Jerold Johnson

Michael Tringali is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is the principal of Fee-Only Financial Advisors, LLC, an independent, fee-only firm he has led since 2016. His prior experience includes roles at Modera Wealth Management, LLC and managing his own practice, Michael J. Tringali, P.A., since 1991. Outside of advisory work, he serves as finance director and executive committee member of the Citrus County YMCA branch and is involved with local charitable foundations and educational scholarship trusts. Fee-Only Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and select corporations with portfolio management, ongoing wealth management, and financial planning. The firm follows a fiduciary standard and employs a diversified, academically grounded investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering tailored investment policy statements and tax-efficient strategies.

Ryan Egbert is a CFP® and ChFC® with 11 years of industry experience. He is the sole advisor at Elevation Haven Financial, where he has worked since 2021. Prior to that, he spent 20 years at Scott Marsh Financial. Outside of his advisory role, he teaches finance courses. Elevation Haven Financial is an independent registered investment adviser serving individual investors, high-net-worth clients, companies, and trusts. The firm provides portfolio management, tax services including individual tax return preparation, real estate advice, and financial planning, employing a disciplined investment process focused on asset allocation and downside risk analysis.

Riley Kiefer is the principal of Kiefer Financial Advising LLC in Ocala, FL, holding a Series 65 designation with approximately one year of experience in financial advising. Prior to founding his firm, he worked at Great American Insurance Group for six years. He is also active as a licensed health and life insurance agent through a separate agency. Kiefer Financial Advising provides non-discretionary investment advice and financial planning to individual investors, trusts, and small businesses. The firm employs a goal-based, long-term approach focused on diversification, cost efficiency, and education, offering services through fixed fees rather than asset-based charges.

Jonathan Davis is a CFP®, CFA®, and ChFC® credentialed financial advisor with 12 years of industry experience. He has worked at Vanguard and The Vanguard Group for 11 years before founding One Day Wealth Management in Ocala, FL. One Day Wealth Management is an independent firm that provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on mutual funds and ETFs. The firm integrates tax preparation services with investment advice and structures portfolios based on Modern Portfolio Theory, operating as a fiduciary for retirement accounts.

Mark Camp is a financial advisor at LifeCare Funding Solutions, LLC in Ocala, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LifeCare Funding Solutions since 2010. In addition to his advisory role, he is a partner at MMC Financial Services, LLC, where he is involved in the sale of life, health, disability, fixed annuities, and workplace indemnity insurance products. LifeCare Funding Solutions serves individual and corporate clients, including high-net-worth individuals, offering written financial planning, portfolio management, and third-party adviser selection and oversight. The firm employs an investment approach based on individualized asset allocation and Modern Portfolio Theory, focusing on value, safety, quality, and risk control.

Roger Thompson is the founder and principal of Private Client Services Group, LLC, an independent advisory firm based in Ocala, Florida. He holds Series 63 and Series 66 licenses and has 32 years of industry experience, including prior roles at United Planners Financial Services and International Assets Advisory LLC. Private Client Services Group provides investment advisory and financial planning services to individuals, families, trusts, and business owners. The firm offers customized portfolio management and targeted planning using a combination of fundamental and technical analysis, managing assets on a discretionary basis with ongoing client reviews.