Taylor Mc Cullough is a CFP® with four years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. Prior to joining OnePoint BFG, Taylor worked at Northwestern Mutual Wealth Management Company and held various roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of financial advising, Taylor has experience working at Lilly Pulitzer. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies using third-party managers, proprietary models, and technology-enhanced processes.

Kenneth Mcguire is a financial advisor with Accurate Wealth Management, LLC in Wesley Chapel, FL, holding Series 65 and Series 63 licenses and bringing 36 years of industry experience. His prior experience includes roles at AAG Capital, Strategic Tax Advisor Resources, Global Financial Private Capital, and managing his own firm, Mcguire Financial Services, for nearly two decades. Outside of his advisory work, he serves on the Finance Committee of the Yarmouth Area Chamber of Commerce. Accurate Wealth Management provides discretionary portfolio management, financial planning, and educational services to individuals, pension plans, charities, corporations, and other advisers. The firm emphasizes value, safety, quality, and risk control in asset allocation, managing approximately $1.71 billion in assets and offering a range of investment options including alternative and privately placed investments.

Michelle Ludwig is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Treger & Associates LLC for 22 years. Ludwig has also operated Ludwig Investments Inc. since 1996. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on both discretionary and non-discretionary bases and offers services including private placement due diligence and allocation for qualified investors.

Carolyn Howard is a CFP® professional with 33 years of industry experience, currently serving as an investment advisory representative at Accurate Wealth Management, LLC. Her prior work history includes roles at AAG Capital, SeaCure Advisors, PEGAESUS Advisors, LPL Financial, and Lexington Advisors. She volunteers quarterly to teach financial planning classes for newly widowed individuals through the nonprofit Soaring Spirits International and serves on the board of directors for the Lexington Philharmonic Orchestra. Accurate Wealth Management, LLC provides discretionary portfolio management, financial planning, and educational services to individuals, retirement plans, charities, and corporations. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing approximately $1.71 billion in assets with a range of investment options including alternative and privately placed assets.

Donald Rhomberg is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Jaffe Tilchin since 2008 and also operates Rhomberg Financial, where he is involved in insurance sales and management activities across various lines such as life, disability, and property and casualty insurance. Additionally, he has interests in offshore fishing charters and lodging bookings. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts, provides private placement due diligence, and is notable for advising a pooled investment vehicle with performance-based fees and integrating private fund operational services into client support.

Marc Labadie is a financial advisor at CoreCap Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Investments, Labadie Financial, The Row Group, M HOLDINGS SECURITIES, Inc., and C R Myers & Associates. Outside of his advisory role, he is involved with M&O Marketing/Labadie Financial as a producer focused on sales of fixed indexed annuities. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and, after client discussion, options or short sales.

Don Adwell is a financial advisor with Capital Analysts, holding a Series 65 credential and 14 years of industry experience. He has been affiliated with Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, Adwell serves as a volunteer board member for the Tampa Firefighters Museum and as a fiduciary trustee for the Tampa Firefighters and Police Officers Employees Health Plan. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team.

Marc Ardizzone is a financial advisor with Jaffe Tilchin Investment Partners, LLC in Tampa, FL. He holds a Series 65 designation and has 17 years of industry experience. Mr. Ardizzone has been with Jaffe Tilchin since 2008 and is also a minority partner in Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, portfolio management, financial planning, and institutional consulting, including private placement due diligence and management of pooled investment vehicles.

Dominick Ciocia is a financial advisor at B. Riley Wealth Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at National Securities Corporation and Asset & Financial Planning, Ltd. In addition to his advisory role, he is involved in tax preparation services through B. Riley Wealth Tax. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs multiple investment programs and manages approximately $4.21 billion in client assets.

Brett Witkowski is a CFP® with 17 years of industry experience and is affiliated with Jaffe Tilchin Investment Partners, LLC. He has worked at J.W. Cole Financial Inc. and Jaffetilchin Wealth Management since 2008. Witkowski is also a minority partner at Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and private placement services. The firm manages both discretionary and non-discretionary accounts and offers specialized services such as private fund operational support and performance-based fee structures.

