Jon Michael Carrick is a financial advisor at Hanson Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at Hanson Financial Group since 2023. Carrick also has a long-term academic role at Stetson University, where he has been employed since 2011. Outside of advising, he serves as Director of Alta Peaks, Inc., an investment holding company that was previously active in selling market research reports. Hanson Financial Group primarily serves pooled investment vehicles and institutional or business clients through discretionary investment supervisory and portfolio management services. The firm employs a tactical allocation approach across various asset classes and does not use a percentage-of-assets fee model.

Judy Kehoe is a financial advisor at Kehoe Investment Services, Inc with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with her firm since 2007. Kehoe Investment Services, Inc is a state-registered advisory firm that provides financial planning and discretionary investment management to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs an evidence-based, disciplined asset allocation strategy focused on low-cost passive funds, broad diversification, systematic rebalancing, and avoids stock-picking and market-timing.

Giovanni Fernandez is a financial advisor at Fernandez Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors, Inc. and Stetson University, where he currently serves as an associate professor of finance, executive director of graduate programs, and interim associate dean. Fernandez Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, employing a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods to tailor investment strategies aligned with clients’ risk tolerances.

Maurice Linton is a financial advisor at Eagle's Crest Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. for a combined 43 years. Eagle’s Crest Advisors, LLC offers personalized wealth management, financial planning, investment advisory services, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm serves both individual high-net-worth clients and plan sponsors, employing asset-allocation–driven portfolios primarily selected through fundamental analysis.

Keira Espada is a financial advisor with Fleishel Financial Associates, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Fleishel Financial Associates provides comprehensive financial planning and consulting for a variety of clients, including retirement plan participants, trusts, and charitable organizations. The firm focuses on producing written financial plans and coordinating with other professional advisers, delivering advice through retainers, hourly consulting, and negotiated engagements rather than discretionary portfolio management.

Ellen Ludewig is a financial advisor at Fleishel Financial Associates, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and First United Methodist Church. Fleishel Financial Associates provides personalized financial planning and consulting services for a variety of clients, including retirement plan participants, trusts, estates, and business entities. The firm emphasizes asset allocation and manager selection through fundamental and technical analysis, operating with a planning and consulting focus without directly managing client assets.

Thomas Fleishel is a CFP® with 37 years of industry experience. He is the owner and advisor at Fleishel Financial Associates, Inc. and has held roles at Raymond James Financial Services since 1991. Outside of his advisory work, he is also an author conducting book sales via Amazon and owns a pasture management and hay sales business. Fleishel Financial Associates provides broad-based financial planning and consulting to clients including retirement plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes written financial plans, coordination with other professional advisers, and periodic reviews focused on asset allocation and manager selection, operating primarily through retainers, hourly fees, and negotiated engagements rather than discretionary portfolio management.

Marcy Keeling is a financial advisor with First Advisors National, LLC and holds Series 65 and Series 63 licenses. She has two years of industry experience, including roles at GLP Investment Services and ValuTeachers. Prior to her financial services career, she worked in education with several public school districts and Daytona State College. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs tactical and strategic asset allocation strategies and manages accounts mostly on a discretionary basis with oversight of third-party money managers.

Kyle Tetreault is an investment advisor representative at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in life insurance and annuity sales since 2015, including his role as Executive National Sales Director at Valuteachers. He also owns Longevity Financial, which focuses on insurance sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers portfolio-based financing alongside traditional portfolio management.

Sidney Taylor II is a financial advisor at DayMark Wealth Partners, LLC with 20 years of industry experience. He holds Series 65 and Series 63 licenses, and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for 11 years, as well as Newport Group Securities, Inc. and Burgess Chambers & Associates Inc. Outside of his advisory role, Taylor is involved in family-owned orange groves, advises a mobile dating app company on technology and operations, owns a small business consulting firm, and serves on the vestry board of St. Barnabas Church while chairing the investment committee for the Stetson Business School Foundation. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutions by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using various investment strategies and provides access to alternative and private securities alongside traditional holdings.

Christopher Becks is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services Advisors, Inc. for eight years. Becks is also the owner of Strategic Financial Consultants, Inc., a support company based in Orlando, FL. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that includes behavioral economics and quantitative analysis.

Corey Abood is a financial advisor at Simplicity Wealth with one year of industry experience. He holds a Series 65 designation and has worked previously at CentralSquare Technologies for eleven years. In addition to his advisory role, he is a registered insurance agent and owner at Abood Wealth Management, where he sells Medicare plans, annuities, and life insurance. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational services alongside advisory solutions.

Anders Christiansen is a financial advisor at Gradient Advisors, LLC with one year of industry experience and holds a Series 65 designation. His work history includes roles at several firms such as America First Financial and Gines Insurance Agency. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates risk analysis and fundamental, technical, and cyclical portfolio assessments.

Eugene Pender Sr. is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Fusion Investment Advisors, Sammons Securities Company LLC, and Metropolitan Life Insurance Company, alongside operating E.R. Pender & Associates, LLC since 2001. He is a member of the board of directors at Clearwater Yacht Club. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs an open-architecture investment platform and combines customized asset allocation models with fundamental and technical analysis to manage client portfolios on a discretionary basis.

Dustin Rollins is a financial advisor at Coppell Advisory Solutions LLC with 11 years of industry experience. He holds a Series 65 credential and has worked with firms including Fusion Capital Management, Precision Capital Management, and Horter Investment Management. Outside of advisory work, he is involved in college consulting and owns a tax preparation business. Coppell Advisory Solutions LLC serves a diverse client base with discretionary portfolio management and financial planning, utilizing an open-architecture platform and a broad range of investment strategies including equities, ETFs, options, and alternative funds.

James Huster is a financial advisor at DayMark Wealth Partners, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2018 to 2026. Outside of his advisory role, he has been involved in religious and community activities, serving as Assistant Rector at the Episcopal Church in St. Augustine, Florida. DayMark Wealth Partners serves individual, high-net-worth clients, trusts, retirement plans, and institutional accounts, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including fundamental, technical, quantitative, and ESG analysis, and provides access to alternative investments and private securities alongside traditional holdings.

Edward Leonard is a financial advisor with Legacy Wealth Management, LLC in DeLand, FL, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Legacy Wealth Management, he spent six years with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, and seven years with Northwestern Mutual Life Insurance Company. Outside of advising, Leonard owns and operates an online sports memorabilia business called ALLBASEBALLALLTHETIME and also works as an insurance agent selling life, disability, long-term care, and annuities insurance through Smart Financial Planning, LLC. Legacy Wealth Management serves individual clients, charitable organizations, and business entities, providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies, including model portfolios and customized approaches, and incorporates alternative and illiquid investments through affiliated and third-party managers.

Marci Hodge is a financial advisor at Prosperity Capital Advisors with four years of industry experience. She holds a Series 65 credential and has worked previously at Motiv8 Investments LLC and American Senior Benefits. In addition to her advisory role, she provides Medicare, life, and long-term care insurance policies as well as fixed annuities. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and broker/dealer customers. The firm employs model-based, asset-allocation strategies and offers discretionary investment management, sub-advisory services, and retirement plan solutions.

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.

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.