Jared Vock is a financial advisor at Parady Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Wells Fargo, and Merrill Lynch. Jared is also a licensed insurance agent at Parady Financial Group. Parady Wealth Management provides discretionary investment management primarily to individuals, high-net-worth clients, and charitable organizations. The firm uses model portfolios managed by sub-advisers and incorporates tax-conscious and cash management strategies, offering integrated investment, insurance, and tax services through affiliated entities.

Jacob Wells is a financial advisor at Zenith Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in the NFL/XFL from 2022 to 2025. 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’s investment approach is based on modern portfolio theory and focuses on client goals, time horizon, and risk tolerance, with regular portfolio reviews and use of sub-advisors as needed.

Lorie Brady is a financial advisor with Zinnia Wealth Advisory, LLC, holding Series 63 and Series 66 licenses and over 18 years of experience in the industry. Her prior work includes seven years at Fidelity Personal and Workplace Advisors and nearly two decades at FIDELITY Brokerage Services LLC. Zinnia Wealth Advisory serves individuals, trusts, estates, charitable organizations, and corporate clients, managing approximately $168.8 million for about 512 clients. The firm offers financial planning and discretionary portfolio management, utilizing sub-advisers and model portfolios across a range of investment vehicles tailored to client objectives.

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 with NetWorth Asset Management, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining NetWorth, he worked at firms including Northwestern Mutual and Ausdal Financial Partners. Jonathan is also a licensed health insurance agent, providing 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 serves both individual and high-net-worth clients.

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.

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. Her work history includes positions at LPL Financial and Visionpoint Advisory Group prior to joining RIA Advisory Group. She is involved with Trend Financial Investment Guidance as an investment representative. RIA Advisory Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, corporations, trusts, and other entities. The firm offers discretionary portfolio management across a broad range of investments, using a combination of charting, fundamental, and technical analysis, and manages over half a billion dollars for nearly 2,000 client relationships.

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.

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.

John Jansen is a financial advisor at Talon LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Brookstone Wealth Advisors, North End Financial, and his own Jansen Financial Services. Outside of his advisory work, Jansen is a 50% owner of Pink House Villas, a property management business. Talon LLC serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm manages approximately $1.06 billion in client assets across 14 offices, using tactical asset allocation and technical analysis with a focus on model portfolios and third-party platforms.

Sean Horn is a financial advisor with American Elite Advisory, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes roles at Texas Elite Advisory, Jefferson Asset Management, OneAmerica Securities, Anchor Financial, and American United Life. Outside of his advisory work, he is a mortgage notary closer and owns A.S.H. Enterprises, LLC, which supports his spouse’s skin-care business and related activities. American Elite Advisory provides discretionary portfolio management and supervisory services to individual and high-net-worth investors, employing a fundamental value-oriented investment approach combined with technical and quantitative strategies. The firm offers customized portfolios through separately managed accounts and access to third-party programs, maintaining a multi-office presence with a seven-advisor team.

Travis Bender is a financial advisor with Blackston Financial Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Royal Fund Management and has been self-employed since 1997. Bender is also an independent insurance agent specializing in life, health, disability, annuities, and long-term care. Blackston Financial Advisory Group provides portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $333 million across 940 client relationships. The firm employs a long-term investment approach using fundamental, quantitative, and technical analysis and offers both discretionary and non-discretionary services.

Carrie Letsinger is a financial advisor with Synergy Investment Management LLC and holds Series 63 and Series 66 designations. She has 18 years of industry experience and has previously worked at LPL Financial LLC, Krsek Wade LLC dba Synergy Wealth Alliance, Cetera Advisors, and ProEquities, Inc. 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 for about 2,469 clients and employs a Modern Portfolio Theory-based investment approach with a range of strategies including mutual funds, ETFs, alternatives, and proprietary quantitative models.

Rennie Rodriguez is a financial advisor at Talon LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Talon Private Wealth, Bucketlist Wealth, Risk Strategies, and TB Financial/Parady Financial Retirement Planning. Outside of advising, he is also licensed to sell annuities and life insurance. Talon LLC serves individual and high-net-worth clients, offering financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm manages approximately $1.06 billion in assets across 1,921 client relationships and employs a tactical investment approach using model portfolios and third-party asset management programs.

Gary Beveridge is a financial advisor at Exeter Financial, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Nationwide Advisory Services, Inc. and Orien I Company Holdings, Inc. Beveridge is involved in insurance sales, offering life, health, disability, annuities, long-term care, and property casualty products. Exeter Financial, LLC provides wealth and portfolio management services primarily to high-net-worth individuals, families, trusts, and related entities. The firm emphasizes a long-term, buy-and-hold investment approach combined with fundamental, technical, and economic analysis, and employs tactical strategies such as options and private placements when appropriate.

Richard Blackston is a Series 65 licensed financial advisor with Blackston Financial Advisory Group, LLC, where he has worked for 10 years. He has five years of industry experience and is based in The Villages, FL. Blackston Financial Advisory Group provides ongoing portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $333 million across about 940 client relationships, employing a long-term trading approach that incorporates fundamental, quantitative, and technical analysis.

James Bailey is a financial advisor at Talon LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Talon Private Wealth, LLC, Retirement Wealth Advisors, and as a self-employed advisor. Talon LLC serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions through third-party providers. The firm manages approximately $1.06 billion in client assets across 1,921 relationships, utilizing tactical asset allocation, technical analysis, and strategies implemented through model portfolios and TAMPs.

Benjamin Kochera is a financial advisor at Talon LLC with 10 years of industry experience. He holds a Series 65 credential and has been affiliated with multiple firms including Talon Wealth Management and Brookstone Wealth Advisors, LLC. In addition to his advisory roles, he independently sells insurance and annuities through his own business. Talon LLC serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm manages over $1 billion in client assets, employs tactical asset allocation and technical analysis, and supports a large client base through a small advisory team across multiple offices.