Scott Perrone is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Advisory Services Network and has previously worked at Kovack Advisors, Capital Markets IQ, Partners Federal Credit Union, and LPL. Perrone also maintains a licensed insurance agent role outside of his advisory work. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of portfolio management and consulting services tailored to client objectives and risk tolerances.

Sammy Kudmani is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Private Client Services since 2003. Outside of his advisory role, Kudmani is a band leader for the Kudmani Family Band, performing as a hobby. Private Client Services is an SEC-registered, multi-team firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Michael Yuille is a financial advisor at Hoxton Wealth with a Series 65 designation and three years of industry experience. He holds multiple roles within the broader Hoxton network, including managing director at Northern Cross Wealth Management in South Africa and partner at Hoxton Capital Management FZE in Dubai. Hoxton Wealth provides personalized investment management and advisory services, primarily serving expatriates and clients with international pension assets. The firm focuses on non-discretionary, risk-based model portfolios using passive ETFs and blends, and offers specialized services such as pension transfer advice for UK pension holders.

Jared Price is a financial advisor at AdvisorNet Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Realty Professionals, LLC, where he is also involved as a real estate broker. Additionally, he provides compensated tax preparation services and holds appointments as an insurance agent. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm uses diversified portfolios incorporating equities, fixed income, mutual funds, and ETFs, and combines discretionary and non-discretionary management approaches to meet client objectives.

Renato Rizzatti is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and BTG Pactual US Capital LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, using customized allocations alongside firm-modeled multi-asset portfolios. The firm’s approach incorporates third-party macroeconomic research and allows for client-imposed investment restrictions across a broad range of asset classes.

Kaywan Ghazizadeh is a CFP® and Series 66 holder with 16 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2017, and has been affiliated with National Asset Management, Inc. since 2010. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm follows an academic-based, multi-asset class investment approach, emphasizing mutual funds and low-cost ETFs while also incorporating actively managed funds and alternative investments.

Saif Rubbani is a financial advisor at Blacktower Financial Management (US) LLC with prior experience at Titan Wealth International, St. James Place - Asia & Middle East, FLM Wealth Management, and HW Fisher. He holds a Series 65 designation and is based in Orlando, FL. Blacktower Financial Management (US) LLC specializes in financial planning, retirement-plan consulting, and investment advisory services primarily for UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm focuses on pension transfers involving Self‑Invested Personal Pensions (SIPPs) and Qualifying Recognised Overseas Pension Schemes (QROPS), managing assets mainly on a non-discretionary basis using a combination of ETFs, mutual funds, individual equities, and fixed income.

Daniel Abbott is a Series 65-licensed advisor with Hoxton Wealth, based in Orlando, FL, and has three years of industry experience. He has held various roles within Hoxton entities across the UK, Europe, the UAE, and the US since 2021. He also serves as Finance Director at Hoxton Capital Management FZE in Dubai. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on non-discretionary, risk-based model portfolios using passive ETFs and blends, with specialized advisory services for UK pension holders considering Self-Invested Personal Pensions (SIPPs).

Zachary Inklebarger is a financial advisor at Good Life Advisors, LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at LPL Financial LLC, BNY Mellon Securities Corporation, and Charles Schwab & Co., Inc. Prior to his financial career, he worked at Bray Ace Hardware for four years. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, implementing strategies through a combination of direct management, model portfolios, and LPL-sponsored technology platforms.

Alexander Fullerton is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, NewEdge Advisors, Ameriprise, and Drummond Brothers LLC. 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 representatives. The firm offers customized, long-term portfolio management using various investment vehicles and may utilize third-party money managers and wrap programs in its approach.

Liliana Delara is a financial advisor at Royal Fund Management, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Royal Fund Management since 2014. Outside of her advisory role, she assists individuals with retirement planning and offers estate planning solutions, as well as providing administrative support and translation services. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies guided by client-specific Investment Policy Statements and provides services including third-party money manager recommendations and options-writing overlays.

Francis Simms is a financial advisor at NorthCoast Asset Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Kovitz Investment Group Partners, Connectus Wealth, Quasar Distributors, and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process utilizing proprietary models and offers a range of strategies including equity, fixed income, options-defined outcome, and alternative interval funds.

Edwin Salazar is a financial advisor with A.G.P. / Alliance Global Partners in Orlando, FL, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He worked at Allgen Financial Services, Inc. from 2010 to 2023 before joining Alliance Global Partners. Outside of his advisory role, he creates non-financial content focused on self-improvement and goal-setting for men aged 18 to 60. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors, managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Lloyd Simpson is a financial advisor at Hoxton Wealth with Series 65 credentials. He has held various roles within the Hoxton group since 2024 and previously worked at GSB Capital and Devere Group. Lloyd is based in Orlando, FL. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets, focusing on risk-based model portfolios and pension transfer advisory services for UK pension holders.

Dolores Rodriguez is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. She holds a Series 66 designation and has been with Insigneo Advisory Services and its affiliated broker-dealer since 2020. Prior to that, she was self-employed for five years. Outside of her advisory role, Rodriguez serves as director, president, and owner of Vera Vita Inc., a non-investment related pass-through entity. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients with a focus on discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios and individualized advisor portfolio construction, incorporating global asset classes and emerging-market exposures.

Tom Streader is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 credential and has held client relationship management roles at associate firms including Hoxton Capital Management (Europe) Ltd. and Hoxton H CAP (Middle East). Outside of his advisory work, he is involved in promoting investment adviser opportunities across these affiliated firms. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on non-discretionary, risk-based model portfolios that utilize passive ETFs and passive-active blends, serving a globally distributed client base.

Waldemar Marques Ortiz is a financial advisor at Global View Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including Mutual of Omaha Investor Services and Mass Mutual Financial Group. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm utilizes a quantitative, algorithm-driven approach to investment selection and offers a range of managed account programs, including a low-cost ETF-only option.

Luke Bennett is a financial advisor with Hoxton Wealth, holding a Series 65 credential and five years of industry experience. He has worked with various Hoxton entities since 2020 and previously spent two years at Devere Group and nine years self-employed. Bennett is involved with Hoxton Capital Management FZE, a financial services firm in Dubai focused on promoting investment opportunities. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients, including expatriates and those 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 a multinational advisory team.

Charles Whitebread is a Series 65-credentialed financial advisor with one year of industry experience. He is currently affiliated with Hoxton Wealth and has held roles at multiple Hoxton entities in Europe, the UK, and the UAE since 2020. Prior to his advisory career, he worked in the ergonomics and sports logistics industries. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on non-discretionary, risk-based model portfolios using passive ETFs and blends, with specialized pension transfer advisory services for UK pension holders.

Michael Armstrong is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously held roles at Northwestern Mutual Wealth Management Company and its affiliated entities over a 20-year period. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a range of portfolio management strategies using third-party managers, proprietary models, and technology-integrated operational support.