George Leach is a financial advisor with Latitude Advisors, LLC in Tampa, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Latitude Advisors since 2009 and also operates Leach Co., PA, a CPA firm he founded in 1984. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Jean Gadd is a financial advisor at OnePoint BFG Wealth Partners with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at notable firms including Northwestern Mutual Wealth Management Company and Neil Effer. Outside of her advisory role, she is a 50% owner of Urban Woodcrafters, a non-financial business based in Tampa, Florida. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individuals, business entities, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models to implement client portfolios, integrating technology and operational outsourcing into its service delivery.

Kenneth Mcguire is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. His previous roles include positions at AAG Capital, Inc., Strategic Tax Advisor Resources, Inc., Global Financial Private Capital, LLC, and his own firm, Mcguire Financial Services, Inc. He serves on the finance committee of the Yarmouth Area Chamber of Commerce. Accurate Wealth Management, LLC provides discretionary portfolio management and financial planning to individuals, institutions, and other investment advisers. The firm focuses on individualized asset allocations emphasizing value, safety, quality, and risk control, managing diverse portfolios that may include 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.

Jesse Brownfield is a financial advisor at Sequent Planning, LLC in Tampa, FL, holding a Series 65 designation. He has experience working with several firms since 2018, including Phase Financial and BayTrust Financial, and has served as an insurance agent specializing in fixed annuities and life insurance since 2020. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a multi-team structure that emphasizes diversified investment strategies and risk management.

Dhaval Desai is a CFP® with 18 years of industry experience, currently serving at USAA Investment Services Company since 2018. He has held various roles within USAA-affiliated entities since 2014. Outside of his advisory work, he is a silent partner in the National Board for Neonatal Resuscitation. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment management.

Carolyn Howard is a CFP® with 33 years of industry experience, currently serving as an investment advisory representative at Accurate Wealth Management, LLC. Her prior experience includes roles at AAG Capital, Inc., SeaCure Advisors LLC, PEGAESUS Advisors, LPL Financial, and Lexington Advisors. She provides quarterly financial planning classes for widowed individuals through Soaring Spirits International and serves on the board of the Lexington Philharmonic Orchestra. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers with discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its individualized asset allocations and offers a range of investment options including alternative and privately placed investments.

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.

Gary Garcia II is a CFP®-certified financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and several regional firms. Outside of his advisory work, he is president of 3G Consultants LLC, a business consulting firm focusing on sales, growth strategies, and operational improvements. Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, providing portfolio management, financial planning, and ERISA plan advisory services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management alongside its multi-team advisory model.

Nathan Croyle is a financial advisor at Arax Advisory Partners in Tampa, FL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at SRS Capital Advisors, LLC dba Norte Advisors, LLC, and Norte Advisors, LLC, as well as nearly a decade leading N8 Enterprises LLC. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach utilizing in-house portfolio teams, external managers, and a variety of traditional and alternative investments, supported by advanced analytics and AI tools.

Dwayne Calton is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with 49 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Calton & Associates for 39 years. Outside of his advisory work, he is an author who writes for pleasure. Calton & Associates is a multi-team firm serving individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning alongside brokerage and insurance products, using a combination of analytical approaches and third-party managers to build client portfolios.

Jeremy Leeds is a CFP® professional at BLBB Advisors with three years of industry experience. He has worked at BLB & B Advisors, LLC since 2020 and was previously associated with Temple University for four years. BLBB Advisors provides investment management and financial planning services to individuals, trusts, corporations, business owners, pension plans, and non-profit organizations, managing approximately $3.25 billion in client assets. The firm offers a range of risk-based investment objectives and specialized strategies, including a Global Macro ETF strategy and an equity covered-call overlay for additional portfolio income.

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.

Lee Mezrah is a financial advisor with M Holdings Securities, Inc. in Tampa, FL, holding a Series 63 designation and over 35 years of industry experience. He has been associated with M Holdings since 2001 and has operated his own firm, Lee A. Mezrah, Inc., providing investment advisory services since 1994. Outside of his advisory work, he serves as Treasurer of the 1000 Water Street Condominium Association. M Holdings Securities, Inc. serves a nationwide client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by both in-house portfolio managers and third-party sub-advisors.

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.

Armand Atkinson is a CFP® and ChFC® with 19 years of industry experience. He is affiliated with Lanark Financial, Inc. and has worked at NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in assets and offers program-based accounts through multiple platforms, combining discretionary and non-discretionary arrangements.

Maria Atkinson is a financial advisor at Lanark Financial, Inc. in Tampa, FL, holding a Series 66 designation with 16 years of industry experience. She has been with NBC Securities, Inc. since 2015. Outside of her advisory role, she works as a Senior Manager in Global Marketing and Business Analysis at SYKES Enterprises. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and utilizes both discretionary and non-discretionary strategies with a range of program-based account offerings.

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.

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.