Guy Middleton is a financial advisor with Wealthcrest Financial Services, LLC, holding a Series 66 designation and 27 years of industry experience. He has been with Wealthcrest since 2014 and also affiliated with Cambridge Investment Research, Inc. since 2010. Outside of advisory work, he acts as an agent selling life, disability, and long-term care insurance products through various independent insurance companies. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, utilizing a combination of fundamental and technical analysis along with multiple investment platforms.

Michael Metz is a financial advisor with BOS Asset Management, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at BOS since 2020 and previously spent 13 years with LPL Financial and 19 years at Bank of Springfield. Outside of his advisory roles, he is a partner in Bucket List Adventures LLC, a business entity for tax and investment purposes. BOS Asset Management, LLC serves individuals, high-net-worth clients, and various institutional clients, including pension plans and municipal entities, offering customized financial planning, portfolio management, and retirement-plan consulting. The firm employs a combination of IPS-driven portfolio management and model-driven strategies, utilizing third-party research and subadvisors to tailor investment approaches according to clients’ risk tolerance and goals.

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.

Richard Hebert is a financial advisor at Hebert Advisory Services Inc with 14 years of industry experience. He holds a Series 65 designation and has been with Hebert Advisory Services since 1999. Hebert Advisory Services provides separately managed portfolio management and retirement-plan advisory to individual, institutional, and business clients. The firm utilizes a proprietary technical research publication, Institech, combined with fundamental analysis to manage multiple account styles on a discretionary basis.

Sarah Myrick is a financial advisor at Compass Financial Advisory Services, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at Compass Financial Management Group, Inc. and 51 Site Services, Inc. Outside of her advisory role, she is a notary providing signature notarization services online. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning with a substantial client base drawn from employees and retirees of Publix Super Markets, Inc. The firm emphasizes retirement income planning and manages approximately $527 million in assets, offering a distinctive open-architecture wrap fee program alongside discretionary and non-discretionary portfolio management.

Robert Lozano is a financial advisor at American Elite Advisory with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining American Elite Advisory in 2022, he worked at Royal Fund Management, LLC from 2019 to 2022 and has held a long-term role at Federal Express Corporation since 2014. He is also an independent insurance agent, providing basic needs assessments and financial planning related to life insurance, long-term care, and fixed annuities. American Elite Advisory provides discretionary investment management primarily to individual and high-net-worth clients, using a combination of fundamental value equity selection and active technical and quantitative strategies. The firm manages assets through separately managed accounts and partners with multiple custodians and sub-advisors.

Katherine Petrelli is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. She has worked with National Wealth Management Group since 2016 and has been affiliated with LPL Financial since 2009. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, client-tailored investment approach using a range of strategies and multiple program platforms, and maintains a multi-office presence with a formal affiliation with an accounting firm to integrate tax and advisory services.

John Cecere is a Series 65-licensed advisor with Compass Financial Advisory Services, LLC, having two years of industry experience. He has been with Compass Financial Advisory Services since 2024 and has worked at Compass Financial Management Group since 2015. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning with many clients from Publix Super Markets, Inc. The firm emphasizes retirement income planning through segmented asset management and offers a wrap fee program that combines advisory and transaction costs for mutual funds and ETFs.

Kyle Adams is a financial advisor with Hebert Advisory Services Inc in Ormond Beach, FL. He holds a Series 65 designation and has no prior industry experience. His work history includes roles at Publix and the University of Rhode Island. Hebert Advisory Services provides separately managed portfolio management and retirement-plan advisory to individual, institutional, and business clients. The firm’s investment approach combines proprietary technical research with fundamental analysis to manage equity and fixed-income portfolios on a discretionary basis.

Jason Hebert is a Series 65-licensed financial advisor with Hebert Advisory Services Inc, where he has worked since 2011. He has 11 years of industry experience and leads a team of four advisors based in Ormond Beach, FL. Hebert Advisory Services provides separately managed portfolio management and retirement-plan advisory to individual, institutional, and business clients. The firm uses a proprietary technical research publication, Institech, combined with fundamental analysis to guide discretionary portfolio management across multiple account styles.

