Sarah Myrick is a financial advisor at Compass Financial Advisory Services, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at Compass Financial Management Group, Inc. and 51 Site Services, Inc. Outside of her advisory role, she is a notary providing signature notarization services online. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning with a substantial client base drawn from employees and retirees of Publix Super Markets, Inc. The firm emphasizes retirement income planning and manages approximately $527 million in assets, offering a distinctive open-architecture wrap fee program alongside discretionary and non-discretionary portfolio management.

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. He holds the ChFC® designation and Series 65 license and has two years of industry experience. Prior to joining Holland Advisory Services, he worked at Advent Health and Publix Supermarkets. Holland Advisory Services primarily serves pre-retirees, retirees, their trusts and estates, as well as retirement plan sponsors. The firm employs a Modern Portfolio Theory-based investment approach using indexed and actively managed mutual funds and ETFs, tailoring portfolios to client-specific factors such as risk tolerance and tax considerations.

Jeremiah Cronin is a CFP® professional at Keyes, Stange & Wooten Wealth Management, LLC with three years of industry experience. He previously worked at Holland Financial, Inc., Holland Advisory Services, Inc., Embry-Riddle Aeronautical University, and Bank of America. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries, individuals, corporations, trusts, and other entities by providing nondiscretionary investment advice to ERISA-covered plans and discretionary and non-discretionary portfolio management and financial planning to non-plan clients. The firm combines investment advisory services with affiliated accounting and tax capabilities through shared ownership with a CPA firm.

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 financial advisor at Holland Advisory Services, Inc. with six years of industry experience. She holds the CFP®, ChFC®, and Series 65 designations. Prior to joining Holland Advisory Services in 2018, she worked at Wells Fargo Bank, N.A. for four years and was employed by Panera Bread Company for three years. Holland Advisory Services primarily serves pre-retirees, retirees, their trusts and estates, and retirement plan sponsors. The firm employs investment strategies based on Modern Portfolio Theory and asset allocation, utilizing a combination of indexed and actively managed mutual funds and ETFs, with adjustments made several times per year.

Zachary Holland is a financial advisor at Holland Advisory Services, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments. Holland Advisory Services primarily serves pre-retirees, retired individuals, their trusts and estates, as well as retirement plan sponsors. The firm employs Modern Portfolio Theory and asset-allocation-based active strategic approaches, using a combination of indexed and actively managed mutual funds and ETFs, with portfolio adjustments typically made three to five times annually.

David Kisser is a CFP® professional with nine years of industry experience. He is currently affiliated with SimplyRIA Advisor Network and previously worked at Guardian Pointe Private Wealth Management, LLC. In addition to his advisory roles, he serves as chairman of AIPMA, a wholesale insurance business. SimplyRIA Advisor Network provides advisory services to individuals, trusts and estates, and qualified retirement plans through an RIA-aggregator model. The firm offers a range of investment management and planning services with portfolio strategies that include active and passive management, third-party sub-advisers, and alternative investments.

Micheal Age Jr. is a financial advisor with Keyes, Stange & Wooten Wealth Management, LLC in Daytona Beach, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, 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 nondiscretionary advisory services for plans and portfolio management and financial planning for individuals, combining tax, accounting, and advisory capabilities through its affiliation with a CPA practice.

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 Advisory Services Inc in Ormond Beach, FL. He holds a Series 65 designation and has no prior industry experience. His work history includes roles at Publix and the University of Rhode Island. Hebert Advisory Services provides separately managed portfolio management and retirement-plan advisory to individual, institutional, and business clients. The firm’s investment approach combines proprietary technical research with fundamental analysis to manage equity and fixed-income portfolios on a discretionary basis.

Michael Koenig is a CFP® and holds a Series 65 license with 27 years of industry experience. He has been with Firstrust since 1999. Firstrust serves individuals, families, businesses, and related entities by providing comprehensive financial planning, trust and estate services, and investment management. The firm employs a value-oriented, long-term investment approach guided by an Investment Committee and integrates tax-aware and situational planning into client solutions.

Jason Hebert is a Series 65-licensed financial advisor with Hebert Advisory Services Inc, where he has worked since 2011. He has 11 years of industry experience and leads a team of four advisors based in Ormond Beach, FL. Hebert Advisory Services provides separately managed portfolio management and retirement-plan advisory to individual, institutional, and business clients. The firm uses a proprietary technical research publication, Institech, combined with fundamental analysis to guide discretionary portfolio management across multiple account styles.

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.

Fraser Allport is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Coppell Advisory Solutions LLC and Sound Income Strategies, LLC. He is also the sole managing member of The Total Advisor, LLC, an investment-related business focused on fixed insurance products. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, and nonprofit organizations with a range of asset management and retirement-plan services. The firm employs a structured risk framework and offers both firm-developed and third-party manager strategies through a network of independent advisers.

William Hoover is a financial advisor at Fortis Capital Advisors, LLC with 17 years of industry experience. He holds a Series 66 credential and previously worked at Euclid Investment Advisory and CX Institutional. Hoover serves as a board member of the Ormond Beach Historical Society. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across various investment strategies, managing approximately $1.21 billion in assets as of February 2025.