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 financial advisor at Golden Reed Wealth Management, LLC in Ocala, FL, holding a Series 65 designation with one year of industry experience. He has worked previously with Canopy 360 Wealth, LLC and James Moore & Co. alongside his current roles. Golden is also engaged in insurance sales as a licensed agent. Golden Reed Wealth Management provides discretionary and non-discretionary asset management, retirement-plan consulting, and financial planning services, including ERISA 3(21) fiduciary advice and participant education for various qualified plans. The firm’s investment approach is tailored to client goals using fundamental analysis and includes a distinctive focus on ERISA plan consulting.

William Reed is a CFA® charterholder affiliated with Golden Reed Wealth Management, LLC in Ocala, FL, with two years of industry experience. Prior to joining Golden Reed Wealth Management, he worked at Canopy 360 Wealth, LLC for four years. Outside of his advisory work, he is involved with Homestead Tiny Enterprises, an entrepreneurial venture. Golden Reed Wealth Management provides discretionary and non-discretionary asset management, retirement-plan consulting, and financial planning services. The firm offers tailored investment approaches and distinctive ERISA/pension consulting capabilities as a 3(21) fiduciary advisor, serving both individual and institutional clients.

Kathryn Donovan is a Certified Financial Planner® with 29 years of industry experience. She is currently with Parady Wealth Management and previously spent over 20 years at Ameriprise Financial Services in various capacities. Parady Wealth Management provides discretionary investment management primarily to individuals, high-net-worth clients, and charitable organizations. The firm uses a documented suitability process with regularly rebalanced model portfolios and offers integrated investment, insurance, and tax services through its affiliated entities.

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.

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. 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.

James Scott is a financial advisor at Columbia Advisory Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Alden Investment Advisors LLC and Trust Advisory Group, Ltd. In addition to his advisory role, he owns and operates Scott Agency, LLC, which sells various insurance policies and provides accounting, payroll, and tax preparation services. Columbia Advisory Partners, LLC is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm employs a disciplined investment process combining modern portfolio theory with fundamental analysis and manages portfolios comprising ETFs, mutual funds, equities, and fixed income on a discretionary basis.

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 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.

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.