James Randazzo is a financial advisor with LSP Advisory LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at GWN Securities Inc. for 15 years before founding LSP Planning LLC in 2014 and LSP Advisory, LLC in 2019. In addition to advisory work, Randazzo is involved in tax consulting and preparation, life insurance and annuities sales, and Medicare planning. LSP Advisory, LLC is an independent registered investment adviser serving individuals and high-net-worth clients, managing approximately $24.8 million across nearly 100 accounts. The firm primarily uses risk-based model portfolios and third-party sub-advisers, with a focus on quantitative and qualitative evaluation of managers, and offers services in equities, fixed income, mutual funds, ETFs, structured notes, REITs, and private/alternative investments.

As a second-generation American, I feel a strong drive to repay my parents for the sacrifices they made to give my brother and I the opportunities they never had. Seeing how hard my parents worked to provide for our family, I became fascinated with all things personal finance at an early age. I named my firm “Paradox” because, despite the fact that financial health is one of the most important things in life, financial education is almost entirely neglected! My passion and curiosity led me to pursue and receive a Bachelor’s in Finance from the University of Florida. From there, I embarked on a nearly decade-long journey as a traditional financial advisor. Along with an amazing team of individuals at Merrill, I worked hard to act in my client’s best interest every step of the way, yet I knew I couldn’t offer my most advanced solutions. The traditional fee-only assets-under-management model of financial advising just didn’t allow for the in-depth, no-stone-left-unturned approach I was looking for. All of that changed when I discovered the model of the advice-only financial advisor, which puts financial planning front and center for a flat fee. My goal is to educate and empower you to achieve your goals, not to manage as many of your assets as possible. This way, you can rest assured that I am incentivized to do what I believe will work best for you, not what will earn me the most fees. We’ll go over everything that contributes to your unique financial picture (that includes things like early retirement strategies, real estate, and familial obligations, to name a few). Along the way, I’ll teach you as much as you want to learn so that you can make informed decisions for yourself moving forward. Financial planning has been my life’s passion, and I’m so grateful to serve my clients. As a fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to creating holistic, sophisticated plans for my clients so they can become financially independent.

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.

David Morgan is a financial advisor with REAP in Wealth Management, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc., and has been affiliated with Reap, LLC since 2001. Outside of his advisory role, Morgan is a registered insurance agent involved in the sale of fixed and insurance products. REAP in Wealth Management provides fee-based wealth management and financial planning services to individual and high-net-worth clients, offering retirement and estate planning, cash flow and tax planning, and access to third-party portfolio managers. The firm implements investment strategies tailored to clients’ objectives and risk tolerances, utilizing both direct management and sub-advisors.

Raymond Bock III is a financial advisor at Rockdale Financial Services, Inc. with over 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cetera Advisors LLC and Rockdale Financial Services since the early 1990s. Outside of his advisory role, he is involved with Peas and Carrots Agency LLC, a talent agency focused on acting. Rockdale Financial Services serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing non-discretionary investment advisory services alongside financial planning and consulting. The firm manages portfolios primarily through allocations to mutual funds, ETFs, and independent managers, and offers periodic reporting and reviews to clients.

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 at Potomac Investment Company with 43 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Potomac Investment Company since 1983. Potomac Investment Company is a small investment management firm that provides discretionary portfolio management to high-net-worth individuals, trusts, estates, charitable organizations, and retirement accounts. The firm employs a conservative, long-term investment approach with a focus on fundamental and cyclical security analysis and diversification.

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.

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.

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.

Victor Deischl is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Rubik Capital Inc since 2020 and previously held roles at RK Securitizadora, CdR Hollander Asset Management LLC, and the University of South Florida. Rubik Capital Inc provides investment advisory and portfolio management services to individuals, high-net-worth clients, and corporations. The firm uses a combination of fundamental and technical analysis to implement strategies ranging from long-term holdings to short-term trading, including derivatives and option contracts.

Jeremiah Wassmer is a CFP® with nine years of industry experience, currently serving at Destiny Wealth Partners, LLC. His background includes roles at several firms, such as AE Wealth Management, Madison Avenue Securities, and The LifeWealth Group. Destiny Wealth Partners is an SEC-registered, team-based advisory firm that provides wealth management, financial planning, and portfolio management services to individuals, trusts, business entities, and employer-sponsored retirement plans. The firm offers tailored portfolio management using a range of investment vehicles and integrates technology platforms for client reporting and account oversight, while maintaining a broad scope of affiliated entities and specialized services.

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.

Eliza Kwentus is a financial advisor at Destiny Wealth Partners, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Edward Jones. Destiny Wealth Partners is a team-based advisory firm serving individuals, trusts, business entities, and retirement plans with wealth management, financial planning, and portfolio management. The firm employs a range of investment strategies guided by an investment policy committee and integrates technology and process controls in client reporting and oversight.

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.

Morgan Hatfield is a financial advisor at Destiny Wealth Partners, LLC with 15 years of industry experience. He holds the Series 65 designation and has worked previously at CWM, LLC and Ruggie Wealth Management. Outside of his advisory role, he serves as a trustee and secretary/treasurer for SECO Energy and is the Chief Financial Officer of H&M Global Enterprise LLC. Destiny Wealth Partners serves individuals, high-net-worth families, employer-sponsored retirement plans, and family-office clients by providing wealth management, financial planning, and portfolio management services. The firm employs a diversified investment approach including model asset allocation portfolios, mutual funds, ETFs, individual equities, fixed income, and access to private investment funds, with both discretionary and non-discretionary management options.