Ryan Egbert is a CFP® and ChFC® with 11 years of industry experience. He is the sole advisor at Elevation Haven Financial, where he has worked since 2021. Prior to that, he spent 20 years at Scott Marsh Financial. Outside of his advisory role, he teaches finance courses. Elevation Haven Financial is an independent registered investment adviser serving individual investors, high-net-worth clients, companies, and trusts. The firm provides portfolio management, tax services including individual tax return preparation, real estate advice, and financial planning, employing a disciplined investment process focused on asset allocation and downside risk analysis.

Riley Kiefer is the principal advisor at Kiefer Financial Advising LLC in Ocala, FL, holding a Series 65 credential with one year of industry experience. Prior to founding his firm, he worked at Great American Insurance Group for six years. He is also licensed as a health and life insurance agent through a family-owned agency. Kiefer Financial Advising offers non-discretionary investment advisory and financial planning services to individuals, retirees, pre-retirees, trusts, and small businesses. The firm uses an education-first, goal-based approach with an emphasis on diversification, cost efficiency, and broadly diversified investment vehicles such as mutual funds and ETFs.

Jonathan Davis is a CFP®, CFA®, and ChFC® credentialed financial advisor with 12 years of industry experience. He has worked at Vanguard and The Vanguard Group for 11 years before founding One Day Wealth Management in Ocala, FL. One Day Wealth Management is an independent firm that provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on mutual funds and ETFs. The firm integrates tax preparation services with investment advice and structures portfolios based on Modern Portfolio Theory, operating as a fiduciary for retirement accounts.

Terry Smith is the sole advisor at Smith Financial LLC in Ocala, FL, holding a Series 65 credential with one year of industry experience. Prior to founding his independent firm, he spent 19 years working for the U.S. Department of Defense. Smith Financial LLC is a state-registered investment adviser that provides financial planning and occasional educational seminars to individuals, families, and small businesses. The firm offers a planning-only model without portfolio management or asset-based fees and focuses on financial analysis tools such as cash-flow modeling and retirement projections to support client recommendations.

Mark Camp is a financial advisor at LifeCare Funding Solutions, LLC in Ocala, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LifeCare Funding Solutions since 2010. In addition to his advisory role, he is a partner at MMC Financial Services, LLC, where he is involved in the sale of life, health, disability, fixed annuities, and workplace indemnity insurance products. LifeCare Funding Solutions serves individual and corporate clients, including high-net-worth individuals, offering written financial planning, portfolio management, and third-party adviser selection and oversight. The firm employs an investment approach based on individualized asset allocation and Modern Portfolio Theory, focusing on value, safety, quality, and risk control.

Roger Thompson is the founder of Private Client Services Group, LLC in Ocala, FL, and holds Series 63 and Series 66 designations. He has 33 years of experience in the financial industry, including roles at United Planners Financial Services and International Assets Advisory LLC. Private Client Services Group, LLC is an independent registered investment adviser that serves individuals, families, trusts, and business owners with portfolio management and financial planning services. The firm offers customized and model-based investment strategies, combining fundamental and technical analysis, and manages approximately $7.4 million in discretionary assets across about 20 client accounts.

Anthony Doran is a financial advisor at Gray Lion Capital in Ocala, FL, holding a Series 65 designation with three years of industry experience. He has been with Gray Lion Capital since 2018 and also owns a firearm manufacturing business, Black Mountain Tactical. Additionally, he founded Growth Advising Inc., a consulting business, though he is not active in its daily operations. Gray Lion Capital provides discretionary, fee-based portfolio management and investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, utilizing a range of strategies including option writing and sector-focused stock selection.

John Moody is a financial advisor with Ocala Capital, LLC in Ocala, Florida, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Ocala Capital since 2016 and operates Moody Financial Group, which includes licensed fixed life, annuity, and health insurance services. Ocala Capital provides personalized financial planning and discretionary portfolio management to individuals, high-net-worth clients, estates, charitable organizations, and business entities. The firm combines advisory services with licensed insurance sales and maintains relationships with REIT sponsors, offering investment advice based on documented policy statements and risk-tolerance assessments.

Paul Truesdell is a ChFC® credentialed financial advisor with 28 years of industry experience. He is the sole advisor at Truesdell Wealth, Inc., where he has worked since 2013, and he also serves as president and sole shareholder of Truesdell Consulting, Inc., which engages in insurance and securities litigation as well as broadcast journalism on a limited basis. Truesdell Wealth, Inc. is a registered investment adviser managing discretionary portfolios primarily for individuals aged 55 and older or near retirement. The firm employs a process-driven investment approach combining quantitative and qualitative analysis and offers time-billed investment advice alongside separately managed accounts.

