Rene Tilchin is a Series 65-licensed advisor at Jaffe Tilchin Investment Partners, LLC with two years of industry experience. He has been associated with Jaffe Tilchin Wealth Management since 2009. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting services. The firm manages both discretionary and non-discretionary accounts and provides private placement due diligence and allocations for qualified investors.

Syed Farooq is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at WestPark Capital, Devon Bank, and Merrill. Outside of advisory work, he serves as Vice President of Islamic residential finance at Devon Bank, where he originates mortgage loans. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and consulting services. The firm manages accounts on both discretionary and non-discretionary bases and conducts private placement due diligence for qualified investors.

Tanner Harwood is a financial advisor with Compass Financial Management LLC in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. Prior to his financial advisory career, he spent five years in full-time education. Outside of advising, he works as a relationship manager for RAPID!, a company focused on ePayroll solutions. 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 using a multi-advisor team and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and internally managed model portfolios.

Timothy Beauregard is a CFP® with four years of industry experience, currently serving as a financial advisor at Simplicity Wealth. His prior experience includes six years at Focus Financial Planning and ongoing roles with Simplicity Group and Wholehan Marketing, where he has been involved in marketing and fixed insurance product sales. He is also engaged in Medicare product sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a technology-driven platform that supports advisers through model portfolios, independent managers, and operational services.

Frederick Platt is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked for T. Rowe Price for nine years before joining USAA Investment Services Company and USAA Life Insurance Company in 2026. 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 delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Henry Kulig III is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at FSC Securities Corporation, Lion Street Advisors, and Integrity Alliance, LLC. He is also an independent insurance agent involved in the sale of insurance products. 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 uses a rigorous, top-down investment process combining fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs, offering both discretionary and non-discretionary management.

Sean Biggs is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Csenge Advisory Group in 2022, he worked at Accenture and Virtus Investment Partners. He also serves as a Technical Sergeant and Emergency Management Coordinator in the U.S. Air Force Reserves. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs, tailoring strategies to each client’s goals.

Daniel George is a CFP®-certified financial advisor with nine years of industry experience. He currently works at OnePoint BFG Wealth Partners and has previously held roles at Northwestern Mutual Investment Services LLC, AGW Capital Advisors, and Gasparilla Capital. 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 combination of third-party managers, custodian platforms, and proprietary investment models tailored to client-specific objectives and risk tolerances.

Jesse Smith is a financial advisor with Capital Analysts, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Investment Planning and West Coast Financial for over a decade. Outside of his advisory roles, he serves as COO of West Coast Financial Group and is involved in insurance and business development activities. 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, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and in-house investment management.

Peter Emmanuel is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Jaffe Tilchin Investment Partners since 2016 and also founded and serves as President of Castro Builders, LLC, a construction company. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement due diligence. The firm manages accounts on discretionary and non-discretionary bases and is notable for advising a pooled investment vehicle with performance-based fees and integrating private fund operational services into client servicing.

John David Hill is a financial advisor with Accurate Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, and Bank of America. He serves as a board member for the TOP Jewish Foundation, which provides investment oversight and philanthropic services to Jewish communities in Central Florida. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers with discretionary portfolio management, financial planning, and alternative investments. The firm emphasizes value, safety, quality, and risk control in its individualized asset allocations and manages approximately $1.71 billion in regulatory assets.

Andrew Werner is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Tampa, FL. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to his current role, he worked at Mezrah Financial and has experience with firms such as Harwood Advisory Group, LLC, and Robert W. Baird. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and corporations through a nationwide network of independent Member Firms and Financial Professionals, offering a range of advisory and brokerage services with both discretionary and non-discretionary investment management.

Christine Bristow is a financial advisor at Csenge Advisory Group, LLC with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Ridgeback Securities, GWFS Equities, Cuna Brokerage Services, Vermont State ECU, and LPL Financial. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical analysis approach with an emphasis on relative strength and a top-down market/sector/manager/risk process, offering customized portfolio management through discretionary and model-based allocations.

Fazal Dasankop is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 66 credential and over 34 years of industry experience. His career includes roles at Mony Securities Corporation and Comprehensive Asset Management & Servicing, Inc. Outside of advisory, he has consulted on marketing and networking for independent physician associations through FMD Marketing, LLC. 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, conducts private placement due diligence, and provides integrated private fund operational services.

Jack Lynch is a financial advisor at Calton & Associates, Inc. in Tampa, FL, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Florida Financial Advisors and several other firms. Outside of his advisory work, he owns Jack Lynch LLC, a drone photography business specializing in real estate photography and videography. Calton & Associates is a multi-team registered investment adviser and broker-dealer serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a mix of analytical approaches and third-party money managers through formal due diligence.

Alexander Fellios is a financial advisor with USAA Investment Services Company, holding a Series 66 credential and four years of industry experience. His prior work includes positions at USAA Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and VALIC Financial Advisors Inc. He also serves as an agent for AGIA, selling non-securities insurance products. 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 delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than directly managing client assets.

John Ditrani is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 credential and 14 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, J.W. Cole Advisors, Inc., and Global Financial Private Capital. Outside of advisory work, he is president and owner of a home rehabilitation business, Ditrani Properties. 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.

Griffin Guinta is a financial advisor at Accurate Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Stay Flourish, Mighty Pursuit, and Yellow Wood Academy. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, educational services, and a wrap-fee program. The firm offers individualized asset allocations focused on value, safety, quality, and risk control, managing most accounts on a discretionary basis with occasional use of subadvisers.

Adam Sinclair is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 designations with seven years of industry experience. He previously worked at Charles Schwab & Co., Inc. and has a background that includes roles at the University of Central Florida and Brinker International Payroll Co. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities, utilizing strategic asset allocation through firm-constructed model portfolios and third-party programs.

John Robinson is a financial advisor at Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses with 43 years of industry experience. He has been with Calton & Associates since 1987. Outside of his advisory role, Robinson is an agent for Tropical Realty, where he refers prospects. Calton & Associates is a multi-team registered investment adviser and broker-dealer that serves individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing various analytical approaches and manager platforms to build and manage client asset allocations.