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.

Jonathan Brookes is a financial advisor at Hoxton Wealth with six years of industry experience. He holds a Series 65 designation and has worked with several related entities within the Hoxton group, including Hoxton Capital Management and Hoxton Wealth USA LLC. Outside of his advisory roles, Brookes is the majority owner and director of Station Management Services, LTD, a UAE-based firm providing management and training services to third-party companies. Hoxton Wealth offers personalized investment management and advisory services primarily to expatriates and clients with international pension assets, focusing on model-based portfolio construction and pension transfer advisory services. The firm manages approximately $1.15 billion on a non-discretionary basis and operates internationally with advisers located across multiple countries.

Antony Marziban is a financial advisor at Hoxton Wealth with four years of industry experience. He holds a Series 65 designation and has worked at various international affiliates of Hoxton Wealth, including UK, Europe, and UAE branches, as well as previously at Devere Acuma and HSBC UK. Antony dedicates significant time to investment advice and financial planning through Hoxton Capital Management (Europe) Ltd. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients such as expatriates and those with international pension assets. The firm focuses on risk-based model portfolios using passive ETFs and blends, offering services including pension transfer advice, mainly on a non-discretionary basis.

Linda Lago Serrudo is a financial advisor at Hoxton Wealth with a Series 65 credential and two years of industry experience. She has held positions at multiple Hoxton entities in the UK, USA, and UAE since 2022 and has experience with Lago Enterprises Ltd and other firms dating back to 2017. Her work includes financial planning across several international jurisdictions. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets, specializing in UK pension holders considering Self-Invested Personal Pensions (SIPPs). The firm focuses on non-discretionary, risk-based model portfolios using passive ETFs and blends, with an international presence across the US, UK, and UAE.

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.

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.

David Ciambella is a financial advisor with Capital Analysts in Orlando, FL, holding a Series 63 designation and over 30 years of industry experience. He has worked at Lincoln Investment since 2012 and at Lincoln Financial Advisors Corporation since 1998. Outside of advisory work, he serves on the board of the International Succession Planning Association and holds leadership roles related to business succession planning. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors, combining discretionary management by an internal Investment Management & Research team with non-discretionary services via advisors and third-party managers.

Christopher Ishack is a financial advisor with Savvy in Kissimmee, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Bank of America and Merrill, serving clients for over a decade before joining Savvy in 2026. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools to customize investment plans according to client objectives.

Rachel Buffalo is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. She is currently an advisor at Compound Planning, Inc., where she has worked since 2024. Her prior roles include positions at Empower Advisory Group, Personal Capital, and Morgan Stanley, encompassing both advisory and private bank services. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process that incorporates a range of strategies from low-cost ETFs to professional options, supported by technology partnerships and automated monitoring.

Mohd Umer Alimohmed Khatri is an advisor at KCD Financial, Inc. with a Series 65 credential and one year of industry experience. He has previously worked at Guided Financial Advisors, IRS, and Clark University, and spent ten years at A.T. Khatri & Co. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and access to third-party management programs.

Christopher Ball is a Series 65-licensed financial advisor at Hoxton Wealth with six years of industry experience. He has held various executive and advisory roles within the Hoxton group, including positions in Australia, the United Arab Emirates, and the United Kingdom. Prior to joining Hoxton Wealth, he worked at deVere Group for four years. Hoxton Wealth offers personalized investment management and advisory services primarily for expatriates and clients with international pension assets. The firm employs a non-discretionary, risk-based investment approach using model portfolios composed of passive ETFs and passive-active blends, serving a diverse, international client base.

Gregory Cahill Sr. is a financial advisor with ValMark Advisers, Inc. holding a Series 63 designation and over 41 years of industry experience. His career includes roles at multiple firms such as Lion Street Advisors, ONE DIGITAL, and CapAcuity LLC. Outside of his advisory work, he serves as chairman of the board for the Luis Palau Association, a global evangelism organization. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and fee-based planning solutions.

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.

Zeeshaan Qayyum is a financial advisor at Hoxton Wealth with a Series 65 designation and over eight years of experience across multiple firms in the financial services industry, including M&G Wealth and AFH Wealth Management. He is currently based in Orlando, FL. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients, focusing on expatriates and holders of international pension assets. The firm offers risk-based, model portfolio construction using passive ETFs and passive-active blends, operating mainly on a non-discretionary basis.

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.

Stiven Olarte is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked with D.H. Hill Advisors, Inc., D.H. Hill Insurance Services, Inc., and D.H. Hill Securities, LLLP. Olarte is also the owner of Olarte Wealth Management and Olarte Financial Services, providing investment advisory and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach supported by fundamental, technical, and cyclical portfolio analysis.

Richard Weiss is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 designations and possessing 28 years of industry experience. His prior firms include Primus Financial Services, LLC, Global Assets Advisory, LLC, Cantella & Co., Inc., 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 investment adviser representatives. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, individual equities, fixed income, and may implement strategies via third-party managers or wrap programs.

Avi Shah is a financial advisor at Hoxton Wealth with five years of industry experience. He holds a Series 65 credential and has worked with several entities within the Hoxton group as well as the deVere Group. His current roles include positions at Hoxton Capital Management (Europe) Ltd. and Hoxton Wealth (UK) Ltd. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on risk-based model portfolios constructed using passive ETFs and blends, operating mainly on a non-discretionary basis.

Loyd Rawls is a financial advisor with Capital Analysts in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been associated with Capital Analysts since 2006 and has worked with Lincoln Investment and Lincoln Financial Advisors Corporation for extended periods. Outside of his advisory role, Rawls is involved in business succession planning and serves as chairman and succession planner for The Rawls Company and related entities, as well as a member of the board for the International Succession Planning Association. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, customized advisor-managed portfolios, and retirement-plan advice through a nationwide network of independent advisors, leveraging both discretionary in-house management and third-party managers.

John Ripley is a Series 65-licensed financial advisor with five years of industry experience, currently with Impact Partnership Wealth, LLC. He previously worked at Tucker Asset Management LLC and Tucker Advisors. Outside of his advisory role, he owns Ripley Holdings, LLC, which operates Smarter Retirement Solutions, and is a franchisee of Cruise Planners Ripley Travel. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary portfolio management and consulting services.