Rene Tilchin is a Series 65-licensed advisor at Jaffe Tilchin Investment Partners, LLC with two years of industry experience. He has been associated with Jaffe Tilchin Wealth Management since 2009. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting services. The firm manages both discretionary and non-discretionary accounts and provides private placement due diligence and allocations for qualified investors.

Syed Farooq is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at WestPark Capital and Devon Bank, where he served as Vice President of Islamic residential finance, originating mortgage loans. 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 and conducts private placement due diligence for qualified investors.

Daniel George is a CFP® with nine years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners, previously known as Bleakley Financial Group, and has prior experience at Northwestern Mutual Investment Services LLC, Rebecca Bast, AGW Capital Advisors, and Gasparilla Capital. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of third-party managers, custodian platforms, and proprietary models to construct and manage client portfolios.

Jesse Smith is a financial advisor with Capital Analysts, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Investment Planning and West Coast Financial since 2013. Outside of advising, Smith is COO of West Coast Financial Group and EQUISTAR Capital Group, LLC, where he manages business administration and real estate-related operations respectively. Capital Analysts serves a diverse client base, including individual investors, high-net-worth clients, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement plan advice through a nationwide network of advisors, delivering investment management both discretionarily via an internal team and non-discretionarily via advisors and third-party managers.

Peter Emmanuel is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Jaffe Tilchin Investment Partners since 2016 and also founded and serves as President of Castro Builders, LLC, a construction company. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement due diligence. The firm manages accounts on discretionary and non-discretionary bases and is notable for advising a pooled investment vehicle with performance-based fees and integrating private fund operational services into client servicing.

Fazal Dasankop is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 66 credential and bringing 33 years of industry experience. He has worked at Jaffe Tilchin since 2008 and at Comprehensive Asset Management & Servicing, Inc. since 2009. In addition to his advisory role, he is president of Dasankop and Associates and serves as a consultant building networks for independent physician associations. 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, conducts private placement due diligence, and provides integrated private fund operational services.

Stephen Dalfino is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with West Coast Financial Group and Lincoln Investment Planning since 2006. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and proprietary investment processes.

Scott Greene is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include leadership positions at Greene Financial Group and Mutual Trust Co. of America Securities, among others. Outside of advisory work, he is involved as co-owner in medical software and billing companies and serves as president of a holding company focused on business development. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm provides discretionary portfolio management and retirement plan consulting, employing a multi-disciplinary investment process that integrates fundamental, technical, and cyclical analysis across various asset classes.

Dov Litov is a financial advisor with Capital Analysts, holding a Series 66 designation and 22 years of industry experience. His prior work includes tenures at Lincoln Investment, Northbridge Financial Group, LPL Financial, Ameriprise Financial Services, and Merrill. Outside of his advisory role, he serves as a grassroots soccer referee for youth games in Florida. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers both discretionary and non-discretionary investment management supported by a proprietary mutual-fund screening process and maintains institutional relationships to support its investment products and services.

Matthew Rush is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Excalibur Financial Group, Principal Securities Incorporated, Principal Life Insurance Company, and Newma Housing Fund. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts, offers private placement due diligence, and advises on a private fund focused on volatility/arbitrage and options trading strategies.

Michael Smith is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Lincoln Investment LLC and Horace Mann Investors, Inc. In addition to advisory roles, he is involved as an agent in financial services and insurance through Florida Educator Insurance LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed portfolios, access to third-party managers, and retirement-plan advice through a nationwide network, combining discretionary investment management and non-discretionary advisory services.

David Vileno is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He has previously worked at OSAIC, American Portfolios Financial Services, Inc., and National Securities Corporation. In addition to his advisory role, he owns and operates Strategic Tax Consulting, Inc., providing tax preparation and accounting services in Tampa, FL. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining advisory, brokerage, and insurance services.

Cristian Troncoso is a Series 65-licensed advisor at Jaffe Tilchin Investment Partners, LLC with one year of industry experience. He has been with the firm since 2021 following a decade as a student. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting services. The firm offers discretionary and non-discretionary account management, private placement due diligence, and operational support for private funds.

Michael Gilmartin is a financial advisor with Lifemark Securities Corp. in Palm Harbor, FL, holding a Series 66 designation and with 20 years of industry experience. His prior experience includes roles at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. He also operates Gilmartin Financial Services, through which he provides life and health insurance products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm’s investment approach is suitability-driven, incorporating risk assessments and offering programs such as Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager options.

Allison Roper is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding a Series 65 designation with 13 years of industry experience. She has been with Jaffe Tilchin Investment Partners since 2013. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting, including private placement investment support. The firm manages accounts on both discretionary and non-discretionary bases and is notable for its role as adviser to a pooled investment vehicle with performance-based fees and integrated private fund operational services.

Christian Isaly is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2005 and Hd Vest Advisory Services, Inc. since 1995. Outside of financial advising, he supports a sand blasting business for his son and serves on the Florida State Guard in a disaster response role. Capital Analysts serves a range of retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.

Jackson Peters is an advisor at Jaffe Tilchin Investment Partners, LLC with a Series 65 credential and no prior industry experience. His background includes roles at Ferrari of Tampa Bay and Ferrari of Central Florida, as well as an extended period as a student. 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 a range of services including investment advisory, portfolio management, financial planning, and private placement assistance, managing accounts on both discretionary and non-discretionary bases.

Jonathan Clifford is a CFP® with six years of experience in financial services. He is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual Wealth Management Company and other firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management approaches, including proprietary models and third-party managers, supported by technology and operational outsourcing.

David Pearlman is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience. He previously worked at APW Capital, Inc. and Wells Fargo Clearing/Wells Fargo Advisors. Pearlman holds Series 63 and Series 66 licenses. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts and provides private placement due diligence and capital allocation to private funds for qualified investors.

Paul Hayes is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Supreme Alliance LLC and Bankers Life, and also operated Hayes Property Management for six years. In addition to his advisory role, Hayes works as an independent insurance agent. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with insurance and benefits consulting, often working with third-party investment advisors to tailor client portfolios.