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.

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.

Jenny Hinkle is a financial advisor at Holland Advisory Services, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Bank of America for nine years. Holland Advisory Services primarily serves pre-retirees, retirees, their trusts, estates, and retirement accounts, as well as retirement plan sponsors. The firm employs a Modern Portfolio Theory and asset-allocation-based investment strategy using a combination of indexed and actively managed mutual funds and ETFs, with portfolio adjustments made several times per year.

Brent Jamison is a financial advisor at Strategic Blueprint, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at The Strategic Financial Alliance, Inc. and Frank Reynolds & Company. Outside of his advisory roles, Brent facilitates a nonprofit networking group called Money Magnets 2, which supports entrepreneurs in developing business skills and fostering connections. Strategic Blueprint, LLC is an enterprise firm with 52 advisors, serving clients through a collaborative investment approach tailored to diverse financial needs.

Michael Walsh is a financial advisor at Maridea Wealth Management with 27 years of industry experience. He previously led Walsh Consulting Group, Inc. dba Ashford Investment Advisors for 30 years before joining Maridea in 2026. He holds the Series 63 designation. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets across a 33-advisor team. The firm emphasizes diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and employs approved AI productivity tools to support its investment and administrative processes.

Marcy Keeling is a financial advisor with First Advisors National, LLC and holds Series 65 and Series 63 licenses. She has two years of industry experience, including roles at GLP Investment Services and ValuTeachers. Prior to her financial services career, she worked in education with several public school districts and Daytona State College. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs tactical and strategic asset allocation strategies and manages accounts mostly on a discretionary basis with oversight of third-party money managers.

Fraser Allport is a financial advisor at Sequent Planning, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Coppell Advisory Solutions LLC and Sound Income Strategies, LLC. He is also the sole managing member of The Total Advisor, LLC, where he is involved in fixed insurance products. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits through asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and combines firm-developed models with third-party managers, offering ongoing investment communications uncommon among similar multi-team firms.

Sidney Taylor II is a financial advisor at DayMark Wealth Partners, LLC with 20 years of industry experience. He holds Series 65 and Series 63 licenses, and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for 11 years, as well as Newport Group Securities, Inc. and Burgess Chambers & Associates Inc. Outside of his advisory role, Taylor is involved in family-owned orange groves, advises a mobile dating app company on technology and operations, owns a small business consulting firm, and serves on the vestry board of St. Barnabas Church while chairing the investment committee for the Stetson Business School Foundation. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutions by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using various investment strategies and provides access to alternative and private securities alongside traditional holdings.

Katherine Wright is a financial advisor with HUB Investment Partners, LLC and holds a Series 66 designation. She has two years of industry experience, including prior roles at First Command and HUB International. HUB Investment Partners serves a diverse client base, including institutions, municipalities, businesses, and individuals, offering a range of portfolio management and advisory services. The firm uses a combination of active and passive investment strategies and provides specialized services for banking and municipal clients.

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.

Corey Abood is a financial advisor at Simplicity Wealth with one year of industry experience. He holds a Series 65 designation and has worked previously at CentralSquare Technologies for eleven years. In addition to his advisory role, he is a registered insurance agent and owner at Abood Wealth Management, where he sells Medicare plans, annuities, and life insurance. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational services alongside advisory solutions.

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 financial advisor with The Strategic Financial Alliance, Inc. in Daytona Beach, FL, holding a Series 66 designation and with nine years of industry experience. He has worked at Frank Reynolds & Company since 2017, where he is employed. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers portfolio management, third-party manager selection, financial planning, and consulting services, implementing customized strategies through co-advisory relationships and referrals to third-party asset managers.

Paul Sterzinger is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Kingswood Wealth Advisors, LLC and has previously worked at Edward Jones and other firms. Outside of finance, he has been involved as CFO and sous chef at Tommy's Kitchen, a restaurant and apparel business. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, and ERISA plan advisory services. The firm uses an open-architecture platform with customized investment solutions and is notable for its integration with affiliated financial entities and management of insurance-linked accounts.

Shawn Leayman is a financial advisor at Triad Wealth Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Strategic Wealth Alliance since 2017, where he also serves as an insurance agent and president, focusing on fixed insurance products. In addition, he is involved in motivational speaking through a project called The Control On Your Mind. Triad Wealth Partners serves individual and institutional clients through a network of independent investment adviser representatives and a turnkey asset management platform. The firm offers discretionary portfolio management, access to third-party managers and private funds, and combines an independent IAR network with a TAMP platform to deliver diversified investment strategies.