Allan Leffler is a financial advisor with ELE Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining ELE Advisory Services, he worked at Financial Wealth Solutions, Appreciation Financial, and Family First Teambuilders LLC. In addition to his advisory role, he is a sales representative for Financial Wealth Solutions, focusing on insurance sales and service. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning seminars, using fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.

Ethan Jacovides is a financial advisor with DiPaolo Financial Group, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he gained experience in various positions including at The Forest Country Club and Florida Gulf Coast University. DiPaolo Financial Group provides advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, financial planning, and estate-planning coordination. The firm emphasizes the use of exchange-traded funds along with other investment vehicles and offers additional services such as tax consulting and public informational workshops.

Brett Maggard is a financial advisor with Singer Wealth Advisors LLC, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including Bankers Life and Brokers International Financial Services, and he also operates Maggard Wealth Management. In addition to his advisory role, he is active as a licensed insurance agent providing insurance products and services to clients. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and retirement plans. The firm offers comprehensive financial planning, portfolio management, and access to alternative investments, utilizing a combination of fundamental analysis and tactical strategies to construct tailored portfolios.

Jorge Perez is a financial advisor at DMK Advisor Group, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance and American National Insurance Co. Perez is also president of Soper, Perez and Associates Inc., a general line property and casualty agency. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm combines discretionary active management and non-discretionary consultative services, using mutual funds and ETFs guided by technical and fundamental analysis, and operates uniquely as both a registered broker-dealer and an investment adviser sponsoring wrap accounts.

Jeffrey Perry is a financial advisor at PFG Private Wealth Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Mutual Securities, Inc. and Perry Financial Group. In addition to his advisory role, he operates as an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans with investment management, financial planning, and pension consulting. The firm employs a mix of fundamental, technical, and quantitative analysis combined with modern portfolio theory to manage approximately $288 million in discretionary assets.

Nicholas Mcdevitt is a financial advisor with PFG Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at PFG since 2016 and briefly at Mutual Securities, Inc. He is also an independent insurance agent. PFG Private Wealth Management serves individuals, corporations, and employee benefit plans by providing investment management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analysis to manage portfolios, typically recommending mutual funds and ETFs alongside other asset classes.

Edgar Ochoa Benitez is a financial advisor at Empirikal Partners LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Wave Wealth LLC and Wall Street Easy LLC. Outside of his advisory role, he provides tax and financial strategy analysis for individuals and businesses through Wave Tax & Financial Solutions. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, with portfolios tailored to each client’s objectives and ongoing monitoring.

Seth Chadwick is a financial advisor at Compass Capital Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, inc. Compass Capital Corporation provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques, managing portfolios with ETFs, mutual funds, equities, fixed income, and cash equivalents.

Robert Ouimet is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Capital Analysts since 2021. His prior experience includes roles at Lincoln Investment, Financial Engines Advisors L.L.C., Russell Investments, and T. Rowe Price Advisory Services. He also provides insurance and fixed product advising, assisting clients in evaluating the need for insurance-based products within their financial plans. Capital Analysts serves retail and institutional clients, 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 nationwide network of independent advisors and firm-managed programs.

Aiden Brown is a financial advisor at Capital Analysts with Series 66 credentials and two years of industry experience. His prior roles include positions at Lincoln Investment, Equitable Advisors, and Core Bridge. Outside of advisory work, Brown owns Futris Financial LLC, a tax-related entity not involved in investment management. Capital Analysts serves a diverse clientele, 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 nationwide network of independent advisors and an in-house investment management team.

James Bremis is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at RMR Wealth Builders, Inc. and previously worked at Sentinel Benefits & Financial Group and OppenheimerFunds. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and both wrap and non-wrap advisory programs.

