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.

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.

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.

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.

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.

Kelly Burkhead is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Parady Wealth Management. She has worked with the firm and its affiliated entities since 2012, including roles at Parady Investments, LLC and Parady Financial Group. Burkhead is also the Vice President of Sales at Parady Financial Group, a licensed insurance agency where she prepares and presents retirement income strategies. Parady Wealth Management provides discretionary investment management and third-party manager selection for individuals, high-net-worth clients, and charitable organizations. The firm utilizes model portfolios and a sub-advisory relationship to deliver portfolio management at scale, supported by affiliated insurance and tax preparation services offered through separate agreements.

Carrie Letsinger is a financial advisor with Synergy Investment Management LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at LPL Financial LLC, ProEquities, Inc, and Wachovia Bank, N.A. She provides investment advisory services through Synergy Investment Management, an independent registered investment advisor. Synergy Investment Management serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, constructing diversified portfolios using mutual funds, ETFs, and other investment vehicles, and incorporates proprietary quantitative tools in its recommendations.

Richard Blackston is a financial advisor at Blackston Financial Advisory Group, LLC with four years of industry experience. He holds a Series 65 designation and has been with his current firm since 2016. Prior to his advisory career, he was self-employed as a golfer for three years. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, preparing written Investment Policy Statements for each relationship. The firm employs a discretionary investment approach that combines fundamental, quantitative, and technical analysis, and offers ongoing oversight including referrals to third-party managers without imposing account minimums.

Samantha Stocksett is a financial advisor with Blackston Financial Advisory Group, LLC, holding a Series 65 credential and having two years of industry experience. She has been with Blackston Financial Advisory Group since 2014. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and offering rollover and IRA guidance. Investment decisions are made under discretionary authority using fundamental, quantitative, and technical analysis with a long-term orientation, and the firm does not impose an account minimum.

Micah Spence is a financial advisor at Blackston Financial Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual and Outbounder LLC. Outside of finance, he has been involved with Sunrise Australian Labradoodles and RCR Equestrian. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and offering rollover and IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis with a long-term orientation.

Jared Vock is a financial advisor at Parady Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Wells Fargo, and Merrill Lynch. Outside of his advisory role, Jared is a licensed insurance agent with Parady Financial Group. Parady Wealth Management provides discretionary investment management and third-party manager selection for individuals, high-net-worth clients, and charitable organizations. The firm uses model portfolios managed through a sub-advisory relationship and offers additional insurance and tax preparation services through affiliated entities.

Colin Barrett is a financial advisor at Blackston Financial Advisory Group, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Cenergistic Inc. before joining Blackston Financial Advisory Group in 2022. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, focusing on long-term investment strategies documented in written Investment Policy Statements. The firm typically operates under discretionary authority and incorporates a range of investment vehicles, including mutual funds, ETFs, fixed-income securities, and private placements.

April Hurlburt is a financial advisor at Blackston Financial Advisory Group, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Investments, and M&T Securities. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and rollover/IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis, with portfolios reviewed quarterly.

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.