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.

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, Excel Wealth Management, and Paychex, Inc. Strive Retirement Group offers portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a primarily non-discretionary approach, using fundamental analysis and modern portfolio theory, and serves a limited client base with approximately $6.08 million in assets under management.

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 Advisory Services Inc with 11 years of industry experience. She holds a Series 65 designation and has been with Hebert Advisory Services since 2013. The firm provides separately managed portfolio management and retirement-plan advisory services to individual, institutional, and business clients. Its investment process is based on a proprietary technical research publication, Institech, combined with fundamental analysis, offering multiple account styles managed on a discretionary basis.

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 with Compass Financial Advisory Services, LLC in Ormond Beach, FL. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Compass Financial Advisory Services, he worked at Summit Brokerage Services, Inc. for 23 years and has been associated with Compass Financial Management Group, Inc. for 30 years. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning and drawing many clients from employees and retirees of Publix Super Markets, Inc. The firm emphasizes retirement income planning by segmenting client assets into income and growth components and manages approximately $527 million in client assets through 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 CFP® and ChFC® with 11 years of industry experience. He currently works at Firstrust as part of a five-advisor team and has prior experience with Commonwealth Financial Network, Cary Stamp & Company, Atlantic Wealth Partners, Liberty Partners Capital Management, and Camarda Wealth Advisory Group. Firstrust provides Comprehensive Wealth Management and Private Family Office services to individuals, families, businesses, and related entities. The firm employs a value-oriented, research-driven investment approach with customized Investment Policy Statements and offers both discretionary and non-discretionary portfolio management.

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.

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.

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.

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.