Orlando Johnson is the principal advisor of Johnson Wealth Management, LLC in Palm Coast, FL, holding a Series 66 designation and bringing 14 years of industry experience. He founded and serves as Senior Advisor to the Prosperity Seekers Investment Club, a local investment partnership established in 2002. Johnson Wealth Management serves individual investors, charitable organizations, and corporations with portfolio management, financial planning, and consulting services using tailored strategies that incorporate client objectives and risk tolerance. The firm offers both discretionary and non-discretionary portfolio management with ongoing monitoring and rebalancing.

Neal Albert is the sole advisor at Albert Capital Management LLC in Palm Coast, FL, holding a Series 65 designation with four years of industry experience. Prior to founding his firm in 2021, he worked at Allied Building Materials and Grabber Construction Products. Albert Capital Management LLC provides non-discretionary financial planning, advisory consulting, and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation with broadly diversified, low-cost mutual funds and ETFs, and offers customized written Investment Policy Statements along with ongoing educational seminars.

Martin Anidjar is the founder and sole advisor at Baffin Advisors LLC, an independent firm based in Palm Coast, FL. He holds Series 65 and Series 63 licenses and has been working with Baffin Advisors since 2009. Baffin Advisors provides discretionary portfolio management exclusively to high-net-worth non-U.S. individuals. The firm uses a medium-term global macro investment framework with experience in emerging markets, offering personalized portfolio allocations across multiple asset classes to suit client objectives and risk profiles.

Philip Hotz II is an investment advisor at FL Group, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Gradient Advisors, LLC and USFEDS, as well as over four decades as an independent insurance agent. Hotz is also a Notary Public. FL Group, Inc. serves individual and high-net-worth clients by recommending and facilitating access to third-party money managers rather than directly managing client assets. The firm focuses on evaluating registered managers for suitability, assisting clients with onboarding, and monitoring manager performance through periodic reviews.

Wade Rowdon is a financial advisor with Storms & Rowdon Financial Services, Inc. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining Storms & Rowdon in 2025, he worked at Stonex Advisors Inc. and Stonex Securities Inc. for a combined 10 years. Outside of his advisory role, he serves as a chaplain for the Daytona Tortugas minor league baseball team through the Baseball Chapel organization. Storms & Rowdon Financial Services offers discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension, and charitable accounts. The firm employs a primarily long-term investment approach, incorporating a mix of fundamental, technical, and charting analyses, and uses a wider range of instruments and third-party managers than many similarly sized firms.

Keith Wiltfong is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is the sole advisor at Capstone Investment Management LLC and has been involved with affiliated entities including an insurance agency and a home and auto business. Wiltfong operates as a licensed insurance agent, dedicating a significant portion of his time to that role alongside his advisory duties. Capstone Investment Management LLC serves individual and high-net-worth clients by providing fee-based financial planning, qualified plan consulting, and discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios and plans to each client’s objectives and risk tolerance, managing approximately $62 million in assets across 243 client relationships.

Connie Wiltfong is a ChFC® with four years of industry experience, currently serving as the sole advisor at Capstone Investment Management LLC. She has been involved with Capstone Planning since 2010 and also operates an affiliated insurance business. Capstone Investment Management LLC provides fee-based financial planning, qualified plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients. The firm uses a tailored approach to portfolio construction and typically completes financial plans within 30 days, maintaining quarterly reviews of managed accounts.

Keith Storms is a financial advisor with Storms & Rowdon Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. Prior to joining Storms & Rowdon Financial Services in 2025, he worked at StoneX Advisors Inc. and StoneX Securities Inc. from 2011 to 2025. He is also a licensed insurance agent, spending part of his time implementing insurance recommendations. Storms & Rowdon Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension, and charitable accounts. The firm uses a combination of fundamental, technical, and charting analysis to manage portfolios and incorporates alternatives, options, structured products, and third-party managers in its investment approach.

Carter Hatch is a financial advisor with REAP In Wealth Management, LLC, holding Series 63 and Series 66 designations and over 15 years of industry experience. His prior roles include positions at Clark Capital Management Group, Hanlon Investment Management, Northern Lights Distributors, Foreside Financial Services, and Private Client Services. REAP In Wealth Management provides fee-based wealth management and financial planning services to individual and high-net-worth clients, utilizing personalized consultations and a range of investment strategies including fundamental, technical, and cyclical analysis. The firm implements portfolios directly and through sub-advisors, offering retirement, estate, cash flow, and tax planning as part of its services.

Robert Hallock is a Series 65-licensed advisor at Storms & Rowdon Financial Services, Inc. with one year of industry experience. Prior to joining the firm, he worked for Flagler County Schools and was involved with InterVarsity Christian Fellowship/USA and Crossroads Church. Storms & Rowdon Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension, and charitable accounts. The firm employs a mix of fundamental, technical, and charting analysis to manage portfolios that include individual stocks, ETFs, bonds, and, when appropriate, alternative investments and third-party managers.

