Kathleen Laseter is a CFP® professional with 12 years of experience, currently affiliated with Parady Wealth Management. She has a background that includes roles at several related entities and has operated her own CPA firm since 1993. Her business activities include managing a CPA firm focused on income tax return preparation and accounting, as well as serving as a licensed insurance agent. Parady Wealth Management provides discretionary investment management primarily to individuals, high-net-worth clients, and charitable organizations. The firm uses model portfolios and sub-advisers, tailoring recommendations to clients’ investment needs and risk profiles, while also offering integrated services through its affiliated insurance and tax/accounting firms.

Todd Lietz is a financial advisor at Zenith Advisory Group, LLC in Ocala, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Zenith, he worked at Northwestern Mutual and spent nine years at L2 Defense, alongside roles with the Florida State Fire College and Marion County Fire Rescue. Zenith Advisory Group provides advisory services to individual and high-net-worth clients, focusing on portfolio management, financial planning, and retirement plan advisory services. The firm applies modern portfolio theory with a long-term trading orientation, tailoring asset selection to client goals, risk tolerance, and time horizon.

Kelly Burkhead is a CFP® professional with 13 years of experience, currently serving at Parady Wealth Management. She has held roles at Blueprint Wealth Management and Parady Financial Group since 2012, and previously worked at Fidelity. In addition to her advisory work, she is Vice President of Sales at a licensed insurance agency, where she prepares and presents retirement income strategies. Parady Wealth Management provides discretionary investment management primarily to individuals, high‑net‑worth individuals, and charitable organizations. The firm uses model portfolios and sub‑advisers, tailoring recommendations to client risk profiles and investment parameters, and integrates investment, insurance, and tax services through affiliated entities.

Joshua Cruz is a CFP® professional with eight years of industry experience. He has worked at Bucket List Wealth Management, LLC since 2017 and previously held roles at Senior Financial Security, Inc and Deutsche Bank. Cruz holds a Series 65 license and is also a licensed independent insurance agent, though he does not actively use this license. Bucket List Wealth Management serves individual and high-net-worth clients by recommending and onboarding third-party advisers through sub-advisory arrangements. The firm’s investment approach is asset-allocation based and emphasizes regular account reviews, model portfolio management, and coordination with external money managers.

Carol Greenwald is a financial advisor with Potomac Investment Company, holding Series 63 and Series 65 designations and over 42 years of industry experience. She has been with Potomac Investment Company since 1983. Potomac Investment Company provides discretionary investment management primarily to high-net-worth individuals, as well as trusts, estates, charitable organizations, and retirement accounts. The firm employs a conservative, long-term approach focused on capital preservation and growth above inflation, using fundamental and cyclical analysis and diversification to manage risk.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.