Ryan Egbert is a CFP® and ChFC® with 11 years of industry experience. He is the sole advisor at Elevation Haven Financial, where he has worked since 2021. Prior to that, he spent 20 years at Scott Marsh Financial. Outside of his advisory role, he teaches finance courses. Elevation Haven Financial is an independent registered investment adviser serving individual investors, high-net-worth clients, companies, and trusts. The firm provides portfolio management, tax services including individual tax return preparation, real estate advice, and financial planning, employing a disciplined investment process focused on asset allocation and downside risk analysis.

Riley Kiefer is the principal of Kiefer Financial Advising LLC in Ocala, FL, holding a Series 65 designation with approximately one year of experience in financial advising. Prior to founding his firm, he worked at Great American Insurance Group for six years. He is also active as a licensed health and life insurance agent through a separate agency. Kiefer Financial Advising provides non-discretionary investment advice and financial planning to individual investors, trusts, and small businesses. The firm employs a goal-based, long-term approach focused on diversification, cost efficiency, and education, offering services through fixed fees rather than asset-based charges.

Jonathan Davis is a CFP®, CFA®, and ChFC® credentialed financial advisor with 12 years of industry experience. He has worked at Vanguard and The Vanguard Group for 11 years before founding One Day Wealth Management in Ocala, FL. One Day Wealth Management is an independent firm that provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on mutual funds and ETFs. The firm integrates tax preparation services with investment advice and structures portfolios based on Modern Portfolio Theory, operating as a fiduciary for retirement accounts.

Mark Camp is a financial advisor at LifeCare Funding Solutions, LLC in Ocala, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LifeCare Funding Solutions since 2010. In addition to his advisory role, he is a partner at MMC Financial Services, LLC, where he is involved in the sale of life, health, disability, fixed annuities, and workplace indemnity insurance products. LifeCare Funding Solutions serves individual and corporate clients, including high-net-worth individuals, offering written financial planning, portfolio management, and third-party adviser selection and oversight. The firm employs an investment approach based on individualized asset allocation and Modern Portfolio Theory, focusing on value, safety, quality, and risk control.

Roger Thompson is the founder and principal of Private Client Services Group, LLC, an independent advisory firm based in Ocala, Florida. He holds Series 63 and Series 66 licenses and has 32 years of industry experience, including prior roles at United Planners Financial Services and International Assets Advisory LLC. Private Client Services Group provides investment advisory and financial planning services to individuals, families, trusts, and business owners. The firm offers customized portfolio management and targeted planning using a combination of fundamental and technical analysis, managing assets on a discretionary basis with ongoing client reviews.

Anthony Doran is a financial advisor at Gray Lion Capital in Ocala, FL, holding a Series 65 designation with three years of industry experience. He has been with Gray Lion Capital since 2018 and also owns a firearm manufacturing business, Black Mountain Tactical. Additionally, he founded Growth Advising Inc., a consulting business, though he is not active in its daily operations. Gray Lion Capital provides discretionary, fee-based portfolio management and investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, utilizing a range of strategies including option writing and sector-focused stock selection.

John Moody is a financial advisor at Ocala Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ocala Capital since 2016. Prior to that, he was with Regulus Advisors, LLC and Regal Investment Advisors. Moody is also a licensed agent selling fixed life, annuity, and health insurance through Moody Financial Group, an activity he has been engaged in since 2010. Ocala Capital serves individual and high-net-worth clients, as well as estates, charities, and business entities, offering personalized financial planning, discretionary portfolio management, and qualified plan consulting. The firm’s investment approach combines fundamental and technical analysis tailored to each client, and it also offers products including non-traded REITs with regular client reviews.

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.

David Dicks is a financial advisor at Ocala Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ocala Capital since 2018. In addition to his advisory role, he is involved in several family-related citrus businesses and serves as managing member or trustee in related entities. Ocala Capital serves individual and high-net-worth clients, estates, charities, and business entities by providing personalized financial planning, discretionary portfolio management, and qualified plan consulting. The firm’s investment approach combines fundamental and technical analysis tailored to client-specific policies and includes a range of strategies such as non-traded REITs with regular client reviews.