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Zachary R

Series 66

Tampa, FL

Tlg Advisors, Inc.

Zachary Roman is a financial advisor with TLG Advisors, Inc. in Tampa, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Oxford Wealth Group LLC, and various automotive groups. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and portfolio monitoring using fundamental analysis and Modern Portfolio Theory, with services delivered through independent advisors, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Elizabeth K

Series 63, Series 65

Tampa, FL

Tlg Advisors, Inc.

Elizabeth Kampa is a financial advisor with TLG Advisors, Inc. based in Tampa, FL. She holds Series 63 and Series 65 certifications and has one year of industry experience. Her prior roles include positions at Simplicity Investments, The Pinnacle Group, Fisher Investments, Northwestern Mutual, and Achieva Credit Union. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, utilizing fundamental analysis and Modern Portfolio Theory, and offers both personalized advisory services and a digital program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Charles C

Series 63, Series 66

Tampa, FL

Tlg Advisors, Inc.

Charles Crist is a financial advisor with TLG Advisors, Inc. based in Tampa, FL. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining TLG Advisors, he worked at The Leaders Group Inc, Pinnacle, Build Asset Management, LLC, and Preferred Capital Securities, LLC. Crist also serves as Director of Insurance at Pinnacle, where he works with financial advisors and their clients on advanced planning solutions. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm provides services to individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, employing a research approach that emphasizes fundamental analysis and Modern Portfolio Theory alongside a direct-to-consumer program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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