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 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at Madison Avenue Securities and Dragon Financial Services. Outside of advisory work, he has served as president of WBH Financial Inc. and has been involved in insurance sales through Anders & Anders Financial Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm focuses on discretionary model portfolios managed internally or by third-party strategists and supports other RIAs through sub-advisory and model-licensing arrangements.

Steven Digregorio is a financial advisor at Concurrent Investment Advisors, LLC with 38 years of industry experience. He previously worked at Spire Investment Partners for 17 years and Banc of America Investment Services, Inc. for 2 years. His credentials include the Series 63 and Series 65 licenses. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by a network of approximately 286 advisors serving over 13,000 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 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 at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group in 2025, he worked for Fidelity Investments from 1998 to 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm’s approach integrates proprietary planning methodologies with Empower’s recordkeeping and administrative platforms.

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 63 and Series 65 licenses and six years of industry experience. He has been with Fifth Third Securities since 2020 and has been associated with Fifth Third Bank since 2014. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple investment programs via the Passageway Managed Account Platform, including mutual funds, ETFs, 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.

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.

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.