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.

Carl Morganstein is a financial advisor at Griffin Asset Management, LLC with 55 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morganstein is based in Palm Coast, Florida. Griffin Asset Management provides discretionary and non-discretionary investment and wealth management services to individuals, families, trusts, charities, and institutions, managing nearly $1 billion in assets. The firm employs active management strategies across core equity, fixed income, and alternative investments, serving over 600 client relationships and acting as a sub-adviser and model provider to other advisers and platforms.

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.

Kristina Furnari is a financial advisor with Wellington Shields Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Wellington Shields & Co., LLC since 2009. Outside of her advisory role, Furnari provides bookkeeping services on a sporadic basis for a law firm and for a coworking office space in Flagler Beach, FL. Wellington Shields Capital Management, LLC offers discretionary and non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and institutional clients. The firm employs a combination of fundamental and technical analysis across various strategies and maintains comprehensive risk oversight and client suitability documentation.

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 at Sequent Planning, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Coppell Advisory Solutions LLC and Sound Income Strategies, LLC. He is also the sole managing member of The Total Advisor, LLC, where he is involved in fixed insurance products. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits through asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and combines firm-developed models with third-party managers, offering ongoing investment communications uncommon among similar multi-team firms.

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.

Mark Dunn is a financial advisor with M Holdings Securities, Inc. in Daytona Beach, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at M Holdings Securities and Executive Compensation Group since 2011. Dunn is also a producer/associate at Executive Compensation Group LLC. M Holdings Securities serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing platform providers and third-party sub-advisors to support its investment programs.

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.

Ivory Johnson is a CFP® and ChFC® with 32 years of industry experience, currently serving as a financial advisor at Consolidated Portfolio Review Corp. He has worked at several firms including Vanderbilt Securities, LLC, IFP Securities, LLC, Independent Financial Partners, and LPL Financial LLC. Outside of his advisory work, he contributes articles and appears on-air for CNBC and writes a quarterly column on digital assets for the Journal of Financial Planning. He also serves as Treasurer of Epsilon Boule (Sigma Pi Phi). Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process combining strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios alongside third-party manager options.

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.