Patricia Mcnamara

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 is a financial advisor at Zinnia Wealth Advisory, LLC in Ocala, FL, holding a Series 65 designation with 10 years of industry experience. His prior roles include positions at Bankers Life Securities, Inc., ProEquities Inc, and BankersLife. Zinnia Wealth Advisory provides financial planning, discretionary portfolio management, and third-party adviser selection for individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $146.6 million in discretionary assets and serves both high-net-worth and non-HNW clients, utilizing model portfolios and sub-advisers with a range of investment approaches.

Charisse Rivers is a financial advisor at Zinnia Wealth Advisory, LLC with 10 years of industry experience. She holds a Series 65 designation and previously worked at Central Florida Retirement Education, Integrated Financial Settlements, Retirement Wealth Advisors, and NFIC Group. Rivers is also a managing member and owner of an insurance agency affiliated with her firm. Zinnia Wealth Advisory provides financial planning, discretionary portfolio management, and third-party adviser selection for individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients using model portfolios and sub-advisers, offering a range of actively managed and buy-and-hold strategies.

Raymond Oconnell is a financial advisor at Wealth Watch Advisors, INC with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Coppell Advisory Solutions, Onyx Bridge Wealth Group, Altus Wealth and Tax, Elite Investment Team, and Altus Wealth Strategies, with a career dating back to 1996 at O'Connell Associates. Outside of his advisory work, he is involved in non-investment businesses including fixed insurance brokerage, consulting for CPA teams, and education on wealth-building and tax strategies for business owners and high-net-worth professionals. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach using approved sub-advisors and strategies tailored through client interviews and risk assessments.

Osvaldo Delgado Jr. is a financial advisor at Kovack Advisors, Inc. with 16 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 role, he is involved as Chief Operating Officer and partner at Ministry Marketing Agency LLC, which provides digital marketing services for churches and nonprofit organizations. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a wide range of clients, including individuals, corporations, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and access to third-party asset managers, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Brian Wakefield is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Simplicity Wealth and also maintains an affiliation with Estate & Retirement Resources, where he offers estate and financial planning along with fixed insurance products, including index annuities and tax preparation services. Prior to these roles, he worked at Edward Jones for six years and has experience with multiple advisory firms. Simplicity Wealth provides services to a diverse client base, including individual and high-net-worth clients as well as other financial intermediaries. The firm employs a model-driven, fund-of-funds investment approach and offers technology-driven solutions such as a Managed Account Program and asset management software platforms.