Franklin Reynolds is a financial advisor with The Strategic Financial Alliance, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with The Strategic Financial Alliance since 2015. Outside of his advisory role, Reynolds is involved in ministry work, serving as CEO of Faith, Family and Finances, where he teaches about faith and finances for families. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, consulting, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and supports third-party manager platforms, with a significant portion of assets managed on a non-discretionary basis.

Mark Dunn is a financial advisor with M Holdings Securities, Inc. in Daytona Beach, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at M Holdings Securities and Executive Compensation Group since 2011. Dunn is also a producer/associate at Executive Compensation Group LLC. M Holdings Securities serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing platform providers and third-party sub-advisors to support its investment programs.

Patrick Altmiller is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 63 designation and bringing 35 years of industry experience. He has been with Ausdal Financial Partners since 2009. Outside of his advisory role, he is an independent contractor and sales associate for wellness products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial services.

Alan Hambourger is a CFP® with 28 years of experience in the financial industry. He has been with Forum Financial Management, LP since 2010. Hambourger serves on the Board of Directors for United Trust Bank. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also offers sub-advisory and turnkey asset management platform services to independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Steven Rich is a financial advisor with Signal Advisors Wealth, LLC in New Smyrna Beach, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at AE Wealth Management, Anders & Anders Financial Group, Madison Avenue Securities, and M Holdings Securities. He is also the owner and operator of New Smyrna Beach Retirement Solutions, where he sells various insurance products. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Paul Stelter is a Series 66 licensed financial advisor with nine years of experience, currently working at The Strategic Financial Alliance, Inc. and Frank Reynolds & Company. His professional history includes roles at American Income Life Insurance and a wealth management position completing administrative work for Frank Reynolds & Company in Daytona Beach, FL. The Strategic Financial Alliance serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers customized investment strategies through portfolio management, third-party manager selection, and financial planning, utilizing a combination of asset allocation, model portfolios, and various investment products.

Carleton Jones is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with M Holdings Securities since 2006. Outside of his advisory role, he is involved with Executive Compensation Group, LLC, where he serves as a registered representative and producer. M Holdings Securities serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory services.

Michael Moore II is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds the Series 63 and Series 65 licenses. His prior roles include positions at Northwestern Mutual Wealth Management Company and involvement with organizations such as The Dad Edge and Grit Insurance Services, LLC. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, high-net-worth individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through a proprietary Inspire Impact Score™ and employs a mix of fundamental, technical, and quantitative methods alongside modern portfolio theory to manage portfolios.

Joseph Derosa is a financial advisor with M HOLDINGS SECURITIES, Inc. in Daytona Beach, FL, holding a Series 63 designation and having 33 years of industry experience. He has been associated with both M Holdings Securities, Inc. and the Executive Compensation Group since 2004. Outside of his advisory work, he is a principal of The Executive Compensation Group LLC. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, combining proprietary and third-party investment management with ongoing client monitoring and financial planning.

David Graffagnino is a financial advisor with M HOLDINGS SECURITIES, Inc. holding a Series 63 credential and bringing 48 years of industry experience. He has been a principal at Executive Compensation Group since 2004 and serves as an Investment Committee member for Halifax Health. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals, offering a broad mix of advisory and brokerage services including discretionary and non-discretionary investment management as well as retirement plan consulting.

Earl Mc Crary is a financial advisor at IP Financial Advisory Services LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2019, previously serving at Innovation Partners LLC and Ameriprise Financial Services, Inc. Outside of advising, he coaches flag football at Spruce Creek High School and serves on the board of Allen Chapel AME Church. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolios and a range of services including actuarial analysis and insurance consulting, focusing mainly on non-high-net-worth individuals.

Melva Austin is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Ormond Beach, FL, holding Series 63, Series 65, and Series 66 credentials and bringing 22 years of industry experience. She has been with Fifth Third Securities since 2012. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account options including advisor-directed models, separately managed accounts, and a unified program that integrates third-party portfolio managers and strategist portfolios, supported by a platform featuring direct indexing and tax-overlay services.

Harry Gerard is a financial advisor with Empower Advisory Group holding a Series 66 designation and six years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, Wells Fargo Clearing Service, LLC, GWFS Equities, Inc., and Advised Assets Group, LLC. Before his financial services career, he worked for seven years at Chick-Fil-A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Lloyd Coates Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 1996. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled equity research and inter-affiliate integration, to deliver its investment offerings.

William Mcreynolds is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and its affiliated firms since 2018, including prior roles at BB&T Investment Services and BB&T Bank. Outside of his advisory work, Mcreynolds serves as Vice President of the Gina Mcreynolds Foundation, a nonprofit supporting women with young children battling breast cancer. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, and integrates services across its affiliated entities.

William Harrison is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at Madison Avenue Securities and Dragon Financial Services. Outside of advisory work, he has served as president of WBH Financial Inc. and has been involved in insurance sales through Anders & Anders Financial Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm focuses on discretionary model portfolios managed internally or by third-party strategists and supports other RIAs through sub-advisory and model-licensing arrangements.

Justin Bundza is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial for 20 years. Bundza serves as a board member of the West End Village Condo Association in Port Orange, FL. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary oversight and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Bradley Schwartz is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes positions at Edward Jones, Bank of America, Merrill Lynch, and PNC Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

David Hatfield is a CFP® with 30 years of industry experience, currently serving at Private Advisor Group, LLC since 2015. He previously worked at Citizens Securities, Inc. for nine years. He also provides investment advisory services through Seacoast Wealth Advisors, a business activity started in 2017. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management or manager selection, utilizing proprietary technology platforms and a diverse range of investment strategies.

Craig Colbert is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group in 2025, he worked for Fidelity Investments from 1998 to 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm’s approach integrates proprietary planning methodologies with Empower’s recordkeeping and administrative platforms.