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.

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.

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 at Blackston Financial Advisory Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Fund Management and as a self-employed advisor. In addition to his advisory role, he is an independent insurance agent specializing in life, health, disability, annuities, and long-term care products. Blackston Financial Advisory Group provides ongoing portfolio management and advisory services to individuals and high-net-worth clients, offering customized Investment Policy Statements and rollover/IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis with a long-term orientation.

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.

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 advisor at Blackston Financial Advisory Group, LLC with four years of industry experience. He has been with Blackston Financial Advisory Group since 2016. Blackston Financial Advisory Group provides portfolio management and financial planning services mainly to individual and high-net-worth clients. The firm manages approximately $333 million across about 940 client relationships, utilizing a long-term trading approach that incorporates fundamental, quantitative, and technical analysis.

Samantha Stocksett is a financial advisor with Blackston Financial Advisory Group, LLC, holding a Series 65 credential and having two years of industry experience. She has been with Blackston Financial Advisory Group since 2014. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and offering rollover and IRA guidance. Investment decisions are made under discretionary authority using fundamental, quantitative, and technical analysis with a long-term orientation, and the firm does not impose an account minimum.

Micah Spence is a financial advisor at Blackston Financial Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual and Outbounder LLC. Outside of finance, he has been involved with Sunrise Australian Labradoodles and RCR Equestrian. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and offering rollover and IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis with a long-term orientation.

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.

April Hurlburt is a financial advisor at Blackston Financial Advisory Group, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Investments, and M&T Securities. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and rollover/IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis, with portfolios reviewed quarterly.

Clement Brandenburg Jr. is a financial advisor at Royal Fund Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including Belpointe Asset Management and Tuttle Wealth Management. He also owns an accounting and insurance business, Clement Brandenburg Jr. CPA, PA, which he has operated since 1985. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses a range of analytical methods to develop tailored investment strategies and offers specialized services such as access to select non-traded REITs and an options-writing overlay.

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.

Joseph Faulk is a financial advisor with Royal Fund Management, LLC, holding a Series 65 license and 18 years of industry experience. He has been with Royal Fund Management since 2014 and has also served as president of First Cardinal Financial Services, an insurance business, since 2008. Additionally, he is a silent partner in a tobacco product business. Royal Fund Management provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and charitable organizations. The firm employs a range of investment strategies tailored to client risk tolerances and offers specialized services including options writing and access to select non-traded REITs.

Jeffrey Hartfield is a financial advisor with Ausdal Financial Partners, Inc. in Wildwood, FL, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and self-employment since 2018. Outside of advisory work, he is CEO of JSB Ventures, a ranch and rodeo business in Charlestown, IN. Ausdal Financial Partners serves individuals, trusts, corporations, pension plans, and charitable organizations with investment advisory programs, retirement plan services, and financial planning. The firm offers a range of investment strategies through both discretionary and non-discretionary accounts, combining in-house and third-party management with brokerage and insurance services.