Michael Smith is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Lincoln Investment LLC and Horace Mann Investors, Inc. In addition to advisory roles, he is involved as an agent in financial services and insurance through Florida Educator Insurance LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed portfolios, access to third-party managers, and retirement-plan advice through a nationwide network, combining discretionary investment management and non-discretionary advisory services.

Nathan Helms is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Accurate Wealth Management, LLC and AAG Capital Inc, having previously worked at LPL Financial and Ameriprise Financial Services, Inc. He maintains several business entities for tax and investment purposes. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, offering discretionary portfolio management and financial planning among other services. The firm focuses on individualized asset allocations emphasizing value, safety, quality, and risk control, managing most accounts on a discretionary basis.

Jeffrey Bettermann is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Peace of Mind Planning LLC and Cuna Brokerage Services, Inc. Outside of his advisory work, he owns and operates Thorngate Financial as an independent insurance agent. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing strategies through third-party sub-advisers and model portfolios.

Robert Leone is an investment advisor representative with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been self-employed since 2003 and is involved in several business activities related to insurance sales and medical receivables factoring. Accurate Wealth Management serves individuals, pension plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and educational services. The firm manages diverse portfolios emphasizing value, safety, quality, and risk control, with approximately $1.71 billion in regulatory assets under management.

Cristian Troncoso is a Series 65-licensed advisor at Jaffe Tilchin Investment Partners, LLC with one year of industry experience. He has been with the firm since 2021 following a decade as a student. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting services. The firm offers discretionary and non-discretionary account management, private placement due diligence, and operational support for private funds.

Allison Roper is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding a Series 65 designation with 13 years of industry experience. She has been with Jaffe Tilchin Investment Partners since 2013. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting, including private placement investment support. The firm manages accounts on both discretionary and non-discretionary bases and is notable for its role as adviser to a pooled investment vehicle with performance-based fees and integrated private fund operational services.

Shane Isaac is a financial advisor at Capital Analysts with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Lincoln Investment LLC since 2016 and The Gabor Agency since 1996. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and provides both discretionary and non-discretionary investment management supported by an in-house research team and third-party managers.

Christian Isaly is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2005 and Hd Vest Advisory Services, Inc. since 1995. Outside of financial advising, he supports a sand blasting business for his son and serves on the Florida State Guard in a disaster response role. Capital Analysts serves a range of retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.

Jackson Peters is an advisor at Jaffe Tilchin Investment Partners, LLC with a Series 65 credential and no prior industry experience. His background includes roles at Ferrari of Tampa Bay and Ferrari of Central Florida, as well as an extended period as a student. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth and non-HNW households, as well as institutional clients such as defined contribution plans and endowments. The firm offers a range of services including investment advisory, portfolio management, financial planning, and private placement assistance, managing accounts on both discretionary and non-discretionary bases.

Jonathan Clifford is a CFP® with six years of experience in financial services. He is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual Wealth Management Company and other firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm uses a variety of portfolio management approaches, including proprietary models and third-party managers, supported by technology and operational outsourcing.

David Pearlman is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience. He previously worked at APW Capital, Inc. and Wells Fargo Clearing/Wells Fargo Advisors. Pearlman holds Series 63 and Series 66 licenses. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts and provides private placement due diligence and capital allocation to private funds for qualified investors.

Mathew Waymire is an investment advisor representative at Accurate Wealth Management, LLC with 16 years of industry experience. He has worked at Waymire and Associates, Accurate Advisory Group, AAG Capital, Inc., and has been with Accurate Wealth Management since 2022. Outside of his advisory role, he is also involved in insurance advisory services through Accurate Advisory Group. 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’s investment approach emphasizes value, safety, quality, and risk control, managing most accounts on a discretionary basis while allowing client-imposed restrictions and utilizing subadvisers when appropriate.

Leonard Durso is a financial advisor at Beacon Capital Management, Inc. with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Beacon, he worked at Midland National Life Insurance Company and Flexible Plan Investments LTD. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base, including individuals, pension plans, corporations, charitable organizations, and institutional clients, using data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Michael Tilchin is a financial advisor at Jaffe Tilchin Investment Partners, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Tilchin & Associates for ten years before joining Jaffe Tilchin Wealth Management in 2020. Jaffe Tilchin Investment Partners serves individual and institutional clients with services including investment advisory, portfolio management, financial planning, and institutional consulting. The firm offers both discretionary and non-discretionary account management and conducts private placement due diligence for qualified investors.

Michael Jones is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 41 years of industry experience. He holds a Series 63 designation and has worked at Jaffe Tilchin since 2007 and APW Capital, Inc. since 2009. Jones is also a minority partner in Jaffe Tilchin Wealth Management and serves as president of M. Scott Jones & Associates, Inc. Jaffe Tilchin Investment Partners serves individual and institutional clients by providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts and offers private placement investment services, including acting as adviser to a privately placed fund focused on volatility/arbitrage and options trading strategies.

Daniel Goldberg is a financial advisor with Principal Financial Services in Lutz, Florida. He holds the CFP® and ChFC® designations and has 31 years of industry experience. He has worked with firms including One Source Advisory LLC, Principal Securities Inc., Dbg Financial Group Inc., and Principal Life Insurance Co. Goldberg serves on the advisory board for the University of South Florida's Personal Financial Planning major and holds leadership roles in several local homeowner and office owner associations. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers under various arrangements.

Jeffrey Couzens is a CFP® with 27 years of experience in the financial services industry. He is a wealth advisor at CWM, LLC and has previously held roles at firms including Royal Alliance Associates, Inc. and Karn Couzens and Associates, Inc. Outside of his advisory work, he is a managing member of a dog daycare and boarding business co-owned with his brother. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm uses a discretionary investment approach with model portfolios and combines multiple analysis methods and customization tools, emphasizing retirement plan services and fiduciary processes.

Donald Mc Neill is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Morgan Stanley, Tesla, and Thyssenkrupp Elevator. In addition to his advisory duties, Mc Neill operates an eBay retail business outside of his financial services work. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Jigisha Desai is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked with SunTrust firms since 2006, including SunTrust Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party managers and AI-enabled research tools.

Madisyn Muller is a CFP® professional with five years of experience in financial services, currently affiliated with Principal Financial Services. Her work history includes roles at Principal Life Insurance Company, Principal Securities Inc, and One Source Advisory. She holds Series 66 registration and operates out of Lutz, Florida. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.