Daniel Markese is a Certified Financial Planner (CFP®) and holds a Series 65 license with 10 years of industry experience. He has been with Accurate Wealth Management, LLC since 2018 and previously worked at Global Financial Private Capital, LLC from 2015 to 2018. Additionally, he has been involved with Accurate Advisory Group since 2006 and acts as an insurance agent in Florida through this business. Accurate Wealth Management, LLC serves a diverse clientele including individuals, pension plans, charities, and corporations, offering discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its asset allocations and manages approximately $1.71 billion in regulatory assets.

Ross Taylor is a financial advisor at Accurate Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Bison Advisors, TruAdvice, LLC, Bertelsen Asset Management, LLC, Aviance Capital Management, LLC, and Global Financial Private Capital, LLC. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers by providing discretionary portfolio management, financial planning, educational services, and a wrap-fee program. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing most accounts on a discretionary basis with client-imposed restrictions and utilizing subadvisers when appropriate.

Brian Greco is a financial advisor with Accurate Wealth Management, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has seven years of industry experience, previously working at Raymond James Financial Inc and 22 Squared Inc. In addition to his advisory role, he is active as a licensed insurance agent selling fixed indexed and life insurance products. Accurate Wealth Management, LLC serves individual clients—including high-net-worth individuals—as well as pension plans, charities, corporations, and other advisers. The firm offers discretionary portfolio management, financial planning, and a range of investment options, emphasizing value, safety, quality, and risk control while managing approximately $1.71 billion in regulatory assets under management.

Maddison Long is a financial advisor at Accurate Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Goldman Sachs, ServiceMac, and CHG Healthcare. Outside of her advisory role, Long is the owner of Organized Outcomes LLC, an insurance-related business focused on assisting agents and managing commissions. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes individualized asset allocations based on value, safety, quality, and risk control, managing most accounts on a discretionary basis with a range of investment options including mutual funds, alternative investments, and structured notes.

Michael Minter is a financial advisor with Lifemark Securities Corp. in Tampa, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked with Mintco Financial, Inc. since 2001 and Lifemark Securities Corp. since 2009. Minter is also an independent insurance agent and managing partner of Elite Independence Group, LLC, involved in insurance sales and financial planning. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering a range of programs including Unified Managed Accounts and Separately Managed Accounts tailored through risk assessments and managed on discretionary or non-discretionary bases.

Darren Turner is a CFP® with 26 years of industry experience, currently serving at Jaffe Tilchin Investment Partners, LLC. He has been with the firm and Comprehensive Asset Management & Servicing, Inc. since 2011. Outside of his advisory role, Turner is the managing member of Turner & Associates Financial, LLC, where he is involved in the sale of insurance products. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on discretionary and non-discretionary bases, provides private placement due diligence, and integrates private fund operational services into client servicing.

Michael Degenova is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Jaffe Tilchin Wealth Management since 2010. In addition to his advisory role, he serves as president of 1-12 Financial LLC, overseeing insurance production. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm offers discretionary and non-discretionary account management, third-party manager selection, and private placement due diligence for qualified investors.

Gabriel Gaston is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Calton & Associates since 2024 and previously spent seven years at Mutual Trust Company of America Securities and three years at Freedom Investors Corp. He also founded Gaston Financial Group, which he continues to be associated with. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of program structures, including firm-managed wrap programs and separate account platforms, tailoring investment recommendations to client goals, risk tolerance, and liquidity needs.

Patricia May is a financial advisor with Accurate Wealth Management, LLC and holds the Series 66 designation. She has 24 years of industry experience, including prior roles at Raymond James Financial Services Advisors Inc. and Stifel Nicolaus & Company, Inc. Accurate Wealth Management, LLC serves individuals—including high-net-worth clients—as well as pension plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management, financial planning, and a wrap-fee program, emphasizing value, safety, quality, and risk control in individualized asset allocations.

