Ricky Black is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 credential and bringing 40 years of industry experience. He has worked at West Coast Financial, Lincoln Investment, and Horace Mann Investors Inc. Outside of his advisory role, he serves as a licensed insurance agent specializing in Medicare Advantage and Medicare supplement sales. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers with discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its asset allocations and offers a range of investments including alternative and privately placed assets.

Luis Villavicencio is a financial advisor at Savvy with five years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Inc., IFP Securities, LLC, American United Life, and OneAmerica Securities. Outside of his advisory role, he serves as a pastor at Iglesia El Sembrador Wesleyano in Clearwater, Florida. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based core strategies with tailored solutions such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Ryan Dewitt is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Valic Financial Advisors and joined IHT Wealth Management and LPL Financial in 2022. Dewitt also operates a separate financial business entity for tax and investment purposes. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, and ERISA plan consulting. The firm tailors portfolios using proprietary models, third-party managers, and discretionary mandates, employing fundamental value screening and quantitative optimization in its investment process.

Byron Ison is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Optivise Advisory Services, First Advisors National, Protective Wealth Advisors, and Securities Solutions Group. Outside of advisory services, he is the owner and managing partner of Protective Financial Group, an insurance services firm based in Wesley Chapel, FL. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, and retirement-plan services through a diversified mix of firm-developed models, third-party managers, and customized strategies within a structured risk framework.

Paul Richardson is a financial advisor at Calton & Associates, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Nancy Barron and Associates, Inc., CL Wealth Management, LLC, and JHS Capital Advisors, LLC. Richardson is currently based in Temple Terrace, FL. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, sponsors wrap fee programs, and offers a range of investment platforms and strategies, including the use of third-party money managers and various analytical approaches.

Kari Baer is a CFP® and CFA® credentialed financial advisor with nine years of industry experience, currently with Fifth Third Wealth Advisors LLC since 2024. Her prior experience includes roles at BNY Mellon, Reilly, Fisher & Solomon, P.A., Annis Gardner Whiting Capital Advisors LLC, and Sabal Trust Company. She serves as Chairman of the Investment Committee for the Hillsborough Education Foundation and is the owner and author of a children’s book company, OGNIR LLC. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a wide range of clients including individuals, trusts, pension plans, and institutional investors. The firm offers portfolio management, financial planning, and access to alternative investments, utilizing a structured investment policy framework alongside in-house and third-party expertise.

David Goldin is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at AAG Capital Inc., 305 LLC, Tiber Capital Group, Parallel, Land Rover, and The Clearwater Group. In addition to his advisory work, David holds a State of Florida Real Estate License and has been 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 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.

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.

Gregory Reichold Jr. is a CFP® with 17 years of industry experience currently serving at Highpoint Planning Partners. He has been associated with Highpoint Advisor Group and LPL Financial since 2014. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing a range of investment vehicles and third-party platforms.

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.

Mounia Mokdad is a CFP® professional with eight years at Joel Isaacson & Co., LLC and a total of three years of industry experience. She is based in Wesley Chapel, FL. Joel Isaacson & Co., LLC provides comprehensive wealth and portfolio management primarily to high net worth individuals, with services that include financial planning, tax and estate planning, investment implementation, and ancillary offerings such as tax preparation and family office services. The firm emphasizes long-term investment strategies, continuous monitoring, and periodic client reviews, and is part of the Focus Financial Partners network.

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.

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.

Elyott Silverstein is a CFP® with seven years of industry experience, currently serving as a financial advisor at Csenge Advisory Group, LLC. His prior roles include positions at Fidelity Brokerage Services LLC and Zeiders Enterprises, Inc. Outside of his advisory work, he manages administrative operations for Hive Metrics, a psychometric services consultancy, and runs Silent Verses, an online resale business focused on collectibles and gaming products. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment process integrates fundamental and technical analysis with a relative strength methodology, offering customized portfolio management through discretionary or model-based strategies.