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. based in Daytona Beach, FL. He holds a Series 63 designation and has 33 years of industry experience. Since 2004, he has been involved with The Executive Compensation Group, where he serves as a principal. M Holdings Securities, Inc. 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 investment management, retirement plan consulting, financial planning, and insurance advisory, supported by ongoing monitoring and access to third-party sub-advisors.

Edward Leonard is a financial advisor at Legacy Wealth Management, LLC with seven years of industry experience. Prior to joining Legacy Wealth Management, he spent six years with Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory role, Leonard owns an e-commerce business specializing in baseball memorabilia and sells life, disability, long-term care, and annuities insurance through a separate insurance agency. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm uses model portfolios and customized strategies that incorporate a broad range of investment options, including alternatives and illiquid direct participation programs.

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.

Marci Hodge is a financial advisor at Prosperity Capital Advisors with four years of industry experience. She holds a Series 65 credential and has worked previously at Motiv8 Investments LLC and American Senior Benefits. In addition to her advisory role, she provides Medicare, life, and long-term care insurance policies as well as fixed annuities. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and broker/dealer customers. The firm employs model-based, asset-allocation strategies and offers discretionary investment management, sub-advisory services, and retirement plan solutions.

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.

Louis Clark Jr. is a CFP® professional with 27 years of industry experience, currently advising at Truist Advisory Services since 2021. His prior roles include positions at BB&T Securities, LLC and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

William Mcreynolds is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and its affiliated firms since 2018, including prior roles at BB&T Investment Services and BB&T Bank. Outside of his advisory work, Mcreynolds serves as Vice President of the Gina Mcreynolds Foundation, a nonprofit supporting women with young children battling breast cancer. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, and integrates services across its affiliated entities.

William Harrison is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Madison Avenue Securities and Dragon Financial Services. Outside of advising, he has been involved in insurance sales through Anders & Anders Financial Group, where he serves as an agent. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing a combination of fundamental, technical, and cyclical strategies to manage approximately $49.8 billion for over 127,000 clients.

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.

Bradley Schwartz is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill Lynch, and several wealth management and CPA firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

David Hatfield is a CFP®-certified financial advisor with LPL Financial, based in New Smyrna Beach, FL, and has 30 years of industry experience. He has been associated with LPL Financial and Private Advisor Group, LLC since 2015, providing investment advisory services through these firms. Hatfield also operates Seacoast Wealth Advisors, an independent advisory business. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports advisors with in-house research and a range of investment delivery options, combining large-scale advisory operations with non-advisory product offerings.

Craig Colbert is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. He previously worked for Fidelity Investments for 26 years before joining Empower Financial Services and Empower Advisory Group. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated solutions tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates over short-term forecasts.