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.

Joseph Sullivan is a CFP® professional with 13 years of experience, currently advising at Schwab Wealth Advisory in Edgewater, Florida. He has been with Schwab since 2015 and previously worked at Uber for one year. Outside of his financial advisory role, Sullivan is active as a DJ, musician, and trivia night host in local venues. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, with discretionary management typically handled by affiliated or third-party money managers.

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.

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.

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 with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Churchill Management Group since 2012 and joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity through an enhanced open architecture that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

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.

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 with OSAIC Advisory Services, LLC, holding a Series 66 designation and bringing 27 years of industry experience. She has worked at firms including Arbor Point Advisors and Securities America Advisors. She is the officer and sole shareholder of Slater Financial Services, Inc., a company currently holding a note receivable after selling its accounting and tax practice. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides various advisory services through multiple program models, utilizing both proprietary and third-party platforms, with custody primarily through Schwab and Fidelity.

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.

Mark Rosier is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 34 years of experience in the industry. His prior roles include positions at LPL Financial, VyStar Credit Union, Regions Bank, Cetera Investment Services, and Source Capital Group. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based arrangements.

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.

Nicholas Mitchell is a financial advisor with Transamerica Financial Advisors in New Smyrna Beach, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2016 and has roles in several other business ventures, including Net Law Group Inc. and Maine Business Retreat LLC. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering a range of advisory and broker-dealer services with both fee-based and commission-based programs.

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.

James Myers is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked with Bankers Life entities since 2019 and spent three years with Volusia County Schools. Outside of advisory work, Myers serves as Vice-President of the Silver Sands Civic Association, a volunteer organization focused on community matters, and works independently as a licensed realtor in Florida. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios across various asset classes and is affiliated with CNO Financial Group and related insurance and mortgage businesses.

Kevin McCarthy is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Safe Harbor Financial Advisers since 2010 and McCarthy Insurance and Financial Services, Inc. since 2002. In addition to advisory work, he provides seasonal tax return preparation services. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.