David Holland

Seth Heine is a CFP® professional with 11 years of industry experience, currently operating as the sole advisor at Seth Heine LLC in Ormond Beach, Florida. His prior roles include positions at Equitable Advisors, Lowe's Home Improvement, and several other firms. Seth Heine LLC provides financial planning and integrated investment advisory services to individuals and legal entities, including corporations, trusts, and estates. The firm manages accounts primarily on a non-discretionary basis using a research-driven investment process that incorporates fundamental, quantitative, and technical analysis, as well as tools like Monte Carlo simulations, ESG considerations, and artificial intelligence.

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.

Richard Pankratz is a CFP® with 22 years of industry experience and has been the sole advisor at Broadstreet Financial Advisers LLC since 2005. He holds a Series 63 license and is based in Ormond Beach, Florida. Outside of his advisory role, he serves as the managing member of a family real estate holding company. Broadstreet Financial Advisers provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients. The firm manages approximately $97.5 million using a combination of fundamental, quantitative, technical, and cyclical analysis across equities, ETFs, fixed income, and mutual funds.

Shivam Kashan is a financial advisor at Knight Vision Capital LLC with a Series 65 credential and one year of industry experience. Prior to founding Knight Vision Capital, he held positions at Mondo LLC and AdventHealth. Outside of his advisory role, he is employed full time at an unaffiliated family office and operates a personal Substack newsletter on investing. Knight Vision Capital LLC is a state-registered investment adviser that provides discretionary portfolio management and continuous investment advice tailored to individuals and high-net-worth clients. The firm’s investment approach combines fundamental, quantitative, cyclical, technical, and charting analysis, focusing on owning high-quality businesses at attractive valuations for the long term.

Michael Walsh is a financial advisor with Ashford Investment Advisors in Daytona Beach, FL, holding a Series 63 designation and 26 years of industry experience. He has been with both Walsh Consulting Group and Ashford Investment Advisors since 1996. Ashford Investment Advisors provides discretionary portfolio management and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charities, and other entities. The firm manages approximately $76.4 million for about 73 clients, tailoring portfolios using fundamental and technical analysis across a range of securities and employing strategies including long- and short-term purchases, short sales, covered options, and derivative instruments.