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.

Rodger Elgar is a Series 65 licensed advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience. He has worked at Jaffe Tilchin since 2008. Outside of advisory services, he is also engaged in insurance sales. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm offers discretionary and non-discretionary account management, private placement due diligence, and acts as adviser to a privately placed fund specializing in volatility/arbitrage and options trading strategies.

Robert Bray is a financial advisor with Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding the ChFC® designation and a Series 65 license. He has 42 years of industry experience, including roles at Comprehensive Asset Management & Servicing and Jaffe Tilchin Wealth Management since 2008. Outside of his advisory work, he is president and owner of Bray & Assoc Inc, an insurance business focusing on home, life, auto, and fixed insurance. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, financial planning, and institutional consulting services. The firm manages accounts on both discretionary and non-discretionary bases and offers specialized services including private placement due diligence and management of pooled investment vehicles with performance-based fees.

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.

Michelle Malacinski is a financial advisor with Vanderbilt Advisory Services in New Port Richey, FL, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Pruco Securities, LLC and The Prudential Insurance Company of America, as well as Trustmont Advisory Group, Inc. She serves on the boards of several nonprofit organizations, including Connections Job Development Program and One Community Now, Inc., where she participates in community planning and fundraising activities. Vanderbilt Advisory Services works with a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation through a combination of fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Theodore Kuczarski III is a CFP® with 19 years of industry experience, currently advising at OnePoint BFG Wealth Partners. He previously held roles at Northwestern Mutual in various capacities from 2005 to 2026. Outside of finance, he provides bass fishing instruction in Baltimore. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management approaches, combining third-party managers, custodian platforms, and proprietary strategies tailored to client objectives and risk tolerances.

Garrett Walker is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Jaffe Tilchin since 2018 and previously held positions at the University of South Florida in various departments between 2014 and 2018. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on discretionary and non-discretionary bases, conducts private placement due diligence for qualified investors, and integrates private fund operational services into its client offerings.

Louis Tilchin is a majority partner at Jaffe Tilchin Investment Partners, LLC with 40 years of industry experience. He has been with Comprehensive Asset Management & Servicing since 2009 and is also a silent partner and owner of a property and casualty agency in Tampa. Additionally, he holds a private equity interest in a medical device company through MMB Marketing LLC. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement services. The firm manages accounts on discretionary and non-discretionary bases and is noted for its role advising pooled investment vehicles and integrating private fund operational services into client servicing.

William Ferguson III is a financial advisor with Capital Analysts holding a Series 66 designation. He has held positions at Lincoln Investment, Oak & Ola, Bank of America, BentoBox, Stir It Up Ventures, Urban Brewers, and Ariete, with a variety of roles dating back to 2016. Capital Analysts serves both retail and institutional clients, providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm delivers investment management both discretely via an in-house team and non-discretely through advisors and third-party managers.

Peter Vescovi is a financial advisor at Regal Investment Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cetera and Cetera Financial Specialists LLC for 20 years. Outside of advisory work, he owns Covenant Tax & Insurance Services, which provides tax preparation and planning. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm utilizes proprietary and third-party model portfolios with a range of asset classes and allows financial advisers to select and oversee account allocations.

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.

Michele Savarese is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. She has worked at CreativeOne Securities since 2018 and has prior experience at America's Retirement Advisory Group, Kestra Financial, Inc., and Forta Financial Group, Inc. Outside of her advisory role, she is involved in selling fixed insurance and annuities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning and ongoing asset management, using fundamental and cyclical security analysis alongside a proprietary advisory platform to deliver financial planning and portfolio management services.

Erica Grundza is a CFP® with eight years of industry experience, currently serving as a financial advisor at Root Financial Partners. Her prior experience includes roles at Betterment, Unique Wealth, LLC, Northwestern Mutual Investment Services LLC, Curtis Parry, The Ayco Company, L.P., Mercer Allied Company, L.P., and PNC Bank. Root Financial Partners provides investment management and comprehensive financial planning to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programming and online academies separate from advisory services.