Robert Ouimet is a CFP®-certified financial advisor with 22 years of industry experience. He currently works at Capital Analysts and Lincoln Investment, having previously held roles at Financial Engines Advisors L.L.C., Russell Investments, and T. Rowe Price Advisory Services, Inc. In addition to his advisory work, he assists clients with evaluating insurance-based products as part of their financial planning. 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 through both discretionary and non-discretionary approaches, utilizing proprietary mutual fund screening and collaborating with third-party managers, while providing specialized retirement-plan advice.

Aiden Brown is a financial advisor with Capital Analysts and holds a Series 66 designation. He has two years of industry experience and has worked at Capital Analysts, Lincoln Investment, Equitable Advisors, LLC, and Core Bridge. Outside of his advisory role, Brown is an agent involved in property and casualty and life insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through a combination of discretionary in-house investment management and non-discretionary advisor-managed solutions, supported by proprietary research and institutional relationships.

Juan Benedeti is a financial advisor at Ausdal Financial Partners, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios for 17 years. Benedeti is also president of All Benefits Group Inc., an insurance sales business he has operated since 1998, and is involved with Passport Wealth Management, focusing on insurance and securities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining brokerage and insurance services with a variety of portfolio management options.

Maxwell Azzarelli is a financial advisor at Accurate Wealth Management, LLC with a Series 65 designation and one year of industry experience. He joined Accurate Wealth Management in 2025 following a decade-long hiatus from the industry. Accurate Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management, financial planning, educational services, and a wrap-fee program, managing diverse portfolios that include traditional and alternative investments with an emphasis on value, safety, quality, and risk control.

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.

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 at Accurate Wealth Management, LLC with 36 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at AAG Capital, Inc., Strategic Tax Advisor Resources, Inc., and Global Financial Private Capital, LLC. Outside of his advisory role, Mcguire owns McGuire Financial Services, Inc., where he is involved in insurance sales and client consulting, and he serves on the finance committee of the Yarmouth Area Chamber of Commerce. Accurate Wealth Management, LLC serves individuals, including high-net-worth clients, as well as pension plans, charities, and corporations, offering discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in its asset allocation and offers 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 designations and has been active in the financial services field since 1996, including roles at Treger & Associates LLC and Ludwig Investments Inc. 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, and institutional consulting services, with capabilities in private placement due diligence and management of both discretionary and non-discretionary accounts.

Carolyn Howard is a CFP® professional with over 33 years of experience in the financial industry. She currently serves as an investment advisory representative at Accurate Wealth Management, LLC and has held roles at AAG Capital, Inc. and SeaCure Advisors LLC. Outside of her advisory work, she provides quarterly financial planning classes for widowed individuals through the nonprofit Soaring Spirits International and serves on the board of directors for the Lexington Philharmonic Orchestra. Accurate Wealth Management, LLC serves a diverse client base including individuals, pension plans, charities, and corporations, offering discretionary portfolio management and financial planning with a focus on value, safety, quality, and risk control. The firm manages portfolios across a wide range of asset classes and offers performance-based fee arrangements for qualified clients.

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.

Don Adwell is a financial advisor with Capital Analysts who holds a Series 65 designation and has 14 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2011 and also 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. Additionally, he is a licensed agent offering fixed annuities and life insurance through West Coast Financial Group. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and firm-managed programs.

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 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corporation for nine years. In addition to his advisory role, he is involved in tax preparation through B. Riley Wealth Tax. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

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.

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. His background includes roles at SeaCure Advisors LLC and AAG Capital Inc. Outside of his advisory work, he is also an independent insurance agent. Accurate Wealth Management, LLC serves a diverse client base including individuals, pension plans, charities, and corporations, offering discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its asset allocation approach and offers a range of investment options, including alternative and privately placed investments.

John Straley is a financial advisor with World Equity Group, Inc. and holds Series 63 and Series 65 credentials, bringing 30 years of industry experience. He has been with World Equity Group since 2008 and joined VestGen Advisors, LLC in 2025. Outside of his advisory roles, he is a partner in Caliwood Pictures and CineSecure Films, LLC, involved in movie production and film financing, and serves on the membership committee of The Bridge Youth & Family Services. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, utilizing third-party money managers and discretionary asset allocation guided by risk tolerance assessments.

Brandon Cromer is a financial advisor with Accurate Wealth Management, LLC and holds Series 63 and Series 65 licenses. He has 19 years of industry experience and previously worked at firms including The Vanguard Group and Charles Schwab. Cromer also serves as a portfolio manager and trader at Ashton Thomas Private Wealth, where he manages portfolios and executes securities transactions. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management, financial planning, and a wrap-fee program, emphasizing value, safety, quality, and risk control in its individualized asset allocations.

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.