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.

Ernest Carrera is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at several firms including Wealthcare Advisory Partners and Independent Financial Partners, and has been associated with LPL Financial since 2015. Outside of his advisory role, he is a licensed pilot and owns an aircraft through a private business entity. IHT Wealth Management serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blended investment approach that combines fundamental stock selection with quantitative tools and diversified portfolios, while also offering ERISA fiduciary services and operating affiliated broker-dealer and private equity businesses.

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.

Thomas Rouse is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding a Series 65 credential and 36 years of industry experience. His career includes roles at Proequities, Inc. and his own firm, Rouse Financial Strategies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of program structures and investment approaches tailored to client goals, combining fiduciary advisory services with commission-based brokerage and insurance products.

Benjamin Clark is a CFP® with three years of industry experience, currently affiliated with Simplicity Wealth. He has worked at Simplicity Wealth since 2024 and also operates Clark Wealth LLC. Prior to his advisory roles, he spent nine years at Southeast Personnel Leasing. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds investment approach, primarily with ETFs and mutual funds, offering model portfolios with ongoing monitoring and rebalancing alongside technology and operational solutions for advisers.

Susan Thompson is a financial advisor with Avantax Planning Partners, Inc. in Tampa, FL, holding a Series 65 license and 26 years of industry experience. She has previously worked at Cetera Planning Partners, HK Financial Services, Inc., and Peninsula Asset Management Inc. In addition to her advisory role, Ms. Thompson is a Principal and CPA at Christopher Smith Leonard Bristow & Stanell, P.A., a regional accounting firm, and serves as a Director/Trustee of The Saunders Foundation, a nonprofit private foundation. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers tax-intelligent strategies and manages assets primarily through style allocation models with discretionary management and periodic rebalancing.

Hairo Rodriguez Pena is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Strategic Wealth Investment Group, he worked at Strategic Wealth Designers and spent eight years at Lakeland Automall. Outside of finance, he is involved in a home flipping business as a sole proprietor, managing home renovations and sales. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, uses multiple investment analysis methods, and offers access to private placements for accredited investors.

Christina Filosi is a financial advisor at Cary Street Partners with two years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Her background also includes several years in full-time education and experience in client-facing roles at various organizations. Cary Street Partners serves a wide range of clients including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to proprietary and third-party investment strategies, utilizing AI tools alongside human oversight in its investment process.

William Allen Jr. is a financial advisor at Calton & Associates, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Invest Financial Corp. Outside of his advisory role, he is the owner of Bay Financial Solutions, LLC. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm employs tailored investment recommendations and manages multiple program structures, combining fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer.

Cristian Troncoso is a Series 65-licensed advisor at Jaffe Tilchin Investment Partners, LLC with one year of industry experience. He has been with the firm since 2021 following a decade as a student. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting services. The firm offers discretionary and non-discretionary account management, private placement due diligence, and operational support for private funds.

Michael Gilmartin is a financial advisor with Lifemark Securities Corp. in Palm Harbor, FL, holding a Series 66 designation and with 20 years of industry experience. His prior experience includes roles at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. He also operates Gilmartin Financial Services, through which he provides life and health insurance products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm’s investment approach is suitability-driven, incorporating risk assessments and offering programs such as Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager options.

Allison Roper is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding a Series 65 designation with 13 years of industry experience. She has been with Jaffe Tilchin Investment Partners since 2013. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting, including private placement investment support. The firm manages accounts on both discretionary and non-discretionary bases and is notable for its role as adviser to a pooled investment vehicle with performance-based fees and integrated private fund operational services.

Shane Isaac is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and with 30 years of industry experience. He has worked at Lincoln Investment LLC since 2016 and The Gabor Agency since 1996. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, corporate clients, trust companies, and third-party advisers. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house Investment Management & Research team that employs proprietary screening processes and multiple investment options.

Christian Isaly is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Investment Planning, Inc. and Hd Vest Advisory Services, Inc. since the mid-1990s. Outside of his advisory role, he supports disaster response efforts as a member of the Florida State Guard and is involved in a sand blasting business venture alongside his son. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a discretionary and non-discretionary investment approach guided by an in-house Investment Management & Research team, offering a range of portfolio management options and fiduciary services.

Jackson Peters is an advisor at Jaffe Tilchin Investment Partners, LLC with a Series 65 credential and no prior industry experience. His background includes roles at Ferrari of Tampa Bay and Ferrari of Central Florida, as well as an extended period as a student. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth and non-HNW households, as well as institutional clients such as defined contribution plans and endowments. The firm offers a range of services including investment advisory, portfolio management, financial planning, and private placement assistance, managing accounts on both discretionary and non-discretionary bases.

Jonathan Clifford is a CFP® professional with five years of industry experience, currently serving at OnePoint BFG Wealth Partners. He previously worked at Northwestern Mutual Wealth Management Company and has experience with multiple financial firms. Clifford has also been involved in various roles outside finance, including work at ChickFilA and local community organizations. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of third-party managers, proprietary models, and technology-enhanced operational support to align portfolios with client-specific objectives and risk tolerances.

James Tidwell is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Morgan Stanley. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, utilizing customized portfolios with a long-term investment approach.

Philip Franco is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding a Series 66 designation and with one year of industry experience. His career history includes roles at Calton & Associates and previous experience outside the industry, including positions at Virtuoso Valet and the University of Tampa. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers tailored investment recommendations through various program structures and combines brokerage and insurance operations alongside its advisory services.

Tatiana Stratigaki is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC since 2023. Her prior roles include positions at Goldman Sachs, Cetera Advisor Networks, United Capital, and Girard Securities. She is also a licensed insurance agent. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios combining ETFs, mutual funds, individual securities, and alternative investments with a long-term, opportunistic approach.

Elliott Harris IV is a financial advisor with Capital Analysts in Clearwater, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Lincoln Investment Planning, Inc. and PlanMember Securities Corp for over two decades. Harris is also president of Harris Consulting Inc., an S-Corp established for tax filing purposes, and has experience selling life insurance and fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management with an emphasis on fiduciary responsibility, utilizing proprietary investment models and a range of advisory services tailored to client needs.