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.

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 14 years of industry experience. He has worked at Zenith Advisory Group since 2022 and previously held roles at Golden Reserve, LLC, and Parady Financial Group. Bart 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, tailoring strategies to client goals, time horizons, and risk tolerances.

John Golden is a Series 65-licensed financial advisor with one year of industry experience. He is currently with Golden Reed Wealth Management, LLC and has previously worked at firms including Canopy 360 Wealth, LLC and James Moore & Co. In addition to advisory work, he is an insurance agent involved in the sale of various insurance products. Golden Reed Wealth Management, LLC provides discretionary and non-discretionary asset management, retirement-plan consulting, and financial planning services. The firm is notable for its ERISA/pension consulting capabilities as a 3(21) advisor and employs a tailored investment approach incorporating fundamental analysis and long-term strategies.

William Reed is a CFA® charterholder and holds a Series 65 license with one year of industry experience. He is currently with Golden Reed Wealth Management, LLC in Ocala, FL, and previously worked at Canopy 360 Wealth, LLC. Outside of advisory work, he is involved with Homestead Tiny Enterprises. Golden Reed Wealth Management provides discretionary and non-discretionary asset management, retirement-plan consulting, and financial planning services. The firm specializes in ERISA fiduciary advice and tailored investment approaches, with a distinctive focus on pension consulting as a 3(21) advisor.

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.

Michael Milne is a financial advisor with Ocala Capital, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Ocala Capital since 2004. In addition to advisory services, Milne is also licensed to sell insurance products, spending a significant portion of his time on this activity. Ocala Capital serves individual and high-net-worth clients, estates, charities, and business entities, offering personalized financial planning, discretionary portfolio management, and qualified plan consulting. The firm’s investment approach combines fundamental and technical analysis with client-specific policy documentation and periodic reviews, and includes the use of non-traded REITs and other strategies.

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 two years of industry experience. He holds a Series 66 designation and has worked at several firms including Northwestern Mutual and ANNIMAC Home Mortgage. In addition to his advisory role, Jonathan is a licensed agent providing health insurance sales and service to individuals and small businesses. NetWorth Asset Management offers fee-based investment advisory and consulting services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm manages portfolios on a discretionary basis using model portfolio asset allocations aligned with client objectives and conducts regular account monitoring and suitability reviews.

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.

George Theodoropoulos is a financial advisor at CapstoneWealth with a Series 65 designation and one year of industry experience. His prior roles include positions at ASB Financial and Penton Learning Systems, LLC. He is also an annuity producer associated with Signal Advisors in Detroit, MI. CapstoneWealth provides investment management to individual clients, including high net worth individuals, by utilizing third-party strategist model portfolios through the Orion Portfolios Solutions Strategist Program. The firm operates primarily on a non-discretionary basis, offering recommendations while clients retain final trading authority.

Hunter Ditty is a financial advisor at Canopy 360 Wealth, LLC in Ocala, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Canopy 360 Wealth, he worked at Seminole Legacy Golf Club and Greiner Men's Clothing. Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses, offering portfolio management across various asset classes and personalized financial planning. The firm integrates portfolio management with tax and planning discussions and typically recommends custodians such as Charles Schwab and Raymond James.

Mary Gibbons is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Visionpoint Advisory Group, LLC and LPL Financial, LLC. Additionally, she is involved with Trend Financial Investment Guidance. RIA Advisory Group serves individuals, high-net-worth clients, corporations, trusts, and estates by providing discretionary investment supervisory services and portfolio management. The firm combines charting, fundamental, and technical analysis within both long-term and short-term trading strategies, and it maintains formal affiliations with accounting and legal professionals.

James Scott is a financial advisor with Alden Investment Group in Ocala, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Trust Advisory Group, Ltd. and Health & Wealth Inc. Outside of his advisory work, he owns Scott Agency, LLC, which sells various insurance policies and provides accounting and tax preparation services. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside fee-only financial planning. The firm employs customized asset allocations combining proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

Bruce Kern is a financial advisor with Forefront in Ocala, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Verizon. Kern currently works as part of a seven-advisor team at Forefront. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm emphasizes individualized investment policies, asset allocation, and utilizes third-party managers alongside comprehensive financial planning across retirement, estate, tax, and special-needs topics.

Elijah Attlesperger is a financial advisor at WealthKare.com, Inc. with a Series 65 designation and one year of industry experience. Prior to entering the financial advisory field, he worked at Precision Castparts Corp and Lowe’s. WealthKare.com, Inc. serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable accounts, offering discretionary portfolio management, financial planning, and co-advisor relationships. The firm combines fundamental analysis and long-term investment strategies with innovative services such as estate-planning technology and client education programs.

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.

Russell Lindsay is a financial advisor at Canopy 360 Wealth, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Symphonic Financial Advisors LLC and Rim Securities LLC. Lindsay serves on the boards of the Ocala/Marion County Chamber & Economic Partnership and the Ocala Downtown Market, Inc., and is an advisory board member for First Federal Bank. Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses, offering portfolio management across various asset classes and customized advice based on client objectives, time horizon, and risk tolerance. The firm integrates portfolio management with tax and planning discussions and is affiliated with an accounting and consulting firm.

John Cervellera is a financial advisor with Canopy 360 Wealth, LLC in Ocala, FL, holding Series 65 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Southeast Trust, Cuna Brokerage Services, Inc., and CAMPUS USA Credit Union. Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses, offering portfolio management across various asset classes and tailored financial advice without a stated account minimum. The firm integrates portfolio management with tax and planning discussions and is affiliated with an accounting and consulting firm for potential tax and accounting services.

Tatyana Kozlovska is a financial advisor at Canopy 360 Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has been with Canopy 360 Wealth since 2022. Prior to her advisory role, she spent ten years as a stay-at-home parent. Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses, offering portfolio management across various asset classes without a stated account minimum. The firm customizes advice based on client objectives and risk tolerance, integrates tax and planning discussions, and is affiliated with an accounting and consulting firm for additional services.