Brian Greco is a Certified Financial Planner® with seven years of industry experience. He has worked at Accurate Wealth Management, LLC since 2019 and previously spent two years at Raymond James Financial Inc. In addition to his advisory role, Greco is active as a licensed insurance agent involved in life insurance and fixed indexed annuity sales. Accurate Wealth Management, LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charities, corporations, and other advisers. The firm manages approximately $1.71 billion in assets, emphasizing value, safety, quality, and risk control while offering a range of investment options including alternative and privately placed investments.

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.

Steven Nelson is a Series 65 licensed advisor with 16 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2024 and previously spent over a decade at EJM Investments, LLC and its affiliated firms. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and retirement services. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and various strategies such as direct indexing and tax-loss harvesting, and is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Matthew Ritz is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at Accurate Wealth Management, LLC since 2026 and previously spent eleven years at Cornerstone Investment Partners, LLC. Accurate Wealth Management, LLC 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 and manages approximately $1.71 billion in regulatory assets under management.

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.

Jared Mcdaniel is a CFP® and CFA®-designated advisor with 18 years of industry experience. He is currently affiliated with Cornerstone Wealth and has previously worked at Mutual Securities, Inc. and CNR Securities, LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, implementing model-based portfolios with a range of asset classes and third-party managers.

Ashley Setter is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. She holds a Series 66 credential and has worked previously at firms including JPMorgan Securities LLC and Midland Trust Company. Outside of her advisory role, she operates an independent pet sitting business. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment programs using a combination of proprietary and third-party products through the Fidelity Managed Account Xchange platform.

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, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual Trust Company of America Securities, Freedom Investors Corp, and operates Gaston Financial Group. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a variety of analytical approaches and multiple platforms for asset management.

John Cleary is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. His prior roles include positions at Merrill, LPL Financial, Bancwest Investment Services, and Charles Schwab. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers rather than managing client assets.

Patricia May is a financial advisor at Accurate Wealth Management, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services, Stifel Nicolaus & Company, Citigroup Global Markets, and Legg Mason Wood Walker. Accurate Wealth Management serves individuals, including high-net-worth clients, pension plans, charities, and corporations 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.

James Petkoson is a financial advisor at Calton & Associates, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2010. His prior experience includes roles at Gunnallen Financial, Inc. and Wells Fargo Advisors. Outside of advisory work, he is an officer of a commercial rental property corporation and owns a residential rental property. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, employing a mix of analytical approaches and managing accounts through firm-sponsored programs or third-party money managers.

Matthew Versage is a CFP® with six years of industry experience. He currently works at Savvy and has prior experience at United Capital Financial Advisors, LLC, JPMorgan Securities LLC, and JPMorgan Chase Bank NA. He also serves in the U.S. Air Force, a role he has held since 2011. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm focuses on customized, primarily index-based, long-term investment strategies, incorporating active equity portfolios, tax-aware direct indexing, and specialized third-party sub-adviser solutions.

Christopher Davidson is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is affiliated with LPL Financial and has previously worked at Ameriprise Financial Services, Inc., Flaharty Asset Management, LLC, and currently leads IHT Wealth Management LLC. Davidson also manages several business entities for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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 financial advisor with M HOLDINGS SECURITIES, Inc. He holds the CFA® designation and Series 66 license and has five years of industry experience. Prior to joining M Holdings Securities in 2025, he worked at Lion Street Advisors for four years and has been involved with Mezrah Consulting since 2017. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing a combination of portfolio management and third-party sub-advisors.

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 Series 66-licensed financial advisor at Cary Street Partners with 14 years of industry experience. He previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Merrill. Outside of his advisory role, he is an owner of S&L Real Estate Holdings, LLC, a real estate business. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base including state and municipal government entities and insurance companies.

Illya Bermant is a financial advisor at McAdam LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab, Fisher Investments, and Walser Wealth Management Company. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform and offers a range of strategies including discretionary investment management, retirement-plan consulting, and a subscription-based financial planning service.