Brett Evert

Richard Stebbins Jr. is a CFP®-credentialed financial advisor with 16 years of industry experience. He operates as the sole advisor at Richard A. Stebbins CPA CFP, an independent firm based in The Villages, FL. The firm provides discretionary investment management primarily for individuals and trusts, managing approximately $13.1 million for about 20 clients. Its investment approach includes preferred stocks, closed-end funds, index ETFs, selected individual equities, MLPs, and occasional covered-call option writing, tailored to clients’ objectives and risk tolerance. The firm maintains a fee-only model, serves a deliberately small client base, and offers separate tax-planning reviews and limited-scope hourly planning engagements without providing comprehensive financial planning services.

Michael Barber is the principal of Barber & Associates, an independent advisory firm, with over 40 years of experience in the financial industry. He holds the ChFC® and Series 63 credentials. His career includes roles at Kissling Financial Services, Wealth Management Network, and ownership of Concierge Tax Preparation, LLC, which prepares income tax returns. He also spends time with an estate documentation firm and provides training to financial advisors through Wealth Management Network. Barber & Associates offers investment advisory services primarily by recommending and referring clients to third-party managed account programs and assisting with investment objectives and oversight. The firm manages approximately $50 million in discretionary assets and does not impose account minimums. It does not directly trade client portfolios but helps clients select third-party money managers, with custody and execution handled by independent custodians.

William Losey III is a CFP® professional with six years of industry experience and over 21 years running Bill Losey Retirement Solutions, LLC. He operates as an independent advisor based in The Villages, FL. Bill Losey Retirement Solutions, LLC is a single-advisor firm serving individuals and high-net-worth clients with portfolio management and financial planning. The firm focuses on non-discretionary management using SEI Asset Management Program model portfolios, emphasizing client approval for trades and periodic account monitoring.

Mark Dushane is the principal of Dushane Management, Inc., an independent advisory firm, with 15 years of industry experience. He holds Series 63 and Series 65 designations and has managed his own firm since 2013. Dushane is the author of the book "Beyond Folly" and serves as president of the Lake County Chamber Alliance as well as chairman of the Lady Lake Economic Development Advisory Committee. Dushane Management, Inc. provides discretionary portfolio management for individuals, high-net-worth clients, and business entities, using a rules-based investment approach combining S&P 500 trend signals with relative-strength analysis and a mix of trading horizons. The firm serves a range of clients, including business accounts, and distributes a quarterly electronic newsletter at no charge.

Matthew Smith is a financial advisor at Parady Wealth Management with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Allianz Life Financial Services and Questar Capital Corporation. Parady Wealth Management provides discretionary investment management and sub-adviser selection services to individuals, high-net-worth clients, and charitable organizations. The firm uses model portfolios tailored by client risk profiles and operates with discretionary authority to manage and adjust investments.

Kathleen Laseter is a CFP® professional with 12 years of industry experience, currently serving at Parady Wealth Management. She has a longstanding background in accounting and tax services, operating her own CPA firm since 1993. Laseter is also an investment advisory board member for The Redemptorists of the Baltimore Province. Parady Wealth Management provides discretionary investment management and sub-adviser selection primarily to individuals, high-net-worth clients, and charitable organizations. The firm utilizes model portfolios tailored to client risk profiles and maintains a standardized, platform-oriented approach with discretionary authority over client accounts.