Carleton Jones is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with M Holdings Securities since 2006. Outside of his advisory role, he is involved with Executive Compensation Group, LLC, where he serves as a registered representative and producer. M Holdings Securities 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 discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory services.

Dustin Rollins is a financial advisor at Coppell Advisory Solutions LLC with 11 years of industry experience. He holds a Series 65 credential and has worked with firms including Fusion Capital Management, Precision Capital Management, and Horter Investment Management. Outside of advisory work, he is involved in college consulting and owns a tax preparation business. Coppell Advisory Solutions LLC serves a diverse client base with discretionary portfolio management and financial planning, utilizing an open-architecture platform and a broad range of investment strategies including equities, ETFs, options, and alternative funds.

Carol Dewey is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and seven years of industry experience. She has previously worked at Perpetual Wealth Financial, Gradient Advisors, LLC, and Guardian Pointe Private Wealth Management, LLC. Dewey is also the owner of College Funding Strategies, LLC, which provides insurance and college planning services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and provides services through a large network of affiliated offices.

James Huster is a financial advisor at DayMark Wealth Partners, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2018 to 2026. Outside of his advisory role, he has been involved in religious and community activities, serving as Assistant Rector at the Episcopal Church in St. Augustine, Florida. DayMark Wealth Partners serves individual, high-net-worth clients, trusts, retirement plans, and institutional accounts, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including fundamental, technical, quantitative, and ESG analysis, and provides access to alternative investments and private securities alongside traditional holdings.

Michael Moore II is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual and several insurance and financial services firms. Outside of advising, he is involved with The Dad Edge and Grit Insurance Services, LLC. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a range of analytical methods to construct portfolios, often utilizing sub-advisors and affiliated managers.

Joseph Derosa is a financial advisor with M HOLDINGS SECURITIES, Inc. in Daytona Beach, FL, holding a Series 63 designation and having 33 years of industry experience. He has been associated with both M Holdings Securities, Inc. and the Executive Compensation Group since 2004. Outside of his advisory work, he is a principal of The Executive Compensation Group LLC. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, combining proprietary and third-party investment management with ongoing client monitoring and financial planning.

Kathleen Dulko is a Series 65-licensed advisor at Maridea Wealth Management with 10 years of industry experience. She previously worked at Walsh Consulting Group, Inc. dba Ashford Investment Advisors for 10 years and served as Corporate Controller at Halifax Health, a community hospital, where she oversaw financial reporting and accounting standards. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.97 billion in assets through a team of 33 advisors. The firm constructs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs and employs AI tools for research and administrative support under human supervision.

Edward Leonard is a financial advisor with Legacy Wealth Management, LLC in DeLand, FL, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Legacy Wealth Management, he spent six years with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, and seven years with Northwestern Mutual Life Insurance Company. Outside of advising, Leonard owns and operates an online sports memorabilia business called ALLBASEBALLALLTHETIME and also works as an insurance agent selling life, disability, long-term care, and annuities insurance through Smart Financial Planning, LLC. Legacy Wealth Management serves individual clients, charitable organizations, and business entities, providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies, including model portfolios and customized approaches, and incorporates alternative and illiquid investments through affiliated and third-party managers.

David Graffagnino is a financial advisor with M HOLDINGS SECURITIES, Inc. holding a Series 63 credential and bringing 48 years of industry experience. He has been a principal at Executive Compensation Group since 2004 and serves as an Investment Committee member for Halifax Health. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals, offering a broad mix of advisory and brokerage services including discretionary and non-discretionary investment management as well as retirement plan consulting.

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.

Eric Anton is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including ten years at Merrill and over 17 years with Commonwealth and his own firm, Anton Lemieux LLC. Outside of his advisory role, he is a co-owner of residential real estate through an entity called Future Games, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a broad range of managed account programs and advisory support, including access to third-party asset managers, retirement consulting, and custody services.

Harry Gerard is a financial advisor with Empower Advisory Group holding a Series 66 designation and six years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, Wells Fargo Clearing Service, LLC, GWFS Equities, Inc., and Advised Assets Group, LLC. Before his financial services career, he worked for seven years at Chick-Fil-A. 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 select retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

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 having 11 years of industry experience. He has worked at AE Wealth Management since 2019 and has prior experience with Madison Avenue Securities and Dragon Financial Services. Outside of his advisory roles, he is involved in insurance sales through Anders & Anders Financial Group, where he acts 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 utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion for over 127,000 clients.