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.

Brendan Remus is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 66 credential and is the owner and advisor of So Simple Financial, LLC, where he dedicates a portion of his professional time. His prior experience includes roles at Park Avenue Securities and West Shore Financial Group. AlphaStar Capital Management provides discretionary investment management, financial planning, and subadvisory services to individual, corporate, and retirement plan clients. The firm employs strategic and tactical investment approaches through proprietary model portfolios and third-party technologies, serving over 8,400 client relationships with approximately $2.5 billion in assets under management.

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.

Rene Tilchin is a Series 65-licensed advisor at Jaffe Tilchin Investment Partners, LLC with two years of industry experience. He has been associated with Jaffe Tilchin Wealth Management since 2009. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting services. The firm manages both discretionary and non-discretionary accounts and provides private placement due diligence and allocations for qualified investors.

Syed Farooq is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at WestPark Capital and Devon Bank, where he served as Vice President of Islamic residential finance, originating mortgage loans. 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 and conducts private placement due diligence for qualified investors.

Daniel George is a CFP® with nine years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners, previously known as Bleakley Financial Group, and has prior experience at Northwestern Mutual Investment Services LLC, Rebecca Bast, AGW Capital Advisors, and Gasparilla Capital. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of third-party managers, custodian platforms, and proprietary models to construct and manage client portfolios.

Jesse Smith is a financial advisor at Capital Analysts with 12 years of industry experience. He holds the Series 66 designation and has been associated with Lincoln Investment Planning and West Coast Financial since 2013. Outside of his advisory role, Smith is involved in business activities including serving as COO of a real estate LLC and working in insurance sales. Capital Analysts serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment team and proprietary screening processes, while supporting advisors who may also engage in outside business activities alongside their advisory services.

Peter Emmanuel is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Jaffe Tilchin Investment Partners since 2016 and also founded and serves as President of Castro Builders, LLC, a construction company. Jaffe Tilchin Investment Partners serves both individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement due diligence. The firm manages accounts on discretionary and non-discretionary bases and is notable for advising a pooled investment vehicle with performance-based fees and integrating private fund operational services into client servicing.

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.

Fazal Dasankop is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 66 credential and bringing 33 years of industry experience. He has worked at Jaffe Tilchin since 2008 and at Comprehensive Asset Management & Servicing, Inc. since 2009. In addition to his advisory role, he is president of Dasankop and Associates and serves as a consultant building networks for independent physician associations. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts, conducts private placement due diligence, and provides integrated private fund operational services.

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.

Stephen Dalfino is a financial advisor with Capital Analysts in Lutz, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Capital Analysts since 2020 and also maintains roles with West Coast Financial Group and Lincoln Investment Planning, both since 2006. Outside of his advisory work, he is involved in insurance and annuity sales through West Coast Financial Group. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management through both model and custom portfolios. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening processes, and it supports a wide range of advisor activities and client service models.

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.

Scott Greene is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include leadership positions at Greene Financial Group and Mutual Trust Co. of America Securities, among others. Outside of advisory work, he is involved as co-owner in medical software and billing companies and serves as president of a holding company focused on business development. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm provides discretionary portfolio management and retirement plan consulting, employing a multi-disciplinary investment process that integrates fundamental, technical, and cyclical analysis across various asset classes.

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.

Dov Litov is a financial advisor with Capital Analysts, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Lincoln Investment, Northbridge Financial Group, LPL Financial, and Ameriprise Financial Services. Outside of his advisory work, he referees youth soccer games in Florida. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers various investment programs tailored to client needs.

Michael Sinicola is an investment advisor representative with Accurate Wealth Management, LLC in Wesley Chapel, FL, holding a Series 65 designation and six years of industry experience. His prior roles include work with AAG Capital, Inc. since 2022 and positions at Accurate Advisory Group and Accurate Sports Management. He serves on the board of Schwarber's Neighborhood Heroes, a charitable organization. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, and other investment services. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing approximately $1.71 billion in regulatory assets.

Matthew Rush is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Excalibur Financial Group, Principal Securities Incorporated, Principal Life Insurance Company, and Newma Housing Fund. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages discretionary and non-discretionary accounts, offers private placement due diligence, and advises on a private fund focused on volatility/arbitrage and options trading strategies.

Michael Smith is a financial advisor at Capital Analysts with 14 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked with firms including Lincoln Investment LLC and Horace Mann Investors, Inc. In addition to his advisory role, he is an agent at Florida Educator Insurance LLC, where he sells life insurance and fixed annuities. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers a range of advisory and model portfolio services.