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.

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.

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.

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.

Tara Bobelak is a CFP® with 16 years of industry experience, currently serving at Keyes, Stange & Wooten Wealth Management, LLC. She has been affiliated with the firm and its related entities since 2004 and has also worked with Ihre, LLC and Purshe Kaplan Sterling Investments. Outside of advisory roles, she is involved with Mad Hatters Management, LLC, a management support company for financial and accounting firms. Keyes, Stange & Wooten Wealth Management provides nondiscretionary investment advice to ERISA-covered retirement plans and offers portfolio management and financial planning services to individuals, corporations, trusts, and other entities. The firm integrates its advisory services with its affiliated CPA firm to offer combined accounting, tax, and financial planning capabilities.

Elayne Pisarik is a CFP® and ChFC® with 24 years of industry experience. She has been affiliated with Ifg Network Securities, Inc. and Firstrust LLC since 2001. Based in Daytona Beach, FL, she is part of the five-advisor team at Firstrust. 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 formal fiduciary and operational safeguards.

Olivia Buttrey is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Klayer & Associates, Inc. and Martin, Klayer & Associates, Inc. Olivia is based in Daytona Beach, FL. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries as well as individuals, corporations, trusts, and other entities, providing nondiscretionary investment advice to ERISA-covered plans and portfolio management and financial planning to non-plan clients. The firm combines advisory services with an affiliated CPA firm, offering integrated accounting, tax, and financial planning capabilities.

Troy Denston is a financial advisor at Holland Advisory Services, Inc. based in Ormond Beach, FL, holding the ChFC® designation and Series 65 license with two years of industry experience. Prior to joining Holland Advisory Services in 2023, he worked at Advent Health and Publix Supermarkets. Holland Advisory Services primarily serves pre-retirees, retirees, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a Modern Portfolio Theory-based investment approach using a combination of indexed and actively managed mutual funds and ETFs, with portfolio adjustments made several times per year, and integrates affiliated businesses to provide combined tax, trustee, and investment services.

Jeremiah Cronin is a CFP® and Series 65 registered advisor with four years of industry experience. He currently works at Keyes, Stange & Wooten Wealth Management, LLC and has held prior roles at Holland Financial, Inc., Holland Advisory Services, Inc., Embry-Riddle Aeronautical University, and Bank of America. 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 to plan clients and offers portfolio management and financial planning to individuals, combining tax, accounting, and advisory capabilities through its team approach.

Miranda Mumma is a CFP®, ChFC®, and Series 65-registered advisor with Holland Advisory Services, Inc., where she has worked since 2018. She has seven years of experience in the financial industry, including prior roles at Wells Fargo Bank. Holland Advisory Services primarily serves pre-retirees, retired individuals, their trusts, estates, retirement accounts, and retirement plan sponsors. The firm employs Modern Portfolio Theory and Active Strategic asset allocation, using a mix of indexed and actively managed mutual funds and ETFs, and offers integrated services through a network of affiliated tax, trustee, and related service companies.

Zachary Holland is a financial advisor at Holland Advisory Services, Inc. with two years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Fidelity Investments and the University of Florida. Holland Advisory Services primarily serves pre-retirees and retirees, including their trusts, estates, and retirement accounts, as well as retirement plan sponsors. The firm employs Modern Portfolio Theory and active strategic asset allocation, utilizing indexed and actively managed mutual funds and ETFs, with tailored portfolios adjusted periodically based on client-specific factors.

David Kisser is a CFP® with nine years of industry experience, currently serving at SimplyRIA Advisor Network. He has worked previously at Guardian Pointe Private Wealth Management and Caitlin John, LLC. Outside of advising, he serves as chairman of AIP Marketing Alliance, a wholesale insurance business. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, consulting, and retirement plan fiduciary support. The firm combines strategic asset allocation with active and passive management, offering both discretionary and non-discretionary arrangements through a team of designated Investment Adviser Representatives.

Micheal Age Jr. is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Keyes, Stange & Wooten Wealth Management, LLC and has previously worked at Merrill, Morgan Stanley, J.P. Morgan Private Bank, Congruent Wealth, and SoFi. 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 offers both nondiscretionary advisory services for retirement plans and portfolio management and financial planning for individuals, combining tax, accounting, and advisory capabilities through a shared ownership structure with an affiliated CPA firm.

Danielle Cinicolo is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked with Keyes, Stange & Wooten Wealth Management since 2012. In addition to her advisory role, she is the Assistant Director of Tax and Accounting Services at the affiliated Keyes, Stange & Wooten CPA Firm, LLC and is a minority owner of the Daytona Athletic Club, LLC. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries as well as individuals, corporations, trusts, and other entities, providing both nondiscretionary and discretionary investment advice. The firm combines its investment advisory services with affiliated accounting and tax expertise to support a broad range of client needs.