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.

Anthony Doran is a financial advisor at Gray Lion Capital in Ocala, FL, holding a Series 65 designation with three years of industry experience. He has been with Gray Lion Capital since 2018 and also owns a firearm manufacturing business, Black Mountain Tactical. Additionally, he founded Growth Advising Inc., a consulting business, though he is not active in its daily operations. Gray Lion Capital provides discretionary, fee-based portfolio management and investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, utilizing a range of strategies including option writing and sector-focused stock selection.

John Moody is a financial advisor at Ocala Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ocala Capital since 2016. Prior to that, he was with Regulus Advisors, LLC and Regal Investment Advisors. Moody is also a licensed agent selling fixed life, annuity, and health insurance through Moody Financial Group, an activity he has been engaged in since 2010. Ocala Capital serves individual and high-net-worth clients, as well as estates, charities, and business entities, offering personalized financial planning, discretionary portfolio management, and qualified plan consulting. The firm’s investment approach combines fundamental and technical analysis tailored to each client, and it also offers products including non-traded REITs with regular client reviews.

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 is a financial advisor at Zinnia Wealth Advisory, LLC in Ocala, FL, holding a Series 65 designation with 10 years of industry experience. His prior roles include positions at Bankers Life Securities, Inc., ProEquities Inc, and BankersLife. Zinnia Wealth Advisory provides financial planning, discretionary portfolio management, and third-party adviser selection for individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $146.6 million in discretionary assets and serves both high-net-worth and non-HNW clients, utilizing model portfolios and sub-advisers with a range of investment approaches.

David Dicks is a financial advisor at Ocala Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ocala Capital since 2018. In addition to his advisory role, he is involved in several family-related citrus businesses and serves as managing member or trustee in related entities. Ocala Capital serves individual and high-net-worth clients, estates, charities, and business entities by providing personalized financial planning, discretionary portfolio management, and qualified plan consulting. The firm’s investment approach combines fundamental and technical analysis tailored to client-specific policies and includes a range of strategies such as non-traded REITs with regular client reviews.

Charisse Rivers is a financial advisor at Zinnia Wealth Advisory, LLC with 10 years of industry experience. She holds a Series 65 designation and previously worked at Central Florida Retirement Education, Integrated Financial Settlements, Retirement Wealth Advisors, and NFIC Group. Rivers is also a managing member and owner of an insurance agency affiliated with her firm. Zinnia Wealth Advisory provides financial planning, discretionary portfolio management, and third-party adviser selection for individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients using model portfolios and sub-advisers, offering a range of actively managed and buy-and-hold strategies.

John Golden is a financial advisor with Canopy 360 Wealth, LLC, holding a Series 65 designation and beginning his advisory career in 2023. He has prior experience with James Moore & Co. and has worked in various roles related to golf and education. In addition to advisory work, he is also licensed as an insurance agent involved in the sales of various insurance products. Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses, offering portfolio management across multiple asset classes without a stated account minimum. The firm customizes advice based on client objectives and risk tolerance, integrating portfolio management with tax and planning considerations, and is affiliated with an accounting and consulting firm for tax-related services.

William Reed is a financial advisor with Canopy 360 Wealth, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Canopy 360 Wealth, he worked at the University of Florida and Redeemer Christian High School. Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses, offering portfolio management across various asset classes alongside comprehensive financial planning and consulting. The firm customizes advice based on client objectives and risk tolerance, integrates tax and planning considerations, and maintains affiliations with an accounting and consulting firm.

Michael Milne is a financial advisor with Ocala Capital, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Ocala Capital since 2004. In addition to advisory services, Milne is also licensed to sell insurance products, spending a significant portion of his time on this activity. Ocala Capital serves individual and high-net-worth clients, estates, charities, and business entities, offering personalized financial planning, discretionary portfolio management, and qualified plan consulting. The firm’s investment approach combines fundamental and technical analysis with client-specific policy documentation and periodic reviews, and includes the use of non-traded REITs and other strategies.

Hunter Ditty is a financial advisor at Canopy 360 Wealth, LLC in Ocala, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Canopy 360 Wealth, he worked at Seminole Legacy Golf Club and Greiner Men's Clothing. Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses, offering portfolio management across various asset classes and personalized financial planning. The firm integrates portfolio management with tax and planning discussions and typically recommends custodians such as Charles Schwab and Raymond James.

Russell Lindsay is a financial advisor at Canopy 360 Wealth, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Symphonic Financial Advisors LLC and Rim Securities LLC. Lindsay serves on the boards of the Ocala/Marion County Chamber & Economic Partnership and the Ocala Downtown Market, Inc., and is an advisory board member for First Federal Bank. Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses, offering portfolio management across various asset classes and customized advice based on client objectives, time horizon, and risk tolerance. The firm integrates portfolio management with tax and planning discussions and is affiliated with an accounting and consulting firm.

John Cervellera is a financial advisor at Canopy 360 Wealth, LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Southeast Trust, Cuna Brokerage Services, Inc., and CAMPUS USA Credit Union. Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses through discretionary and non-discretionary managed accounts. The firm customizes advice based on client objectives, time horizon, and risk tolerance, employing various investment methods and integrating portfolio management with tax and planning considerations.

Tatyana Kozlovska is a financial advisor at Canopy 360 Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has been with Canopy 360 Wealth since 2022. Prior to her advisory role, she spent ten years as a stay-at-home parent. Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses, offering portfolio management across various asset classes without a stated account minimum. The firm customizes advice based on client objectives and risk tolerance, integrates tax and planning discussions, and is affiliated with an accounting and consulting firm for additional services.

Gerald Camera is a CFP® professional with 37 years of industry experience. He is currently a partner at Liberty Square Wealth Partners LLC and previously worked at Ameriprise Financial Services, LLC for over three decades. Outside of his advisory work, he owns and manages riding and show horses. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through discretionary and non-discretionary wealth management and financial planning. The firm emphasizes long-term portfolio management using ETFs, mutual funds, and individual securities, and manages approximately $476 million in discretionary assets across two advisors.

Lance Powers is a financial advisor with Canopy 360 Wealth, LLC in Ocala, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Raymond James and Associates and other financial firms prior to joining Canopy 360 Wealth in 2018. Outside of advising, he manages a real estate holding company. Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses, offering portfolio management across various asset classes and customized financial planning. The firm integrates investment management with tax and estate planning and typically recommends custodians such as Charles Schwab and Raymond James.