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.

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.

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 CFP® professional with 16 years of experience at Larson Financial Group, LLC and Larson Financial Securities, LLC. He serves as a board member for 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 primarily to doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches, and it provides specialized pension consulting and private-equity services.

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.

Daniel Mercado is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Schorn Wealth, Sorrento Pacific Financial, First Allied Advisory Services, and his own firm, Mercado Financial Group, LLC. He provides insurance and financial services through Mercado Financial Group. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management to independent advisers and their clients, including individual, charitable, and corporate accounts. The firm utilizes proprietary and third-party model portfolios, granting Regal authority to implement and adjust strategies on behalf of clients.

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.

Dawn Steinert is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 credential and 11 years of industry experience. Her career includes prior roles at J.W. Cole Advisors, INC., Global Financial Private Capital, The Sleight Group, and founding Citypark Financial LLC, where she remains active. Outside of financial advising, she serves as the head coach for the volleyball team at Lemon Bay High School. Accurate Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charities, corporations, and other advisers. The firm offers discretionary portfolio management, financial planning, and educational services with an investment approach emphasizing value, safety, quality, and risk control, managing assets across a range of securities and alternative investments.

Loren Krieg is a CFP® and Series 65-registered advisor with six years of industry experience. He currently works at Facet and previously held positions at Tapfin/EY, Florida Financial Advisors, Inc., and Walgreens. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and implementation services. The firm emphasizes holistic financial planning through its Total Financial Life Resources framework and offers discretionary asset allocation primarily using ETFs, along with tax-optimized strategies for taxable accounts.

William Cooper is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and 65 licenses and 38 years of industry experience. His career includes roles at firms such as AAG Capital, Fidelity Investments, and Morgan Stanley. He also sells Medicare and fixed life insurance products on a commission basis. 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 investment approach and manages approximately $1.71 billion in regulatory assets.