Brad Fuller is a financial advisor at Trek Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Partners and several technology companies. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio construction, utilizing evidence-based models, fundamental and technical analysis, and artificial intelligence tools under human review.

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® and Series 65-registered advisor with six years of industry experience. He currently works at Facet and previously held positions at Tapfin/EY, Florida Financial Advisors, Inc., and Walgreens. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and implementation services. The firm emphasizes holistic financial planning through its Total Financial Life Resources framework and offers discretionary asset allocation primarily using ETFs, along with tax-optimized strategies for taxable accounts.

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 at CreativeOne Securities, LLC with 42 years of industry experience. She has held positions at CreativeOne Securities since 2018 and previously worked at Kestra Financial, Inc. and Presidential Brokerage, Inc. Savarese also owns a fixed insurance and annuities business. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management.

Glenn Cummings is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds the Series 65 designation and has worked previously at AE Wealth Management, Horter Investment Management, and Accurate Advisory Group. Outside of his advisory role, he is a managing member of Gulf Coast Records, LLC, an artist development and management company, and serves as Chapter President for the American Financial Education Alliance, a nonprofit focused on financial education. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, offers tailored advice through client profiles, and utilizes model portfolios with an asymmetric rebalancing approach.

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.

Scott Jaffe is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 63 designation and bringing 39 years of industry experience. He has worked with Jaffe Tilchin Wealth Management since 2007 and previously spent 12 years at Comprehensive Asset Management & Servicing. Mr. Jaffe is also a majority partner of Jaffe Tilchin Investment Partners, LLC. 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 investment advisory, portfolio management, financial planning, and private placement investment assistance, managing accounts on both discretionary and non-discretionary bases and providing model portfolios, third-party manager selection, and private fund advisory services.

Michael Hay is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC. His prior experience includes roles at USAA Life Insurance Company and USAA Investment Services Company. Outside of financial services, he has been involved with Twenty Sweets LLC. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, providing portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party managers and offers a range of advisory platforms including wrap fee programs and unified managed accounts.

Erik Ramnauth is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, MML Investors Services, LLC, and Legacy Wealth Partners. He also serves as an administrator for his mother’s estate, coordinating with the estate attorney on her affairs. 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 the Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers, operating mainly as a referral intermediary rather than managing client assets directly.

Deborah Rosenthal is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 17 years of industry experience and holds a Series 65 designation. She has been a licensed real estate broker since 1981. Jaffe Tilchin Investment Partners serves individual and institutional clients by providing investment advisory, portfolio management, financial planning, and institutional consulting services. The firm offers a range of solutions including discretionary and non-discretionary account management, private placement due diligence, and integrates private fund operational services into client servicing.

Samantha Gyeszat is a financial advisor at Accurate Wealth Management, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Bison Advisors and Truadvice, LLC. Outside of her advisory work, she is involved as a stylist promoting and selling nail and hand care products with Color Street. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers, offering discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its investment approach and manages approximately $1.71 billion in assets.

Kenneth Remsen is a CFP® professional with two years of experience in the financial services industry. He is currently with USAA Investment Services Company and has held previous roles at USAA Life Insurance Company, Fidelity Investments, and the Florida Air National Guard. Outside of his advisory work, he has experience with WalletWise, LLC and a 15-year tenure with the Clay County School District. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors, primarily 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.

Trevor Taylor is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Accurate Wealth Management, LLC. His career includes roles at AAG Capital Inc, Intervest International, and Bertelsen And Taylor Asset Management, among others. Outside of advisory work, he is involved in fixed annuities and life insurance sales, dedicating time to solving income and life insurance needs for clients. Accurate Wealth Management, LLC provides discretionary portfolio management and financial planning services to individuals—including high-net-worth clients—as well as pension plans, charities, and corporations. The firm emphasizes value, safety, quality, and risk control in its asset allocation strategies and manages approximately $1.71 billion in regulatory assets.

Michael Mccord is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with IHT Wealth Management LLC and has prior experience at LPL Financial, LLC, and Independent Financial Partners. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection alongside quantitative tools and diversified model portfolios, and it offers a range of advisory and fiduciary services through a network of over 150 advisors.

Donald Todd is a CFP® with 20 years of industry experience, currently serving as a financial advisor at OneSeven. His prior work includes roles at SunTrust Investment Services and various wealth management firms. Outside of advising, he is president and owner of Military Pike Racing Stables, where he buys, sells, and races thoroughbreds. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, using a primarily long-term investment approach with access to diversified mutual funds, ETFs, individual securities, alternatives, and private placements.

David Goss is a CFP®-certified financial advisor with five years of industry experience, currently with Facet in Land O Lakes, FL. Prior to joining Facet in 2026, he worked at Tapfin/EY for five years and has additional experience in fitness training and adjunct teaching. He serves as an adjunct assistant professor at the University of Florida, teaching online graduate courses in music education, and works as a fitness trainer at EOS Fitness. Facet serves individual members across a wide range of wealth levels with tiered, subscription-based financial planning and implementation services. The firm uses a holistic Total Financial Life Resources framework and primarily employs ETF-based discretionary asset-allocation programs, offering services such as direct indexing and tax-optimized strategies without charging percentage-of-AUM investment fees.

Anna Massey is a financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL. She holds a Series 65 designation and has experience working at Trent Capital Management and Gate City Signs and Graphics. Massey joined Jaffe Tilchin in 2025 and has been with the firm for one year. Jaffe Tilchin Investment Partners serves individual clients, including high-net-worth households, as well as institutional clients such as defined contribution plans and endowments. The firm offers investment advisory, financial planning, institutional consulting, and private placement services, managing accounts on both discretionary and non-discretionary bases and conducting due diligence for qualified investors.

Matthew Dowell is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Advisory Services Network since 2023 and previously spent nine years at both Bank of America and Merrill. Outside of his advisory role, he is a partner and insurance agent at Ferlita Nussel Dowell Financial Group, where he sells life, fixed, and indexed annuity products. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.