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.

Anthony Frezza is a financial advisor at Advanced Tax & Investments, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at The Alliance Group and Ernst & Young. Outside of his advisory role, he owns A8 Enterprises LLC, where he advises on technical accounting and business operations. Advanced Tax & Investments, Inc. provides personalized financial planning and discretionary investment management for individuals, high-net-worth clients, and business entities, integrating tax preparation, compliance, and payroll services. The firm combines advisory services with accounting and tax expertise, using a data-driven investment approach monitored through client-specific Investment Policy Statements.

Mary Mcguire is a financial advisor with Bert Reames Investment Advisors, Inc. in Port Orange, FL. She holds a Series 65 designation and has nine years of industry experience. Bert Reames Investment Advisors, Inc. specializes in employer-sponsored defined contribution plans, working exclusively with plan sponsors and their employees to design and support retirement programs. The firm uses a Modern Portfolio Theory framework to construct plan lineups and focuses on participant education and ongoing plan support rather than individualized investment management.

Scott Cavanaugh is a financial advisor at Strive Retirement Group with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Paychex, Inc. and Paychex Securities Corp. Strive Retirement Group provides portfolio management, pension and 401(k) consulting, and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm manages approximately $26.7 million for about 23 accounts, using a process that combines fundamental analysis and modern portfolio theory with both long- and short-term trading, and it maintains a non-discretionary approach requiring client approval on all trades.

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.

Robert Darrow is a CFP®-certified financial advisor with 16 years of industry experience, currently with Strive Retirement Group in Daytona Beach, FL. His prior roles include positions at Excel Wealth Management, Front Running Sports, Paychex, and Merrill. He serves as a board member for a Home Owners Association. Strive Retirement Group offers portfolio management, pension and 401(k) consulting, and financial planning for individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a blend of fundamental analysis and modern portfolio theory, managing most assets on a non-discretionary basis and conducting quarterly account reviews.

Jonathan Xynidis is a financial advisor with Xcel Wealth Management, LLC in Holly Hill, FL, holding a Series 63 license and 25 years of industry experience. He has been with Xcel Wealth Management since 2011 and previously worked at Purshe Kaplan Sterling from 2011 to 2019. Outside of his advisory role, he manages a commercial property through Holly Hill Market LLC. Xcel Wealth Management primarily serves individual clients, including high-net-worth individuals, offering discretionary portfolio management and comprehensive wealth-management services. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios tailored to client goals, risk tolerance, and time horizons.

Chay Stewart is a financial advisor at Xcel Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC for five years. In addition to his advisory role, Stewart owns Stewart Planning Group, Inc, where he is involved in insurance sales and services. Xcel Wealth Management serves individual clients, including high-net-worth individuals, providing discretionary portfolio management and comprehensive wealth-management services. The firm’s investment approach integrates multiple analytical methods to build diversified portfolios tailored to clients’ goals, risk tolerance, and income needs.

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.

Mark Bentley is a financial advisor with Strive Retirement Group in Daytona Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Darrow Bentley LLC and Excel Wealth Management, as well as eight years at Paychex, Inc. Strive Retirement Group provides portfolio management, pension and 401(k) consulting, and financial planning to individuals, high-net-worth clients, and retirement plans. The firm combines fundamental analysis with modern portfolio theory, managing most assets on a non-discretionary basis and conducting ongoing monitoring with quarterly reviews.

Randall Beardsley II is a financial advisor at Xcel Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and SunTrust Advisory Services. In addition to his advisory role, he is an independent insurance agent. Xcel Wealth Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive wealth-management services. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios tailored to client goals and risk tolerance.

William Kearney is a financial advisor at FirsTrust with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Waterhouse Securities, Inc. since 1995. FirsTrust serves individuals, families, businesses, and related entities by providing comprehensive financial planning, trust and estate services, and investment management with an optional tax focus. The firm employs a value-oriented, long-term investment approach guided by an Investment Committee and emphasizes a fee-only, independent model with fiduciary commitments and rigorous operational safeguards.

Carlos Betancourt is a financial advisor with Keyes, Stange & Wooten Wealth Management, LLC in Daytona, FL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Keyes, Stange & Wooten Wealth Management, he worked at Seacoast Bank and was a student for several years. Keyes, Stange & Wooten Wealth Management serves trustees and fiduciaries of ERISA-covered retirement plans, as well as individual clients, trusts, estates, and business entities. The firm provides nondiscretionary advisory services for plan clients and portfolio management and financial planning for individuals, combining tax, accounting, and advisory capabilities through its shared ownership with an affiliated CPA practice.

Brian Sirota is a financial advisor at Firstrust with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Cary Stamp & Company and Commonwealth Financial Network. Based in Daytona Beach, FL, he is part of a team of five advisors at Firstrust. Firstrust provides comprehensive wealth management and private family office services to individuals, families, businesses, and related entities. The firm employs a research-driven investment approach with strategic asset allocation and offers a fee-only, all-inclusive service model through dedicated advisors or coordinated teams.

Marcus Wooten is a CFP® and ChFC® with 27 years of industry experience, currently serving at Keyes, Stange & Wooten Wealth Management, LLC since 2003. He is also a partner in an affiliated CPA firm where he works with clients on tax return reviews. Outside of financial advising, he assists with a family hardware store and is involved in management support for financial and accounting businesses. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries as well as individuals, corporations, and trusts, providing both nondiscretionary and discretionary investment advice along with financial planning. The firm collaborates closely with an affiliated CPA firm, offering integrated accounting, tax, and advisory services.

Christopher Cannon is a CFA® charterholder with 24 years of industry experience. He has been with Firstrust, LLC since 2001, where he is part of a five-advisor team based in Daytona Beach, FL. Firstrust advises individuals, families, businesses, and related entities, providing comprehensive financial planning, trust and estate services, and investment management with an optional tax focus. The firm employs a fee-only, independent model and emphasizes strategic asset allocation guided by an Investment Committee, integrating tax-aware and situational planning into client solutions.