Leo Vassallo is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and LPL Financial. He also owns a private label financial business, L R Vassallo & Associates, Inc. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisors. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may utilize third-party money managers and wrap programs to implement strategies.

James Conwell II is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at WFG Investments Inc, Gunnallen Financial, Inc., and BBVA Compass Investment Solutions, Inc. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and may utilize third-party managers and wrap programs to implement strategies aligned with client objectives.

Edward Beckerman is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 designation and bringing 35 years of industry experience. His career includes nearly three decades at Metlife Securities Inc., followed by roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services before joining International Assets Advisory in 2019. He is also the owner and president of Beckerman & Associates, LLC, a life and health insurance brokerage. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized portfolio management, financial planning, and access to third-party money managers, emphasizing long-term strategies across various asset classes.

Alexander Fullerton is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, NewEdge Advisors, Ameriprise, and Drummond Brothers LLC. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using various investment vehicles and may utilize third-party money managers and wrap programs in its approach.

Theophilous Woods is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and over 43 years of industry experience. His career includes long tenures at Mutual Service Corporation and Prospera Financial Services, and he has operated his own firm, Theo H. Woods & Assoc, since 1981. Woods serves as chairman of the board of trustees for The House of the Lord church and volunteers as a musician there, in addition to participating on the Akron Bar Association grievance committee and serving on the board of the Brecksville-Broadview Heights Community Chorus. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may engage third-party managers and wrap programs as part of its service offerings.

Carl Johnson is a Series 66-licensed advisor with 23 years of experience, currently with International Assets Investment Management, LLC since 2021. He previously worked for Park Avenue Securities and Guardian Life Insurance Company of America for 20 years. Outside of advisory work, he is a 50% owner of Beans, Greens, and Screens, LLC, a business involved in selling seed and designing food plot programs. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized, long-term portfolio management and financial planning through a national network of independent advisers using a range of investment vehicles and strategies.

Brian Thomas is a financial advisor at International Assets Investment Management, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Kestra Investment Services and Cambridge Investment Research Advisors. Outside of his advisory role, he serves as one of the chairmen for an annual charitable golf outing and is the owner of a pass-through entity related to his Kestra revenue. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s advisors use a customized, long-term approach to portfolio construction, employing mutual funds, ETFs, individual securities, and fixed income, while also offering financial planning and access to third-party money managers.

Robert Stein is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with firms including Cabot Lodge Securities LLC and IFS Securities before joining his current firm in 2019. Stein has been a fixed life insurance agent and a notary public, though these activities are currently inactive. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.

Troy Bystol is a financial advisor at International Assets Investment Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, Inc., Purshe Kaplan Sterling Investments, and Elevated Private Wealth. Outside of advising, he is involved with Lowcountry Dock & Decks. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized, long-term portfolio management and financial planning through a national network of independent advisers, utilizing a range of investment strategies and third-party manager programs.

Kevin Barletta is a financial advisor at International Assets Investment Management, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Royal Alliance Associates and LPL Financial. Outside of his advisory role, he is a passive investor in a multi-location restaurant. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers and wrap programs to implement client strategies.

Erkan Afacan is a financial advisor at International Assets Investment Management, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining International Assets Investment Management in 2022, he worked at Nationwide Planning Associates and Cambridge Investment Research for over 15 years. Outside of his advisory role, Afacan serves as the president of a homeowners association in Ridgewood, NJ. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary management, financial planning, and third-party manager referrals.

Anne Satterfield is a financial advisor with International Assets Investment Management, LLC, holding Series 63, Series 65, and Series 66 licenses and 17 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a board member for Virginia Tech’s College of Agriculture and Life Sciences. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction utilizing mutual funds, ETFs, equities, fixed income, and may include recommendations for options hedges and third-party money managers.

Ronald Cameron is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and with 31 years of industry experience. His prior roles include positions at LPL Financial, LLC and Raymond James Financial Services. He serves on the boards of poultry production companies in Mozambique and is involved in an online floral subscription business and a rideshare service using Uber and Tesla. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may implement strategies via third-party money managers, sub-advisers, or wrap programs.

Jeffrey Winn is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with International Assets Investment Management since 2016 and with Global Assets Advisory, LLC since 2019. Winn serves as CEO and President of Winn Partners Financial Group and is an advisory board member for Stansberry Asset Management. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s national network of independent advisers offers customized portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers to implement client strategies.

Stephen Pavlich is a financial advisor with International Assets Investment Management, LLC, holding a Series 63 license and 38 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 34 years before joining his current firm in 2021. Outside of his advisory role, he serves as an uncompensated auditor for SNPJ Fraternal Lodge 153 and treasurer for Auburn Hills Condo Association #2. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, with access to third-party money managers and financial planning services.

Steven Newman is a financial advisor at International Assets Investment Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at World Investments, LLC and World Investment Advisors, LLC. Outside of advisory services, he is also active as an insurance agent focusing on non-variable insurance and annuities. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities, offering customized portfolio management, financial planning, and access to third-party wrap and manager programs through a national network of independent representatives. The firm employs long-term investment strategies using mutual funds, ETFs, equities, and fixed income, with some clients served via third-party managers and wrap programs.

Stephen Pierce is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at WFG Investments Inc, Rockbridge Asset Management, Wells Fargo Advisors, and Merrill. He is also a partner at Rockbridge Wealth Management, a financial services entity. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.

Aaron Knoll is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with International Assets Investment Management and its affiliate since 2012. Outside of his advisory role, Knoll is involved in a furniture design and building business operated by his spouse. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may implement strategies via third-party money managers or wrap programs.

Lance Williamson is a financial advisor at International Assets Investment Management, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Bankers Life Securities Inc and Bankers Life & Casualty. Outside of his advisory role, he is involved as an insurance agent with American Senior Benefits and serves as an advisor at Mountain Peak Financial Solutions. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, individual equities, and fixed income, and may implement strategies via third-party money managers and wrap programs.

John Minezaki is a financial advisor at International Assets Investment Management, LLC with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Raymond James Financial Services, Inc. and Western International Securities, Inc. Outside of advisory work, he has been employed as tax staff at a public accounting firm and as a staff accountant in bookkeeping services. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using various investment vehicles and offers both discretionary and non-discretionary management, as well as financial planning and third-party manager programs.