Richard Stebbins is a CFP® professional with 16 years of experience, operating as the sole advisor at Richard A. Stebbins CPA CFP CMFC in The Villages, FL. He holds a CPA background but is not currently an active licensed public accountant. His firm provides discretionary investment management primarily for individual clients and trusts, focusing on income and indexed equity exposure through various instruments such as preferred stocks, closed-end funds, and index ETFs. The firm manages approximately $12.3 million across 20 accounts and offers separate tax-planning and limited-scope hourly planning services, maintaining a small and selective client roster.

Michael Barber is the principal of Barber & Associates in The Villages, FL, holding the ChFC® designation and Series 63 license with 41 years of industry experience. He is also the principal of Wealth Management Network, a training firm for financial advisors, and owns Concierge Tax Preparation, LLC, which prepares income tax returns. Additionally, he is involved with an estate documentation firm, Estate Docs PMO. Barber & Associates provides advisory services to individual clients without account minimums, managing approximately $37.3 million across about 183 clients. The firm focuses on setting investment objectives and referring clients to third-party managed account programs while offering insurance and retirement-planning services through an affiliated insurance business.

Michael Osborne is a financial advisor at New Millennium Asset Management, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with New Millennium Asset Management since 2007. New Millennium Asset Management primarily serves individual and high-net-worth clients, managing discretionary portfolios with a combination of fundamental and technical analysis. The firm offers a range of financial planning and business consulting services, and is notable for its use of leverage and derivatives within client accounts.

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.

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.

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.

William Losey is a CFP® professional with five years of industry experience. He is the sole advisor at Bill Losey Retirement Solutions, LLC, an independent firm he has led since 2005. Bill Losey Retirement Solutions serves individual and high-net-worth clients with portfolio management, financial planning, and educational seminars. The firm provides non-discretionary advisory services through the SEI Asset Management Program, focusing on mutual funds and ETFs, and reported approximately $39.6 million in assets under management as of the end of 2025.

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.

Mark Dushane is the sole advisor at Dushane Management, Inc., an independent firm based in Oxford, FL. He holds Series 63 and Series 65 credentials and has 15 years of industry experience. He is the author of the book "Beyond Folly" and serves as president of the Lake County Chamber Alliance as well as chairman of the Lady Lake Economic Development Advisory Committee. Dushane Management provides discretionary portfolio management to individuals, high-net-worth individuals, and business clients, advising across equities, fixed-income, ETFs, and non-U.S. securities. The firm uses a proprietary investment process incorporating relative strength, charting, fundamental, technical, and cyclical analysis, and offers a quarterly electronic newsletter with specific buy and sell recommendations.

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.

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.

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.

Roxanne Theodoropoulos is a CFP® and Series 66 credentialed financial advisor with 14 years of industry experience. She currently works at CapstoneWealth and has previously been affiliated with Gradient Advisors, LLC and USAA Financial Planning Services. In addition to her advisory role, she is an insurance agent specializing in Medicare, life insurance, and annuity sales through American Senior Benefits. CapstoneWealth provides investment management primarily through third-party strategist model portfolios on a non-discretionary basis, serving individual and high-net-worth clients. The firm focuses on matching client objectives with institutional strategist models and offers ongoing portfolio oversight.

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.

Bart Patterson is a financial advisor with Zenith Advisory Group, LLC, holding a Series 65 designation and 13 years of industry experience. His prior experience includes roles at Golden Reserve, LLC, Parady Financial Group, and Beacon Hill Investment Advisory, LLC. He is also a licensed agent. Zenith Advisory Group provides advisory services primarily to individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on modern portfolio theory and customizes asset selection according to client goals and risk tolerances.

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.

Jacob Wells is a financial advisor at Zenith Advisory Group, LLC with a Series 65 credential and one year of industry experience. Prior to entering the financial industry, he worked in professional football with the NFL and XFL for three years. Zenith Advisory Group provides advisory services to individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on modern portfolio theory and tailors asset selection to client goals, risk tolerance, and time horizon.

Daniel Quirk is a financial advisor at Bucket List Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Senior Financial Security, Inc and AE Wealth Management, LLC before joining his current firm in 2017. Outside of advisory work, he is a co-owner of Fun Functions, LLC, an event planning and entertainment business. Bucket List Wealth Management serves individual and high-net-worth clients by providing portfolio management primarily through third-party sub-advisory arrangements. The firm uses an asset-allocation approach supported by third-party research and model portfolios, with accounts reviewed regularly and a servicing model that emphasizes coordination with external money managers.