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.

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.

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.

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.

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.

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.

David Souders is a CFP®-certified financial advisor with 19 years of industry experience. He is the principal of Apis Wealth, LLC, an independent firm he has led since 2019. Prior to founding Apis Wealth, he worked at Ronald Blue & Co., LLC and Ronald Blue Trust from 2003 to 2019. Apis Wealth provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, typically serving clients with account minimums of $500,000. The firm’s investment approach includes tailored asset allocation across equities, fixed income, and other securities, with continuous monitoring, formal annual reviews, and specialized planning for clients with concentrated equity positions and cryptocurrency exposure.

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.

Jonathan Leftwich is a financial advisor at NetWorth Asset Management, Inc. with four years of experience in the industry. He holds a Series 66 designation and has previously worked with firms including Northwestern Mutual and ANNIEMAC Home Mortgage. In addition to his advisory role, he is a licensed health insurance agent providing sales and service to individuals and small businesses. NetWorth Asset Management is a fee-based SEC-registered investment adviser serving individuals, pension plans, corporations, and trusts. The firm manages approximately $102.9 million in assets using discretionary portfolio management and model asset-allocation strategies tailored to clients’ investment objectives.

Roger Hubley is a financial advisor with Networth Asset Management, Inc., holding the CFP® and ChFC® designations and over 54 years of industry experience. He has worked at Networth Asset Management since 1977 and previously at Intercarolina Financial Services, Inc. and Transitional Broker LLC. Outside of his advisory role, he serves as an officer of CarAmy, LLC, a real estate investment company. Networth Asset Management is a fee-based SEC-registered investment adviser providing discretionary portfolio management and consultation services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm manages approximately $102.9 million in assets, employing model asset-allocation portfolios tailored to client investment objectives with ongoing advice and regular portfolio monitoring.

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.

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.

Elijah Attlesperger is a financial advisor at WealthKare.com, Inc. with a Series 65 designation and one year of industry experience. Prior to joining WealthKare.com, he worked at American Assets Financial Corporation and held positions at Precision Castparts Corp and Lowes. WealthKare.com, Inc. serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and estate-planning referrals. The firm uses fundamental analysis and a long-term investment approach, combining internally managed strategies with third-party models and emphasizes client education and digital tools.

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.

William Fassbender is a financial advisor at BTS Asset Management, Inc. with 41 years of industry experience. He holds a Series 63 designation and has worked with BTS Securities Corporation since 2004 and The Sunderland Group since 1996. Fassbender has been involved with BTS Asset Management and his own practice since 1984. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm employs proprietary quantitative, fundamental, and technical analysis to generate tactical buy/sell signals and manages a range of portfolios including strategic, multi-strategy, and enhanced equity income options.