Dawn Steinert is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 credential and 11 years of industry experience. Her career includes prior roles at J.W. Cole Advisors, INC., Global Financial Private Capital, The Sleight Group, and founding Citypark Financial LLC, where she remains active. Outside of financial advising, she serves as the head coach for the volleyball team at Lemon Bay High School. Accurate Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charities, corporations, and other advisers. The firm offers discretionary portfolio management, financial planning, and educational services with an investment approach emphasizing value, safety, quality, and risk control, managing assets across a range of securities and alternative investments.

Loren Krieg is a CFP® and Series 65-registered advisor with six years of industry experience. He currently works at Facet and previously held positions at Tapfin/EY, Florida Financial Advisors, Inc., and Walgreens. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and implementation services. The firm emphasizes holistic financial planning through its Total Financial Life Resources framework and offers discretionary asset allocation primarily using ETFs, along with tax-optimized strategies for taxable accounts.

William Cooper is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and 65 licenses and 38 years of industry experience. His career includes roles at firms such as AAG Capital, Fidelity Investments, and Morgan Stanley. He also sells Medicare and fixed life insurance products on a commission basis. 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 value, safety, quality, and risk control in its investment approach and manages approximately $1.71 billion in regulatory assets.

Keith Woomer is a financial advisor at Accurate Wealth Management, LLC with six years of industry experience. He has held roles at firms including Farther Finance Advisors and Boston Asset Management, Inc. Outside of his advisory work, he is the owner of Trustease LLC, a trust administration software business. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other 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 its asset allocation and manages approximately $1.71 billion in regulatory assets.

Michele Savarese is a financial advisor at CreativeOne Securities, LLC with 42 years of industry experience. She has held positions at CreativeOne Securities since 2018 and previously worked at Kestra Financial, Inc. and Presidential Brokerage, Inc. Savarese also owns a fixed insurance and annuities business. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management.

Michael Hay is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC. His prior experience includes roles at USAA Life Insurance Company and USAA Investment Services Company. Outside of financial services, he has been involved with Twenty Sweets LLC. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, providing portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party managers and offers a range of advisory platforms including wrap fee programs and unified managed accounts.

Erik Ramnauth is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, MML Investors Services, LLC, and Legacy Wealth Partners. He also serves as an administrator for his mother’s estate, coordinating with the estate attorney on her affairs. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers the Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers, operating mainly as a referral intermediary rather than managing client assets directly.

Samantha Gyeszat is a financial advisor at Accurate Wealth Management, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Bison Advisors and Truadvice, LLC. Outside of her advisory work, she is involved as a stylist promoting and selling nail and hand care products with Color Street. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, offering discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its investment approach and manages approximately $1.71 billion in assets.

Kenneth Remsen is a CFP® professional with two years of experience in the financial services industry. He is currently with USAA Investment Services Company and has held previous roles at USAA Life Insurance Company, Fidelity Investments, and the Florida Air National Guard. Outside of his advisory work, he has experience with WalletWise, LLC and a 15-year tenure with the Clay County School District. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors, primarily through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Trevor Taylor is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Accurate Wealth Management, LLC. His career includes roles at AAG Capital Inc, Intervest International, and Bertelsen And Taylor Asset Management, among others. Outside of advisory work, he is involved in fixed annuities and life insurance sales, dedicating time to solving income and life insurance needs for clients. Accurate Wealth Management, LLC provides discretionary portfolio management and financial planning services to individuals—including high-net-worth clients—as well as pension plans, charities, and corporations. The firm emphasizes value, safety, quality, and risk control in its asset allocation strategies and manages approximately $1.71 billion in regulatory assets.

Derek Wilkes is a financial advisor at Accurate Wealth Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Chase, Merrill, and Independent Financial Partners. 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 and manages approximately $1.71 billion in regulatory assets under management.

Kalyan Kavili is a financial advisor at Kingswood Wealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Ameriprise Financial Services, Inc. and Benchmark Investments, Inc. before joining Kingswood. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering portfolio management, third-party manager oversight, plan advisory, and financial consulting services.

Ricky Black is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 credential and 40 years of industry experience. He has worked with West Coast Financial and Lincoln Investment since 2015 and has been associated with Horace Mann Investors Inc since 1984. In addition to his advisory role, he is appointed as an agent for Medicare Advantage and Medicare supplement insurance with multiple providers. Accurate Wealth Management, LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, corporations, and other advisers. The firm offers discretionary portfolio management and financial planning, emphasizing value, safety, quality, and risk control in individualized asset allocations.

Byron Ison is a financial advisor with Sequent Planning, LLC and holds a Series 65 designation. He has one year of experience at Sequent Planning and prior experience at several firms dating back to 2012. Outside of his advisory role, he is the owner and managing partner of Protective Financial Group, an insurance services business based in Wesley Chapel, FL. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, and a range of retirement-plan services through a network of approximately 97 independent adviser representatives.

David Goldin is a financial advisor at Accurate Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including AAG Capital Inc. and The Clearwater Group. Outside of his advisory role, David holds a Florida real estate license and is involved in managing real estate transactions through his ownership of Goldin Properties LLC. 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 variety of investment options with an emphasis on value, safety, quality, and risk control.

Rick Helbing is a CFP® and ChFC® credentialed financial advisor with 20 years of industry experience. He has worked at Accurate Wealth Management, LLC since 2026 and previously held roles at ChangePath, LLC, Partnervest Advisory Services, LLC, and Suncoast Advisory Group of Sarasota, Inc. He sold non-variable insurance products through Suncoast Advisory Group until 2015. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers with discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing approximately $1.71 billion in regulatory assets under management.

Bryan Hamer is a Series 65-licensed financial advisor with eight years of industry experience. He is affiliated with Accurate Wealth Management, LLC and has prior experience with firms including International Assets Advisory, LLC, and 21st Century Financial. He is also the owner of Hamer Capital Group, Inc., a private label entity for securities business. 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 individualized asset allocations and manages approximately $1.71 billion in regulatory assets.

Mounia Mokdad is a CFP® professional with eight years of experience at Joel Isaacson & Co., LLC. She has worked exclusively at Joel Isaacson & Co., LLC since 2014. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, as well as corporate pension plans and charitable organizations. The firm manages approximately $8 billion in client assets and offers services including financial planning, portfolio management, tax advice, and family-office support.

Daniel Mercado is an investment advisor representative at Regal Investment Advisors LLC with one year of industry experience. Prior to joining Regal, he held roles at Optum, AbleTo Inc, Sila Solutions Group, and Medtronic. Outside of his advisory work, he serves as a senior program manager at Optum, focusing on healthcare program and project management. Regal Investment Advisors operates an enterprise-scale sub-advisory platform providing model portfolio implementation and discretionary investment management services to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, executing day-to-day trading discretion within defined strategy parameters.

Paul O'Grady is a Series 65-licensed financial advisor with 16 years of industry experience, currently serving at Accurate Wealth Management, LLC. His career includes prior roles at Global Financial Private Capital, LLC and ongoing involvement with Clean Juice LLC. He is also a vice president at Clean Juice, a retail food and beverage business. Accurate Wealth Management, LLC serves individuals, including high-net-worth clients, as well as pension plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes asset allocations based on value, safety, quality, and risk control, managing approximately $1.71 billion in regulatory assets under management.