Charles Fisher Jr. is a financial advisor at Andersen with 24 years of industry experience. He holds the CFP®, CFA®, PFS™, and Series 65 designations. His prior experience includes 22 years at Reilly, Fisher & Solomon Investment Advisors and its predecessor firm. Andersen serves successful individuals and families, related trusts and entities, family partnerships, family-owned corporate plans, and not-for-profit endowments. The firm provides investment consulting through full-service wealth management, limited professional consulting, or standalone performance measurement and reporting, often integrating these services with tax, valuation, and other advisory work.

Giancarlo Troncoso is a CFP® with 10 years of industry experience, currently serving as an advisor at Jaffe Tilchin Investment Partners, LLC. He has worked at Jaffe Tilchin since 2016 and most recently at The Strategic Financial Alliance, Inc. since 2025. Mr. Troncoso is also a minority partner at Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement services. The firm manages accounts on both discretionary and non-discretionary bases and integrates private fund operational services into client servicing.

Banner Clark is a CFP® with 12 years of experience in financial advising, currently with Capital Investment Advisors, LLC in Tampa, FL. His prior roles include positions at Sagace Wealth Management LLC and Fidelity Brokerage Services, LLC. He was previously the owner of a retail business, Larson Clark LLC, which is currently inactive. Capital Investment Advisors, LLC serves individuals and families across wealth levels, providing integrated financial planning and discretionary portfolio management through a structured, ETF-based portfolio approach tailored to clients’ risk tolerance and goals, supported by in-house tax and estate planning specialists.

Andrea Bernard is a Series 66 licensed advisor with one year of industry experience, currently associated with Structure Wealth Management, LLC. She previously spent seven years at OneSeven and has worked at Towne Wealth Management and in real estate with Long & Foster Real Estate. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolio management and financial planning with a primarily long-term investment approach, using mutual funds, ETFs, individual securities, and access to alternatives and private placements.

Joseph Dise is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Compass Financial Management since 2020, Dise Wealth Management Incorporated from 2007 to 2020, Wells Fargo Clearing from 2003 to 2007, and Prudential Equity Group, LLC from 2000 to 2003. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million through a multi-advisor team, using a mix of equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis to support various investment strategies.

Adria Demeo is a financial advisor at Capital Investment Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at Capital Investment Advisors since 2020, with prior roles at Harwood Advisory Group and T. Rowe Price. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, employing a centralized portfolio approach with ETF-based models and tailored allocations, supported by in-house tax and estate planning strategists.

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.

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 with OnePoint BFG Wealth Partners in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her previous roles include positions at Northwestern Mutual Wealth Management Company and other firms. She is also a 50% owner of Urban Woodcrafters, a non-financial business. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, and charitable organizations. The firm employs a mix of proprietary models and third-party managers tailored to client-specific objectives and incorporates technology and operational outsourcing into its service delivery.

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.

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® professional with 19 years of experience in the financial services industry. He has been with USAA Investment Services Company since 2018 and also holds roles with affiliated USAA entities dating back to 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, offering a Retirement Income Strategy Report and facilitating referrals to third-party advisors rather than managing client assets directly.

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.

Leonardo Irizarri is a Series 65-licensed advisor at Csenge Advisory Group, LLC with six years of industry experience. He has held roles at several firms, including Wealth Transfer Advisors, LLC, Park Avenue Securities LLC, and Guardian Life Insurance Co. Since 2016, he has been involved with Wealth Transfer Consultants, LLC, an independent insurance agency where he serves as an agency supervisor and insurance agent. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm’s investment approach integrates fundamental and technical analysis, employing a relative strength methodology with a top-down market and risk assessment process.

Christopher Woodard is a CFP® professional affiliated with Csenge Advisory Group, LLC, based in Clearwater, FL. He holds Series 65 and Series 66 licenses and has two years of industry experience. He has worked at Cassidy and Company since 2013. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process that combines fundamental and technical analysis with a relative-strength methodology to manage risk and customize portfolios primarily using mutual funds and ETFs.

Robert Anderson Jr. is a financial advisor with Calton & Associates, Inc. in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Calton & Associates in 2003, he worked at Morgan Stanley DW Inc. for four years. Outside of advising, he is an independent insurance agent appointed with various companies. Calton & Associates is a multi-team registered investment adviser that also operates as a broker-dealer and corporate insurance agency. The firm serves individuals, retirement plans, trusts, estates, and other business entities, offering fee-based portfolio management, financial planning, and commission-based brokerage and insurance products.

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.

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.