Ryan Nickel is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Jaffe Tilchin, he was employed at the University of Tampa and Woodforest National Bank. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth and non-HNW households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, portfolio management, financial planning, institutional consulting, and private placement assistance, managing accounts on both discretionary and non-discretionary bases with a focus on performance review and private fund operational services.

Brendan Mcelroy is a financial advisor at Symmetry Partners with four years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Morgan Stanley and Fidelity Investments. Prior to his career in finance, he spent five years at Twin River Casino. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to individual investors, retirement plans, institutional pension plans, and investment companies. The firm’s investment approach is quantitative, using factor-based equity strategies and diversified fixed-income allocations implemented through mutual funds, ETFs, and separately managed accounts.

Meredith Freeman III is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Freeman is also an owner/partner of MF Financial LLC. Accurate Wealth Management serves a diverse client base including individuals, pension plans, and charities, offering discretionary portfolio management, financial planning, and a wrap-fee program. The firm emphasizes value, safety, quality, and risk control in asset allocation and manages approximately $1.71 billion in regulatory assets under management.

Jonathan Howard is a CFP® with eight years of industry experience, currently serving as an advisor at Accurate Wealth Management, LLC since 2021. He previously worked at SeaCure Advisors LLC and has experience outside finance in visual effects production. Howard also works as an independent insurance agent in addition to his advisory role. Accurate Wealth Management, LLC provides discretionary portfolio management, financial planning, and educational services to individuals, pension plans, charities, corporations, and other advisers. The firm employs individualized asset allocations focused on value, safety, quality, and risk control, managing over $1.7 billion in regulatory assets.

Perry Nafziger is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and bringing 25 years of industry experience. His career includes tenures at LPL Financial and Independent Financial Partners before joining IHT Wealth Management in 2018. In addition to his advisory role, he provides tax preparation and accounting services through Perry FG Tax and sells insurance products via Equity Wealth Management. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers discretionary asset management, financial planning, and ERISA consulting through a network of over 150 advisors.

Shawn Clark is a financial advisor with Continuum Advisory, LLC in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Kalos Management, Kalos Capital, PMB Capital Management, and Center Street Securities. Clark is also involved with Mosaic Financial Group, where he provides investment advisory services and offers insurance options including term life and indexed universal life. Continuum Advisory serves both individual and institutional clients, providing financial planning, consulting, and discretionary portfolio management. The firm integrates multiple professional services among its advisors and employs a centralized platform for reporting and asset management.

Elizabeth Bertelsen is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Accurate Wealth Management since 2019 and previously held roles at Intervest International Equities Corp and Global Financial Private Capital. Outside of her advisory work, she operates a non-investment business selling fused glass, paintings, and jewelry through boutiques and online platforms. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in developing individualized asset allocations and manages approximately $1.71 billion in regulatory assets.

John Sullivan IV is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 25 years of industry experience. He has worked with IHT Wealth Management since 2018 and previously with Independent Financial Partners and LPL Financial. Sullivan also sells non-variable insurance through various carriers. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and offers discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

John Thomas is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 13 years of industry experience. He has held positions at Morgan Stanley and MassMutual and currently holds Series 63, 65, and 66 licenses. Outside of his advisory role, he serves as the live video director for Greater Travelers Rest Baptist Church and owns JT2 Aero, a recreation and automotive business. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement investment assistance. The firm manages accounts on both discretionary and non-discretionary bases and provides specialized services including private fund operational support and advisory to performance-fee pooled vehicles.

Austin Ferlita is a Series 65-licensed financial advisor with six years of industry experience, currently with Advisory Services Network since 2021. He previously worked at J.W. Cole Advisors and Drew Capital Group and has a background that includes a role at Oglethorpe University. Outside of his advisory work, he serves as president of Ferlita Financial, LLC, a service company involved in the sale of life and annuity products. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and retirement plans. The firm supports a network of independent advisors who provide portfolio management, financial planning, and consulting services across a broad range of asset classes and investment strategies.