Matthew Versage is a CFP® professional with six years of experience in the financial industry. He is currently with United Capital Financial Advisors and previously worked at JPMorgan Securities and JPMorgan Chase Bank. In addition to his financial career, he has served in the U.S. Air Force for over 15 years. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual, high-net-worth, retirement plan, and institutional clients. The firm emphasizes client-specific financial plans and offers a range of customizable investment options, supported by a broad affiliate network and a technology platform that assists other independent advisors.

Andy Jaikaran is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Gradient Advisors in 2024, he held roles in real estate and mortgage sales, including positions at Florida Homes Realty and Mortgage since 2020 and Money Tree Consulting from 2019 to 2024. He is also involved in investment advisory and insurance services through his ownership of Jaikaran Wealth Management and Jaikaran Financial Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm operates a primarily non-discretionary model, working with third-party money managers and Investment Advisor Representatives to offer advice and implementation support, managing approximately $1.39 billion in total platform assets.

Jordan Holding is a CFA® charterholder with five years of industry experience. He is affiliated with M Holdings Securities, Inc. and has previously worked with Lion Street Advisors, Mezrah Consulting, Morgan Stanley, and Deen King, M.D. P.A. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and custodial arrangements.

Don Opperman is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for a combined 41 years. Opperman serves as a FINRA arbitrator, hearing and deciding industry dispute cases. Advisory Services Network is an independent enterprise serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of over 200 advisors manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and a range of investment consulting services.

Steven Cere is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services and BB&T Securities. Outside of his advisory role, he is an owner of a real estate holding company in Dunedin, Florida. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base that includes individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, employing both third-party managers and in-house resources across a range of strategies.

Kyle Lonsinger is a CFP® with nine years of industry experience, currently serving at Accurate Wealth Management, LLC. His prior roles include positions at AAG Capital, LPL Financial, Bank of America, Merrill, TD Ameritrade, Nationwide, and WC McQuaide Inc. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, offering discretionary portfolio management, financial planning, educational services, and a wrap-fee program. The firm emphasizes value, safety, quality, and risk control in its individualized asset allocations and manages approximately $1.71 billion in regulatory assets under management.

Rodger Elgar is a Series 65 licensed advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience. He has worked at Jaffe Tilchin since 2008. Outside of advisory services, he is also engaged in insurance sales. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm offers discretionary and non-discretionary account management, private placement due diligence, and acts as adviser to a privately placed fund specializing in volatility/arbitrage and options trading strategies.

Kelly Montague is a financial advisor with Fifth Third Wealth Advisors LLC in Tampa, FL. She holds a Series 65 credential and has experience working at Andersen Tax, LLC and Reilly, Fisher, & Solomon, P.A. Prior to joining Fifth Third Wealth Advisors in 2026, she spent nine years in legal practice. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients including individuals, trusts, pension and profit-sharing plans, and institutional entities. The firm offers diversified portfolio management services with an emphasis on household-level investment policy statements and integrates resources from its parent bank and affiliates in its investment process.

Robert Bray is a financial advisor with Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding the ChFC® designation and a Series 65 license. He has 42 years of industry experience, including roles at Comprehensive Asset Management & Servicing and Jaffe Tilchin Wealth Management since 2008. Outside of his advisory work, he is president and owner of Bray & Assoc Inc, an insurance business focusing on home, life, auto, and fixed insurance. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, financial planning, and institutional consulting services. The firm manages accounts on both discretionary and non-discretionary bases and offers specialized services including private placement due diligence and management of pooled investment vehicles with performance-based fees.

Saad Rahmouni Idrissi is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services from 2007 to 2022. Outside of his advisory role, he serves as Chairman of the Board for Arqam's Academy, a K-12 educational institution. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides multiple program structures and combines advisory and commission-based brokerage services.

Spencer Bryzeal is a Series 66-licensed financial advisor with five years of industry experience, currently with Strategic Wealth Investment Group, LLC. His prior experience includes roles at Strategic Wealth Designers and several financial services and insurance firms. He is involved in community outreach as a volunteer organizer for fundraising events benefiting St. Jude Children's Research Hospital and serves on the Young Friends of Kids board. Strategic Wealth Investment Group offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs a multi-method investment analysis approach and provides access to private placements for accredited investors.