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.

Philip Ferguson is the sole advisor at Polaris Financial Planning, LLC, an independent firm based in Apopka, Florida. He holds a Series 65 designation and has 25 years of industry experience, having founded Polaris Financial Planning in 2000. Outside of his advisory work, Mr. Ferguson hosts The Phil Ferguson Show, a podcast covering skepticism, atheism, investment philosophies, economics, and politics. Polaris Financial Planning provides discretionary asset management primarily for high-net-worth individual clients, employing a science-based, buy-and-hold investment approach grounded in Modern Portfolio Theory. The firm customizes portfolios using diversified index and mutual fund allocations selected through a proprietary model, with an emphasis on long-term holdings and occasional tactical adjustments.

David Souders is a CFP®-certified financial advisor with 19 years of industry experience. He is the principal of Apis Wealth, LLC, an independent firm he has led since 2019. Prior to founding Apis Wealth, he worked at Ronald Blue & Co., LLC and Ronald Blue Trust from 2003 to 2019. Apis Wealth provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, typically serving clients with account minimums of $500,000. The firm’s investment approach includes tailored asset allocation across equities, fixed income, and other securities, with continuous monitoring, formal annual reviews, and specialized planning for clients with concentrated equity positions and cryptocurrency exposure.

Daniel Basinger is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Victory Wealth Management, LLC since 2022. He previously worked at NorthRock Partners from 2019 to 2022 and Ameriprise Financial Services, Inc. from 2014 to 2019. He maintains a current Illinois insurance license. Victory Wealth Management, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes a range of investment instruments and combines fundamental, quantitative, technical, and charting analysis within a fiduciary framework.

Carlos Sacasa is a financial advisor with Borger Capital Management LLC in Apopka, Florida. He holds Series 63 and Series 65 credentials and has two years of industry experience, including prior roles at LPL Enterprise and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in non-investment activities such as eBay sales and collecting royalties from copyrighted material. Borger Capital Management LLC is a state-registered investment adviser that provides asset and portfolio management, financial and retirement planning, insurance planning, and consulting services to individuals, families, and small business owners. The firm employs a concentrated precious-metals strategy using a blend of fundamental, technical, and cyclical analysis across discretionary and non-discretionary engagements.

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.

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.

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.

Taylor Woodard is a Series 65-licensed advisor at Luxon Brown with five years of industry experience. Prior to joining Luxon Brown in 2025, Woodard worked at The Cabana Group and held roles at Active Assistant, LLC and US Health Advisors. Outside of advising, Woodard is also a licensed real estate agent with Luxon Brown Realty. Luxon Brown provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm integrates fundamental, quantitative, and technical analysis with modern portfolio theory and employs both long- and short-term trading strategies alongside tactical and strategic asset allocation.

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.

Jacob Wells is a financial advisor at Zenith Advisory Group, LLC with a Series 65 credential and one year of industry experience. Prior to entering the financial industry, he worked in professional football with the NFL and XFL for three years. Zenith Advisory Group provides advisory services 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 and tailors asset selection to client goals, risk tolerance, and time horizon.

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.

Tyler Dodson is a financial advisor at Destiny Wealth Partners, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including 49 Wealth Management and Oakwood Capital Securities. Outside of advising, he is also licensed as an insurance agent for fixed insurance products. Destiny Wealth Partners is a team-based SEC-registered advisory firm serving individuals, trusts, business entities, and employer-sponsored retirement plans. The firm offers wealth management, financial planning, and portfolio management through a comprehensive range of investment products and incorporates technology and process controls for client reporting and oversight.

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.

Elijah Attlesperger is a financial advisor at WealthKare.com, Inc. with a Series 65 designation and one year of industry experience. Prior to entering the financial advisory field, he worked at Precision Castparts Corp and Lowe’s. WealthKare.com, Inc. serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable accounts, offering discretionary portfolio management, financial planning, and co-advisor relationships. The firm combines fundamental analysis and long-term investment strategies with innovative services such as estate-planning technology and client education programs.

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.

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.

Audrey Mancuso is a CFP® professional with 13 years of industry experience, currently serving at Destiny Wealth Partners, LLC. She has held roles at several firms including Carson Wealth and Purshe Kaplan Sterling Investments. Mancuso is a partner in RUSO, LLC, a client partnership formed to invest in various ventures. Destiny Wealth Partners serves individuals, high-net-worth families, retirement plans, and family-office clients with wealth management, financial planning, and portfolio management services. The firm employs a diversified investment approach combining model portfolios with various asset classes and offers both discretionary and non-discretionary management.