Dustin Rollins is a financial advisor at Coppell Advisory Solutions LLC with 11 years of industry experience. He holds a Series 65 credential and has worked with firms including Fusion Capital Management, Precision Capital Management, and Horter Investment Management. Outside of advisory work, he is involved in college consulting and owns a tax preparation business. Coppell Advisory Solutions LLC serves a diverse client base with discretionary portfolio management and financial planning, utilizing an open-architecture platform and a broad range of investment strategies including equities, ETFs, options, and alternative funds.

Carol Dewey is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and seven years of industry experience. She has previously worked at Perpetual Wealth Financial, Gradient Advisors, LLC, and Guardian Pointe Private Wealth Management, LLC. Dewey is also the owner of College Funding Strategies, LLC, which provides insurance and college planning services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and provides services through a large network of affiliated offices.

James Huster is a financial advisor at DayMark Wealth Partners, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2018 to 2026. Outside of his advisory role, he has been involved in religious and community activities, serving as Assistant Rector at the Episcopal Church in St. Augustine, Florida. DayMark Wealth Partners serves individual, high-net-worth clients, trusts, retirement plans, and institutional accounts, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including fundamental, technical, quantitative, and ESG analysis, and provides access to alternative investments and private securities alongside traditional holdings.

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.

Kathleen Dulko is a Series 65-licensed advisor at Maridea Wealth Management with 10 years of industry experience. She previously worked at Walsh Consulting Group, Inc. dba Ashford Investment Advisors for 10 years and served as Corporate Controller at Halifax Health, a community hospital, where she oversaw financial reporting and accounting standards. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.97 billion in assets through a team of 33 advisors. The firm constructs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs and employs AI tools for research and administrative support under human supervision.

Edward Leonard is a financial advisor with Legacy Wealth Management, LLC in DeLand, FL, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Legacy Wealth Management, he spent six years with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, and seven years with Northwestern Mutual Life Insurance Company. Outside of advising, Leonard owns and operates an online sports memorabilia business called ALLBASEBALLALLTHETIME and also works as an insurance agent selling life, disability, long-term care, and annuities insurance through Smart Financial Planning, LLC. Legacy Wealth Management serves individual clients, charitable organizations, and business entities, providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies, including model portfolios and customized approaches, and incorporates alternative and illiquid investments through affiliated and third-party managers.

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.

Marci Hodge is a financial advisor at Prosperity Capital Advisors with four years of industry experience. She holds a Series 65 credential and has worked previously at Motiv8 Investments LLC and American Senior Benefits. In addition to her advisory role, she provides Medicare, life, and long-term care insurance policies as well as fixed annuities. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and broker/dealer customers. The firm employs model-based, asset-allocation strategies and offers discretionary investment management, sub-advisory services, and retirement plan solutions.

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.

Milla Gudukas is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. She has worked with various entities within Bankers Life since 2009 and holds a supervisory role managing a team of insurance agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, employing a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.

Eric Anton is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including ten years at Merrill and over 17 years with Commonwealth and his own firm, Anton Lemieux LLC. Outside of his advisory role, he is a co-owner of residential real estate through an entity called Future Games, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a broad range of managed account programs and advisory support, including access to third-party asset managers, retirement consulting, and custody services.

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.

Louis Clark Jr. is a CFP® professional with 27 years of industry experience, currently advising at Truist Advisory Services since 2021. His prior roles include positions at BB&T Securities, LLC and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

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.

Elmer Branch is a CFP® and ChFC® with 30 years of industry experience. He is currently with Prime Capital Financial and has held prior roles at 20/20 Capital Management and Ameritas Life Insurance Corp. Branch also serves as an expert witness in financial matters related to family law and marital restructuring cases. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing diverse investment strategies and platforms.

Khalid Boyd is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fifth Third Bank NA, Insight Credit Union, and Wells Fargo. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Sharon Combs is a financial advisor with Eagle Strategies (NY Life) in Deland, FL, holding the ChFC® and Series 63 designations and having 10 years of industry experience. She has been affiliated with Eagle Strategies since 2025 and owns Paradigm Financial & Insurance Services, LLC, which brokers non-registered insurance products. Additionally, she serves as an officer at All Florida Recovery of Central Florida, Inc., an asset recovery business. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Geiger is a CFP® professional at Fifth Third Securities, Inc. with 17 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2020, and previously held roles at SunTrust Advisory Services and SunTrust Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with its affiliation to Fifth Third Bank.

Teresa Abramson is a financial advisor at Bankers Life Advisory Services, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Bankers Life and its affiliates since 2020. Beyond her advisory role, she is involved in community and professional organizations, including serving as Corresponding Secretary for a philanthropic educational organization supporting women’s scholarships at Cottey College and participating in the West Volusia Chambers of Commerce and the National Association of Insurance and Financial Advisors (NAIFA). Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, retirement plan consulting, and tailored asset allocation strategies that integrate fundamental, technical, and cyclical analysis.