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.

Joseph Sullivan is a CFP®-certified financial advisor with Schwab Wealth Advisory, bringing 14 years of industry experience. He has worked at Merrill and Charles Schwab prior to his current role. Outside of finance, he is active as a DJ, musician, and trivia night host at local venues in Edgewater, Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach relies on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

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.

Andrew Coates is a financial advisor at Truist Advisory Services with one year of industry experience. He previously worked at FFVA Mutual for two years and spent nine years at Brown and Brown Insurance. He holds Series 63 and Series 65 credentials. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships, supported by third-party platform arrangements and AI-enabled research tools, to deliver its investment solutions.

John Rodgers is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Churchill Management Group, TD Ameritrade Investment Management, TD Ameritrade, Inc., and Charles Schwab. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies under an enhanced open architecture framework.

Willie Mccaulley is a financial advisor with Fifth Third Securities, Inc. in Daytona Beach, FL, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Fifth Third Securities since 2020 and has been associated with Fifth Third Bank since 2014. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account Platform, including mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Donnique Dove is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including Bank of America, Merrill, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated model ties services to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Gwendolyn Slater is a Series 66 licensed financial advisor with 27 years of industry experience. She currently serves at Osaic Advisory Services, LLC and has previous experience at Arbor Point Advisors and Securities America Advisors. Slater is the officer and sole shareholder of Slater Financial Services, Inc., a holding company for a note receivable following the sale of her accounting and tax practice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to deliver customized portfolio solutions.

Mark Feldman is a financial advisor with Principal Financial Services based in New Smyrna Beach, FL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Feldman has operated Mark Feldman Insurance since 2017 and has been with Principal Securities Inc. since 2016. His business activities include offering fixed insurance products such as life, disability, annuities, health, dental, and supplemental insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Weidman is a CFP® with 25 years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2009. In addition to his advisory role, he is an independent insurance agent and a partner in 2SG LLC, a company involved in product patenting for marketing and sales. J.W. Cole Advisors is an SEC-registered investment adviser that supports individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches.

Michael Halsema Sr. is a CFP® with 31 years of industry experience, currently serving at AE Wealth Management, LLC. His prior experience includes over two decades at Raymond James Financial Services and roles at MCNT Wealth Management and Aline Accounting Partners. He is also the owner of Bolerjack Halsema Bowling and White PA, where he provides tax preparation and sells insurance and annuities, and serves as chairman of the finance committee at the Church of Epiphany. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Aaron Maxey is a financial advisor with Cetera Planning Partners in Daytona Beach, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior experience includes long tenures with Charles Schwab and Avantax firms before joining Cetera. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates diversified investment allocations with ancillary services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Mark Rosier is a financial advisor with Voya Financial Advisors, Inc. based in Daytona Beach, FL. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior firms include LPL Financial, VyStar Credit Union, Regions Bank, Cetera Investment Services, and Source Capital Group. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, technology-enabled tools, and a broad product shelf to implement client strategies, operating both as a registered investment adviser and FINRA-member broker-dealer.

Sarah Smith is a financial advisor with Eagle Strategies (NY Life) based in Daytona Beach, FL, holding Series 63 and Series 65 licenses and with nine years of industry experience. She has been with Eagle Strategies since 2020 and affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Smith also works as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nicholas Mitchell is a financial advisor with Transamerica Financial Advisors in New Smyrna Beach, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2016 and has roles in several other business ventures, including Net Law Group Inc. and Maine Business Retreat LLC. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering a range of advisory and broker-dealer services with both fee-based and commission-based programs.

Barbara Selig is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model-based and customized portfolio management under a fiduciary standard.

Amanda Blocksom is a CFP® and ChFC® with 18 years of experience in the financial services industry. She is currently with NewEdge Advisors and has prior experience at Sagepoint Financial, ECG, and M Holdings Securities. Outside of her advisory work, she is involved with Industry 386 Salon LLC, a business she has operated since 2013. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement and pension consulting, and access to curated advisory programs, utilizing centralized due diligence and technology to support client and advisor needs.

Roger Augustyn is a financial advisor with CWM, LLC, holding Series 63 and Series 65 designations and 39 years of industry experience. His career includes roles at Carson Wealth, Osaic Advisory Services, Arbor Point Advisors, Securities America, WealthPLAN Partners, and Financial Solutions, Inc. He is based in New Smyrna, Florida. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages discretionary accounts using model portfolios guided by an in-house Investment Committee and combines fundamental and technical analysis with third-party sub-advisors and customization tools to serve its diverse client base.

James Dargusch is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He founded Planned Giving Consultants, LLC, which focuses on planned gift fundraising strategies. He is also involved with several nonprofit boards, including the March of Dimes Philadelphia Market Board and the Jefferson Health Care Foundation. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and employs a combination of proprietary and third-party model portfolios.

Kasey Mitchell is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked at First Command in various capacities since 2018, following prior roles in real estate and legal support. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized team, emphasizing in-person coaching and an employee-ownership structure.