Patricia Anne Mcnamara

Paul Truesdell is a ChFC® credentialed financial advisor with 28 years of industry experience. He is the sole advisor at Truesdell Wealth, Inc., where he has worked since 2013, and he also serves as president and sole shareholder of Truesdell Consulting, Inc., which engages in insurance and securities litigation as well as broadcast journalism on a limited basis. Truesdell Wealth, Inc. is a registered investment adviser managing discretionary portfolios primarily for individuals aged 55 and older or near retirement. The firm employs a process-driven investment approach combining quantitative and qualitative analysis and offers time-billed investment advice alongside separately managed accounts.

Paul Autodore Jr. is a financial advisor at Zinnia Wealth Advisory, LLC in Ocala, FL, holding a Series 65 designation with 11 years of industry experience. He previously worked at Bankers Life and Bankers Life Securities, INC. before joining Zinnia Wealth Advisory and Zinnia Wealth Management in 2022. Zinnia Wealth Advisory manages approximately $168.8 million for individuals, trusts, estates, charitable organizations, and corporate clients. The firm offers financial planning and discretionary portfolio management, often implementing strategies through sub-advisers and model portfolios that combine actively managed and buy-and-hold approaches.

Charisse Rivers is a financial advisor at Zinnia Wealth Advisory, LLC in Ocala, FL, holding a Series 65 designation with 10 years of industry experience. Her prior roles include positions at Central Florida Retirement Education, Retirement Wealth Advisors, and NFIC Group. Outside of financial advising, she is a managing member and owner of an insurance agency affiliated with Zinnia Wealth Management, LLC. Zinnia Wealth Advisory serves individuals, trusts, estates, charitable organizations, and corporate clients, managing approximately $168.8 million across a three-advisor team. The firm offers financial planning and discretionary portfolio management, employing a combination of actively managed and buy-and-hold strategies delivered mainly through sub-advisers and model portfolios tailored to client objectives.

Benny Creamer is a Financial Consultant at Fidelity Investments, where he has been working since 2019. He partners with high net worth clients to assist them in making educated decisions regarding their financial plans. Benny emphasizes the importance of developing trust-based relationships by understanding clients' personal goals, wishes, needs, and challenges, and maintaining regular communication to adapt plans to changing circumstances. Prior to his current role, Benny held several positions at Fidelity Investments, including Investment Consultant in 2019, Relationship Manager from 2017 to 2019, Investment Solutions Representative from 2016 to 2017, and Financial Representative in 2016. His experience spans various aspects of financial consultation and client relationship management. Outside of his professional responsibilities, Benny has interests in baseball, family activities, football, golf, and military service.

Raymond Oconnell is a financial advisor at Wealth Watch Advisors, INC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Altus Wealth and Tax and Coppell Advisory Solutions. Outside of advisory work, he is CEO and COO of Altus Wealth and Tax, where he educates business owners and high-net-worth professionals on wealth-building and tax strategies. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and financial institutions. The firm offers portfolio management through approved third-party model managers, financial planning, and consulting, utilizing a mix of quantitative, qualitative, and technical methods in its investment approach.

Michael Riley is a CFP® and ChFC® with 32 years of experience in financial advising. He is currently with Simplicity Wealth and The Leaders Group Inc., and previously worked for Mutual Trust Asset Management, Inc. and Calton & Associates, Inc. Riley serves on the board of trustees for Academy at the Lakes and is a board member of the local Salvation Army chapter. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring, and provides integrated technology and operational support for other advisers.