Bryan Hamer is a Series 65 licensed financial advisor with nine years of industry experience. He is currently affiliated with Accurate Wealth Management, LLC in Wesley Chapel, FL, and has prior experience with International Assets Advisory, LLC, 21st Century Financial, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of his advisory role, he owns Hamer Capital Group, Inc., a private label entity for securities business. Accurate Wealth Management, LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management, financial planning, and a wrap-fee program, employing a value- and risk-focused investment approach while utilizing subadvisers and third-party advisers when appropriate.

Claudiu Barbos is a financial advisor at Accurate Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ashton Thomas Securities and Vanguard Group. Outside of financial advising, Barbos has been involved in real estate sales with HomeSmart Realty since 2001. 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 asset allocations and manages approximately $1.71 billion in regulatory assets under management.

Mark Gray is a financial advisor with Creative Financial Designs, Inc. in Plant City, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Creative Financial Designs and its affiliate cfd Investments, Inc. since 2009. Outside of his advisory role, he serves as president of Mark Gray Financial, an independent insurance sales business. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm uses asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

Matthew Graham is a financial advisor at Capital Analysts with nine years of industry experience. He holds the Series 66 designation and has worked at West Coast Financial and Lincoln Investment since 2017. Outside of advising, he serves as a deacon and treasurer at Creekside Church and is involved in business development as Chief Growth Officer and co-owner of West Coast Financial Group. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house team and third-party managers, supported by proprietary mutual fund screening and a nationwide network of independent advisors.

Andrew Argen is a CFP® credentialed financial advisor with six years of industry experience. He is currently with Facet, having joined in 2026, and previously worked at Raymond James & Associates, Empower Financial Services, and Morgan Stanley. Prior to his financial services career, he held roles outside the industry, including positions at Kanes Furniture and Abby's Health and Nutrition. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based, ETF-driven asset allocations and technology-driven processes, offering a flat subscription fee model rather than traditional asset-based fees.

Mounia Mokdad is a CFP® professional with eight years at Joel Isaacson & Co., LLC and a total of three years of industry experience. She is based in Wesley Chapel, FL. Joel Isaacson & Co., LLC provides comprehensive wealth and portfolio management primarily to high net worth individuals, with services that include financial planning, tax and estate planning, investment implementation, and ancillary offerings such as tax preparation and family office services. The firm emphasizes long-term investment strategies, continuous monitoring, and periodic client reviews, and is part of the Focus Financial Partners network.

Daniel Mercado is an investment advisor representative at Regal Investment Advisors LLC with one year of industry experience. Prior to joining Regal, he held roles at Optum, AbleTo Inc, Sila Solutions Group, and Medtronic. Outside of his advisory work, he serves as a senior program manager at Optum, focusing on healthcare program and project management. Regal Investment Advisors operates an enterprise-scale sub-advisory platform providing model portfolio implementation and discretionary investment management services to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, executing day-to-day trading discretion within defined strategy parameters.

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.

Janet Christiansen is a financial advisor at Savvy with 19 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and United Capital Financial Advisors, where she worked for 17 years. She also offers fixed life, health insurance, and fixed annuity options to clients. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach while incorporating active equity portfolios, tax-aware direct indexing, and integrates fintech tools and third-party sub-adviser strategies.

Rishi Thakarar is an advisor at Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses. He has worked in healthcare and veterans affairs since 2016 and joined Accurate Wealth Management in 2026. Accurate Wealth Management serves individuals, pension plans, charities, and corporations, providing discretionary portfolio management and financial planning. The firm offers diversified portfolios and performance-based fee arrangements for qualified clients, managing approximately $1.71 billion in regulatory assets.

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 credential and 18 years of industry experience. His prior roles include positions at WestPark Capital, Devon Bank, and Merrill. Outside of advisory work, he serves as Vice President of Islamic residential finance at Devon Bank, where he originates mortgage loans. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and consulting services. The firm manages accounts on both discretionary and non-discretionary bases and conducts private placement due diligence for qualified investors.

Daniel George is a CFP®-certified financial advisor with nine years of industry experience. He currently works at OnePoint BFG Wealth Partners and has previously held roles at Northwestern Mutual Investment Services LLC, AGW Capital Advisors, and Gasparilla Capital. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of third-party managers, custodian platforms, and proprietary investment models tailored to client-specific objectives and risk tolerances.

Jesse Smith is a financial advisor with Capital Analysts, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Investment Planning and West Coast Financial for over a decade. Outside of his advisory roles, he serves as COO of West Coast Financial Group and is involved in insurance and business development activities. 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, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and in-house investment management.

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 over 34 years of industry experience. His career includes roles at Mony Securities Corporation and Comprehensive Asset Management & Servicing, Inc. Outside of advisory, he has consulted on marketing and networking for independent physician associations through FMD Marketing, LLC. 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 financial advisor with Accurate Wealth Management, LLC, holding a Series 65 credential and 14 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, J.W. Cole Advisors, Inc., and Global Financial Private Capital. Outside of advisory work, he is president and owner of a home rehabilitation business, Ditrani Properties. 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 asset allocations and manages approximately $1.71 billion in regulatory assets under management.