Rick Helbing is a CFP® and ChFC® credentialed financial advisor with 20 years of industry experience. He has worked at Accurate Wealth Management, LLC since 2026 and previously held roles at ChangePath, LLC, Partnervest Advisory Services, LLC, and Suncoast Advisory Group of Sarasota, Inc. He sold non-variable insurance products through Suncoast Advisory Group until 2015. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers with discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing approximately $1.71 billion in regulatory assets under management.

Bryan Hamer is a Series 65-licensed financial advisor with eight years of industry experience. He is affiliated with Accurate Wealth Management, LLC and has prior experience with firms including International Assets Advisory, LLC, and 21st Century Financial. He is also the owner of Hamer Capital Group, Inc., a private label entity for securities business. Accurate Wealth Management, LLC serves a diverse client base 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 individualized asset allocations and manages approximately $1.71 billion in regulatory assets.

William Saccone Rodriguez is a financial advisor at USAA Investment Services Company with two years of industry experience. He holds a Series 66 credential and previously worked at Manderson Wealth Strategies and Principal Securities. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers and advisers.

Mark Gray is a financial advisor with Creative Financial Designs, Inc. in Plant City, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Creative Financial Designs and its affiliate cfd Investments, Inc. since 2009. Outside of his advisory role, he serves as president of Mark Gray Financial, an independent insurance sales business. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm uses asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

Mounia Mokdad is a CFP® professional with eight years of experience at Joel Isaacson & Co., LLC. She has worked exclusively at Joel Isaacson & Co., LLC since 2014. Joel Isaacson & Co., LLC is an SEC-registered wealth management firm serving primarily high-net-worth individuals, as well as corporate pension plans and charitable organizations. The firm manages approximately $8 billion in client assets and offers services including financial planning, portfolio management, tax advice, and family-office support.

Daniel Mercado is an investment advisor representative at Regal Investment Advisors LLC with one year of industry experience. Prior to joining Regal, he held roles at Optum, AbleTo Inc, Sila Solutions Group, and Medtronic. Outside of his advisory work, he serves as a senior program manager at Optum, focusing on healthcare program and project management. Regal Investment Advisors operates an enterprise-scale sub-advisory platform providing model portfolio implementation and discretionary investment management services to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, executing day-to-day trading discretion within defined strategy parameters.

Paul O'Grady is a Series 65-licensed financial advisor with 16 years of industry experience, currently serving at Accurate Wealth Management, LLC. His career includes prior roles at Global Financial Private Capital, LLC and ongoing involvement with Clean Juice LLC. He is also a vice president at Clean Juice, a retail food and beverage business. Accurate Wealth Management, LLC serves individuals, including high-net-worth clients, as well as pension plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes asset allocations based on value, safety, quality, and risk control, managing approximately $1.71 billion in regulatory assets under management.

Roy Deloach is a financial advisor at Vicus Capital, Inc. in Tampa, FL, with 21 years of industry experience. He holds a Series 66 designation and has been with Vicus Capital (formerly PFG Financial Advisors) since 2005. In addition to his advisory role, he is also an insurance agent selling life, health, disability, annuities, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers investment management, financial planning, and retirement plan consulting, utilizing a range of strategies and technology platforms to provide tailored advisory and fiduciary services.

Corey Kirk is a financial advisor with USAA Investment Services Company in Tampa, FL. He holds a Series 66 designation and has been with USAA Investment Services Company since 2025. His background includes experience with USAA Life Insurance Company and service in the Army National Guard. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, facilitating client referrals to third-party broker-dealers rather than managing client assets directly.

Kyheroh Harrison is a financial advisor at USAA Investment Services Company with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Adam Leone is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Accurate Wealth Management, he worked at AAG Capital and Accurate Advisory Group. Outside of finance, he is a plumber at a family-owned business, Leone Plumbing & Heating Inc. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers, offering discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its asset allocations and provides specialized investment options including alternative and privately placed investments.

Trevor Monroe is a Series 66-licensed advisor at Larson Financial Group, LLC with four years of industry experience. He has previously worked at the University Center Club, Tower Club Florida, and Centre Club Tampa. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs incorporating both strategic and tactical approaches, and employs AI-assisted tools alongside human review for research and client recommendations.

Joel Thornton Jr. is a financial advisor at Invst, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Jarred Bunch Consulting, LLC since 2019 and Park Avenue Securities from 2009 to 2019. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, providing financial planning, investment management, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

John David Hill is a financial advisor with Accurate Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, and Bank of America. He serves as a board member for the TOP Jewish Foundation, which provides investment oversight and philanthropic services to Jewish communities in Central Florida. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers with discretionary portfolio management, financial planning, and alternative investments. The firm emphasizes value, safety, quality, and risk control in its individualized asset allocations and manages approximately $1.71 billion in regulatory assets.

Alexander Fellios is a financial advisor with USAA Investment Services Company, holding a Series 66 credential and four years of industry experience. His prior work includes positions at USAA Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and VALIC Financial Advisors Inc. He also serves as an agent for AGIA, selling non-securities insurance products. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than directly managing client assets.

John Ditrani is a Series 65-licensed advisor with 14 years of industry experience. He is currently with Accurate Wealth Management, LLC and has previously held roles at Advisory Services Network, J.W. Cole Advisors, Drew Capital Group, Accurate Advisory Group, and Global Financial Private Capital. Outside of investment advisory, he is involved in buying, selling, and rehabbing homes through Ditrani Properties. Accurate Wealth Management serves a diverse client base including high-net-worth individuals, institutions, and other advisers, offering discretionary portfolio management and financial planning with a focus on value, safety, quality, and risk control. The firm manages approximately $1.71 billion in assets and provides customized asset allocations that may include alternative and privately placed investments.

Griffin Guinta is a financial advisor at Accurate Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Stay Flourish, Mighty Pursuit, and Yellow Wood Academy. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, educational services, and a wrap-fee program. The firm offers individualized asset allocations focused on value, safety, quality, and risk control, managing most accounts on a discretionary basis with occasional use of subadvisers.

Luther Wrenn is a financial advisor at Royal Fund Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Royal Fund Management since 2013. In addition to his advisory role, he is a licensed insurance agent operating Wrenn Insurance Services, where he sells annuities and health insurance. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, pension consulting, and participant account management. The firm develops customized investment policies and employs a variety of analytical strategies, offering services that include access to select non-traded REITs and options-writing overlays.

James Hutchby is a financial advisor at Accurate Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Choreo, LLC, Greerwalker Wealth, Purshe Kaplan Sterling Investments, and Traverse Partners. Hutchby serves as a non-voting advisory board member for the Lowe's YMCA of Greater Charlotte. 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 asset allocation and manages most accounts on a discretionary basis while allowing client restrictions and using subadvisers when appropriate.

Ralph Sevelius Jr. is a CFP® professional with 17 years of industry experience currently serving at IHT Wealth Management LLC. His prior roles include positions at Raymond James & Associates and Provise Management Group, LLC. He is based in Wesley Chapel, FL. IHT Wealth Management serves individual and institutional clients with a range of services including discretionary asset management, financial planning, and ERISA consulting. The firm employs a blended investment approach using diversified model portfolios and algorithmic options, supported by operational features such as an affiliated broker-dealer and private equity ventures.