James Randazzo is a financial advisor with LSP Advisory LLC in Tavares, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at GWN Securities Inc. for 15 years before founding LSP Planning LLC and later LSP Advisory LLC. Randazzo is also involved in life insurance and annuities sales, tax consulting and preparation, and Medicare planning, including educating clients on cash value life insurance through the Bank on Yourself program. LSP Advisory LLC serves individual and high-net-worth clients, focusing on portfolio management by placing assets with third-party sub-advisers. The firm matches clients to model portfolios based on risk tolerance and objectives, regularly reviewing manager performance and maintaining formal relationships with specialized sub-advisers to provide access to niche investment strategies.

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.

Kermit Wheeler is a financial advisor with Wheeler & Mote, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Syndicated Capital since 2002 and Securities Management & Research, Inc. since 1996. Wheeler & Mote is a small, independent registered investment adviser serving primarily individual clients, focusing on IRA rollovers and taxable portfolios. The firm employs a defense-oriented, loss-averse investment approach that emphasizes income, liquidity, and downside mitigation through portfolios composed of ETFs, individual securities, research-driven bonds, active cash management, and partial hedging strategies, including long-term use of inverse ETFs.

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® professional with 14 years of industry experience. He is the sole advisor at Victory Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at NorthRock Partners and Ameriprise Financial Services, Inc. Basinger maintains an active insurance license in Illinois. Victory Wealth Management, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a fiduciary approach, using a combination of fundamental, quantitative, technical, and charting analysis, and offers investment strategies that include long-term trading, options, and private placements.

Carlos Sacasa is a financial advisor at Borger Capital Management LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including LPL Enterprise, The Prudential Insurance Company of America, and Charles Schwab & Co., Inc. Outside of his advisory role, he is involved in sales of home items through eBay and collects royalties from a sole-use copyright. Borger Capital Management is a state-registered investment adviser that provides discretionary portfolio management and financial planning primarily to individual clients. The firm employs a diverse investment approach incorporating technical, fundamental, and cyclical analyses, and serves a small client base with a focus on individual, non-high-net-worth investors.

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.

Bart Patterson is a financial advisor with Zenith Advisory Group, LLC, holding a Series 65 designation and 13 years of industry experience. His prior experience includes roles at Golden Reserve, LLC, Parady Financial Group, and Beacon Hill Investment Advisory, LLC. He 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 and customizes asset selection according to client goals 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 49 Financial with Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and the University of Florida. In addition to his advisory role, he is licensed to sell fixed insurance products. 49 Financial provides advisory services to individuals, trusts, corporations, pension plans, and charitable organizations, offering financial planning, investment management, retirement consulting, and family office services. The firm manages approximately $871 million in assets and employs a disciplined, long-term investment approach based on diversified asset allocation and Modern Portfolio Theory.

Jeremiah Wassmer is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Destiny Family Office, where he has worked since 2025, following prior roles at Destiny Wealth Partners, The LifeWealth Group, and AE Wealth Management, among others. Destiny Family Office provides discretionary investment management, family office administrative support, and wealth management services to high-net-worth families and institutional clients. The firm’s investment approach emphasizes asset allocation and diversification across various asset classes, overseen by an Investment Policy Committee and implemented through model portfolios ranging from aggressive to conservative.

Elijah Attlesperger is a financial advisor at WealthKare.com, Inc. with a Series 65 designation and one year of industry experience. Prior to joining WealthKare.com, he worked at American Assets Financial Corporation and held positions at Precision Castparts Corp and Lowes. WealthKare.com, Inc. serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and estate-planning referrals. The firm uses fundamental analysis and a long-term investment approach, combining internally managed strategies with third-party models and emphasizes client education and digital tools.

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 with Destiny Wealth Partners, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley for four years and Edward Jones for eight years. Destiny Wealth Partners serves individuals, including high-net-worth families, employer-sponsored retirement plans, and family-office clients, providing wealth management, financial planning, and portfolio management through both wrap and non-wrap arrangements. The firm employs a diverse investment approach that combines model asset-allocation portfolios with various investment vehicles and offers discretionary and non-discretionary management along with retirement plan consulting and trust administration services.

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.

Travis Bender is a financial advisor at Blackston Financial Advisory Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Fund Management and as a self-employed advisor. In addition to his advisory role, he is an independent insurance agent specializing in life, health, disability, annuities, and long-term care products. Blackston Financial Advisory Group provides ongoing portfolio management and advisory services to individuals and high-net-worth clients, offering customized Investment Policy Statements and rollover/IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis with a long-term orientation.