Orlando Johnson is a financial advisor at Johnson Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial and Edward Jones. Johnson is the founder and Senior Advisor of the Prosperity Seekers Investment Club of Palm Coast, a role he has held since 2004 in a volunteer capacity. Johnson Wealth Management serves individual investors, charitable organizations, and corporations, offering portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach that includes both discretionary and non-discretionary arrangements, with ongoing monitoring and rebalancing based on client objectives and risk tolerance.

Neal Albert is the sole advisor at Albert Capital Management LLC in Palm Coast, FL, holding a Series 65 designation with four years of industry experience. Prior to founding his firm in 2021, he worked at Allied Building Materials and Grabber Construction Products. Albert Capital Management LLC provides non-discretionary financial planning, advisory consulting, and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation with broadly diversified, low-cost mutual funds and ETFs, and offers customized written Investment Policy Statements along with ongoing educational seminars.

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.

Martin Anidjar is the sole advisor at Baffin Advisors LLC, an independent firm based in Palm Coast, FL. He holds Series 63 and Series 65 credentials and has been with Baffin Advisors since its founding in 2009. Baffin Advisors LLC provides discretionary investment advisory services primarily to high-net-worth individuals and corporate clients, including a significant non-U.S. clientele. The firm employs a globally oriented, medium-term macroeconomic investment approach focused on diversified portfolios across multiple asset classes and emphasizes personalized service through frequent account reviews.

Philip Hotz II is an investment advisor at FL Group, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Gradient Advisors, LLC and USFEDS, as well as over four decades as an independent insurance agent. Hotz is also a Notary Public. FL Group, Inc. serves individual and high-net-worth clients by recommending and facilitating access to third-party money managers rather than directly managing client assets. The firm focuses on evaluating registered managers for suitability, assisting clients with onboarding, and monitoring manager performance through periodic reviews.

Wade Rowdon is a financial advisor at Storms & Rowdon Financial Services, Inc. with 26 years of industry experience. He holds a Series 66 designation and previously worked at Stonex Advisors Inc. and Stonex Securities Inc. Rowdon also serves as a chaplain for the Daytona Tortugas minor league baseball team. Storms & Rowdon Financial Services, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension and profit-sharing plans, and charitable organizations. The firm constructs customized portfolios using a combination of fundamental, technical, and charting analysis, typically with a long-term orientation while allowing shorter-term trading for specific objectives.

Keith Wiltfong is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is the sole advisor at Capstone Investment Management LLC and has been involved with affiliated entities including an insurance agency and a home and auto business. Wiltfong operates as a licensed insurance agent, dedicating a significant portion of his time to that role alongside his advisory duties. Capstone Investment Management LLC serves individual and high-net-worth clients by providing fee-based financial planning, qualified plan consulting, and discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios and plans to each client’s objectives and risk tolerance, managing approximately $62 million in assets across 243 client relationships.

David Morgan is a financial advisor with Reap in Wealth Management, LLC, holding a Series 65 license and bringing 17 years of industry experience. He has been affiliated with Reap, LLC since 2001 and has involvement in insurance sales and fixed insurance products outside his advisory role. Reap in Wealth Management serves individual and high-net-worth clients by providing personalized financial planning and access to third-party portfolio management. The firm combines fundamental, technical, and cyclical investment analysis and operates with a team of six advisors managing approximately $33 million across multiple offices.

Keith Storms is a financial advisor with Storms & Rowdon Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining his current firm in 2025, he worked at StoneX Advisors Inc. and StoneX Securities Inc. from 2011 to 2025. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. Storms & Rowdon Financial Services, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension and profit-sharing plans, and charitable organizations. The firm constructs customized portfolios using a blend of fundamental, technical, and charting analysis, managing client assets on a discretionary basis with a generally long-term orientation.

Robert Hallock is a Series 65-licensed advisor at Storms & Rowdon Financial Services, Inc. He joined the firm in 2025 and previously worked with Flagler County Schools and InterVarsity Christian Fellowship/USA. Storms & Rowdon Financial Services, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension and profit-sharing plans, and charitable organizations. The firm constructs customized portfolios using fundamental, technical, and charting analysis, generally pursuing a long-term orientation while allowing shorter-term trading for specific objectives.

