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.

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.

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.

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.

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.

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.

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.