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.

Michael Gilmartin is a financial advisor with Lifemark Securities Corp. in Palm Harbor, FL, holding a Series 66 designation and with 20 years of industry experience. His prior experience includes roles at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. He also operates Gilmartin Financial Services, through which he provides life and health insurance products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm’s investment approach is suitability-driven, incorporating risk assessments and offering programs such as Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager options.

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.

Louis Zone is a financial advisor with Westminster Financial Advisory Corp, holding Series 63 and Series 65 licenses and possessing 50 years of industry experience. He has been with Westminster Financial Securities, Inc. for 17 years. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach focuses on strategic asset allocation with tactical overlays, employing a buy-and-hold framework supplemented by periodic rebalancing and option strategies.

Spiros Vassilakos is a financial advisor with Csenge Advisory Group, LLC, holding industry designations including Series 63, Series 65, and Series 66. He has 25 years of experience in the financial services industry, having previously worked at firms such as Cambridge Investment Research Advisors, Sagepoint Financial, and LPL Financial. Outside of his advisory work, he owns Athenian Private Client Group, which provides life, disability, and long-term care insurance services in Tarpon Springs, FL. Csenge Advisory Group serves individual, high net worth, charitable, and corporate clients with investment advisory and retirement-plan consulting. The firm’s investment approach integrates fundamental and technical analysis with a relative strength methodology and a top-down market, sector, manager, and risk assessment process.

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.

Kelsey Costantini is a financial advisor at Oppenheimer with nine years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer since 2019, following prior roles at Bank of America and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services, with a focus on strategic asset allocation, manager selection, and customized investment policy development.

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 financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Morgan Stanley, Tesla, and Thyssenkrupp Elevator. In addition to his advisory duties, Mc Neill operates an eBay retail business outside of his financial services work. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Nina Law is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. She has been with Benjamin F. Edwards since 2009. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting that combines proprietary strategies with third-party models.

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.

Kwame Kenyatta is a financial advisor at Fifth Third Securities, Inc. with 3 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Fifth Third Bank, Wells Fargo, Capstone Logistics, and roles in clinical training and academia. Fifth Third Securities, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple investment program types on its Passageway Managed Account platform, combining third-party portfolio management with options such as mutual funds, ETFs, SMAs, and direct indexing.

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.

Kelli Robbins is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior work includes roles at Transamerica Life Insurance Company, MetLife, Protective Life, Proequities Inc, and Ohio National Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary software and model portfolios from Morningstar Investment Management and offers both managed and non-discretionary investment recommendations.