Maxwell Azzarelli is a financial advisor at Accurate Wealth Management, LLC with a Series 65 designation and one year of industry experience. He joined Accurate Wealth Management in 2025 following a decade-long hiatus from the industry. Accurate Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management, financial planning, educational services, and a wrap-fee program, managing diverse portfolios that include traditional and alternative investments with an emphasis on value, safety, quality, and risk control.

Taylor Mc Cullough is a CFP® with four years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. Prior to joining OnePoint BFG, Taylor worked at Northwestern Mutual Wealth Management Company and held various roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of financial advising, Taylor has experience working at Lilly Pulitzer. 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 range of portfolio management strategies using third-party managers, proprietary models, and technology-enhanced processes.

Kenneth Mcguire is a financial advisor with Accurate Wealth Management, LLC in Wesley Chapel, FL, holding Series 65 and Series 63 licenses and bringing 36 years of industry experience. His prior experience includes roles at AAG Capital, Strategic Tax Advisor Resources, Global Financial Private Capital, and managing his own firm, Mcguire Financial Services, for nearly two decades. Outside of his advisory work, he serves on the Finance Committee of the Yarmouth Area Chamber of Commerce. Accurate Wealth Management provides discretionary portfolio management, financial planning, and educational services to individuals, pension plans, charities, corporations, and other advisers. The firm emphasizes value, safety, quality, and risk control in asset allocation, managing approximately $1.71 billion in assets and offering a range of investment options including alternative and privately placed investments.

Carolyn Howard is a CFP® professional with 33 years of industry experience, currently serving as an investment advisory representative at Accurate Wealth Management, LLC. Her prior work history includes roles at AAG Capital, SeaCure Advisors, PEGAESUS Advisors, LPL Financial, and Lexington Advisors. She volunteers quarterly to teach financial planning classes for newly widowed individuals through the nonprofit Soaring Spirits International and serves on the board of directors for the Lexington Philharmonic Orchestra. Accurate Wealth Management, LLC provides discretionary portfolio management, financial planning, and educational services to individuals, retirement plans, charities, and corporations. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing approximately $1.71 billion in assets with a range of investment options including alternative and privately placed assets.

Don Adwell is a financial advisor with Capital Analysts, holding a Series 65 credential and 14 years of industry experience. He has been affiliated with Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, Adwell serves as a volunteer board member for the Tampa Firefighters Museum and as a fiduciary trustee for the Tampa Firefighters and Police Officers Employees Health Plan. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team.

Dominick Ciocia is a financial advisor at B. Riley Wealth Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at National Securities Corporation and Asset & Financial Planning, Ltd. In addition to his advisory role, he is involved in tax preparation services through B. Riley Wealth Tax. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs multiple investment programs and manages approximately $4.21 billion in client assets.

Brendan Mcelroy is a financial advisor at Symmetry Partners with four years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Morgan Stanley and Fidelity Investments. Prior to his career in finance, he spent five years at Twin River Casino. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to individual investors, retirement plans, institutional pension plans, and investment companies. The firm’s investment approach is quantitative, using factor-based equity strategies and diversified fixed-income allocations implemented through mutual funds, ETFs, and separately managed accounts.

Meredith Freeman III is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Freeman is also an owner/partner of MF Financial LLC. Accurate Wealth Management serves a diverse client base including individuals, pension plans, and charities, offering discretionary portfolio management, financial planning, and a wrap-fee program. The firm emphasizes value, safety, quality, and risk control in asset allocation and manages approximately $1.71 billion in regulatory assets under management.

Jonathan Howard is a CFP® with eight years of industry experience, currently serving as an advisor at Accurate Wealth Management, LLC since 2021. He previously worked at SeaCure Advisors LLC and has experience outside finance in visual effects production. Howard also works as an independent insurance agent in addition to his advisory role. Accurate Wealth Management, LLC provides discretionary portfolio management, financial planning, and educational services to individuals, pension plans, charities, corporations, and other advisers. The firm employs individualized asset allocations focused on value, safety, quality, and risk control, managing over $1.7 billion in regulatory assets.