Devin Hotz is a Series 65-licensed advisor at FL Group, Inc. in Palm Coast, Florida, with three years of industry experience. Prior to joining the firm, he was a full-time student for eight years. In addition to his advisory role, Hotz maintains an active insurance practice, dedicating part of his time to insurance and annuity product sales. FL Group, Inc. serves individual and high-net-worth clients by recommending third-party money managers rather than directly managing assets. The firm focuses on evaluating and monitoring these managers while assisting clients with onboarding and documentation.

Suzanna Koizumi is a financial advisor at Reap in Wealth Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Reap in Wealth Management since 2018, following a 16-year tenure at Vfa. Outside of her advisory work, she is involved as a partner in a real estate venture and affiliates with a nutritional products business. Reap in Wealth Management serves individual and high-net-worth clients, offering personalized financial planning and access to third-party portfolio management. The firm combines fundamental, technical, and cyclical investment analysis and operates through a team of six advisors managing approximately $33 million across multiple offices.

James Kelley is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Capital Planning, LLC since 2014. He holds Series 63 and Series 65 licenses and is based in Palm Coast, Florida. Capital Planning, LLC is a fee-based wealth management firm with an eight-advisor team managing approximately $677 million across 372 client relationships. The firm serves individuals, high-net-worth clients, trusts, estates, and businesses, using a structured wealth planning and investment process supported by an Investment Policy Committee and advanced reporting tools.

Bruce Boyle is a financial advisor with Compass Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing three years of industry experience. He has worked at Compass Financial Advisory Services since 2022 and previously spent over two decades at Summit Brokerage Services, Inc. and Compass Financial Management Group, Inc. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, with a focus on current and former employees of Publix Super Markets, Inc. The firm offers financial planning and fee-based portfolio management centered on retirement, utilizing a segmented investment approach that balances income and growth through mutual funds, ETFs, and select individual securities.

Tara Sanders is a CFP® professional with 31 years of industry experience, currently serving at Compass Financial Advisory Services, LLC since 2022. Her prior experience includes roles at Brokers International Financial Services, LLC and Questar Asset Management. She is an advisory board member for Tarkenton Financial and serves on the fundraising board for Seabreeze Baseball Boosters, Inc. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, especially current and former employees of Publix Super Markets, Inc., providing financial planning and fee-based portfolio management focused on retirement. The firm manages assets using a segmented income and growth strategy, operates its own open-architecture wrap fee program, and integrates insurance products through licensed representatives.

Thomas Walsh is a CFP® at Palisades Hudson Asset Management, L.P. with over 15 years of experience at the firm. He also serves as Senior Client Service Manager at Palisades Hudson Financial Group LLC, where he provides tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors, focusing on long-term, asset-allocation-based investing primarily through mutual funds and ETFs. The firm manages both discretionary and non-discretionary accounts and operates a team of 16 advisers across six offices.

Guy Middleton is a financial advisor with Wealthcrest Financial Services, LLC, holding a Series 66 designation and 27 years of industry experience. He has been with Wealthcrest since 2014 and also affiliated with Cambridge Investment Research, Inc. since 2010. Outside of advisory work, he acts as an agent selling life, disability, and long-term care insurance products through various independent insurance companies. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, utilizing a combination of fundamental and technical analysis along with multiple investment platforms.

Michael Metz is a financial advisor at BOS Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and Bank of Springfield. Outside of his advisory role, he is a partner in Bucket List Adventures LLC, a non-investment-related business. BOS Asset Management, LLC is a registered investment adviser managing approximately $829 million in assets with a team of seven advisors. The firm provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, employee benefit plans, and public entities, using a combination of individualized equity strategies and a rules-based fixed-income process.

Madeleine Hubbard is a financial advisor at Compass Financial Advisory Services, LLC. She holds a Series 65 designation and has been with Compass since 2024. Her prior experience includes roles in healthcare, manufacturing, and education. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, focusing on current and former employees of Publix Super Markets, Inc. The firm offers ongoing financial planning and fee-based portfolio management with an emphasis on retirement, utilizing an asset allocation strategy that segments assets into income and growth buckets.

Sarah Myrick is a financial advisor at Compass Financial Advisory Services, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at 51 Site Services, Inc. and The Mower Depot Inc. Additionally, she provides signature notarization services in an individual capacity. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, especially current and former employees of Publix Super Markets, Inc., offering financial planning and fee-based portfolio management focused on retirement. The firm manages accounts on both discretionary and non-discretionary bases and operates its own open-architecture wrap fee program, combining asset allocation and fundamental analysis to tailor portfolios.