Carl Morganstein is a financial advisor at Griffin Asset Management, LLC with 55 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morganstein is based in Palm Coast, Florida. Griffin Asset Management provides discretionary and non-discretionary investment and wealth management services to individuals, families, trusts, charities, and institutions, managing nearly $1 billion in assets. The firm employs active management strategies across core equity, fixed income, and alternative investments, serving over 600 client relationships and acting as a sub-adviser and model provider to other advisers and platforms.

Bianca Noiseux is a financial advisor with William Joseph Capital Management, Inc. She holds Series 63 and Series 66 licenses and has 25 years of industry experience. Bianca has worked at firms including LPL Financial and Webster Investment Services, Inc. Outside of her advisory role, she is involved in insurance wholesaling through The Producers Firm and provides educational marketing for insurance via AAA Retire, LLC. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, utilizing third-party sub-advisors on the AssetMark platform and employing a range of analytical methods to develop tailored investment strategies.

Kristina Furnari is a financial advisor with Wellington Shields Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Wellington Shields & Co., LLC since 2009. Outside of her advisory role, Furnari provides bookkeeping services on a sporadic basis for a law firm and for a coworking office space in Flagler Beach, FL. Wellington Shields Capital Management, LLC offers discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm employs a combination of fundamental and technical analysis across various strategies and maintains comprehensive risk oversight and client suitability documentation.

William Hoover is a financial advisor at Fortis Capital Advisors, LLC with 17 years of industry experience. He holds a Series 66 credential and previously worked at Euclid Investment Advisory and CX Institutional. Hoover serves as a board member of the Ormond Beach Historical Society. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across various investment strategies, managing approximately $1.21 billion in assets as of February 2025.

Steven Digregorio is a financial advisor at Spire Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Spire Investment Partners since 2009. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a broad mix of investment strategies and access to various portfolio management programs. The firm serves a range of clients, including high-net-worth individuals, and incorporates proprietary risk overlays through its affiliate Corbett Road Capital Management.

Ivory Johnson is a CFP® and ChFC® with 32 years of industry experience, currently serving as a financial advisor at Consolidated Portfolio Review Corp. He has worked at several firms including Vanderbilt Securities, LLC, IFP Securities, LLC, Independent Financial Partners, and LPL Financial LLC. Outside of his advisory work, he contributes articles and appears on-air for CNBC and writes a quarterly column on digital assets for the Journal of Financial Planning. He also serves as Treasurer of Epsilon Boule (Sigma Pi Phi). Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process combining strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios alongside third-party manager options.

Kerry Geaneas is a financial advisor with Level Four Advisory Services holding Series 63 and Series 65 credentials and over 32 years of industry experience. Prior to joining Level Four Advisory Services in 2022, he worked at Cantella & Co., Inc. for 17 years. He is also an independent insurance agent involved in the sale of fixed annuities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors. The firm serves a diverse client base, including individual investors, retirement plans, corporations, and nonprofits, providing fee-only financial planning, asset management, and retirement plan advisory services tailored to individual client needs.

Louis Martine is a financial advisor at Hilltop Securities Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Quasar Distributors, LLC and U.S. Bancorp Asset Management, Inc. He is based in Palm Coast, Florida. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment platform and provides a range of adviser-managed and model-based portfolio programs, including municipal bond strategies co-advised by Franklin Templeton Group, with custody services uncommon among enterprise advisers.

Kim Weaver is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. She has 43 years of industry experience and has been associated with Guardian Life and its related entities since 1999. Weaver is also involved with Financial Architects, Inc., a general agency affiliated with Guardian. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and investment advisory programs, including a hybrid digital advisory solution.

Noble Ganardhanan is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with PNC Wealth Management since 2009. He is based in Palm Coast, FL. Noble is also a partner in two non-investment-related entities, Stonce LLC and Lions CC LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering accessible by invitation to employees with existing PNC Bank online-banking credentials. The program utilizes algorithm-driven model strategies managed by PNC or third parties and implemented via mutual funds and ETFs with annual rebalancing.