Devin Hotz is a Series 65-licensed advisor at FL Group, Inc. in Palm Coast, Florida, with three years of industry experience. Prior to joining the firm, he was a full-time student for eight years. In addition to his advisory role, Hotz maintains an active insurance practice, dedicating part of his time to insurance and annuity product sales. FL Group, Inc. serves individual and high-net-worth clients by recommending third-party money managers rather than directly managing assets. The firm focuses on evaluating and monitoring these managers while assisting clients with onboarding and documentation.

Suzanna Koizumi is a financial advisor with REAP in Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She worked at Vfa from 2002 to 2018 before joining REAP in Wealth Management in 2018. Outside of her advisory role, she is involved with PYur Life, a nutritional products affiliate, and is a partner in a real estate business in Jacksonville, FL. REAP in Wealth Management provides fee-based wealth management and financial planning services to individual and high-net-worth clients. The firm offers personalized investment programs and access to third-party portfolio managers, supporting clients with retirement, estate, cash flow, and tax planning through multiple offices and custodial relationships.

James Kelley is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Capital Planning, LLC since 2014. He holds Series 63 and Series 65 licenses and is based in Palm Coast, Florida. Capital Planning, LLC is a fee-based wealth management firm with an eight-advisor team managing approximately $677 million across 372 client relationships. The firm serves individuals, high-net-worth clients, trusts, estates, and businesses, using a structured wealth planning and investment process supported by an Investment Policy Committee and advanced reporting tools.

Bruce Boyle is a financial advisor with Compass Financial Advisory Services, LLC in Ormond Beach, FL. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Compass Financial Advisory Services, he worked at Summit Brokerage Services, Inc. for 23 years and has been associated with Compass Financial Management Group, Inc. for 30 years. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning and drawing many clients from employees and retirees of Publix Super Markets, Inc. The firm emphasizes retirement income planning by segmenting client assets into income and growth components and manages approximately $527 million in client assets through an open-architecture wrap fee program.

Tara Sanders is a CFP® professional at Compass Financial Advisory Services, LLC with 31 years of industry experience. Her previous roles include positions at Brokers International Financial Services, LLC and Questar Asset Management. Outside of her advisory work, she serves as a board member involved in fundraising for Seabreeze Baseball Boosters, Inc. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning and often working with employees and retirees of Publix Super Markets, Inc. The firm manages client assets through a retirement income-focused approach, utilizing discretionary and non-discretionary management, sub-advisors for specialized strategies, and maintains a notable wrap fee program that integrates advisory and transaction costs.

Thomas Walsh is a CFP® at Palisades Hudson Asset Management, L.P. with over 15 years of experience at the firm. He also serves as Senior Client Service Manager at Palisades Hudson Financial Group LLC, where he provides tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors, focusing on long-term, asset-allocation-based investing primarily through mutual funds and ETFs. The firm manages both discretionary and non-discretionary accounts and operates a team of 16 advisers across six offices.

Guy Middleton is a financial advisor with Wealthcrest Financial Services, LLC, holding a Series 66 designation and 27 years of industry experience. He has been with Wealthcrest since 2014 and also affiliated with Cambridge Investment Research, Inc. since 2010. Outside of advisory work, he acts as an agent selling life, disability, and long-term care insurance products through various independent insurance companies. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, utilizing a combination of fundamental and technical analysis along with multiple investment platforms.

Michael Metz is a financial advisor with BOS Asset Management, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at BOS since 2020 and previously spent 13 years with LPL Financial and 19 years at Bank of Springfield. Outside of his advisory roles, he is a partner in Bucket List Adventures LLC, a business entity for tax and investment purposes. BOS Asset Management, LLC serves individuals, high-net-worth clients, and various institutional clients, including pension plans and municipal entities, offering customized financial planning, portfolio management, and retirement-plan consulting. The firm employs a combination of IPS-driven portfolio management and model-driven strategies, utilizing third-party research and subadvisors to tailor investment approaches according to clients’ risk tolerance and goals.

Madeleine Hubbard is a financial advisor with Compass Financial Advisory Services, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Compass Financial Advisory Services in 2024, she held various roles across multiple industries, including healthcare and education. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning with a significant portion of its client base from employees and retirees of Publix Super Markets, Inc. The firm emphasizes retirement income planning through a segmented asset approach and manages approximately $527 million in client assets, offering both discretionary and non-discretionary account management.

Sarah Myrick is a financial advisor at Compass Financial Advisory Services, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at Compass Financial Management Group, Inc. and 51 Site Services, Inc. Outside of her advisory role, she is a notary providing signature notarization services online. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on retirement planning with a substantial client base drawn from employees and retirees of Publix Super Markets, Inc. The firm emphasizes retirement income planning and manages approximately $527 million in assets, offering a distinctive open-architecture wrap fee program alongside discretionary and non-discretionary portfolio management.