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.

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 at Truist Advisory Services with 15 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes positions at Edward Jones, Bank of America, Merrill Lynch, and PNC Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

David Hatfield is a CFP® with 30 years of industry experience, currently serving at Private Advisor Group, LLC since 2015. He previously worked at Citizens Securities, Inc. for nine years. He also provides investment advisory services through Seacoast Wealth Advisors, a business activity started in 2017. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management or manager selection, utilizing proprietary technology platforms and a diverse range of investment strategies.

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.

Barry Whitaker is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SunTrust Advisory Services and SunTrust Investment Services since 2015. Whitaker is based in Ormond Beach, Florida. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research and inter-affiliate integration.

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 licenses and has worked at firms including Churchill Management Group, TD Ameritrade Investment Management, and Charles Schwab. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Willie Mccaulley is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2020, having worked at Fifth Third Bank since 2014. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, providing clients with options ranging from mutual fund and ETF models to separately managed accounts and direct indexing strategies.

Gwendolyn Slater is a Series 66 licensed financial advisor with 27 years of industry experience. She currently serves at Osaic Advisory Services, LLC and has previous experience at Arbor Point Advisors and Securities America Advisors. Slater is the officer and sole shareholder 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 investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to deliver customized portfolio solutions.

Mark Feldman is a financial advisor with Principal Financial Services based in New Smyrna Beach, FL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Feldman has operated Mark Feldman Insurance since 2017 and has been with Principal Securities Inc. since 2016. His business activities include offering fixed insurance products such as life, disability, annuities, health, dental, and supplemental insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 at Cetera Planning Partners with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked extensively with firms including Charles Schwab and Avantax prior to joining Cetera. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, providing investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s approach includes diversified portfolio allocations aligned with client objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, and an estate-planning offering delivered through a third party.

Mark Rosier is a financial advisor at Voya Financial Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Vystar Credit Union, Regions Bank, Cetera Investment Services, and Source Capital Group. Voya Financial Advisors serves a broad client base including individuals, institutional clients, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, emphasizing primarily non-discretionary advisory relationships.

Denis Cronin is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at Raymond James Financial Services, Fleishel Financial Associates, Bank of America, and Merrill. He holds the Series 66 designation and works from Ormond Beach, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

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 an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 credentials and one year of industry experience. He has worked at Fifth Third Securities since 2024 and previously operated his own advisory practice from 2019 to 2023. Outside of his financial advisory career, he creates content for the YouTube channel Success For Breakfast. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers a variety of investment programs via the Passageway Managed Account Platform, combining third-party portfolio management with advisor-directed strategies and tax-efficient techniques.

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.