Bryan Caulkins is a financial advisor with Proxy Wealth Advisors LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has held roles at firms including Cambridge Investment Research Advisors and Principal Securities, and he is involved with multiple affiliated entities within the Proxy Financial Corp network. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation strategy with a broad range of investment instruments and serves a notable non-U.S. client base with specialized cross-border advisory services.

Pietro Galina is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 designation and three years of industry experience. He also has significant business experience in property management and business consultancy through his roles at several companies in Maringa, Brazil. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, with a notable focus on serving foreign clients with cross-border needs. The firm utilizes a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis and manages a range of account types using diverse instruments, including foreign securities and derivatives.

Hilton Lamprecht is a financial advisor at The LifeWealth Group with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Madison Avenue Securities and AE Wealth Management. In addition to his advisory role, he is a partner at LifeWealth Transition Partners, where he assists clients with business succession planning and sale negotiations. The LifeWealth Group is an SEC-registered investment manager serving individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a holistic wealth-management approach combining strategic and tactical asset allocation, value investing, and technical, fundamental, and charting analysis, with its platform emphasizing managed-account programs and discretionary trading authority.

Christopher Davidson is a financial advisor at Proxy Wealth Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Cambridge Investment Research and Lincoln Financial Advisors. His career also includes roles at multiple Proxy-affiliated entities. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, with a notable focus on non-U.S. clients and foreign individuals with cross-border needs. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis and manages a variety of instruments and account types across multiple offices.

Bradley Lacore is a CFP® with 13 years of industry experience, currently serving as an advisor at Cogent Private Wealth since 2022. He previously worked at Pathstone and Eaton Vance WaterOak Advisors, where he spent a combined three years, and Water Oak Advisors for seven years. Bradley holds the Series 65 designation and is based in Orlando, FL. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans, providing discretionary investment management and comprehensive financial planning. The firm employs custom, long-term allocation strategies using institutional funds and ETFs, incorporating fundamental and cyclical analysis, and manages a focused client base through a five-advisor team.

Michael Salmon is a CFP® with 12 years of industry experience, currently serving at Moisand Fitzgerald Tamayo, LLC in Orlando, FL since 2007. He works at a firm known for its fee-only, independent advisory services. Moisand Fitzgerald Tamayo serves individuals, families, trusts, estates, and retirement plan sponsors with discretionary portfolio management, financial planning, retirement plan consulting, tax return preparation, and business consulting for S-corporation owners. The firm emphasizes evidence-based allocation, long-term investing, and low-cost investment options while providing in-house tax and insurance consulting through a team with multiple CFP®, CPA, and Enrolled Agent credentials.

Matthew Ferratusco is a financial advisor at GFG Solutions with 14 years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Lyons Wealth Management and Foreside Fund Services. Outside of finance, he is the owner and president of Fitness Machine Technicians of East Central Florida, a business specializing in fitness equipment maintenance and repair. GFG Solutions provides asset management and financial planning services to individuals, high-net-worth households, and business owners. The firm employs a customized portfolio approach combining fundamental, technical, and tactical analysis, and offers a wrap-fee program alongside performance-based compensation for qualified clients.

Robert Hoey is a financial advisor at Blacktower Financial Management (US) LLC with four years of industry experience. He holds a Series 65 designation and has worked at Blacktower Financial Management (US) and SJB Global since 2019. He also provides financial planning services internationally through SJB Global SL. Blacktower Financial Management (US) LLC offers financial planning and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis using mutual funds, ETFs, equities, fixed income, and third-party managers.

Colin Kneale is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Titan Wealth International, where he serves as Private Wealth Director. Prior to that, he held roles at Beacon Global Advisor Network, AHR Private Wealth, Amerity Wealth Management, Alexander Peter Wealth Management, Brite Advisors, and Holborn Assets. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis using mutual funds, ETFs, individual equities, fixed income, and third-party managers.

Shari De Ron is a financial advisor at Summit Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Signature Financial Strategies, Trustco Bank, and Verizon Wireless. Outside of her advisory role, she operates as a freelance mobile notary and provides photo digitizing services. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach utilizing ETFs, mutual funds, third-party managers, and model portfolios.

