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.

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.

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.

Frederick Whitford is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63, Series 65, and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Brookstone Capital Management, JD Mellberg LLC, and Advisor Share Wealth Management. He is also co-founder of Oxygen To You, a company that rents oxygen concentrators for altitude sickness relief. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through model portfolio solutions, direct asset management, and ERISA retirement plan services across a network of about 89 advisors.

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.

Carol Dewey is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. She holds a Series 65 designation and has worked at firms including Perpetual Wealth Financial, Gradient Advisors, and Guardian Pointe Private Wealth Management. Dewey is also the owner of College Funding Strategies, LLC, a business providing insurance and college planning services. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of local investment adviser representatives.

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., holding a Series 63 designation and 32 years of industry experience. He has been a principal at The Executive Compensation Group since 2004. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, operating through a network of independent Investment Advisor Representatives and Member Firms.

David Graffagnino is a financial advisor with M Holdings Securities, Inc., holding a Series 63 designation and 47 years of industry experience. He has worked with M Holdings Securities and the Executive Compensation Group since 2004. He serves as an Investment Committee Member for Halifax Health, a nonprofit healthcare organization. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

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.