Michael Koenig, CFP®, J.M., founded FirsTrust in 1995 and leads its trust and estate practice. He is a fee-only fiduciary who works with high-net-worth families and business owners in Daytona Beach, Orlando and Tampa on estate tax reduction, irrevocable trust design and asset protection. With more than 40 years of experience and a Juris Master from Florida State University College of Law, he coordinates each family’s plan with FirsTrust’s investment, tax and planning specialists.

Soo Lee is a financial advisor at Wealth Planning Advisors LLC with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at PNC Investments LLC prior to joining her current firm. In addition to her advisory role, Soo Lee is an independent licensed life and health insurance agent, assisting individuals nearing retirement with annuities, life insurance, and Medicare plans. Wealth Planning Advisors LLC provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs a long-term trading approach using a mix of fundamental, quantitative, and technical analysis, managing portfolios in-house across various asset classes including mutual funds, ETFs, and real estate funds.

Paul Wojcik is a CFA® charterholder with over three years of industry experience. He currently serves as the sole advisor at Beofor Capital LLC, where he has worked since 2019. His prior experience includes a long tenure at T. Rowe Price Associates, Inc. from 1996 to 2019, and a role at Impact Investment Exchange PTE, LTD in 2023. Beofor Capital provides discretionary and non-discretionary investment management and standalone financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach with diversified portfolios across public and private markets, incorporating derivatives and leverage when appropriate, and offers tailored advice including retirement rollovers and private investment opportunities.

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 63 and Series 65 licenses. His prior roles include various positions at Paychex, Inc. and Paychex Securities Corp over a 17-year period. Strive Retirement Group provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm emphasizes non-discretionary management, employing fundamental analysis and modern portfolio theory while maintaining close client involvement in trading decisions.

Robert Darrow is a CFP® with 16 years of industry experience, currently serving as an advisor at Strive Retirement Group since 2025. His prior roles include positions at Excel Wealth Management, Front Running Sports, Paychex, and Merrill. He is also a board member for a Home Owners Association. Strive Retirement Group provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm maintains a small client base and operates primarily on a non-discretionary basis, emphasizing client approval for all trades.

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.

Kathleen Dulko is a financial advisor at Ashford Investment Advisors with 10 years of industry experience. She holds a Series 65 designation and has worked at Walsh Consulting Group, Inc. dba Ashford Investment Advisors since 2016 and Maridea Wealth Management LLC since 2026. Prior to her advisory career, she served as Corporate Controller at Halifax Health, a community hospital in Daytona Beach, FL. Ashford Investment Advisors provides discretionary portfolio management and pension consulting to individuals, retirement plans, trusts, and other organizations. The firm combines fundamental and technical analysis to manage diversified portfolios and offers participant education under ERISA guidelines, employing strategies that include short sales, options, and derivative-linked instruments.

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, Excel Wealth Management, and Paychex, Inc. Strive Retirement Group offers portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a primarily non-discretionary approach, using fundamental analysis and modern portfolio theory, and serves a limited client base with approximately $6.08 million in assets under management.

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.

Tara Bobelak is a CFP® with 16 years of industry experience, currently serving at Keyes, Stange & Wooten Wealth Management, LLC. She has been affiliated with the firm and its related entities since 2004 and has also worked with Ihre, LLC and Purshe Kaplan Sterling Investments. Outside of advisory roles, she is involved with Mad Hatters Management, LLC, a management support company for financial and accounting firms. Keyes, Stange & Wooten Wealth Management provides nondiscretionary investment advice to ERISA-covered retirement plans and offers portfolio management and financial planning services to individuals, corporations, trusts, and other entities. The firm integrates its advisory services with its affiliated CPA firm to offer combined accounting, tax, and financial planning capabilities.

Elayne Pisarik is a CFP® and ChFC® with 24 years of industry experience. She has been affiliated with Ifg Network Securities, Inc. and Firstrust LLC since 2001. Based in Daytona Beach, FL, she is part of the five-advisor team at Firstrust. 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 formal fiduciary and operational safeguards.

Olivia Buttrey is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Klayer & Associates, Inc. and Martin, Klayer & Associates, Inc. Olivia is based in Daytona Beach, FL. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries as well as individuals, corporations, trusts, and other entities, providing nondiscretionary investment advice to ERISA-covered plans and portfolio management and financial planning to non-plan clients. The firm combines advisory services with an affiliated CPA firm, offering integrated accounting, tax, and financial planning capabilities.