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 at Capital Analysts with 22 years of industry experience. His professional background includes roles at Lincoln Investment, Northbridge Financial Group, LPL Financial, Ameriprise Financial Services, and Merrill. Outside of his advisory work, he serves as a grassroots soccer referee for youth games in Florida. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary strategies, utilizing proprietary mutual fund screening and collaborating with a nationwide network of independent advisors.

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 Series 63 and Series 65 designations and has prior experience with Horace Mann Investors, Inc. and several Florida Educator Insurance entities. In addition to his advisory role, he is an agent at Florida Educator Insurance LLC doing business as GAC Wealth Management Solutions, involved in the sale of life insurance and fixed annuities. Capital Analysts serves a diverse range of clients, including individuals, high-net-worth investors, trusts, foundations, and institutional clients, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management, supported by an in-house Investment Management & Research team that uses a proprietary mutual fund screening process.

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 at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Peace of Mind Planning LLC and CUNA Brokerage Services, Inc. Bettermann also owns Thorngate Financial, where he operates as an independent insurance agent. Advisor Share Wealth Management, LLC 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, utilizing third-party sub-advisers and model portfolios for client strategies.

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 financial advisor at Jaffe Tilchin Investment Partners, LLC in Tampa, FL, holding a Series 65 designation with two years of industry experience. He has been with Jaffe Tilchin since 2021 and was a student prior to that. 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 provides advisory and portfolio management services, financial planning, institutional consulting, and private placement investment assistance, with distinctive features including private fund operational integration and performance-based fee structures.

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 licenses and has worked at Lincoln Investment Planning, Inc. and Hd Vest Advisory Services, Inc. for over two decades. Outside of advising, he supports a sand blasting business started by his son and serves in the Florida State Guard’s disaster response support staff. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management through a combination of discretionary in-house investment management and non-discretionary third-party managers, utilizing a proprietary mutual fund screening process called CAPSL.

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.

Ryan Golinski is a financial advisor at Gradient Securities, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc., KMS Financial Services, Inc., and Signator Financial Services, Inc. Outside of his advisory role, Golinski owns and operates two tax-related businesses, Golinski Tax Prep, LLC and Golinski Tax Advisors, LLC, where he provides tax preparation and financial services. Gradient Securities, LLC, also operating as Gradient Wealth Management, offers financial planning, consulting, and non-discretionary asset management to individuals, retirement plans, trusts, estates, and business entities. The firm combines fundamental, technical, and cyclical analysis in its investment approach and manages approximately $607.9 million in assets on a non-discretionary basis.

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.

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 CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently with Principal Financial Services and has held roles at One Source Advisory LLC and Dbg Financial Group Inc. He serves on the advisory board for the University of South Florida's Personal Financial Planning major and holds leadership positions in several homeowners' associations. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jeffrey Couzens is a CFP® professional with 27 years of experience in financial advising, currently affiliated with Carson Wealth. He has a background that includes long-term roles at Royal Alliance Associates and Karn Couzens and Associates, Inc. Outside of his advisory work, he is a managing member of a dog daycare and boarding business. Carson Wealth is an enterprise platform with more than 650 advisors managing roughly $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, using model portfolios developed by an Investment Committee and providing tailored solutions such as custom indexing and alternative investment access.