Cynthia Kilts

James Randazzo is a financial advisor with LSP Advisory LLC in Tavares, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at GWN Securities Inc. for 15 years before founding LSP Planning LLC and later LSP Advisory LLC. Randazzo is also involved in life insurance and annuities sales, tax consulting and preparation, and Medicare planning, including educating clients on cash value life insurance through the Bank on Yourself program. LSP Advisory LLC serves individual and high-net-worth clients, focusing on portfolio management by placing assets with third-party sub-advisers. The firm matches clients to model portfolios based on risk tolerance and objectives, regularly reviewing manager performance and maintaining formal relationships with specialized sub-advisers to provide access to niche investment strategies.

Kermit Wheeler is a financial advisor with Wheeler & Mote, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Syndicated Capital since 2002 and Securities Management & Research, Inc. since 1996. Wheeler & Mote is a small, independent registered investment adviser serving primarily individual clients, focusing on IRA rollovers and taxable portfolios. The firm employs a defense-oriented, loss-averse investment approach that emphasizes income, liquidity, and downside mitigation through portfolios composed of ETFs, individual securities, research-driven bonds, active cash management, and partial hedging strategies, including long-term use of inverse ETFs.

David Souders is a CFP®-certified financial advisor with 19 years of industry experience. He is the principal of Apis Wealth, LLC, an independent firm he has led since 2019. Prior to founding Apis Wealth, he worked at Ronald Blue & Co., LLC and Ronald Blue Trust from 2003 to 2019. Apis Wealth provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, typically serving clients with account minimums of $500,000. The firm’s investment approach includes tailored asset allocation across equities, fixed income, and other securities, with continuous monitoring, formal annual reviews, and specialized planning for clients with concentrated equity positions and cryptocurrency exposure.

Tyler Dodson is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and the University of Florida. In addition to his advisory role, he is licensed to sell fixed insurance products. 49 Financial provides advisory services to individuals, trusts, corporations, pension plans, and charitable organizations, offering financial planning, investment management, retirement consulting, and family office services. The firm manages approximately $871 million in assets and employs a disciplined, long-term investment approach based on diversified asset allocation and Modern Portfolio Theory.

Jeremiah Wassmer is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Destiny Family Office, where he has worked since 2025, following prior roles at Destiny Wealth Partners, The LifeWealth Group, and AE Wealth Management, among others. Destiny Family Office provides discretionary investment management, family office administrative support, and wealth management services to high-net-worth families and institutional clients. The firm’s investment approach emphasizes asset allocation and diversification across various asset classes, overseen by an Investment Policy Committee and implemented through model portfolios ranging from aggressive to conservative.

Eliza Kwentus is a financial advisor with Destiny Wealth Partners, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley for four years and Edward Jones for eight years. Destiny Wealth Partners serves individuals, including high-net-worth families, employer-sponsored retirement plans, and family-office clients, providing wealth management, financial planning, and portfolio management through both wrap and non-wrap arrangements. The firm employs a diverse investment approach that combines model asset-allocation portfolios with various investment vehicles and offers discretionary and non-discretionary management along with retirement plan consulting and trust administration services.