Jeffery Wilson Masters

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.

Todd Lietz is a financial advisor at Zenith Advisory Group, LLC in Ocala, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Zenith, he worked at Northwestern Mutual and spent nine years at L2 Defense, alongside roles with the Florida State Fire College and Marion County Fire Rescue. Zenith Advisory Group provides advisory services to individual and high-net-worth clients, focusing on portfolio management, financial planning, and retirement plan advisory services. The firm applies modern portfolio theory with a long-term trading orientation, tailoring asset selection to client goals, risk tolerance, and time horizon.

Kelly Burkhead is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Parady Wealth Management. She has worked with the firm and its affiliated entities since 2012. In addition to her advisory role, Burkhead is the Vice President of Sales at Parady Financial Group, a licensed insurance agency, where she focuses on retirement income strategies. Parady Wealth Management provides discretionary investment management and sub-adviser selection to individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios tailored to client risk profiles and integrates advisory, insurance, and tax services through its affiliated entities.

Joshua Cruz is a CFP® professional with eight years of industry experience. He has worked at Bucket List Wealth Management, LLC since 2017 and previously held roles at Senior Financial Security, Inc and Deutsche Bank. Cruz holds a Series 65 license and is also a licensed independent insurance agent, though he does not actively use this license. Bucket List Wealth Management serves individual and high-net-worth clients by recommending and onboarding third-party advisers through sub-advisory arrangements. The firm’s investment approach is asset-allocation based and emphasizes regular account reviews, model portfolio management, and coordination with external money managers.

Carol Greenwald is a financial advisor with Potomac Investment Company, holding Series 63 and Series 65 designations and over 42 years of industry experience. She has been with Potomac Investment Company since 1983. Potomac Investment Company provides discretionary investment management primarily to high-net-worth individuals, as well as trusts, estates, charitable organizations, and retirement accounts. The firm employs a conservative, long-term approach focused on capital preservation and growth above inflation, using fundamental and cyclical analysis and diversification to manage risk.