Michael Degenova is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Jaffe Tilchin Wealth Management since 2010. In addition to his advisory role, he serves as president of 1-12 Financial LLC, overseeing insurance production. 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, third-party manager selection, and private placement due diligence for qualified investors.

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.

Andy Jaikaran is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 65 license and has prior experience in real estate and mortgage services, including roles at Florida Homes Realty and Mortgage and Money Tree Consulting. Outside of his advisory work, Jaikaran is involved in real estate sales and owns investment advisory and insurance businesses in Land O Lakes, FL. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm operates a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering portfolio services on a non-discretionary basis.

Jordan Holding is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently associated with M Holdings Securities, Inc. and has prior experience at Lion Street Advisors, Mezrah Consulting, Morgan Stanley, and Deen King, M.D. P.A. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual clients, corporate and business clients, retirement plans, and other entities nationwide. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance-contract advisory services through a network of independent Financial Professionals and affiliated platforms.

Don Opperman is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for a combined 41 years. Opperman serves as a FINRA arbitrator, hearing and deciding industry dispute cases. Advisory Services Network is an independent enterprise serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of over 200 advisors manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and a range of investment consulting 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.

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.

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.

Andrew La Forge is a financial advisor at Capital Analysts with seven years of industry experience. He holds the Series 66 designation and has worked with Lincoln Investment and West Coast Financial. Outside of his advisory work, he serves as treasurer and board member for a nonprofit focused on environmental cleanup efforts in Florida. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening tools.

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.

Kaleb Bridgemohan is a financial advisor at Advisory Services Network with four years of industry experience. He holds a Series 65 designation and has previously worked at Drew Capital Group, W&S Brokerage Services, and WESTERN SOUTHERN Life. Outside of his advisory role, he is president of Bridge Financial Private Capital and serves as an enrolled agent providing tax preparation and planning services through BridgePoint Business Solutions and FND Tax Management. Advisory Services Network is an independent firm serving individuals, families, corporations, charitable organizations, and retirement plans. Its network of over 200 advisors offers customized portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets.

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.

Matthew Mills is a financial advisor with Continuum Advisory, LLC, holding a Series 65 designation and based in Tampa, FL. He began his advisory career in 2025 with Mosaic Financial Group after six years at Keystone Powdered Metal Co. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors and manages over $1.4 billion in assets.

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.