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.

Christian Isaly is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Investment Planning, Inc. and Hd Vest Advisory Services, Inc. since the mid-1990s. Outside of his advisory role, he supports disaster response efforts as a member of the Florida State Guard and is involved in a sand blasting business venture alongside his son. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a discretionary and non-discretionary investment approach guided by an in-house Investment Management & Research team, offering a range of portfolio management options and fiduciary services.

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® professional with five years of industry experience, currently serving at OnePoint BFG Wealth Partners. He previously worked at Northwestern Mutual Wealth Management Company and has experience with multiple financial firms. Clifford has also been involved in various roles outside finance, including work at ChickFilA and local community organizations. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of third-party managers, proprietary models, and technology-enhanced operational support to align portfolios with client-specific objectives and risk tolerances.

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.

Ryan Golinski is a financial advisor at Gradient Securities, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, Golinski owns and operates Golinski Tax Prep, LLC, where he prepares and reviews tax returns. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm combines SEC-registered advisory services with FINRA-registered broker-dealer activities and routinely uses third-party managers while maintaining non-discretionary client approval for trades.

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.

Judy Ravenna is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Suntrust Advisory Services, Inc. since 2016 and with Suntrust Investment Services, Inc. since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses both discretionary and non-discretionary approaches and integrates third-party platforms and manager arrangements to support its AMC Advantage program, emphasizing inter-affiliate collaboration within the Truist enterprise.

Donald Mc Neill is a Series 66-licensed financial advisor with two years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. Prior to joining Transamerica, he worked at Morgan Stanley, Tesla, and Thyssenkrupp Elevator. Outside of his advisory role, Mc Neill operates an eBay retail business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance.

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.

Steven Smitten is a financial advisor with GWN Securities Inc. in Lutz, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has served as Managing Director at ABMM Financial since 2015, where he is responsible for recruiting and hiring financial professionals. Outside of advising, he is a notary public and a member of the Loyal Order of Moose. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.