Oscar Bugeja is a financial advisor with Hoxton Wealth, holding a Series 65 license and two years of industry experience. He has worked with various entities affiliated with Hoxton, including Hoxton Capital Management and Hoxton Wealth USA, and has experience in providing financial advice, analyzing data, and managing client portfolios. 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 blends, operating mainly on a non-discretionary basis with an international client base.

Kevin Smith is a ChFC® credentialed financial advisor with 24 years of industry experience. He is currently with Simplicity Wealth and has previously worked at Virtue Capital Management, Omni Financial Services, Minnesota Life, and KMS Wealth Management. In addition to his advisory role, he is involved with College Aid Pro, assisting families and students in managing college costs, and serves as managing partner of Life Insurance Settlements, Inc. Simplicity Wealth provides advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring, tax optimization overlays, and third-party manager due diligence, alongside technology and operational support for advisers.

John Miller is a CFP®-designated financial advisor with 15 years of industry experience. He currently serves as an advisor at International Assets Investment Management, LLC and Global Assets Advisory, LLC. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley. Miller also serves as a volunteer board trustee for the Atlantic Beach Police Pension. 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 and financial planning, utilizing various investment vehicles and strategies tailored to client objectives.

David Weinberger is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has held roles at several related firms, including Primus Financial Services, LLC, Global Assets Advisory, LLC, and Tactical Investment Strategies LLC. Outside of advisory work, Weinberger is the owner and president of Weinberger Consultants, Inc., a consulting firm focused on tax and organizational matters, and also owns a travel agency. 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 investment adviser representatives. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and employs discretionary and non-discretionary management along with financial planning and third-party manager programs.

Christina Frattura is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked with Manulife Asset Management (US) LLC and John Hancock entities since 2011. Outside of her advisory role, she is also employed as a travel agent specializing in Disney World vacations. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to deliver written recommendations, with implementation decisions made by clients.

Thomas Faulkner is a financial advisor with Capital Analysts in Orlando, FL, holding a Series 66 designation and bringing 25 years of industry experience. He has been associated with The Rawls Group since 2002 and Lincoln Investment since 2012. Faulkner serves on the board of the International Succession Planning Association and works as a business succession planner with The Rawls Group. 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 independent advisors and firm-managed programs.

Gurpreet Khalsa is a financial advisor with Mariner Independent in Orlando, FL, holding a Series 66 designation and 19 years of industry experience. Prior to joining Mariner, Khalsa worked at Morgan Stanley in various capacities from 2009 to 2020. He is a board member of the Central Florida Foundation and serves on the City of Orlando's City Venues Oversight Committee. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and integrated retirement plan services supported by institutional resources and affiliated entities.

Donald Gunn Jr. is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with International Assets Investment Management since 2022 and also serves as CEO and a partial owner of Rockport Global, LLC, a business affiliated with International Assets Advisory. 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 focuses on customized, long-term portfolio construction using a range of investment vehicles and may implement strategies via third-party managers or wrap programs.

Zachary Moore is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Orlando, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and various JPMorgan entities. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using model portfolios and integrates advisory services with multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Richard Fulton is a financial advisor with International Assets Investment Management, LLC in Orlando, FL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with International Assets Advisory, LLC since 2016 and is the founder and sole owner of Seaside Wealth Management, LLC. 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 offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers and wrap programs.

Todd Shipley is a financial advisor at AlphaStar Capital Management in Orlando, FL, holding a Series 65 designation. He has experience working with multiple firms including Summit Wealth Consulting and Alyst Advisors Group, as well as a background as an Independent Insurance Agent. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and third-party tools, managing approximately $2.5 billion in assets with a team of around 135 advisors.

Aaron Stevenson is a financial advisor at Hoxton Wealth with a Series 65 credential and one year of industry experience. He has worked at multiple Hoxton entities since 2023 and previously held roles at Brite Advisors and deVere Group. Stevenson also serves as a consultant on financial planning for Hoxton Capital Management (Europe) Ltd. Hoxton Wealth provides investment management and advisory services primarily to expatriates and clients with international pension assets, focusing on non-discretionary, risk-based model portfolios using passive ETFs and blended funds. The firm operates internationally with advisers across the U.S., UK, and UAE and specializes in services including pension transfer advisory for UK pension holders.

Matthew Dean is a financial advisor at Hoxton Wealth with six years of industry experience. He holds a Series 65 designation and has worked at various related entities, including Family First Financial Services Limited and Hoxton Capital Management (UK) Ltd. Dean is also a managing partner at Hoxton Capital Management Ltd. and owns Brittania Global Ltd., a private real estate investment firm based in the UK. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm specializes in risk-based model portfolios using passive ETFs and blends, focusing on non-discretionary management and pension transfer advisory services for UK pension holders.

Jessica Kushner is a financial advisor at Hoxton Wealth with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Manning & Napier Advisors, Rainier Investment Management, Manning & Napier Investor Services, and Deutsche Bank Securities. Hoxton Wealth provides personalized investment management and advisory services primarily for expatriates and clients with international pension assets, focusing on non-discretionary risk-based model portfolios using passive ETFs and blends. The firm serves clients across multiple countries, including the United States, the United Kingdom, and the United Arab Emirates.

Thomas Jaehnel is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Suntrust Advisory Services and OneAmerica Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Andrea Arismendi is a financial advisor with Truist Advisory Services holding a Series 66 designation and eight years of industry experience. She has been with Truist Advisory Services since 2018 and previously worked at SunTrust Bank from 2014 to 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver a range of investment solutions.

Keith Zdrowak is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at B. Riley Wealth Management and National Securities Corporation. Outside of his advisory role, he manages an entity for administrative tasks related to his financial advising. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving a client base that includes sovereign wealth funds.

Namdar Hosseinzadeh is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Merrill and PNC Wealth Management before joining the Truist-affiliated firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Andrew Llewellyn is a financial advisor at Hightower Advisors with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, M1 Finance, and Adage Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and offering a range of investment vehicles.

Seabron Oliver is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Merrill, Citigroup, and other financial institutions. Oliver has a background that includes roles at several major firms and experience across various financial service settings. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.