Alexander Misarti is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked with PSI Advisors, LLC and LPL Financial since 2018 and previously held roles at Principal Life Insurance Company and Princor Financial Services from 2015 to 2018. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a range of analytical methods and offers both discretionary and non-discretionary management through various advisory platforms and managed account offerings.

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 with DMK Advisor Group, Inc. in Lutz, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Royal Alliance and American National Insurance Co., where he has worked for over three decades. He is also president of Soper, Perez and Associates Inc., a general line agency focused on property and casualty insurance. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement plans, employing a mix of technical and fundamental analysis with portfolio management strategies tailored to discretionary and non-discretionary 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 the Series 65 designation and has worked with firms including Wave Wealth LLC and Wall Street Easy LLC. Outside of his advisory role, he provides tax and financial strategy analysis through Wave Tax & Financial Solutions. EmpiriKal Partners LLC offers discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $87.5 million across about 199 client relationships, employing a team of ten advisors and emphasizing tailored investment programs based on fundamental analysis, documented policies, and regular portfolio reviews.

Eric Eaton is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked with LPL Financial, LLC, Eaton Financial, Princor Financial Services, and Principal Financial Group. Outside of his advisory work, he owns and oversees operations of an insurance agency, EFS Insurance, Inc., and is involved with a home-based business called Happy Heifers LLC. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm uses a range of analytical methods and combines algorithmic, advisor-enhanced, and manager-access strategies across discretionary and non-discretionary management platforms.

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.

Aiden Brown is a financial advisor with Capital Analysts holding a Series 66 credential and two years of industry experience. His prior roles include positions at Lincoln Investment, Equitable Advisors, and Core Bridge. Outside of advising, he is involved in insurance sales through FEI & GAC Wealth Management and owns Futris Financial LLC, a flow-through entity for tax purposes. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through various customized programs. The firm’s investment decisions are guided by an in-house research team utilizing proprietary screening processes and it maintains affiliations with Lincoln Investment and Pershing/BNY, while supporting advisors with outside business activities.

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.

Edward Strauss is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at National Securities Corp from 2014 to 2022 before joining B. Riley in 2022. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through various program structures and supported by proprietary asset allocation models.

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.

Giancarlo Troncoso is a CFP® with 10 years of industry experience, currently serving as an advisor at Jaffe Tilchin Investment Partners, LLC. He has worked at Jaffe Tilchin since 2016 and most recently at The Strategic Financial Alliance, Inc. since 2025. Mr. Troncoso is also a minority partner at Jaffe Tilchin Wealth Management. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement services. The firm manages accounts on both discretionary and non-discretionary bases and integrates private fund operational services into client servicing.

Andrea Bernard is a financial advisor at OneSeven with one year of industry experience. She holds a Series 66 designation and has previously worked at Structure Wealth Management, OneSeven, Towne Wealth Management, and Long & Foster Real Estate. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on long-term investment strategies using diversified portfolios that may include mutual funds, ETFs, individual securities, alternatives, and private placements, and it offers both discretionary and non-discretionary management arrangements.

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 at Accurate Wealth Management, LLC with 36 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at AAG Capital, Inc., Strategic Tax Advisor Resources, Inc., and Global Financial Private Capital, LLC. Outside of his advisory role, Mcguire owns McGuire Financial Services, Inc., where he is involved in insurance sales and client consulting, and he serves on the finance committee of the Yarmouth Area Chamber of Commerce. Accurate Wealth Management, LLC serves individuals, including high-net-worth clients, as well as pension plans, charities, and corporations, offering discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in its asset allocation and offers a range of investment options, including alternative and privately placed investments.

Michelle Ludwig is a financial advisor with Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding Series 63 and Series 66 licenses. She has 23 years of industry experience, including roles at Treger & Associates LLC and managing her own firm, Ludwig Investments Inc. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering comprehensive investment advisory, portfolio management, and private placement services. The firm provides both discretionary and non-discretionary account management, model portfolios, third-party manager selection, and private fund operational support.

Carolyn Howard is a CFP® professional with over 33 years of experience in the financial industry. She currently serves as an investment advisory representative at Accurate Wealth Management, LLC and has held roles at AAG Capital, Inc. and SeaCure Advisors LLC. Outside of her advisory work, she provides quarterly financial planning classes for widowed individuals through the nonprofit Soaring Spirits International and serves on the board of directors for the Lexington Philharmonic Orchestra. Accurate Wealth Management, LLC serves a diverse client base including individuals, pension plans, charities, and corporations, offering discretionary portfolio management and financial planning with a focus on value, safety, quality, and risk control. The firm manages portfolios across a wide range of asset classes and offers performance-based fee arrangements for qualified clients.

Donald Rhomberg is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Jaffe Tilchin since 2008 and also operates Rhomberg Financial, where he is involved in insurance sales and management activities across various lines such as life, disability, and property and casualty insurance. Additionally, he has interests in offshore fishing charters and lodging bookings. 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, provides private placement due diligence, and is notable for advising a pooled investment vehicle with performance-based fees and integrating private fund operational services into client support.

Deborah Darchi is a CFP® and holds a Series 65 license, with nine years of industry experience. She has worked at Invst, LLC since 2021 and previously spent six years at Provise Management Group, LLC. Outside of her advisory role, she owns Debbee Dee, LLC, providing paraplanning consulting and financial planning services to other financial advisors, and is involved with Simpli Be LLC for Habit Finders Coaching. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering financial planning, investment management, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages about $1.565 billion in assets for over 2,000 clients through a team of 33 advisors.