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.

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.

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.

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.

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.

April Hurlburt is a financial advisor with Blackston Financial Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Investments, and M and T Securities. Blackston Financial Advisory Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $333 million across about 940 client relationships. The firm utilizes a long-term trading approach based on fundamental, quantitative, and technical analysis and typically operates with discretionary trading authority on behalf of clients.

John Newell is a Series 65-licensed financial advisor with ten years of industry experience. He is currently with Talon LLC and previously worked at Talon Private Wealth, LLC and Brookstone Wealth Advisors, LLC. Talon LLC serves individual and high-net-worth clients, offering financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm employs a tactical asset allocation and technical analysis approach, managing over $1 billion in client assets across a multi-office platform.

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 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.

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.