John Cervellera is a financial advisor with Canopy 360 Wealth, LLC in Ocala, FL, holding Series 65 and Series 66 designations and eight years of industry experience. His prior roles include positions 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 tailored portfolio management and planning without a stated account minimum. The firm uses various investment strategies and integrates tax and planning advice, with a noted affiliation to an accounting and consulting firm.

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 Certified Financial Planner® at Colomb Investment Management Company, LLC with 34 years of industry experience. She has held roles at multiple firms including Touchstone Wealth Advisors LLC and McBryar Advisory Services, Inc., and is also an independent author. Mary serves as president of SWP Group Inc. and is managing member of Prime Image Design LLC. Colomb Investment Management Company provides personalized, fee-based investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, and small businesses. The firm employs long-term, strategic portfolios based on Modern Portfolio Theory and often uses co-advisory arrangements with third-party managers for investment implementation.

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.

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 with Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at Coppell Advisory Solutions, Onyx Bridge Wealth Group LLC, and Altus Wealth and Tax, where he serves as CEO and COO, focusing on educating business owners and high net worth professionals on wealth-building and tax strategies. Outside of advising, he is involved in consulting for CPA teams to help grow their businesses by connecting them with specialists. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and financial institutions, offering discretionary and non-discretionary portfolio management primarily through approved third-party model managers. The firm employs a multifaceted analytic approach and provides access to alternative private placements for eligible accredited investors, with a notable emphasis on serving other registered investment advisers and acting as an RIA firm of record for certain employer-sponsored retirement plans.

Bruce Kern is a financial advisor with Forefront in Ocala, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and a 20-year career at Verizon before entering financial advising. Forefront Wealth Partners is a team-based SEC-registered advisory serving individual clients, business owners, and corporate clients with customized portfolio management and comprehensive financial planning, including estate and tax coordination. The firm operates across multiple offices with a multi-advisor structure and integrates related businesses such as tax and insurance services.

Michael Riley is a CFP®, ChFC®, and Series 66-registered financial advisor with 33 years of industry experience. He is currently with Simplicity Wealth and also maintains roles at The Leaders Group Inc and Estate & Retirement Resources, where he has provided estate and financial planning services since 1998. Riley serves on the boards of the Salvation Army in Ocala and the Academy at the Lakes, a non-profit secondary education institution. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and financial firms. The firm offers advisory services ranging from financial planning to discretionary portfolio management, typically implementing fund-of-funds strategies with ETFs, mutual funds, and select individual securities, alongside technology and operational solutions for other advisers.

Humberto Vega is a financial advisor at Insigneo Advisory Services, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory role, he is the president and owner of Vega Hospitality Group LLC, operating a Teriyaki Madness fast casual restaurant franchise. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management, including proprietary multi-asset portfolios and third-party manager oversight. The firm combines committee-driven model portfolios with advisor-led customization, incorporating global asset classes and emerging market exposures.

Dale Hemmelgarn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding ChFC®, Series 63, and Series 65 designations and bringing 49 years of industry experience. He has been with Mutual of Omaha Investor Services, Inc. since 1997 and Mutual/United Of Omaha Insurance Company since 1999. Outside of his advisory work, he is president of Sterling Heritage Inc., a sales company, and serves as an election official responsible for voter ID verification. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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 seven years of industry experience, currently advising at Calton & Associates, Inc. in Ocala, FL. His prior roles include positions at SunTrust Robinson Humphrey, Inc. and Cogent Bank. He is also involved with FLC Risk Group, LLC, a business activity he has maintained since 2018. Calton & Associates serves individuals, retirement plans, trusts, estates, and businesses with a range of portfolio management and financial planning services. The firm combines investment advisory, broker-dealer, and insurance capabilities, offering diverse strategies including firm-sponsored programs and third-party manager recommendations.

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 financial advisor with Simplicity Wealth based in Ocala, FL, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Edward Jones and multiple investment-related firms, and he is also involved with Estate & Retirement Resources, where he offers estate and financial planning alongside fixed insurance products. Simplicity Wealth serves a diverse client base including individual investors and institutional clients, offering services ranging from financial planning to retirement plan management. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and model portfolios, combining advisory services with technology solutions designed for other advisers.

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.

Gage Warren is a financial advisor with Capital Analysts, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Lincoln Investment and Parsons Consulting Group. He is also involved in insurance and fixed annuity sales, as well as assisting with supplemental benefits enrollment. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.