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.

Gerald Camera is a CFP® and ChFC® affiliated with Liberty Square Wealth Partners LLC, bringing 38 years of industry experience. He previously worked at Ameriprise for 36 years before joining Liberty Square and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns and manages riding and show horses in Ocala, FL. Liberty Square Wealth Partners serves individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios, managing over $567.8 million in discretionary assets.

Lance Powers is a financial advisor with Canopy 360 Wealth, LLC in Ocala, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Raymond James and Associates and other financial firms prior to joining Canopy 360 Wealth in 2018. Outside of advising, he manages a real estate holding company. 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 financial planning. The firm integrates investment management with tax and estate planning and typically recommends custodians such as Charles Schwab and Raymond James.

Mary James is a CFP® professional with 34 years of experience in the financial industry. She is currently with Colomb Investment Management Company, LLC and has held roles at firms including Touchstone Wealth Advisors LLC and McBryar Advisory Services, Inc. Mary is also an author and the managing member of Prime Image Design LLC. Colomb Investment Management Company, LLC provides personalized investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm’s approach emphasizes long-term, diversified portfolios based on Modern Portfolio Theory and the Efficient Market Hypothesis, often using strategic allocations alongside occasional tactical adjustments.

Thomas Gerardi is a financial advisor with Synergy Investment Management LLC in Ocala, FL, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors LLC, and SunTrust Advisory Services. Synergy Investment Management is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets across approximately 1,072 clients, offering discretionary portfolio management and financial planning with a long-term, Modern Portfolio Theory–based approach that incorporates a range of investment vehicles and proprietary quantitative tools.

Jamie Losito is a CFP® and Series 66-credentialed advisor with 12 years of industry experience. Since 2018, Losito has been with Canopy 360 Wealth, LLC, following prior roles at Financial Services International Corp., United Advisors Services, and Raymond James & Associates. Outside of financial advising, Losito serves as president of the Rotary Club of The Villages Evening in Ocala, FL. 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 minimum. The firm tailors advice to client objectives and risk tolerance, reviews accounts quarterly, and integrates portfolio management with tax and planning discussions.

Levi Silvas is a financial advisor at Synergy Investment Management LLC with a Series 66 designation and four years of industry experience. He has worked at LPL Financial, LLC and held positions outside finance, including roles at Autosource and FedEx. Synergy Investment Management provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million across about 2,469 clients, using a Modern Portfolio Theory approach with mutual funds, ETFs, individual securities, alternatives, and proprietary quantitative models.

Sean Farro is a ChFC® at Aegis Wealth Management, Inc. in Ocala, FL, with three years of industry experience. He previously worked at Transparent Wealth Management, LLC and Brookstone Wealth Advisors. In addition to his advisory role, he serves as an independent insurance agent at American Senior Benefits, focusing on health, life, and annuity products. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by multiple sub-advisers and provides broad financial planning and portfolio management tailored to client objectives and risk tolerance.

Jonathan Grabe is a financial advisor with SB Advisory, LLC in Ocala, FL, holding Series 63 and Series 66 licenses and having 33 years of industry experience. His career includes roles at San Blas Securities, Retirement Plan Man, LLC, and Lincoln Financial Securities Corporation, among others. Outside of his advisory work, he is involved in fixed insurance activities and owns Corporate Capital Resources of Florida. SB Advisory, LLC is a multi-team SEC-registered firm with 34 advisors managing over $1.1 billion for more than 2,600 clients. The firm primarily provides non-discretionary financial advice and offers portfolio management, financial planning, and access to third-party manager programs, using a combination of fundamental, technical, and qualitative analysis in its investment approach.

Robert Wolf is a ChFC® and Series 66 registered advisor with Lifemark Securities Corp., bringing 31 years of industry experience. He has worked at Lifemark Securities Corp. since 2018 and holds concurrent roles at Frontier Insurance Services and Sterling Wealth Management. Wolf is involved with the West Pasco Chamber of Commerce, participating in networking activities for business owners. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored, suitability-driven advice with account management options ranging from discretionary to non-discretionary, utilizing various managed account programs and platform tools.

Raymond Oconnell is a financial advisor at Wealth Watch Advisors, INC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Altus Wealth and Tax and Coppell Advisory Solutions. Outside of advisory work, he is CEO and COO of Altus Wealth and Tax, where he educates business owners and high-net-worth professionals on wealth-building and tax strategies. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and financial institutions. The firm offers portfolio management through approved third-party model managers, financial planning, and consulting, utilizing a mix of quantitative, qualitative, and technical methods in its investment approach.

Michael Riley is a CFP® and ChFC® with 32 years of experience in financial advising. He is currently with Simplicity Wealth and The Leaders Group Inc., and previously worked for Mutual Trust Asset Management, Inc. and Calton & Associates, Inc. Riley serves on the board of trustees for Academy at the Lakes and is a board member of the local Salvation Army chapter. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring, and provides integrated technology and operational support for other advisers.

Humberto Vega is a financial advisor with Insigneo Advisory Services, LLC in Ocala, FL, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Insigneo in 2018. Outside of his advisory role, he is president and owner of Vega Hospitality Group LLC, which operates a fast-casual restaurant franchise. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and diverse asset classes to manage client investments.

Dale Hemmelgarn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 48 years of industry experience, including over 27 years with Mutual/United Of Omaha Insurance Company. Outside of advisory work, he serves as president of Sterling Heritage Inc. and acts as an election official involved in voter ID verification. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account solutions through a network of Investment Advisor Representatives.

John Shook is a financial advisor with Lifemark Securities Corp. in Ocala, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked with Lifemark since 2018 and previously held roles at Foresters Equity Services, H&R Block, and Fort King Insurance and Financial Services, where he serves as president and independent insurance agent. In addition to his advisory work, Shook also prepares taxes independently during tax season. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm’s investment approach is suitability-driven, utilizing programs such as Unified Managed Accounts and Separately Managed Accounts, with advisory and commission activities conducted under segregated compliance controls.

Patrick Mcmanus is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Calton & Associates, Inc. in Ocala, FL. His prior roles include positions at SunTrust Robinson Humphrey, Inc., 1st Tennessee Bank, and Cogent Bank. He is also involved with FLC Risk Group, LLC in a capacity outside of his advisory work. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management, tailoring investment recommendations to client goals, risk tolerance, and liquidity needs.

Margaret Barrett is a financial advisor at Gradient Securities, LLC with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including The Leaders Group Inc and Transamerica Financial Advisors, Inc. Outside of her advisory role, she is involved in life and health insurance agencies and owns a consulting business. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and retirement-plan advisory services to individuals, trusts, and business entities. The firm employs a non-discretionary model that integrates fundamental, technical, and cyclical analysis and works with third-party managers while disclosing relevant revenue-sharing and incentive arrangements.

Brian Wakefield is a Series 66-licensed financial advisor at Simplicity Wealth with seven years of industry experience. His prior roles include positions at Edward Jones and several investment and estate planning firms. He also offers estate and financial planning services, including fixed insurance products and tax preparation, through Estate & Retirement Resources. Simplicity Wealth provides advisory services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as additional overlays like tax optimization and customized screening.

Gerald Plachta is a financial advisor with Lifemark Securities Corp. in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Lifemark Securities since 2018 and has operated JP Financial Wealth Consultants, LLC, an independent insurance agency providing life and long-term care insurance and annuities, since 2012. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, utilizing programs such as Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager solutions. The firm provides suitability-driven advice tailored through risk assessments, with accounts managed on both discretionary and non-discretionary bases.