Jason Print is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Summit Wealth Partners, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Naples, Florida. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting. The firm manages approximately $629.7 million in assets and emphasizes diversified, asset-class oriented portfolios using pooled vehicles, strategic asset allocation, and academic models such as Modern Portfolio Theory and Fama–French research.

Derek Collins is a financial advisor at Cogent Private Wealth in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Cogent, he held roles at Charles Schwab & Co., Inc and Smart Wealth, and has entrepreneurial experience running an auto detailing business. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm employs custom, long-term allocation strategies using institutional mutual funds and ETFs, supplemented by individual equities for tax efficiency, and offers discretionary investment management, comprehensive financial planning, and pension consulting.

Daniel Lattimer is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. He holds a Series 65 designation and has worked at Blacktower since 2022. Prior to this, he was with Aviva for eleven years and is also associated with SJB Global, where he provides financial advice to residents outside the United States. Blacktower Financial Management (US) LLC offers financial planning and investment advisory services primarily to UK expatriates living in the U.S., as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, and individual securities.

Bradley Towle is a financial advisor with Summit Wealth Partners, LLC in Orlando, FL, holding Series 66 and Series 65 licenses and bringing 18 years of industry experience. He has been with Summit Wealth Partners since 2016. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm provides wealth management, investment advice, and pension consulting, utilizing broad diversification, strategic asset allocation, and tax-efficient investment strategies supported by academic frameworks and integrated technology solutions.

Bradley Busbin is a CFP® with 19 years of industry experience, currently serving at The LifeWealth Group. His background includes roles at Madison Avenue Securities and AE Wealth Management, alongside ownership of Busbin Law Firm, where he provides legal services including estate planning. Busbin also manages Busbin Properties, LLC, which is involved in commercial real estate leasing. The LifeWealth Group is an SEC-registered investment manager offering discretionary asset management, model-portfolio management, and financial planning services. The firm serves individuals, high-net-worth clients, businesses, and retirement plans, employing a wealth-management approach that integrates strategic asset allocation, value investing, and multiple analytical methods, while also incorporating insurance distribution and ancillary services such as legal and real estate activities.

Graham Bentley is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Beacon Global Advisor Network, Titan Wealth International (USA), Finsbury, Hoxton Capital Management USA LLC, and DeVere Group. He also serves as a Wealth Director at Titan Wealth, a division of Blacktower Financial Management. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, standalone financial planning, and retirement-plan consulting.

Grayson Bishop is a financial advisor at Blue Jasper Capital LLC with a Series 65 designation and three years of industry experience. Prior to joining Blue Jasper Capital, he worked at Southern Hill Farms and has been involved as a personal trainer at Hitfit Gym since 2021. Blue Jasper Capital provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm utilizes a long-term investment approach primarily using low-cost mutual funds and ETFs, while also managing an affiliated private fund with derivative investments and performance-based carried interest.

Mark Hollingsworth is a financial advisor at Blacktower Financial Management (US) LLC with two years of industry experience. He holds a Series 65 designation and has worked with various Blacktower entities since 2017, including roles at Blacktower Insurance Agents & Advisors Ltd and Blacktower Financial Management International. Prior to joining Blacktower Financial Management (US) LLC, he operated Hollingsworth International Financial Services from 2013 to 2020. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis using a range of mutual funds, ETFs, individual securities, and third-party managers.

Matthew Merwin is a CFP® with 42 years of industry experience. He has worked at Financial Management Network Inc since 1991 and FMN Capital Corporation since 1995. Merwin serves as a special trustee for the Baughman Opportunity trust and holds life, disability, and property and casualty insurance licenses. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation approach combined with targeted active management and offers additional services such as tax preparation and bookkeeping consulting.

Felipe Mardakis is a financial advisor at Proxy Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Anvil Investments Inc, Drummond CPA, and Ascent Accounting Group. Outside of his advisory role, he is the CEO and founder of Mestral Advisors, a business and management consulting firm based in Orlando, FL. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, and is noted for its cross-border financial planning services for foreign clients.