Matthew Davis

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.

Jeffrey Hartfield is a financial advisor with Ausdal Financial Partners, Inc. in Wildwood, FL, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and self-employment since 2018. Outside of advisory work, he is CEO of JSB Ventures, a ranch and rodeo business in Charlestown, IN. Ausdal Financial Partners serves individuals, trusts, corporations, pension plans, and charitable organizations with investment advisory programs, retirement plan services, and financial planning. The firm offers a range of investment strategies through both discretionary and non-discretionary accounts, combining in-house and third-party management with brokerage and insurance services.

Gregory Wheeler is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. He previously worked at Texas Yale Capital Corp from 2015 to 2022. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and optional ESG integration.

Marc Thompson is a ChFC® credentialed financial advisor with Gradient Advisors, LLC and has one year of industry experience. He has worked at Gradient Advisors since 2024 and has been associated with ASB Financial since 2010. Outside of his advisory role, Thompson is the owner of Eagle Retirement Strategies, where he provides financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a broad range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor client strategies.

John Ceparano is a CFP®, PFS™, and Series 65-registered advisor with 24 years of industry experience. He has been with Modera Wealth Management, LLC since 2014 and previously worked at Business Blocks, Inc. from 1993 to 2019. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, private placements, and optional ESG integration.

Mark Augustsson is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has over 10 years of industry experience, including roles at ASB Financial and AmeriLife & Health. Outside of his advisory work, he owns Eagle Retirement Strategies, a financial planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.