using mutual funds and ETFs, with a network of affiliated businesses providing integrated tax, trustee, and investment services.

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.

Blaine Norman is a financial advisor with Holland Advisory Services, Inc. in Ormond Beach, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Fidelity Investments and Fisher Investments. Holland Advisory Services primarily serves pre-retirees, retirees, and related trusts and estates, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs an asset-allocation-based investment approach using indexed and actively managed mutual funds and ETFs, with recent inclusion of digital asset exchange-traded products.

Beverly Neel is a financial advisor with Holland Advisory Services, Inc. She holds a Series 65 designation and has one year of industry experience. Her prior work includes seven years at Bank of America and ten years in Florida real estate. Holland Advisory Services primarily serves pre-retirees, retirees, their trusts and estates, and retirement plan sponsors, offering discretionary portfolio management, financial planning, pension consulting, and access to insurance products. The firm employs Modern Portfolio Theory and active strategic asset allocation, utilizing a mix of indexed and actively managed mutual funds and ETFs, with portfolios adjusted several times annually.

Madeleine Hubbard is a financial advisor with Compass Financial Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Compass Financial Advisory Services in 2024, she held various roles across multiple industries, including healthcare and education. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning with a significant portion of its client base from employees and retirees of Publix Super Markets, Inc. The firm emphasizes retirement income planning through a segmented asset approach and manages approximately $527 million in client assets, offering both discretionary and non-discretionary account management.

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.

Anthony Hayes is a financial advisor at Holland Advisory Services, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at NewEdge Advisors, LLC. Outside of finance, he owns and operates a hair salon in Ormond Beach, Florida. Holland Advisory Services primarily serves pre-retirees, retirees, and retirement plan sponsors, focusing on discretionary portfolio management and financial planning. The firm employs Modern Portfolio Theory and active strategic asset allocation, using mutual funds and ETFs tailored to clients’ risk profiles and other factors.