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. His background includes roles at SeaCure Advisors LLC and AAG Capital Inc. Outside of his advisory work, he is also an independent insurance agent. Accurate Wealth Management, LLC serves a diverse client base including individuals, pension plans, charities, and corporations, offering discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its asset allocation approach and offers a range of investment options, including alternative and privately placed investments.

Brandon Cromer is a financial advisor with Accurate Wealth Management, LLC and holds Series 63 and Series 65 licenses. He has 19 years of industry experience and previously worked at firms including The Vanguard Group and Charles Schwab. Cromer also serves as a portfolio manager and trader at Ashton Thomas Private Wealth, where he manages portfolios and executes securities transactions. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management, financial planning, and a wrap-fee program, emphasizing value, safety, quality, and risk control in its individualized asset allocations.

Elizabeth Bertelsen is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Accurate Wealth Management since 2019 and previously held roles at Intervest International Equities Corp and Global Financial Private Capital. Outside of her advisory work, she operates a non-investment business selling fused glass, paintings, and jewelry through boutiques and online platforms. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in developing individualized asset allocations and manages approximately $1.71 billion in regulatory assets.

Seth Jennings is a financial advisor at Zacks Investment Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments, Chartwell Investment Partners, Carillon Tower Advisers, and Eagle Asset Management. Outside of finance, he is the founder and co-owner of Lift Hero Apparel LLC, a fitness apparel and gym gear business. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment process based on proprietary models and serves both direct clients and third-party advisers through a broad range of strategies and investment vehicles.

Daniel Markese is a Certified Financial Planner (CFP®) and holds a Series 65 license with 10 years of industry experience. He has been with Accurate Wealth Management, LLC since 2018 and previously worked at Global Financial Private Capital, LLC from 2015 to 2018. Additionally, he has been involved with Accurate Advisory Group since 2006 and acts as an insurance agent in Florida through this business. Accurate Wealth Management, LLC serves a diverse clientele including individuals, pension plans, charities, and corporations, offering discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its asset allocations and manages approximately $1.71 billion in regulatory assets.

Ross Taylor is a financial advisor at Accurate Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Bison Advisors, TruAdvice, LLC, Bertelsen Asset Management, LLC, Aviance Capital Management, LLC, and Global Financial Private Capital, 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, managing most accounts on a discretionary basis with client-imposed restrictions and utilizing subadvisers when appropriate.

Brian Greco is a financial advisor with Accurate Wealth Management, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has seven years of industry experience, previously working at Raymond James Financial Inc and 22 Squared Inc. In addition to his advisory role, he is active as a licensed insurance agent selling fixed indexed and life insurance products. Accurate Wealth Management, LLC serves individual clients—including high-net-worth individuals—as well as pension plans, charities, corporations, and other advisers. The firm offers discretionary portfolio management, financial planning, and a range of investment options, emphasizing value, safety, quality, and risk control while managing approximately $1.71 billion in regulatory assets under management.

Maddison Long is a financial advisor at Accurate Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Goldman Sachs, ServiceMac, and CHG Healthcare. Outside of her advisory role, Long is the owner of Organized Outcomes LLC, an insurance-related business focused on assisting agents and managing commissions. 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 allocations based on value, safety, quality, and risk control, managing most accounts on a discretionary basis with a range of investment options including mutual funds, alternative investments, and structured notes.

Tracy Kinder is a financial advisor at Compound Planning, Inc. with four years of industry experience. She holds the Series 65 designation and previously worked at Claraphi Advisory Network, LLC for nine years. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm employs customized, risk-based model allocations incorporating fundamental, technical, and modern portfolio theory analyses, utilizing low-cost ETFs, direct indexing, and alternative strategies.

John Cleary is a financial advisor with USAA Investment Services Company in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes positions at LPL Financial and BancWest Investment Services, among others. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, emphasizing retirement savings, asset allocation, risk tolerance, and income planning. The firm operates mainly as a referral intermediary and does not manage client portfolios or charge percentage-of-assets fees.

Patricia May is a financial advisor with Accurate Wealth Management, LLC and holds the Series 66 designation. She has 24 years of industry experience, including prior roles at Raymond James Financial Services Advisors Inc. and Stifel Nicolaus & Company, Inc. Accurate Wealth Management, LLC serves individuals—including high-net-worth clients—as well as pension plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management, financial planning, and a wrap-fee program, emphasizing value, safety, quality, and risk control in individualized asset allocations.

Colin Wiens is a Certified Financial Planner® with 15 years of industry experience, currently serving at Larson Financial Group, LLC since 2010. He holds the Series 66 designation and is a board member of Lakeland Volunteers in Medicine, a community health clinic providing free healthcare to underserved populations. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and customized discretionary programs using both strategic and tactical approaches, and integrates AI-assisted tools alongside human review in its advisory process.

Kyle Lonsinger is a CFP® with nine years of industry experience, currently serving at Accurate Wealth Management, LLC. His prior roles include positions at AAG Capital, LPL Financial, Bank of America, Merrill, TD Ameritrade, Nationwide, and WC McQuaide Inc. 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 emphasizes value, safety, quality, and risk control in its individualized asset allocations and manages approximately $1.71 billion in regulatory assets under management.

Christopher Mcgarvey is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent seven years at Wall Advisors, Inc. Outside of his advisory role, he is president and owner of McGarvey Financial, Inc., a company formed for tax purposes, and serves as vice president of an online retail business run by his spouse. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Robert Scott is a ChFC® credentialed advisor with 15 years of industry experience, currently with Accurate Wealth Management, LLC. He previously worked at truAdvice, LLC and Global Financial Private Capital, and has operated Robert Scott Wealth Solutions since 1990. Outside of financial advising, he occasionally sells his own landscape and still-life paintings. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, providing discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in asset allocation and manages approximately $1.71 billion in regulatory assets under management.

Eric Ling is a CFP® with 18 years of experience in the financial services industry. He is currently with Accurate Wealth Management, LLC and AAG Capital, Inc., having previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and LPL Financial LLC. Accurate Wealth Management, LLC serves a diverse client base including individuals, pension plans, charities, and corporations, providing discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its individualized asset allocations and offers a range of investment options including alternative and privately placed investments.

Charles Levinus III is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at USAA Life Insurance Company since 2020 and USAA financial planning services dating back to 2013. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, emphasizing retirement savings, asset allocation, risk tolerance, and income planning. The firm acts as an intermediary by referring clients to Charles Schwab for investment products and does not manage client assets directly.

Stephen Webb is a financial advisor at Kovack Advisors, Inc. with 10 years of industry experience. He holds a Series 65 designation and previously worked at OneAmerica Securities and American United Life. Webb serves as a board member for PAC Dream Centers, a nonprofit helping victims of human trafficking, and advises on neighborhood and park property matters as a trustee for Sylvestor Shores. Kovack Advisors, Inc. is a multi-team investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, employing a risk-based, model-driven investment approach supported by Envestnet technology.

Konstantinos Gotsis is a financial advisor with Accurate Wealth Management, LLC in Wesley Chapel, FL, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has worked at Accurate Wealth Management and related entities since 2005 and previously held positions at Global Financial Private Capital and GF Investment Services. Outside of his advisory work, he is involved in various business activities including ownership of a marketing company and interests in medical receivable factoring ventures. Accurate Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, and corporations. The firm provides discretionary portfolio management, financial planning, and a wrap-fee program, offering diversified investments such as mutual funds, equities, bonds, alternatives, and private placements, managing approximately $1.71 billion in regulatory assets.