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.

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.

Richard Hebert is the sole advisor at Hebert Investment Advisors, Inc. in New Smyrna Beach, FL, holding a Series 65 designation with 19 years of industry experience. He has led his independent firm since 2003. Hebert Investment Advisors provides personalized investment management and financial planning to individuals, trusts, estates, and small businesses. The firm emphasizes long-term, diversified portfolio construction using no-load, no-transaction-fee mutual funds, with discretionary asset management and regular portfolio reviews.

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.

Scott Cavanaugh is a financial advisor with Strive Retirement Group in Fairport, NY. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at Paychex, Inc. and Paychex Securities Corp spanning from 2008 to 2025. Strive Retirement Group serves individuals, high-net-worth clients, and pension/profit-sharing plans with portfolio management, pension consulting, and financial planning. The firm employs a primarily non-discretionary approach, using fundamental analysis and modern portfolio theory, and documents client objectives in an Investment Policy Statement.

Robert Darrow is a CFP® with 16 years of industry experience and currently serves as an advisor at Strive Retirement Group. His prior roles include positions at Excel Wealth Management, Front Running Sports, and Paychex. 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 operates primarily on a non-discretionary basis, emphasizing client approval for trades and employing fundamental analysis alongside modern portfolio theory.

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 McGuire is a financial advisor with Ashford Investment Advisors in Daytona Beach, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Bert Reames Investment Advisors since 2005. Ashford Investment Advisors provides discretionary portfolio management and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charities, and other entities. The firm manages approximately $76.4 million for about 73 clients, utilizing a blend of fundamental and technical analysis across a diverse range of securities and strategies, including long- and short-term purchases, short sales, and options.

Kathleen Dulko is a financial advisor at Ashford Investment Advisors with nine years of industry experience. She holds the Series 65 designation and has served as Corporate Controller at Halifax Health, a community hospital in Daytona Beach, since 2010. In this role, she oversees financial reporting and accounting standards for a department of 30 employees. Ashford Investment Advisors provides discretionary portfolio management and pension consulting to individuals and institutional clients. The firm uses both fundamental and technical analysis to tailor portfolios, employing a range of investment strategies including equities, fixed income, and derivative instruments.

Mark Bentley is a financial advisor with Strive Retirement Group in Daytona Beach, FL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at Darrow Bentley LLC and Excel Wealth Management, as well as an extended tenure at 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 serves a limited client base with a primarily non-discretionary investment approach, emphasizing client approval for trades and maintaining direct client control over assets.

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 at Keyes, Stange & Wooten Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Seacoast Bank and spent several years as a student. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries as well as individuals, corporations, trusts, and other entities, offering nondiscretionary investment advice to ERISA-covered plans and portfolio management and financial planning to non-plan clients. The firm integrates accounting, tax, and advisory services through shared ownership with an affiliated CPA firm.

Brian Sirota is a CFP® and ChFC® with 10 years of experience in financial advising. He currently works at Firstrust and has held roles at Commonwealth Financial Network, Cary Stamp & Company, Atlantic Wealth Partners, Liberty Partners Capital Management, Camarda Wealth Advisory Group, and PNC Bank. 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 follows a value-oriented, long-term investment approach guided by an Investment Committee and offers a fee-only, independent model with fiduciary commitments and operational safeguards.

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.