Richard Stebbins is a CFP® professional with 16 years of experience, operating as the sole advisor at Richard A. Stebbins CPA CFP CMFC in The Villages, FL. He holds a CPA background but is not currently an active licensed public accountant. His firm provides discretionary investment management primarily for individual clients and trusts, focusing on income and indexed equity exposure through various instruments such as preferred stocks, closed-end funds, and index ETFs. The firm manages approximately $12.3 million across 20 accounts and offers separate tax-planning and limited-scope hourly planning services, maintaining a small and selective client roster.

Michael Barber is the principal of Barber & Associates in The Villages, FL, holding the ChFC® designation and Series 63 license with 41 years of industry experience. He is also the principal of Wealth Management Network, a training firm for financial advisors, and owns Concierge Tax Preparation, LLC, which prepares income tax returns. Additionally, he is involved with an estate documentation firm, Estate Docs PMO. Barber & Associates provides advisory services to individual clients without account minimums, managing approximately $37.3 million across about 183 clients. The firm focuses on setting investment objectives and referring clients to third-party managed account programs while offering insurance and retirement-planning services through an affiliated insurance business.

Michael Osborne is a financial advisor at New Millennium Asset Management, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with New Millennium Asset Management since 2007. New Millennium Asset Management primarily serves individual and high-net-worth clients, managing discretionary portfolios with a combination of fundamental and technical analysis. The firm offers a range of financial planning and business consulting services, and is notable for its use of leverage and derivatives within client accounts.

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.

William Losey is a CFP® professional with five years of industry experience. He is the sole advisor at Bill Losey Retirement Solutions, LLC, an independent firm he has led since 2005. Bill Losey Retirement Solutions serves individual and high-net-worth clients with portfolio management, financial planning, and educational seminars. The firm provides non-discretionary advisory services through the SEI Asset Management Program, focusing on mutual funds and ETFs, and reported approximately $39.6 million in assets under management as of the end of 2025.

Mark Dushane is the sole advisor at Dushane Management, Inc., an independent firm based in Oxford, FL. He holds Series 63 and Series 65 credentials and has 15 years of industry experience. He is the author of the book "Beyond Folly" and serves as president of the Lake County Chamber Alliance as well as chairman of the Lady Lake Economic Development Advisory Committee. Dushane Management provides discretionary portfolio management to individuals, high-net-worth individuals, and business clients, advising across equities, fixed-income, ETFs, and non-U.S. securities. The firm uses a proprietary investment process incorporating relative strength, charting, fundamental, technical, and cyclical analysis, and offers a quarterly electronic newsletter with specific buy and sell recommendations.

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.

Roxanne Theodoropoulos is a CFP® and Series 66 credentialed financial advisor with 14 years of industry experience. She currently works at CapstoneWealth and has previously been affiliated with Gradient Advisors, LLC and USAA Financial Planning Services. In addition to her advisory role, she is an insurance agent specializing in Medicare, life insurance, and annuity sales through American Senior Benefits. CapstoneWealth provides investment management primarily through third-party strategist model portfolios on a non-discretionary basis, serving individual and high-net-worth clients. The firm focuses on matching client objectives with institutional strategist models and offers ongoing portfolio oversight.

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.

Jonathan Leftwich is a financial advisor at NetWorth Asset Management, Inc. with four years of experience in the industry. He holds a Series 66 designation and has previously worked with firms including Northwestern Mutual and ANNIEMAC Home Mortgage. In addition to his advisory role, he is a licensed health insurance agent providing sales and service to individuals and small businesses. NetWorth Asset Management is a fee-based SEC-registered investment adviser serving individuals, pension plans, corporations, and trusts. The firm manages approximately $102.9 million in assets using discretionary portfolio management and model asset-allocation strategies tailored to clients’ investment objectives.

Roger Hubley is a financial advisor with Networth Asset Management, Inc., holding the CFP® and ChFC® designations and over 54 years of industry experience. He has worked at Networth Asset Management since 1977 and previously at Intercarolina Financial Services, Inc. and Transitional Broker LLC. Outside of his advisory role, he serves as an officer of CarAmy, LLC, a real estate investment company. Networth Asset Management is a fee-based SEC-registered investment adviser providing discretionary portfolio management and consultation services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm manages approximately $102.9 million in assets, employing model asset-allocation portfolios tailored to client investment objectives with ongoing advice and regular portfolio monitoring.

George Theodoropoulos is a financial advisor at CapstoneWealth with a Series 65 designation and one year of industry experience. His prior roles include positions at ASB Financial and Penton Learning Systems, LLC. He is also an annuity producer associated with Signal Advisors in Detroit, MI. CapstoneWealth provides investment management to individual clients, including high net worth individuals, by utilizing third-party strategist model portfolios through the Orion Portfolios Solutions Strategist Program. The firm operates primarily on a non-discretionary basis, offering recommendations while clients retain final trading authority.

Matthew Smith is a financial advisor at Parady Wealth Management with Series 63 and Series 65 credentials and over nine years of industry experience. His prior roles include positions at Allianz Life Insurance Company of North America and Questar Capital Corporation. Parady Wealth Management provides discretionary investment management and third-party manager selection to individuals, high-net-worth clients, and charitable organizations. The firm utilizes model portfolios managed through a sub-advisory relationship and serves a high client volume per advisor while also offering affiliated insurance and tax preparation services under separate agreements.

Kathleen Laseter is a CFP® professional with 11 years of experience at Blueprint Wealth Management, LLC dba Parady Wealth Management. She has held various roles within affiliated entities including Parady Financial Group, Inc. and Parady Tax Solutions LLC. Laseter is also the owner of Kathleen Laseter CPA, LLC, a certified public accounting firm focused on income tax return preparation and accounting. She serves as an Investment Advisory Board Member for The Redemptorists of the Baltimore Province. Parady Wealth Management provides discretionary investment management and third-party manager selection for individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios managed through a sub-advisory relationship, and is notable for its integration with affiliated insurance and tax/accounting services offered under separate agreements.

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.

William Fassbender is a financial advisor at BTS Asset Management, Inc. with 41 years of industry experience. He holds a Series 63 designation and has worked with BTS Securities Corporation since 2004 and The Sunderland Group since 1996. Fassbender has been involved with BTS Asset Management and his own practice since 1984. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm employs proprietary quantitative, fundamental, and technical analysis to generate tactical buy/sell signals and manages a range of portfolios including strategic, multi-strategy, and enhanced equity income options.