Canopy 360 Wealth, LLC

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.

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.

John Cervellera is a financial advisor with Canopy 360 Wealth, LLC in Ocala, FL, holding Series 65 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Southeast Trust, Cuna Brokerage Services, Inc., and CAMPUS USA Credit Union. Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses, offering portfolio management across various asset classes and tailored financial advice without a stated account minimum. The firm integrates portfolio management with tax and planning discussions and is affiliated with an accounting and consulting firm for potential tax and accounting services.

Tatyana Kozlovska is a financial advisor at Canopy 360 Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has been with Canopy 360 Wealth since 2022. Prior to her advisory role, she spent ten years as a stay-at-home parent. Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses, offering portfolio management across various asset classes without a stated account minimum. The firm customizes advice based on client objectives and risk tolerance, integrates tax and planning discussions, and is affiliated with an accounting and consulting firm for additional services.

Lance Powers is a financial advisor with Canopy 360 Wealth, LLC in Ocala, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Raymond James and Associates and other financial firms prior to joining Canopy 360 Wealth in 2018. Outside of advising, he manages a real estate holding company. 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 financial planning. The firm integrates investment management with tax and estate planning and typically recommends custodians such as Charles Schwab and Raymond James.

Jamie Losito is a CFP® and Series 66-credentialed advisor with 12 years of industry experience. Since 2018, Losito has been with Canopy 360 Wealth, LLC, following prior roles at Financial Services International Corp., United Advisors Services, and Raymond James & Associates. Outside of financial advising, Losito serves as president of the Rotary Club of The Villages Evening in Ocala, FL. Canopy 360 Wealth, LLC provides investment advisory and financial planning services to individuals and small businesses, offering portfolio management across various asset classes without a stated minimum. The firm tailors advice to client objectives and risk tolerance, reviews accounts quarterly, and integrates portfolio management with tax and planning discussions.