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 65 and Series 63 registrations and six years of industry experience. He has been with Fifth Third Securities since 2020 and has worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to the Passageway Managed Account Program, which features a range of advisory models and tax-managed strategies.

Gwendolyn Slater is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience and a Series 66 designation. Her prior experience includes roles at Arbor Point Advisors, Securities America Advisors, Dalton Strategic Investment Services, and Questar Asset Management. She is also the sole shareholder and officer 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 enterprise firm serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, combining fundamental and technical analysis with access to alternative investments and institutional client resources.

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.

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.

Jeff Allebach is a financial advisor at GWN Securities Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameritas Investment Corp and Capital Choice Investment Advisers. Outside of advising, Allebach serves as president of the Orange City Blue Spring Manatee Festival and officiates high school football games. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including both traditional asset-allocation and legacy market-timing strategies.

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.

James Myers is a financial advisor with Bankers Life Advisory Services, Inc. holding Series 65 and Series 63 licenses and possessing six years of industry experience. He has worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., and has also been employed as a realtor in residential real estate transactions. Outside of finance, Myers serves as Vice-President of the Silver Sands Civic Association, a volunteer organization focused on community matters. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and provides ongoing portfolio management aligned with clients’ goals and risk tolerances.

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.

James Dargusch is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Osaic FA, Inc. and has been with Park Avenue Securities and Guardian Life since 2007. Outside of his advisory role, he is the founder and president of Planned Giving Consultants, LLC, and serves as a board member for several nonprofit organizations, including the March of Dimes Philadelphia Market Board and Jefferson Health Care Foundation. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships through proprietary programs and third-party platforms.

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.

Dennis Roche is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at PNC Wealth Management. His prior work includes roles at Suntrust Advisory Services, TD Ameritrade, and Scottrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies executed via mutual funds and ETFs.

Creig Jardine is a financial advisor with PNC Wealth Management in Deland, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at PNC since 2010 and previously spent 10 years at Wells Fargo Clearing. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

James Furlong is a financial advisor with Edelman Financial Engines in Daytona Beach Shores, FL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked with Financial Engines Advisors L.L.C. since 2016 and spent 11 years at The Mutual Fund Store prior to that. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across diversified portfolios and various product exposures.

Michael Mills is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of his advisory role, he serves as an interim youth leader at the Korean Church of Knoxville, occasionally delivering sermons to the youth group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Neetu Behl is a financial advisor with Merrill in Deland, FL, holding a Series 66 designation and seven years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Kennovin is a financial advisor with Ameriprise in New Smyrna Beach, FL, holding a Series 63 designation and 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet certain asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.