Carmen Hodnett is a financial advisor at Meridian Wealth Management, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Southport Capital, Burnette Insurance, and Principal Financial Services. Outside of her advisory role, she is involved with Meridian Insurance LLC, where she consults and sells life insurance and annuity products. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services with an investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Kenneth Metviner is a financial advisor at SeaCrest Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest since 2012. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that integrates fundamental and technical analysis and uses artificial-intelligence tools alongside human review.

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.

Justin Gerow is a financial advisor at International Assets Investment Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Primerica Advisors and LPL Financial. 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 advisors. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may utilize third-party money managers and wrap programs.

Angel Curbelo Jr. is a financial advisor with Vanderbilt Advisory Services in Orlando, FL, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill before joining Vanderbilt in 2025. Curbelo also owns and operates Curbelo Wealth Management Group LLC, which supports his advisory practice through marketing and administrative functions. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using a combination of fundamental, technical, and charting analysis tailored to client objectives, with integrated retirement-plan and benefits services.

Edil Llanos II is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Gradient Securities, LLC and has previously worked at Fidelity Investments and SunTrust Advisory Services. Outside his advisory role, he owns Monopolize Financial Wealth, a business that sells insurance products, and OCL Ventures, LLC, which is involved in real estate and party supplies rental. Gradient Securities, LLC operates as a multi-team firm providing financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement plan advisory services to individuals, pension plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment approach that combines fundamental, technical, and cyclical analysis, often utilizing third-party managers while maintaining client approval for trades.

Lisa Samuels is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Securian Financial Services Inc., Evershore Financial Services Inc., and Minnesota Life. Outside of her advisory work, she is active in marine industry organizations in South Florida and serves as president of Riclin Holdings, 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 mutual funds, ETFs, individual equities, and fixed income, and may implement strategies via third-party managers or wrap programs.

Karim Poonawala is a CFP® professional with 38 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC since 2018. His prior experience includes roles at Independent Financial Partners and LPL Financial, where he has been active since 2014. Outside of his advisory work, he is involved in a family-owned gas station business. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, and it offers a range of services including discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a broad network of advisors.

Daniel Regalado is a financial advisor at MissionSquare Retirement with two years of industry experience. He holds a Series 66 designation and previously served in the U.S. Army from 2018 to 2022. Aside from his advisory role, he is a captain and operations officer in the U.S. Army Reserves. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm uses investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure with integrated custody and advisory affiliates.

Louis Walker is a Series 65 credentialed advisor at Hoxton Wealth with one year of industry experience. His prior roles include positions at St James Place Wealth Management and Ascot Lloyd, where he spent ten years. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm constructs risk-based model portfolios using passive ETFs and blends, focusing on non-discretionary management and pension transfer advisory services.

Benjamin Kopen is a financial advisor at KCD Financial, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at KCD Financial, Guided Financial Advisors, and the Orlando Utilities Commission. Prior to his advisory roles, he was employed at NJ Lenders and has teaching experience at Rollins College and James Caldwell High School. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, utilizing a range of investment strategies and third-party management programs.

Scott Cheeseman is a financial advisor at Principal Advised Services with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Principal Securities, Principal Life Insurance, Wells Fargo Clearing, and Valic Financial Advisors. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program, utilizing a combination of third-party methodologies and proprietary models, supported by affiliates within the Principal Financial Group.

Anastasia Zadavina is a Series 65-licensed financial advisor with one year of industry experience, currently with Hoxton Wealth. She previously worked at Astute Private Wealth Ltd and Quilter Cheviot. In addition to her advisory role, she is involved with Hoxton Capital Marketing Management LLC, where she works as a paraplanner. 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-driven portfolios using passive ETFs and blends, emphasizing services for UK pension holders and Self-Invested Personal Pensions (SIPPs).

Jesper Christensen is a financial advisor at Hoxton Wealth with a Series 65 designation and two years of industry experience. He has worked with Hoxton Wealth USA LLC and Hoxton Capital Management (UK) Ltd. since 2023, and previously with Arlo International and other organizations. Jesper is involved with Hoxton Capital Management Ltd. in the UK, dedicating time weekly to asset allocation, portfolio monitoring, and client education. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients holding international pension assets. The firm focuses on non-discretionary, risk-based model portfolios utilizing passive ETFs and blends, with specialized advisory services for UK pension holders considering Self-Invested Personal Pensions (SIPPs).

Derik Antony is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Hoxton Wealth and has previously worked with deVere Group and various Hoxton entities across the UK, Europe, and the UAE. His background includes roles in investment management and analysis. 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-driven portfolios using passive ETFs and mutual funds, operating mainly on a non-discretionary basis with a global client base.

Lewis Smith is a Series 65-licensed financial advisor with Hoxton Wealth, based in Orlando, FL, and has one year of industry experience. He has prior experience at several related Hoxton entities in the UK, UAE, and the US, focusing on wealth planning and advisory services, particularly for clients in the United Arab Emirates. Outside of his advisory role, he has a varied work background including positions at Astute Private Wealth and St James Place, as well as experience in the food service and real estate sectors. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm emphasizes risk-based, model-driven portfolio construction, focusing on non-discretionary management using passive ETFs and blended funds, with a distinctive international client base across multiple countries.

Jacobo Leon Giraldez is a financial advisor at International Assets Investment Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has held positions at several firms including Global Assets Advisory, LLC and Oripoto Capital, LLC. Outside of his advisory roles, he has experience with Pro 42 eSports and LT Academy. International Assets Investment Management provides 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 management using a range of investment vehicles and may utilize third-party managers and wrap programs to meet client objectives.

George Walters III is a financial advisor at International Assets Investment Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with International Assets Advisory, LLC since 2011. Walters serves as a board member of the Melbourne Beach Police Pension Fund and is a volunteer firefighter and treasurer for the Melbourne Beach Volunteer Fire Department. 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 and wrap programs to meet client objectives.

Marius Anuzis is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Madison Avenue Securities and Stokes Wealth since 2020, with prior roles at Bank of America and Merrill. Anuzis serves as the executive director of the Next Generations Project, an educational foundation focused on Holocaust remembrance, and is the president of the Michigan State University Alumni Association Board. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and consulting services for pension, college savings, and charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients through multiple advisory platforms and diversified investment strategies.

Jacob Godfrey is a financial advisor at International Assets Investment Management, LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Concourse Financial Group Securities and Waddell & Reed. 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 investment adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may incorporate options hedges and third-party money managers as part of its strategies.