Michelle Rafferty

Michael D'Antonio is a Series 65-licensed financial advisor with Magna Vis Capital in Gainesville, FL, where he has worked since 2023. He has two years of industry experience and also owns StockedUp, a software development company that provides educational content about the stock market via social media. Prior to his advisory role, he worked at Mount Carmel High School from 2013 to 2017. Magna Vis Capital is a sole-practitioner independent registered investment adviser serving individual and high-net-worth clients. The firm focuses on portfolio management and financial planning, emphasizing buy-and-hold equity and ETF strategies, with the use of charting, fundamental, and quantitative analysis, as well as options trading.

Stanley Griffis is the sole advisor at Griffis Asset Management Company, LLC in Chiefland, FL. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role, he is a licensed attorney operating Griffis Law Firm, LLC, where he provides legal and mediation services. Griffis Asset Management Company is an independent registered investment adviser offering discretionary portfolio management and limited non-discretionary advice to individuals, pension and profit-sharing plans, and corporate entities. The firm employs a combination of analytical methods tailored to client objectives and risk profiles and integrates complementary financial planning as part of its services.

Franklin Lentz III is a financial advisor at Lentz Advisors in Gainesville, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at J.W. Cole Financial, Inc., Lentz Wealth Advisors, LLC, and Lentz Networks, LLC, where he serves as president of an IT and software sales and support business. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to institutional clients such as plan sponsors, pension and profit-sharing plans, and trusts, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a diverse range of investment instruments and offers specialized retirement plan services including acting as a Section 3(38) fiduciary.

Franklin Lentz Jr. is a financial advisor with Lentz Advisors in Gainesville, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes over a decade at Raymond James Financial Services and leadership roles at Lentz Dodd Financial Group and other affiliated entities. Outside of advisory work, he serves as an independent insurance producer and consults on employee benefit plans. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to plan sponsors, pension and profit-sharing plans, trusts, and other institutional clients, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy utilizing fundamental, technical, and cyclical analysis across a variety of investment instruments and offers specialized retirement plan services, including Section 3(38) fiduciary capabilities.

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with four years of industry experience. He holds a Series 65 designation and has served in the US Army from 2015 to 2020. Since 2020, he has also been affiliated with Stetson University of Law. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm customizes portfolios emphasizing preferred stocks and corporate bonds, employing a combination of fundamental and technical analysis, cyclical analysis, modern portfolio theory, and option writing tailored to client needs.

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.