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.

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.

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.

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.

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.

Brendan Remus is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 66 credential and is the owner and advisor of So Simple Financial, LLC, where he dedicates a portion of his professional time. His prior experience includes roles at Park Avenue Securities and West Shore Financial Group. AlphaStar Capital Management provides discretionary investment management, financial planning, and subadvisory services to individual, corporate, and retirement plan clients. The firm employs strategic and tactical investment approaches through proprietary model portfolios and third-party technologies, serving over 8,400 client relationships with approximately $2.5 billion in assets under management.

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.

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.

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.

James Hutchby is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at firms such as Purshe Kaplan Sterling Investments, Traverse Partners, and Choreo LLC, where he was a senior director and minority owner. Hutchby also serves as a non-voting advisory board member for the Lowe's YMCA of Greater Charlotte. 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 allocation with a focus on value, safety, quality, and risk control, managing approximately $1.71 billion in assets under management.

Ralph Sevelius Jr. is a CFP® professional with 17 years of industry experience currently serving at IHT Wealth Management LLC. His prior roles include positions at Raymond James & Associates and Provise Management Group, LLC. He is based in Wesley Chapel, FL. IHT Wealth Management serves individual and institutional clients with a range of services including discretionary asset management, financial planning, and ERISA consulting. The firm employs a blended investment approach using diversified model portfolios and algorithmic options, supported by operational features such as an affiliated broker-dealer and private equity ventures.

Michael Sinicola is an investment advisor representative with Accurate Wealth Management, LLC in Wesley Chapel, FL, holding a Series 65 designation and six years of industry experience. His prior roles include work with AAG Capital, Inc. since 2022 and positions at Accurate Advisory Group and Accurate Sports Management. He serves on the board of Schwarber's Neighborhood Heroes, a charitable organization. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and other investment services. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing approximately $1.71 billion in regulatory assets.

Nathan Helms is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Accurate Wealth Management, LLC and AAG Capital Inc, having previously worked at LPL Financial and Ameriprise Financial Services, Inc. He maintains several business entities for tax and investment purposes. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, offering discretionary portfolio management and financial planning among other services. The firm focuses on individualized asset allocations emphasizing value, safety, quality, and risk control, managing most accounts on a discretionary basis.

Jeffrey Bettermann is a financial advisor at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Peace of Mind Planning LLC and CUNA Brokerage Services, Inc. Bettermann also owns Thorngate Financial, where he operates as an independent insurance agent. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios for client strategies.

Robert Leone is an investment advisor representative with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been self-employed since 2003 and is involved in several business activities related to insurance sales and medical receivables factoring. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm manages diverse portfolios emphasizing value, safety, quality, and risk control, with approximately $1.71 billion in regulatory assets under management.

Mathew Waymire is an investment advisor representative at Accurate Wealth Management, LLC with 16 years of industry experience. He has worked at Waymire and Associates, Accurate Advisory Group, AAG Capital, Inc., and has been with Accurate Wealth Management since 2022. Outside of his advisory role, he is also involved in insurance advisory services through Accurate Advisory Group. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, offering discretionary portfolio management, financial planning, educational services, and a wrap-fee program. The firm’s investment approach emphasizes value, safety, quality, and risk control, managing most accounts on a discretionary basis while allowing client-imposed restrictions and utilizing subadvisers when appropriate.

Jeffrey Couzens is a CFP® professional with 27 years of experience in financial advising, currently affiliated with Carson Wealth. He has a background that includes long-term roles at Royal Alliance Associates and Karn Couzens and Associates, Inc. Outside of his advisory work, he is a managing member of a dog daycare and boarding business. Carson Wealth is an enterprise platform with more than 650 advisors managing roughly $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, using model portfolios developed by an Investment Committee and providing tailored solutions such as custom indexing and alternative investment access.