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.

Priscila Ferngren is a financial advisor at Virtue Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at XEXIS Private Wealth LLC. Outside of advising, she is the owner of PRI Cosentino LLC, works as an emotional intelligence and life coach, and is an author of a book on financial education and behavioral finance titled *The New Rules of Money*. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, and organizations, offering portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by due diligence from an investment committee.

Thomas Baer is a financial advisor at Arkadios Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kalos Management and Madison Avenue Securities. Baer is also the owner of TBAER Wealth Management, where he is involved in the sales of life insurance, long-term care insurance, fixed annuities, and fixed index annuities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team and employs fundamental, technical, and cyclical analysis in its investment approach.

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.

Albert Preniqi is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been affiliated with Bankers Life Securities, Inc. since 2016 and with Bankers Life & Casualty, Inc. since 2013, where he also manages a team of agents involved in insurance sales and financial advice. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

William Peck is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Cetera, Regions Bank, and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and integrates third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

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.

Luke Collignon is a financial advisor with Principal Financial Services based in Windermere, FL. He holds Series 63 and Series 65 credentials and began his advisory career in 2025 after five years in construction and three years at the University of North Florida. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct adviser and promoter arrangements.

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.

Christopher Damiano is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

John Madden is a financial advisor with Principal Financial Services in Orlando, FL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2011. Outside of his advisory role, Madden sells supplemental health insurance and fixed insurance products, including fixed life, annuities, disability insurance, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

David Murphy is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2018, including roles at BB&T Investments and BB&T Securities prior to the formation of Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools to support its investment processes.