James Randazzo is a financial advisor with LSP Advisory LLC in Tavares, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at GWN Securities Inc. for 15 years before founding LSP Planning LLC and later LSP Advisory LLC. Randazzo is also involved in life insurance and annuities sales, tax consulting and preparation, and Medicare planning, including educating clients on cash value life insurance through the Bank on Yourself program. LSP Advisory LLC serves individual and high-net-worth clients, focusing on portfolio management by placing assets with third-party sub-advisers. The firm matches clients to model portfolios based on risk tolerance and objectives, regularly reviewing manager performance and maintaining formal relationships with specialized sub-advisers to provide access to niche investment strategies.

As a second-generation American, I feel a strong drive to repay my parents for the sacrifices they made to give my brother and I the opportunities they never had. Seeing how hard my parents worked to provide for our family, I became fascinated with all things personal finance at an early age. I named my firm “Paradox” because, despite the fact that financial health is one of the most important things in life, financial education is almost entirely neglected! My passion and curiosity led me to pursue and receive a Bachelor’s in Finance from the University of Florida. From there, I embarked on a nearly decade-long journey as a traditional financial advisor. Along with an amazing team of individuals at Merrill, I worked hard to act in my client’s best interest every step of the way, yet I knew I couldn’t offer my most advanced solutions. The traditional fee-only assets-under-management model of financial advising just didn’t allow for the in-depth, no-stone-left-unturned approach I was looking for. All of that changed when I discovered the model of the advice-only financial advisor, which puts financial planning front and center for a flat fee. My goal is to educate and empower you to achieve your goals, not to manage as many of your assets as possible. This way, you can rest assured that I am incentivized to do what I believe will work best for you, not what will earn me the most fees. We’ll go over everything that contributes to your unique financial picture (that includes things like early retirement strategies, real estate, and familial obligations, to name a few). Along the way, I’ll teach you as much as you want to learn so that you can make informed decisions for yourself moving forward. Financial planning has been my life’s passion, and I’m so grateful to serve my clients. As a fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to creating holistic, sophisticated plans for my clients so they can become financially independent.

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.

Kermit Wheeler is a financial advisor with Wheeler & Mote, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Syndicated Capital since 2002 and Securities Management & Research, Inc. since 1996. Wheeler & Mote is a small, independent registered investment adviser serving primarily individual clients, focusing on IRA rollovers and taxable portfolios. The firm employs a defense-oriented, loss-averse investment approach that emphasizes income, liquidity, and downside mitigation through portfolios composed of ETFs, individual securities, research-driven bonds, active cash management, and partial hedging strategies, including long-term use of inverse ETFs.

Raymond Bock is a financial advisor at Rockdale Financial Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC and Honor Ridge Academy, among other organizations. Outside of his advisory role, he is involved in a talent agency focused on acting. Rockdale Financial Services serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing non-discretionary investment advisory services and standalone financial planning. The firm manages portfolios primarily through mutual funds, ETFs, and independent managers, and operates with a multi-office structure while employing both fundamental and technical analysis.

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.

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.

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.

Tyler Dodson is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and the University of Florida. In addition to his advisory role, he is licensed to sell fixed insurance products. 49 Financial provides advisory services to individuals, trusts, corporations, pension plans, and charitable organizations, offering financial planning, investment management, retirement consulting, and family office services. The firm manages approximately $871 million in assets and employs a disciplined, long-term investment approach based on diversified asset allocation and Modern Portfolio Theory.

Matthew Smith is a financial advisor at Parady Wealth Management with Series 63 and Series 65 credentials and over nine years of industry experience. His prior roles include positions at Allianz Life Insurance Company of North America and Questar Capital Corporation. Parady Wealth Management provides discretionary investment management and third-party manager selection to individuals, high-net-worth clients, and charitable organizations. The firm utilizes model portfolios managed through a sub-advisory relationship and serves a high client volume per advisor while also offering affiliated insurance and tax preparation services under separate agreements.

