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.

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.

Patricia Mcnamara is a financial advisor with Cherry Creek Investment Advisors Inc, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Cherry Creek Investment Advisors since 1995. Outside of her advisory role, she owns Banksville Farm, LLC, where she trains and sells show jumpers. Cherry Creek Investment Advisors provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes customized portfolios based on internal and external research, favoring longer holding periods with selective active management.

Raymond Oconnell is a financial advisor at Wealth Watch Advisors, INC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Altus Wealth and Tax and Coppell Advisory Solutions. Outside of advisory work, he is CEO and COO of Altus Wealth and Tax, where he educates business owners and high-net-worth professionals on wealth-building and tax strategies. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and financial institutions. The firm offers portfolio management through approved third-party model managers, financial planning, and consulting, utilizing a mix of quantitative, qualitative, and technical methods in its investment approach.

Michael Riley is a CFP® and ChFC® with 32 years of experience in financial advising. He is currently with Simplicity Wealth and The Leaders Group Inc., and previously worked for Mutual Trust Asset Management, Inc. and Calton & Associates, Inc. Riley serves on the board of trustees for Academy at the Lakes and is a board member of the local Salvation Army chapter. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring, and provides integrated technology and operational support for other advisers.

Osvaldo Delgado Jr. is a financial advisor at Kovack Advisors, Inc. with 17 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2012. Outside of his advisory work, he serves as Chief Operating Officer and partner at Ministry Marketing Agency LLC, a digital marketing firm focused on churches and nonprofit organizations. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services using a combination of internal models and third-party managers.

Brian Wakefield is a Series 66-licensed financial advisor at Simplicity Wealth with seven years of industry experience. His prior roles include positions at Edward Jones and several investment and estate planning firms. He also offers estate and financial planning services, including fixed insurance products and tax preparation, through Estate & Retirement Resources. Simplicity Wealth provides advisory services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as additional overlays like tax optimization and customized screening.

Donald Silberman is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with IP Financial Advisory Services since 2019 and is also involved with Innovation Partners LLC and Sheps Ranch. Outside of financial advising, Silberman serves as CEO and CFO of Sheps Acres, a small-scale cattle ranching operation in Williston, Florida. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with actuarial and risk management consulting and refers clients to third-party investment advisors while maintaining communication and oversight.

Armen Riley is a financial advisor at Simplicity Wealth with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Estate and Retirement Resources, Inc. In addition to his advisory role, Riley provides tailored insurance solutions to clients and estates as a registered insurance agent. Simplicity Wealth serves a broad mix of clients including individual and high-net-worth investors, retirement plans, and institutional investors, offering advisory services that range from financial planning to managed account platforms and employing a fund-of-funds style investment approach using ETFs, mutual funds, and individual securities.

Donna Mcphillips is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. She previously worked at Cetera Investment Services and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research.

Colleen Lavon is a financial advisor with PNC Wealth Management in Ocala, Florida, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and BBVA Wealth Solutions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments to manage investments primarily via mutual funds and ETFs.

Tyler Chappell is a financial advisor with Truist Advisory Services in Ocala, FL. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

David Wedderburn is a financial advisor at Truist Advisory Services with two years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Truist Advisory Services, he was employed at V.Y. Star Credit Union and studied at Florida State University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools.

Jordan Jensen is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA over a 13-year span. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Alex Fontana is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having worked previously at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Michael Stelogeannis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Truist Investment Services, SunTrust Advisory Services, SunTrust Investment Services, Inc., and SunTrust Bank. Outside of his advisory role, he is a managing member of M2C Group LLC, a rental property holding company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Zaneh Gonzalez Romaine is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. She previously worked at BB&T Securities before joining Truist and has been with Truist Advisory Services since 2019. Outside of her advisory role, she teaches yoga classes locally and participates in charity fundraising events through yoga partnerships. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by AI-enabled equity research and inter-affiliate integration, to deliver tailored investment solutions.

Wayne Hastad is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.