Michael Rama is a financial advisor with A.G.P. / Alliance Global Partners in Celebration, FL, holding Series 63 and Series 66 credentials and 16 years of industry experience. His background includes positions at Ameriprise Financial Services and Merrill. Outside of advising, he has interests in raw land ownership in Panama. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, and emphasizes international investing combined with model and separately managed accounts.

Wadea Alabdi is a financial advisor at Hoxton Wealth with a Series 65 designation and one year of industry experience. He has held advisory roles at Hoxton Capital Management in both the UK and Europe since 2023 and previously worked at Brite Advisors and Devere Acuma. Alabdi’s professional background also includes a three-year tenure at the University of Essex. 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 using passive ETFs and passive-active blends, with a significant portion of its client base located internationally, including in the UK and United Arab Emirates.

Francesco Morabito is a financial advisor at Hoxton Wealth in Orlando, FL, holding a Series 65 designation with four years of industry experience. He has worked with several entities within the Hoxton group, including Hoxton Capital Management FZE and Hoxton Capital Marketing Management LLC. Outside of advisory roles, he dedicates time to promoting financial investment opportunities through Hoxton Capital Management FZE in Dubai. Hoxton Wealth offers personalized investment management and advisory services, primarily serving expatriates and clients with international pension assets. The firm focuses on risk-based model portfolios using passive ETFs and active-passive blends, operating largely on a non-discretionary basis with a global client base.

Callum Mc Kinney is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Brite Advisors, deVere Group, and Lloyds Banking Group. Outside of his advisory role, he is a Business Development Associate at H Capital Financial Products Promotion LLC, focusing on identifying and pursuing new client opportunities globally. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm offers model-based portfolio construction and pension transfer advisory services, operating mainly on a non-discretionary basis with a focus on risk-based, passive, and passive-active blended portfolios.

Christine Scott is a financial advisor with ValMark Advisers, Inc. She holds the ChFC® designation and has eight years of industry experience. Prior to joining ValMark Advisers in 2023, she worked at Lion Street Financial and ValMark Securities, Inc. Scott is also a vice president at OneDigital, where she focuses on retirement benefits and client services. 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 using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of proprietary and third-party investment platforms.

Adam Liddelow is a financial advisor at Hoxton Wealth with a Series 65 designation and one year of industry experience. Prior to joining Hoxton Wealth USA LLC and Hoxton Wealth (UK) Ltd., he spent ten years at LFS Wealth Management. 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, and offers pension transfer advisory services for UK pension holders.

Jeffrey Winn is a financial advisor at International Assets Investment Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with International Assets Advisory, LLC since 2002 and Global Assets Advisory, LLC since 2019. He serves as 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 through a national network of independent advisers. The firm employs customized, long-term portfolio management strategies using mutual funds, ETFs, equities, and fixed income, with access to third-party money managers and wrap programs.

Hector Bones Rivera is a financial advisor with Foundations Investment Advisors LLC in Orlando, FL. He holds a Series 65 designation and has recent experience spanning several financial services and corporate roles, including positions at Universal Wealth LLC, L3Harris Technologies, Cushman & Wakefield, and World Financial Group. Foundations Investment Advisors, LLC serves a diverse client base including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a large network of affiliated offices, utilizing fundamental, technical, and cyclical analysis combined with model portfolios and asymmetric rebalancing strategies.

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.

Scott Keiber is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Level Four Advisory Services since 2021 and has a background that includes ownership of a virtual receptionist and virtual office business, as well as involvement with a nonprofit hospice foundation as Chair Emeritus. Keiber also operates a tax preparation service and facilitates structured settlement purchases through affiliated entities. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client mandates through model portfolios, wrap platforms, and unaffiliated sub-advisors.

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.

Daniel Emerson is a CFP® with 15 years of industry experience. He is currently an advisor at Elevation Point Wealth Partners, LLC, having joined in 2026. His prior experience includes roles at UBS Financial Services Inc. and Bank of America, N.A., as well as Merrill Lynch, Pierce, Fenner and Smith. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a range of portfolio management strategies, including separately managed accounts and model portfolios that blend strategic and tactical asset allocation across various investment vehicles.