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 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.

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.

Khalid Boyd is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fifth Third Bank NA, Insight Credit Union, and Wells Fargo. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Joseph Sullivan is a CFP®-certified financial advisor with Schwab Wealth Advisory, bringing 14 years of industry experience. He has worked at Merrill and Charles Schwab prior to his current role. Outside of finance, he is active as a DJ, musician, and trivia night host at local venues in Edgewater, Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach relies on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Sharon Combs is a financial advisor with Eagle Strategies (NY Life) in Deland, FL, holding the ChFC® and Series 63 designations and having 10 years of industry experience. She has been affiliated with Eagle Strategies since 2025 and owns Paradigm Financial & Insurance Services, LLC, which brokers non-registered insurance products. Additionally, she serves as an officer at All Florida Recovery of Central Florida, Inc., an asset recovery business. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Geiger is a CFP® professional at Fifth Third Securities, Inc. with 17 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2020, and previously held roles at SunTrust Advisory Services and SunTrust Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with its affiliation to Fifth Third Bank.

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.

Donnique Dove is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including Bank of America, Merrill, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated model ties services to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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.

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.

Michael Halsema Sr. is a CFP® with 31 years of industry experience, currently serving at AE Wealth Management, LLC. His prior experience includes over two decades at Raymond James Financial Services and roles at MCNT Wealth Management and Aline Accounting Partners. He is also the owner of Bolerjack Halsema Bowling and White PA, where he provides tax preparation and sells insurance and annuities, and serves as chairman of the finance committee at the Church of Epiphany. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

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.