Jerry Klusener Jr. is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with International Assets Investment Management, LLC and has worked there since 2017. Prior to that, he was with Prospera Financial Services, Inc. from 2011 to 2017. 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 adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, with options for third-party money managers and standalone financial planning.

Myra Nicholson is a Series 65-licensed financial advisor at International Assets Investment Management, LLC with 19 years of industry experience. She has held roles at several firms including Delta Capital Securities LLC and CSG Capital Advisors, LLC. Nicholson is also the owner and president of a legal and compliance services firm, Myra Nicholson, PA, which she has operated since 2009. 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 a variety of investment vehicles and may implement strategies via third-party managers and wrap programs.

Reginald Rasmussen is a financial advisor at International Assets Investment Management, LLC with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Bank of America and Merrill Lynch. Rasmussen serves as a board member at large for a chemical dependency treatment program. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a network of independent 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.

Ann Moore is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Primus Financial Services, LLC since 2022 and has been with International Assets Investment Management, LLC and its affiliate International Assets Advisory LLC since 2008. Moore serves as a voluntary board member and secretary-elect of the Alternative & Direct Investment Securities Association and is a board member of the Damon Mitchell Memorial Fund, which provides scholarships to at-risk children. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs, generally pursuing customized, long-term portfolio strategies involving mutual funds, ETFs, equities, and fixed income.

Michael Walker 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 CitiGroup Global Markets Inc for eight years. Walker also owns MCW Wealth Management, a private label financial business. 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 employs customized, long-term portfolio strategies using various investment vehicles and may utilize third-party managers and wrap programs to meet client objectives.

Thaddeus Eubanks is a financial advisor at International Assets Investment Management, LLC with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining International Assets in 2026, he worked at Edward Jones for 15 years. Eubanks serves as a board member of the Sutter Yuba Community Foundation and owns Barrel ZONE LLC, a youth sports training facility in Sacramento. 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 various investment vehicles and may utilize third-party money managers and wrap programs as part of its strategy.

Kevin Nichols is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked with Securities America, Inc. since 1995 and has operated Nichols Financial Group since 1986, where he is involved in fixed annuities and life insurance sales. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent advisors. 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 client strategies.

Todd Knapp is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at LPL Financial from 2009 to 2021 before joining International Assets Investment Management and its affiliate in 2021. Knapp also owns Knapp Financial Group, LLC, a private label financial business. 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 focuses on customized, long-term portfolio management using mutual funds, ETFs, individual equities, and fixed income, and offers access to third-party money managers and financial planning.

Janet Nordquist is a financial advisor at International Assets Investment Management, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Bank and JP Morgan Securities. 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 engage third-party managers or wrap programs as part of its strategy implementation.

Jeffery Forrestall is a financial advisor at International Assets Investment Management, LLC with five years of industry experience. He holds a Series 63 designation and has worked with firms including LPL Financial and INVEST Financial Corp. In addition to his advisory role, he is president and managing partner of Forrestall CPAs, a CPA firm he has led since 1994. 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 also offers retirement plan advisory and standalone financial planning.

Jared Urbantke is a Series 66-licensed advisor with International Assets Investment Management, LLC, with three years of industry experience. He has also been affiliated with C.A. Ross Wealth Management Group since 2020 and maintains a professional tennis instructor role. In addition, Jared serves on the board of the Concho Valley Tennis Association. International Assets Investment Management provides investment advisory services to a range of clients including individuals, high-net-worth clients, retirement plans, and corporations. The firm offers customized portfolio management and financial planning through a national network of independent advisers using a variety of investment strategies.

Andrew Elsoffer is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Stifel Nicolaus & Co., Inc. for seven years before joining International Assets Investment Management in 2018. Elsoffer is also a member-owner of ABE Wealth Management, LLC, a private label entity for financial business. 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 offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs.

John Spartz is a financial advisor at International Assets Investment Management, LLC, holding a Series 66 designation with four years of industry experience. He has been with International Assets Investment Management since 2024 and is also affiliated with International Assets Advisory. 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 representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.

Edward Massari Jr. is a CFA® charterholder with 14 years of industry experience, currently serving at International Assets Investment Management, LLC since 2016. His prior experience includes roles at First Allied Advisory Services, Rhino Asset Management, and Blue Ocean Capital Management. He is a co-successor trustee for the Thomas Brown Sr Trust since 2025. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent adviser representatives. 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 as part of its investment approach.

Shawnalee Woods is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 11 years of industry experience. She has been with International Assets Advisory since 2012. Outside of her advisory role, she co-owns Caveman Concepts, a company specializing in website design and marketing, where she handles bookkeeping. International Assets Investment Management serves 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 manager programs, employing a long-term investment approach that includes mutual funds, ETFs, equities, fixed income, and various strategies tailored to client objectives.

Frank Carbone is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is also president of United Wealth Management, a private label entity for financial business based in Las Vegas. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may recommend options hedges or rebalancing to meet client objectives.

Richard Weiss is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior work includes roles at Primus Financial Services, Global Assets Advisory, Cantella & Co., Investors Capital Corp., and Ameriprise. 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 utilizing mutual funds, ETFs, equities, fixed income, and may incorporate third-party managers and wrap programs based on client objectives.

Danny Kominski is a financial advisor at International Assets Investment Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities from 2012 to 2021. Kominski has been with International Assets Investment Management and its affiliate since 2021. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs, focusing on customized, long-term portfolio construction using a variety of investment vehicles.

Harrison Gunn is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining International Assets Investment Management, he worked at Lockheed Martin and the University of Central Florida. 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 utilizing mutual funds, ETFs, individual equities, and fixed income, with strategies that may include options hedges, rebalancing, and third-party manager programs.

Thomas Porter is a financial advisor at International Assets Investment Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Grove Point Investments, LLC, H. Beck, Inc., and National Planning Corporation. 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 mutual funds, ETFs, individual equities, and fixed income, and may employ third-party money managers and wrap programs as part of its investment approach.