Paul Autodore Jr. is a financial advisor at Zinnia Wealth Advisory, LLC in Ocala, FL, holding a Series 65 designation with 11 years of industry experience. He previously worked at Bankers Life and Bankers Life Securities, INC. before joining Zinnia Wealth Advisory and Zinnia Wealth Management in 2022. Zinnia Wealth Advisory manages approximately $168.8 million for individuals, trusts, estates, charitable organizations, and corporate clients. The firm offers financial planning and discretionary portfolio management, often implementing strategies through sub-advisers and model portfolios that combine actively managed and buy-and-hold approaches.

David Dicks is a financial advisor at Ocala Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ocala Capital since 2018. In addition to his advisory role, he is involved in several family-related citrus businesses and serves as managing member or trustee in related entities. Ocala Capital serves individual and high-net-worth clients, estates, charities, and business entities by providing personalized financial planning, discretionary portfolio management, and qualified plan consulting. The firm’s investment approach combines fundamental and technical analysis tailored to client-specific policies and includes a range of strategies such as non-traded REITs with regular client reviews.

Charisse Rivers is a financial advisor at Zinnia Wealth Advisory, LLC in Ocala, FL, holding a Series 65 designation with 10 years of industry experience. Her prior roles include positions at Central Florida Retirement Education, Retirement Wealth Advisors, and NFIC Group. Outside of financial advising, she is a managing member and owner of an insurance agency affiliated with Zinnia Wealth Management, LLC. Zinnia Wealth Advisory serves individuals, trusts, estates, charitable organizations, and corporate clients, managing approximately $168.8 million across a three-advisor team. The firm offers financial planning and discretionary portfolio management, employing a combination of actively managed and buy-and-hold strategies delivered mainly through sub-advisers and model portfolios tailored to client objectives.

Benny Creamer is a Financial Consultant at Fidelity Investments, where he has been working since 2019. He partners with high net worth clients to assist them in making educated decisions regarding their financial plans. Benny emphasizes the importance of developing trust-based relationships by understanding clients' personal goals, wishes, needs, and challenges, and maintaining regular communication to adapt plans to changing circumstances. Prior to his current role, Benny held several positions at Fidelity Investments, including Investment Consultant in 2019, Relationship Manager from 2017 to 2019, Investment Solutions Representative from 2016 to 2017, and Financial Representative in 2016. His experience spans various aspects of financial consultation and client relationship management. Outside of his professional responsibilities, Benny has interests in baseball, family activities, football, golf, and military service.

John Golden is a financial advisor at Golden Reed Wealth Management, LLC in Ocala, FL. He holds a Series 65 designation and has experience in insurance sales alongside his advisory role. His prior work includes positions at Canopy 360 Wealth, LLC and James Moore & Co. Golden Reed Wealth Management provides discretionary and non-discretionary asset management, retirement-plan consulting, and financial planning services. The firm’s investment approach is tailored to client goals and risk tolerances, with a distinctive focus on ERISA/pension consulting as a 3(21) advisor.

William Reed is a CFA® charterholder and holds a Series 65 license with one year of industry experience. He is currently with Golden Reed Wealth Management, LLC in Ocala, FL, and previously worked at Canopy 360 Wealth, LLC. Outside of advisory work, he is involved with Homestead Tiny Enterprises. Golden Reed Wealth Management provides discretionary and non-discretionary asset management, retirement-plan consulting, and financial planning services. The firm specializes in ERISA fiduciary advice and tailored investment approaches, with a distinctive focus on pension consulting as a 3(21) advisor.

Michael Milne is a financial advisor with Ocala Capital, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Ocala Capital since 2004. In addition to advisory services, Milne is also licensed to sell insurance products, spending a significant portion of his time on this activity. Ocala Capital serves individual and high-net-worth clients, estates, charities, and business entities, offering personalized financial planning, discretionary portfolio management, and qualified plan consulting. The firm’s investment approach combines fundamental and technical analysis with client-specific policy documentation and periodic reviews, and includes the use of non-traded REITs and other strategies.

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.

James Scott is a financial advisor with Alden Investment Group in Ocala, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Trust Advisory Group, Ltd. and Health & Wealth Inc. Outside of his advisory work, he owns Scott Agency, LLC, which sells various insurance policies and provides accounting and tax preparation services. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside fee-only financial planning. The firm employs customized asset allocations combining proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

Bruce Kern is a financial advisor with Forefront in Ocala, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Verizon. Kern currently works as part of a seven-advisor team at Forefront. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm emphasizes individualized investment policies, asset allocation, and utilizes third-party managers alongside comprehensive financial planning across retirement, estate, tax, and special-needs topics.

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.