Perry Nafziger is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and bringing 25 years of industry experience. His career includes tenures at LPL Financial and Independent Financial Partners before joining IHT Wealth Management in 2018. In addition to his advisory role, he provides tax preparation and accounting services through Perry FG Tax and sells insurance products via Equity Wealth Management. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers discretionary asset management, financial planning, and ERISA consulting through a network of over 150 advisors.

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.

John Sullivan IV is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 25 years of industry experience. He has worked with IHT Wealth Management since 2018 and previously with Independent Financial Partners and LPL Financial. Sullivan also sells non-variable insurance through various carriers. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and offers discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

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.

Francesca Streb is a CFP®-designated financial advisor at Facet with 13 years of industry experience. She previously worked at Tapfin/EY, Beachwood, USAA Financial Planning Services, and Fidelity Investments. Outside of her advisory role, she works as a restaurant server on weekends. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through virtual channels and a proprietary web platform. The firm emphasizes model-based asset allocations using ETFs and applies technology-driven processes for tax optimization and portfolio management.

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.

Michael Minter is a financial advisor with Lifemark Securities Corp. in Tampa, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked with Mintco Financial, Inc. since 2001 and Lifemark Securities Corp. since 2009. Minter is also an independent insurance agent and managing partner of Elite Independence Group, LLC, involved in insurance sales and financial planning. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors, offering a range of programs including Unified Managed Accounts and Separately Managed Accounts tailored through risk assessments and managed on discretionary or non-discretionary bases.

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.

Andy Jaikaran is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Gradient Advisors in 2024, he held roles in real estate and mortgage sales, including positions at Florida Homes Realty and Mortgage since 2020 and Money Tree Consulting from 2019 to 2024. He is also involved in investment advisory and insurance services through his ownership of Jaikaran Wealth Management and Jaikaran Financial Group. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm operates a primarily non-discretionary model, working with third-party money managers and Investment Advisor Representatives to offer advice and implementation support, managing approximately $1.39 billion in total platform assets.

Jordan Holding is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds the CFA® designation and Series 66 license and has five years of industry experience. Prior to joining M Holdings Securities in 2025, he worked at Lion Street Advisors for four years and has been involved with Mezrah Consulting since 2017. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing a combination of portfolio management and third-party sub-advisors.

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.

Tyler Tury is a financial advisor at Gradient Securities, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities since 2012, with prior experience at Common Cents Wealth Advisors and Common Cents Tax and Financial Services. Outside of advising, he serves as a church deacon and is involved in tax preparation through Allegiant Tax Services. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and business entities. The firm emphasizes a non-discretionary model and integrates fundamental, technical, and cyclical analysis while often utilizing third-party managers.

Andrew La Forge is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having held roles at West Coast Financial and previously worked outside the industry at Steak n Shake. La Forge serves as treasurer and board member for a nonprofit focused on Florida beach cleanups. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network and integrates discretionary and non-discretionary investment management supported by a proprietary mutual-fund screening process.

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.

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.