Stephen Podnos is a financial advisor at Wealth Care LLC with 23 years of industry experience. He holds a Series 65 designation and previously operated under his own practice, Stephen Daniel Podnos, from 2003 to 2026 before joining HB Wealth Management, LLC for a year. Wealth Care LLC provides confidential financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a strategic asset-allocation approach using primarily passive index funds and ETFs complemented by select active managers, managing approximately $668 million in assets with a small advisory team.

Rachel O'Leary is a financial advisor at Wealth Care LLC in Merritt Island, FL, with 12 years of industry experience and a Series 65 designation. She has been with Wealth Care LLC since 2014 and previously worked at Fbb Capital Partners. O'Leary is a licensed attorney in Florida on inactive status. Wealth Care LLC provides confidential financial planning and investment management to individuals, trusts, estates, small businesses, and high-net-worth clients. The firm employs a strategic asset-allocation approach using passive index funds and ETFs combined with select active managers, managing approximately $668 million in assets with a compact advisory team.