Jeremiah Wassmer is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Destiny Family Office, where he has worked since 2025, following prior roles at Destiny Wealth Partners, The LifeWealth Group, and AE Wealth Management, among others. Destiny Family Office provides discretionary investment management, family office administrative support, and wealth management services to high-net-worth families and institutional clients. The firm’s investment approach emphasizes asset allocation and diversification across various asset classes, overseen by an Investment Policy Committee and implemented through model portfolios ranging from aggressive to conservative.

Kathleen Laseter is a CFP® professional with 11 years of experience at Blueprint Wealth Management, LLC dba Parady Wealth Management. She has held various roles within affiliated entities including Parady Financial Group, Inc. and Parady Tax Solutions LLC. Laseter is also the owner of Kathleen Laseter CPA, LLC, a certified public accounting firm focused on income tax return preparation and accounting. She serves as an Investment Advisory Board Member for The Redemptorists of the Baltimore Province. Parady Wealth Management provides discretionary investment management and third-party manager selection for individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios managed through a sub-advisory relationship, and is notable for its integration with affiliated insurance and tax/accounting services offered under separate agreements.

David Blackston is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Blackston Financial Advisory Group, LLC since 2012 and previously worked at Royal Fund Management. Outside of his advisory role, he serves as president of Blackston's Insurance and Financial Solutions, a business he has led since 2003. Blackston Financial Advisory Group provides ongoing portfolio management and advisory services to individuals and high-net-worth clients, preparing written Investment Policy Statements tailored to each relationship. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term trading approach, and it offers services without an account minimum.

Eliza Kwentus is a financial advisor with Destiny Wealth Partners, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley for four years and Edward Jones for eight years. Destiny Wealth Partners serves individuals, including high-net-worth families, employer-sponsored retirement plans, and family-office clients, providing wealth management, financial planning, and portfolio management through both wrap and non-wrap arrangements. The firm employs a diverse investment approach that combines model asset-allocation portfolios with various investment vehicles and offers discretionary and non-discretionary management along with retirement plan consulting and trust administration services.

Morgan Hatfield is a financial advisor at Destiny Wealth Partners, LLC with 15 years of industry experience. He holds the Series 65 designation and has worked previously at CWM, LLC and Ruggie Wealth Management. Outside of his advisory role, he serves as a trustee and secretary/treasurer for SECO Energy and is the Chief Financial Officer of H&M Global Enterprise LLC. Destiny Wealth Partners serves individuals, high-net-worth families, employer-sponsored retirement plans, and family-office clients by providing wealth management, financial planning, and portfolio management services. The firm employs a diversified investment approach including model asset allocation portfolios, mutual funds, ETFs, individual equities, fixed income, and access to private investment funds, with both discretionary and non-discretionary management options.

Audrey Mancuso is a CFP® professional with 13 years of industry experience, currently serving at Destiny Wealth Partners, LLC. She has held roles at several firms including Carson Wealth and Purshe Kaplan Sterling Investments. Mancuso is a partner in RUSO, LLC, a client partnership formed to invest in various ventures. Destiny Wealth Partners serves individuals, high-net-worth families, retirement plans, and family-office clients with wealth management, financial planning, and portfolio management services. The firm employs a diversified investment approach combining model portfolios with various asset classes and offers both discretionary and non-discretionary management.

Travis Bender is a financial advisor at Blackston Financial Advisory Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Fund Management and as a self-employed advisor. In addition to his advisory role, he is an independent insurance agent specializing in life, health, disability, annuities, and long-term care products. Blackston Financial Advisory Group provides ongoing portfolio management and advisory services to individuals and high-net-worth clients, offering customized Investment Policy Statements and rollover/IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis with a long-term orientation.

Christopher Nichols is a financial advisor at Destiny Wealth Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Cetera Advisor Networks and LPL Financial. Nichols is also involved in several business ventures, including ownership roles in Nichols Wealth Partners and Wealth Partners, LLC, where he focuses on financial advisory and insurance services. Destiny Wealth Partners serves individuals, high-net-worth families, employer-sponsored retirement plans, and family-office clients with wealth management, financial planning, and portfolio management. The firm employs a diverse investment approach that includes model portfolios, mutual funds, ETFs, individual securities, and private investments, and offers both discretionary and non-discretionary management along with access to trust administration.