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.

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 the Series 65 designation and has been associated with Simplicity Wealth and Abood Wealth Management since 2025. Outside of advising, he is a registered insurance agent involved in enrolling clients into Medicare plans and selling annuities and life insurance. Simplicity Wealth serves a diverse client base including individual and high-net-worth 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 a range of advisory and managed account services with a technology-driven platform for advisers.

Mark Dunn is a Series 66-licensed financial advisor with M Holdings Securities, Inc., based in Daytona Beach, FL. He has 14 years of industry experience and has been with M Holdings Securities and Executive Compensation Group since 2011. Outside of his advisory role, he is involved as a producer and associate with Executive Compensation Group LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including investment management, retirement plan consulting, and financial planning, and works through a network of independent Investment Advisor Representatives and Member Firms.

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.

Steven Digregorio is a financial advisor at Spire Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Spire Investment Partners since 2009. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a broad mix of investment strategies and access to various portfolio management programs. The firm serves a range of clients, including high-net-worth individuals, and incorporates proprietary risk overlays through its affiliate Corbett Road Capital Management.

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 Series 66 licensed financial advisor with nine years of experience, currently working at The Strategic Financial Alliance, Inc. and Frank Reynolds & Company. His professional history includes roles at American Income Life Insurance and a wealth management position completing administrative work for Frank Reynolds & Company in Daytona Beach, FL. The Strategic Financial Alliance serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers customized investment strategies through portfolio management, third-party manager selection, and financial planning, utilizing a combination of asset allocation, model portfolios, and various investment products.

Shawn Leayman is a financial advisor at Triad Wealth Partners, LLC with seven 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. Additionally, he is involved as a motivational speaker with The Control On Your Mind Project. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients. The firm uses a model-driven investment process centered on strategic asset allocation, offering sub-advisory management, tax-efficient model portfolios, and operational support to RIAs.

Aaron Maxey is a financial advisor at Avantax Planning Partners, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations. His career includes long tenures at Charles Schwab and multiple roles within Cetera-affiliated companies. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of the end of 2025.

Sean Tabone is a financial advisor with Spire Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. Before joining Spire, he worked at Fidelity Investments and has experience in real estate brokerage as the owner of Olive Grove Real Estate and president of Mdina Holding Company. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets across a team of about 70 advisors. The firm offers a range of portfolio management solutions incorporating discretionary and non-discretionary strategies with an emphasis on tactical, active, and passive investment approaches.

Kerry Geaneas is a financial advisor with Level Four Advisory Services holding Series 63 and Series 65 credentials and over 32 years of industry experience. Prior to joining Level Four Advisory Services in 2022, he worked at Cantella & Co., Inc. for 17 years. He is also an independent insurance agent involved in the sale of fixed annuities. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors. The firm serves a diverse client base, including individual investors, retirement plans, corporations, and nonprofits, providing fee-only financial planning, asset management, and retirement plan advisory services tailored to individual client needs.

Carleton Jones is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with M Holdings Securities since 2006. Jones is also involved with Executive Compensation Group, LLC, where he serves as a registered representative and producer. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide through a network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Dustin Rollins is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 11 years of industry experience and has worked at firms including Fusion Capital Management and Precision Capital Management. Outside of his advisory role, he owns a tax preparation business and serves as lead consultant for a college consulting service. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs an open-architecture investment platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage client portfolios.