Quinn Berven is a financial advisor at Capital Analysts with a Series 65 designation and one year of industry experience. His prior work includes roles at Lincoln Investment, Aegis Wealth Management, Integrity Alliance, Transparent Financial Services, ASB Financial, and Vantage Marketing. He is also involved in insurance services and fixed annuity sales through Transparent Financial Services, LLC. Capital Analysts serves a diverse client base including individuals, 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 nationwide network of advisors and an in-house investment management team.

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 nine years of industry experience. He is currently affiliated with Accurate Wealth Management, LLC in Wesley Chapel, FL, and has prior experience with International Assets Advisory, LLC, 21st Century Financial, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of his advisory role, he owns Hamer Capital Group, Inc., a private label entity for securities business. Accurate Wealth Management, LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management, financial planning, and a wrap-fee program, employing a value- and risk-focused investment approach while utilizing subadvisers and third-party advisers when appropriate.

William Saccone Rodriguez is a financial advisor at USAA Investment Services Company with two years of industry experience. He holds a Series 66 credential and previously worked at Manderson Wealth Strategies and Principal Securities. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers and advisers.

Claudiu Barbos is a financial advisor at Accurate Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ashton Thomas Securities and Vanguard Group. Outside of financial advising, Barbos has been involved in real estate sales with HomeSmart Realty since 2001. 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 asset allocations and manages approximately $1.71 billion in regulatory assets under management.

Nadine Barnes is a financial advisor at United Capital Financial Advisors with a Series 65 credential and seven years of industry experience. Her prior work includes roles at Digital Bridge, Citrix, PROSEGUR, Bankers Life, and Marakon, a Charles River Associates company. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions and operates a technology platform, FinLife Partners, supporting other independent advisors.

Matthew Graham is a financial advisor at Capital Analysts with nine years of industry experience. He holds the Series 66 designation and has worked at West Coast Financial and Lincoln Investment since 2017. Outside of advising, he serves as a deacon and treasurer at Creekside Church and is involved in business development as Chief Growth Officer and co-owner of West Coast Financial Group. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house team and third-party managers, supported by proprietary mutual fund screening and a nationwide network of independent advisors.

Andrew Argen is a CFP® credentialed financial advisor with six years of industry experience. He is currently with Facet, having joined in 2026, and previously worked at Raymond James & Associates, Empower Financial Services, and Morgan Stanley. Prior to his financial services career, he held roles outside the industry, including positions at Kanes Furniture and Abby's Health and Nutrition. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based, ETF-driven asset allocations and technology-driven processes, offering a flat subscription fee model rather than traditional asset-based fees.

Joe Malave is a CFP® with 30 years of experience in the financial industry, currently serving at Capitol Securities Management, Inc. He has held prior roles at Raymond James & Associates, UBS Financial Services, Kestra Investment Services, and other firms. Outside of his advisory work, he is involved with ETU LLC, where he works as a musical DJ and entertainer. Capitol Securities Management serves individual investors, including high-net-worth clients, as well as institutional, corporate, and retirement plan clients. The firm offers portfolio management, financial planning, and consulting services through both discretionary and non-discretionary investment programs and operates as both a broker-dealer and registered investment adviser.

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.

Janet Christiansen is a financial advisor at Savvy with 19 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and United Capital Financial Advisors, where she worked for 17 years. She also offers fixed life, health insurance, and fixed annuity options to clients. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach while incorporating active equity portfolios, tax-aware direct indexing, and integrates fintech tools and third-party sub-adviser strategies.

Rishi Thakarar is an advisor at Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses. He has worked in healthcare and veterans affairs since 2016 and joined Accurate Wealth Management in 2026. Accurate Wealth Management serves individuals, pension plans, charities, and corporations, providing discretionary portfolio management and financial planning. The firm offers diversified portfolios and performance-based fee arrangements for qualified clients, managing approximately $1.71 billion in regulatory assets.

Corey Kirk is a financial advisor with USAA Investment Services Company in Tampa, FL. He holds a Series 66 designation and has been with USAA Investment Services Company since 2025. His background includes experience with USAA Life Insurance Company and service in the Army National Guard. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, facilitating client referrals to third-party broker-dealers rather than managing client assets directly.

Michael Jensen is a financial advisor at IHT Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Raymond James Financial Services. Jensen is also an agent for The Guardian Network®, selling Guardian Disability insurance. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm delivers tailored advice through a network of advisors using proprietary model portfolios and third-party managers, employing strategies such as fundamental value screening, quantitative optimization, and periodic rebalancing.

John Scott is a Financial Advisor at Realta Investment Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials with 25 years of industry experience. His prior roles include positions at Calton & Associates, Inc. and Kovack Advisors, Inc. He serves on the Board of Directors for Advent Health Zephyrhills Hospital. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diverse investment strategies using in-house and third-party managers, supported by platforms such as NOVA and Pontera.

Kyheroh Harrison is a financial advisor at USAA Investment Services Company with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and USAA Life Insurance Company. 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 a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Kevin Rodgers is a CFP® with eight years of industry experience, currently serving as a financial advisor at Capital Investment Advisors, LLC in Tampa, FL. His prior roles include positions at Franklin Templeton Distributors and Edward Jones. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, and various institutional clients. The firm offers integrated financial planning and discretionary portfolio management using a structured, ETF-based approach, supported by in-house specialists in tax and estate planning.

Adam Leone is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Accurate Wealth Management, he worked at AAG Capital and Accurate Advisory Group. Outside of finance, he is a plumber at a family-owned business, Leone Plumbing & Heating Inc. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers, offering discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its asset allocations and provides specialized investment options including alternative and privately placed investments.

Kenneth Haelsig Jr. is a financial advisor at Calton & Associates, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2016. His prior experience includes positions at JHS Capital Advisors, LLC and Morgan Stanley. 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 various analytical approaches and third-party managers to build client asset allocations.

Sheridan Murphy is a financial advisor with United Advisor Group in Tampa, FL, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining United Advisor Group in 2023, he worked with Cambridge Investment Research Advisors and Fidelity Investments among other firms. He is also the president and owner of Modern Wealth Methods. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, charities, and brokerage customers. The firm uses a combination of proprietary model portfolios, third-party sub-advisors, and custom-traded accounts, applying a strategic and tactical asset allocation approach tailored to clients’ risk tolerance, tax strategy, and time horizons.