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 the Series 65 designation and has previously worked at Bison Advisors, truAdvice, LLC, Bertelsen Asset Management, LLC, and Aviance Capital Management, LLC. Accurate Wealth Management serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management, financial planning, and educational services, with a broad investment approach that includes traditional and alternative assets.

Brian Greco is a Certified Financial Planner® with seven years of industry experience. He has worked at Accurate Wealth Management, LLC since 2019 and previously spent two years at Raymond James Financial Inc. In addition to his advisory role, Greco is active as a licensed insurance agent involved in life insurance and fixed indexed annuity sales. Accurate Wealth Management, LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charities, corporations, and other advisers. The firm manages approximately $1.71 billion in assets, emphasizing value, safety, quality, and risk control while offering a range of investment options including alternative and privately placed investments.

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.

Matthew Ritz is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at Accurate Wealth Management, LLC since 2026 and previously spent eleven years at Cornerstone Investment Partners, LLC. Accurate Wealth Management, LLC 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 and manages approximately $1.71 billion in regulatory assets under management.

John Cleary is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. His prior roles include positions at Merrill, LPL Financial, Bancwest Investment Services, and Charles Schwab. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers rather than managing client assets.

Patricia May is a financial advisor at Accurate Wealth Management, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services, Stifel Nicolaus & Company, Citigroup Global Markets, and Legg Mason Wood Walker. Accurate Wealth Management serves individuals, including high-net-worth clients, pension plans, charities, and corporations 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.

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® professional with 10 years of experience in financial advising. He is currently with Accurate Wealth Management, LLC and has held roles at firms including AAG Capital, LPL Financial, Bank of America, Merrill, TD Ameritrade, Nationwide Securities, and WC McQuaide Inc. Accurate Wealth Management, LLC serves a diverse client base including individuals, pension and profit-sharing plans, charities, and corporations. The firm offers discretionary portfolio management and financial planning with a focus on value, safety, quality, and risk control, managing approximately $1.71 billion in assets under management.

Christopher McGarvey is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2022. His prior experience includes roles at Wall Advisors, Inc. and T. Rowe Price Advisory Services, Inc. Outside of advisory work, he holds executive roles in two non-investment-related businesses, including McGarvey Financial, Inc. and an online retail company affiliated with his spouse. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management and multi-family office services.

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 Series 65-licensed financial advisor with Kovack Advisors, Inc. in Lakeland, FL, with 10 years of industry experience. He previously worked at OneAmerica Securities and American United Life. Webb serves on the board of PAC Dream Centers, a nonprofit assisting victims of human trafficking, and is a board member for Sylvestor Shores, advising on park property and neighborhood matters. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, using a combination of internally developed models and third-party managers, with ongoing monitoring and rebalancing supported by an Envestnet workflow.

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® with six years of industry experience, currently serving as a financial advisor at Facet since 2024. He previously worked at Tapfin/EY for four years and Florida Financial Advisors, Inc. for one year, following a long tenure at Walgreens. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily through phone, video, and a proprietary web platform, serving a range of individual clients. The firm uses model-based asset allocations with technology-driven processes and a flat subscription fee model that includes investment management.

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.

Keith Woomer is a financial advisor at Accurate Wealth Management, LLC with six years of industry experience. He has held roles at firms including Farther Finance Advisors and Boston Asset Management, Inc. Outside of his advisory work, he is the owner of Trustease LLC, a trust administration software business. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other 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 its asset allocation and manages approximately $1.71 billion in regulatory assets.