Richard Hebert is a financial advisor at Hebert Investments with 14 years of industry experience. He holds a Series 65 designation and has been with Hebert Advisory Services, Inc. since 1999. Hebert Advisory Services, Inc. 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, adjusting equity exposure based on market conditions.

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.

Sarah Myrick is a Series 65-licensed advisor with Compass Financial Advisory Services, LLC in Ormond Beach, FL, with two years of industry experience. Before joining Compass Financial Advisory Services, she held roles at Compass Financial Management Group, Inc. and 51 Site Services, Inc. She also provides online signature notarization services in an individual capacity. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning with a significant number of clients connected to Publix Super Markets, Inc. The firm emphasizes retirement income planning and manages approximately $527 million in client assets through a distinctive open-architecture wrap fee program.

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.

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.

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.

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.

Kyle Adams is a financial advisor with Hebert Investments, holding a Series 65 designation and based in Ormond Beach, FL. He has no prior industry experience and previously worked at Publix from 2020 to the present. Hebert Advisory Services, Inc. provides portfolio management and retirement plan advisory services to individual and institutional clients, using a proprietary technical research product combined with fundamental analysis to guide investment decisions. The firm offers discretionary management for various account types and also provides its Institech research as a subscription to other financial professionals.

Alyssa Wilson is a financial advisor at Holland Advisory Services, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Holland Advisory Services, she worked at Wells Fargo for two years. Holland Advisory Services primarily serves pre-retirees and retirees, as well as their trusts, estates, and retirement accounts, focusing on discretionary portfolio management, financial planning, and pension consulting. The firm employs an investment strategy based on Modern Portfolio Theory and active asset allocation, utilizing mutual funds and ETFs tailored to clients’ individual risk tolerance and financial goals.

Michael Koenig, CFP®, J.M., founded FirsTrust in 1995 and leads its trust and estate practice. He is a fee-only fiduciary who works with high-net-worth families and business owners in Daytona Beach, Orlando and Tampa on estate tax reduction, irrevocable trust design and asset protection. With more than 40 years of experience and a Juris Master from Florida State University College of Law, he coordinates each family’s plan with FirsTrust’s investment, tax and planning specialists.

Jason Hebert is a financial advisor with Hebert Investments who holds a Series 65 designation and has 12 years of industry experience. He has been associated with Hebert Advisory Services Inc. since 2011, totaling 15 years in his professional career. Hebert Advisory Services, Inc. provides portfolio management and retirement plan advisory services to individual and institutional clients through separately managed accounts. The firm uses a proprietary technical research product called Institech combined with independent fundamental analysis to guide investment decisions, adjusting equity exposure based on market conditions.

Matthew Sumrall is a CFP®-certified financial advisor with four years of industry experience, currently with Holland Advisory Services, Inc. He served in the U.S. Air Force for eleven years before transitioning to financial services. Sumrall has held roles at Holland Financial, Inc. and Holland Advisory Services since 2021. Holland Advisory Services primarily serves pre-retirees, retirees, and retirement plan sponsors, offering portfolio management, financial planning, and pension consulting. The firm employs Modern Portfolio Theory and asset-allocation strategies, using a mix of indexed and actively managed funds, and integrates related tax and trustee services through affiliated businesses.

David Holland is a CFP®, ChFC®, and PFS™ with 22 years of industry experience. He is the CEO of Holland Financial, Inc. and managing director of Holland, Tacinelli & Klayer, Inc., a tax and accounting firm. Holland also hosts a public television program produced by Holland Productions, Inc., and serves as a director of The Davis Foundation. Additionally, he is involved in agricultural activities through Holland Brothers Farms, LLC, which raises cattle and livestock. Holland Advisory Services primarily serves pre-retirees, retirees, their trusts, estates, and retirement accounts, as well as retirement plan sponsors. The firm employs an investment approach based on Modern Portfolio Theory and active strategic asset allocation, using a mix of indexed and actively managed mutual funds and ETFs, and integrates affiliated tax, trustee, and investment services.