Justin Bundza is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial for 20 years. Bundza serves as a board member of the West End Village Condo Association in Port Orange, FL. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary oversight and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Elmer Branch is a CFP® and ChFC® with 30 years of industry experience. He is currently with Prime Capital Financial and has held prior roles at 20/20 Capital Management and Ameritas Life Insurance Corp. Branch also serves as an expert witness in financial matters related to family law and marital restructuring cases. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing diverse investment strategies and platforms.

Craig Colbert is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at Fidelity Investments for 26 years before joining Empower Financial Services and then Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Andrea Bishop is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has worked at Suntrust Investment Services and Suntrust Advisory Services since 2016. Outside of her advisory role, she owns a business that creates grazing boards and boxes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Barry Whitaker is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Banc of America Investment Services. Whitaker is based in Ormond Beach, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to implement its investment advice.

Bradley Hardin is a financial advisor with Brookstone Capital Management LLC in Ormond Beach, FL, holding a Series 65 designation and one year of industry experience. Prior to joining Brookstone in 2025, he worked with AmeriLife of Brevard County and AmeriLife of Lake County. Outside of his advisory role, Hardin is actively involved as an independent sales agent specializing in health, life, and annuity insurance contracts. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic asset-allocation models and utilizes both proprietary and external sub-advisors to implement investment strategies.

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.

Melodee Pitts is a Series 66 licensed financial advisor with 19 years of industry experience. She has worked at Truist Advisory Services since 2016 and has been with Truist Investment Services since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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.

Denis Cronin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab, Raymond James Financial Services, Bank of America, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach utilizes Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations with at-least-annual reviews.

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.

Chad Anderson is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and one year of industry experience. His background includes work at Fifth Third Bank, N.A. and managing his own advisory practice. Outside of finance, he creates content for the YouTube channel Success For Breakfast. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering various managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, providing a broad range of investment strategies and services.

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.

Kristen Mock is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Truist entities, including Truist Investment Services and Truist Bank. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party manager arrangements and AI-enabled research tools.

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.