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 credentials and over 41 years of industry experience. He has been with M Holdings Securities since 2006. Outside of his advisory role, he is involved with Executive Compensation Group, LLC, where he serves as a registered representative and producer. M Holdings Securities serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory services.

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.

Michael Moore II is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds the Series 65 and Series 63 licenses and has worked previously with Northwestern Mutual Wealth Management Company and several other organizations. In addition to his advisory role, he is involved with The Dad Edge and Grit Insurance Services, LLC. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individuals, high-net-worth clients, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its advice, employs a variety of analytical methods for portfolio construction, and offers a range of services including financial planning and tax-mitigation strategies.

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.

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.

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.

Harry Gerard is a financial advisor at Empower Advisory Group with a Series 66 designation and five years of industry experience. His prior work history includes roles at Wells Fargo Bank, NA, Wells Fargo Clearing Service, LLC, and GWFS Equities, Inc. Before entering the financial sector, he worked at Chick-Fil-A for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

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.

Debra Reardon is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 32 years of industry experience. She has been with Truist in various capacities since 2006, including roles at Truist Investment Services and Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to a broad client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches supported by third-party platforms and employs AI-enabled tools alongside traditional research to inform manager selection and portfolio oversight.