Bruce Shindelman is a financial advisor with Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Jaffe Tilchin Investment Partners serves both individual and institutional clients by providing investment advisory, portfolio management, financial planning, and institutional consulting services. The firm manages accounts on discretionary and non-discretionary bases and offers private placement due diligence and allocations for qualified investors.

Amanda Tilchin is a financial advisor with Jaffe Tilchin Investment Partners, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at PricewaterhouseCoopers, LLP for six years and was involved with Tilchin & Associates for ten years. In addition to her advisory role, Ms. Tilchin is a Certified Public Accountant with Tilchin Consultants, LLC, where she prepares tax returns and provides consulting services. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on both discretionary and non-discretionary bases and conducts private placement due diligence for qualified investors, integrating private fund operational services into client servicing.

Sabrina Frank is a financial advisor at Integrity Advisory Solutions in Tampa, FL, holding a Series 65 credential. She has been in the industry since 2021, with prior experience at Rise Management and Gemini Financial Group. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various investment approaches and third-party platforms.

Richard Sharpe is a financial advisor with Capital Analysts and holds Series 65 and Series 63 licenses. He has 17 years of industry experience, including roles at PlanMember Securities Corporation and West Coast Financial. Outside of his advisory work, he is involved in education as a substitute teacher and soccer coach at local schools in Lutz and Tampa, Florida. Capital Analysts serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, providing portfolio management and retirement-plan advice through a network of independent advisors and in-house teams. The firm combines discretionary and non-discretionary investment management with proprietary screening processes and collaborates with third-party managers and institutional partners.

Richard Happle is a CFP®-credentialed financial advisor with 43 years of industry experience. He has been with Jaffe Tilchin Investment Partners since 2020 and previously worked at HD Vest Advisory Services and Jaffe Tilchin Wealth Management. Outside of investment advisory, he provides insurance consultation and policy services as a licensed agent. 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, portfolio management, financial planning, and private placement services, managing accounts on both discretionary and non-discretionary bases.

Derek Wilkes is a financial advisor at Accurate Wealth Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Chase, Merrill, and Independent Financial Partners. 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 individualized asset allocations based on value, safety, quality, and risk control and manages approximately $1.71 billion in regulatory assets under management.

Elena Madrazo is a CFP® with nine years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior roles at Northwestern Mutual Wealth Management Company and other affiliated firms. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models to implement client-specific portfolios, supported by technology and operational outsourcing.

John Steele Jr. is a Series 65 credentialed advisor with RFG Advisory, LLC, based in Lutz, FL. He has two years of industry experience, including roles at Fisher Investments and Independent Financial Partners prior to joining RFG Advisory. RFG Advisory serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, and select institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments through a variety of model strategies and third-party platforms.

Angela Seguro is a financial advisor at Capital Analysts with 11 years of industry experience. She holds the Series 66 designation and has worked at Lincoln Investment and West Coast Financial Inc since 2017, as well as Cuna Brokerage Services and Suncoast Credit Union from 2015 to 2017. She is also licensed as an insurance agent, focusing on life insurance and fixed annuity sales. 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 custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisor representatives and in-house investment management.

Kyle Wright is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 11 years of industry experience. He has been with Jaffe Tilchin Wealth Management since 2013 and holds a Series 65 designation. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, financial planning, and institutional consulting services. The firm manages a range of accounts and provides private placement due diligence and capital allocation for qualified investors.

Sheldon Frantz is a financial advisor at B. Riley Wealth Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked with firms including MML Investors Services, MassMutual Life Insurance, and Guardian Life Insurance Company. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering various investment programs and managing approximately $4.21 billion in client assets through about 173 advisors.

Bret Smith is a CFP® and ChFC® with 37 years of experience in the financial industry. He is affiliated with Capital Analysts and has held leadership roles at West Coast Financial Group, Inc. since 1986 and Lincoln Investment Planning, Inc. since 2005. Outside his advisory work, he is a co-owner of a firearms training business and serves on the finance committee and as a deacon at Creekside Church. Capital Analysts provides investment management and advisory services to retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through its own Investment Management & Research team and a network of independent advisor representatives.

Kalyan Kavili is a financial advisor at Kingswood Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. and Benchmark Investments, Inc. among other firms. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform using affiliated and unaffiliated managers and supports insurance-linked account management alongside affiliated financial entities.

Rebecca Bast is a ChFC® credentialed financial advisor with 29 years of industry experience. She is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual, where she worked for more than two decades. Bast holds Series 63 and Series 65 licenses. 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 investment strategies that blend third-party managers with proprietary models and integrates technology and operational outsourcing into its service model.

Ricky Black is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 credential and bringing 40 years of industry experience. He has worked at West Coast Financial, Lincoln Investment, and Horace Mann Investors Inc. Outside of his advisory role, he serves as a licensed insurance agent specializing in Medicare Advantage and Medicare supplement sales. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers with discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its asset allocations and offers a range of investments including alternative and privately placed assets.

Byron Ison is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Optivise Advisory Services, First Advisors National, Protective Wealth Advisors, and Securities Solutions Group. Outside of advisory services, he is the owner and managing partner of Protective Financial Group, an insurance services firm based in Wesley Chapel, FL. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, and retirement-plan services through a diversified mix of firm-developed models, third-party managers, and customized strategies within a structured risk framework.

Paul Richardson is a financial advisor at Calton & Associates, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Nancy Barron and Associates, Inc., CL Wealth Management, LLC, and JHS Capital Advisors, LLC. Richardson is currently based in Temple Terrace, FL. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, sponsors wrap fee programs, and offers a range of investment platforms and strategies, including the use of third-party money managers and various analytical approaches.

David Goldin is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at AAG Capital Inc., 305 LLC, Tiber Capital Group, Parallel, Land Rover, and The Clearwater Group. In addition to his advisory work, David holds a State of Florida Real Estate License and has been involved in managing real estate transactions through his ownership of Goldin Properties LLC. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment 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 individualized asset allocations and manages approximately $1.71 billion in regulatory assets under management.

Quinn Berven is a financial advisor at Capital Analysts with a Series 65 designation and one year of industry experience. His prior work includes roles at Lincoln Investment, Aegis Wealth Management, Integrity Alliance, Transparent Financial Services, ASB Financial, and Vantage Marketing. He is also involved in insurance services and fixed annuity sales through Transparent Financial Services, LLC. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

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.