Wesley Chapel, FL Ashley Oaks Circle Office

Maxwell Azzarelli is a financial advisor at Accurate Wealth Management, LLC with a Series 65 designation and one year of industry experience. He joined Accurate Wealth Management in 2025 following a decade-long hiatus from the industry. Accurate Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management, financial planning, educational services, and a wrap-fee program, managing diverse portfolios that include traditional and alternative investments with an emphasis on value, safety, quality, and risk control.

Kenneth Mcguire is a financial advisor with Accurate Wealth Management, LLC in Wesley Chapel, FL, holding Series 65 and Series 63 licenses and bringing 36 years of industry experience. His prior experience includes roles at AAG Capital, Strategic Tax Advisor Resources, Global Financial Private Capital, and managing his own firm, Mcguire Financial Services, for nearly two decades. Outside of his advisory work, he serves on the Finance Committee of the Yarmouth Area Chamber of Commerce. Accurate Wealth Management provides discretionary portfolio management, financial planning, and educational services to individuals, pension plans, charities, corporations, and other advisers. The firm emphasizes value, safety, quality, and risk control in asset allocation, managing approximately $1.71 billion in assets and offering a range of investment options including alternative and privately placed investments.

Carolyn Howard is a CFP® professional with 33 years of industry experience, currently serving as an investment advisory representative at Accurate Wealth Management, LLC. Her prior work history includes roles at AAG Capital, SeaCure Advisors, PEGAESUS Advisors, LPL Financial, and Lexington Advisors. She volunteers quarterly to teach financial planning classes for newly widowed individuals through the nonprofit Soaring Spirits International and serves on the board of directors for the Lexington Philharmonic Orchestra. Accurate Wealth Management, LLC provides discretionary portfolio management, financial planning, and educational services to individuals, retirement plans, charities, and corporations. The firm emphasizes value, safety, quality, and risk control in individualized asset allocations, managing approximately $1.71 billion in assets with a range of investment options including alternative and privately placed assets.

Meredith Freeman III is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Freeman is also an owner/partner of MF Financial LLC. Accurate Wealth Management serves a diverse client base including individuals, pension plans, and charities, offering discretionary portfolio management, financial planning, and a wrap-fee program. The firm emphasizes value, safety, quality, and risk control in asset allocation and manages approximately $1.71 billion in regulatory assets under management.

Jonathan Howard is a CFP® with eight years of industry experience, currently serving as an advisor at Accurate Wealth Management, LLC since 2021. He previously worked at SeaCure Advisors LLC and has experience outside finance in visual effects production. Howard also works as an independent insurance agent in addition to his advisory role. Accurate Wealth Management, LLC provides discretionary portfolio management, financial planning, and educational services to individuals, pension plans, charities, corporations, and other advisers. The firm employs individualized asset allocations focused on value, safety, quality, and risk control, managing over $1.7 billion in regulatory assets.

Elizabeth Bertelsen is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Accurate Wealth Management since 2019 and previously held roles at Intervest International Equities Corp and Global Financial Private Capital. Outside of her advisory work, she operates a non-investment business selling fused glass, paintings, and jewelry through boutiques and online platforms. Accurate Wealth Management serves individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in developing individualized asset allocations and manages approximately $1.71 billion in regulatory assets.

Daniel Markese is a Certified Financial Planner (CFP®) and holds a Series 65 license with 10 years of industry experience. He has been with Accurate Wealth Management, LLC since 2018 and previously worked at Global Financial Private Capital, LLC from 2015 to 2018. Additionally, he has been involved with Accurate Advisory Group since 2006 and acts as an insurance agent in Florida through this business. Accurate Wealth Management, LLC serves a diverse clientele including individuals, pension plans, charities, and corporations, offering discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its asset allocations and manages approximately $1.71 billion in regulatory assets.

Ross Taylor is a financial advisor at Accurate Wealth Management, LLC with eight years of industry experience. He holds the Series 65 designation and has previously worked at Bison Advisors, truAdvice, LLC, Bertelsen Asset Management, LLC, and Aviance Capital Management, LLC. Accurate Wealth Management serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm offers discretionary portfolio management, financial planning, and educational services, with a broad investment approach that includes traditional and alternative assets.

Brian Greco is a Certified Financial Planner® with seven years of industry experience. He has worked at Accurate Wealth Management, LLC since 2019 and previously spent two years at Raymond James Financial Inc. In addition to his advisory role, Greco is active as a licensed insurance agent involved in life insurance and fixed indexed annuity sales. Accurate Wealth Management, LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charities, corporations, and other advisers. The firm manages approximately $1.71 billion in assets, emphasizing value, safety, quality, and risk control while offering a range of investment options including alternative and privately placed investments.

Maddison Long is a financial advisor at Accurate Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Goldman Sachs, ServiceMac, and CHG Healthcare. Outside of her advisory role, Long is the owner of Organized Outcomes LLC, an insurance-related business focused on assisting agents and managing commissions. 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, managing most accounts on a discretionary basis with a range of investment options including mutual funds, alternative investments, and structured notes.

Matthew Ritz is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at Accurate Wealth Management, LLC since 2026 and previously spent eleven years at Cornerstone Investment Partners, LLC. Accurate Wealth Management, LLC 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.

Patricia May is a financial advisor at Accurate Wealth Management, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services, Stifel Nicolaus & Company, Citigroup Global Markets, and Legg Mason Wood Walker. Accurate Wealth Management serves individuals, including high-net-worth clients, pension plans, charities, and corporations by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in developing individualized asset allocations and manages approximately $1.71 billion in regulatory assets.

Kyle Lonsinger is a CFP® professional with 10 years of experience in financial advising. He is currently with Accurate Wealth Management, LLC and has held roles at firms including AAG Capital, LPL Financial, Bank of America, Merrill, TD Ameritrade, Nationwide Securities, and WC McQuaide Inc. Accurate Wealth Management, LLC serves a diverse client base including individuals, pension and profit-sharing plans, charities, and corporations. The firm offers discretionary portfolio management and financial planning with a focus on value, safety, quality, and risk control, managing approximately $1.71 billion in assets under management.

Eric Ling is a CFP® with 18 years of experience in the financial services industry. He is currently with Accurate Wealth Management, LLC and AAG Capital, Inc., having previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and LPL Financial LLC. Accurate Wealth Management, LLC serves a diverse client base including individuals, pension plans, charities, and corporations, providing discretionary portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control in its individualized asset allocations and offers a range of investment options including alternative and privately placed investments.

Konstantinos Gotsis is a financial advisor with Accurate Wealth Management, LLC in Wesley Chapel, FL, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has worked at Accurate Wealth Management and related entities since 2005 and previously held positions at Global Financial Private Capital and GF Investment Services. Outside of his advisory work, he is involved in various business activities including ownership of a marketing company and interests in medical receivable factoring ventures. Accurate Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charities, and corporations. The firm provides discretionary portfolio management, financial planning, and a wrap-fee program, offering diversified investments such as mutual funds, equities, bonds, alternatives, and private placements, managing approximately $1.71 billion in regulatory assets.