Ethan Jones is a Series 65 licensed financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He has previously worked at Kovitz Investment Group Partners, GW&K Investment Management, Charles Schwab, the University of North Florida, and Flagler College. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional clients, and intermediaries. The firm employs a quantitatively based, systematic investment approach using proprietary models to govern portfolio construction and trading, offering a range of strategies including equity, fixed income, options overlays, and alternative interval funds.

Jonathon Bithell is a financial advisor at Hoxton Wealth with a Series 65 credential and has been working in the industry since 2026. His prior experience includes roles at Family First Financial Services Limited and several Hoxton Wealth affiliates in the UK, as well as positions at Mattioli Woods, Schroders Personal Wealth, and St. James's Place. 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 blends, operating mainly on a non-discretionary basis, and serves a diverse international client base.

Kristina Leuzzi is a financial advisor at International Assets Investment Management, LLC with two years of industry experience. She holds a Series 65 credential and has been associated with International Assets Advisory, LLC and Winn Partners Financial Group since 2015. Outside of her advisory role, she works as a freelance editor. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and 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 or wrap programs to implement strategies.

Paul Molloy is a financial advisor with Hoxton Wealth, holding a Series 65 designation and four years of industry experience. He previously worked at St. James's Place Wealth Management from 2014 to 2021. He is also involved with Hoxton Capital Management FZE, which focuses on promoting financial investment opportunities in Dubai. Hoxton Wealth provides personalized investment management and advisory services, primarily serving expatriates and clients with international pension assets. The firm employs risk-based model portfolios using passive ETFs and actively managed funds, with an emphasis on non-discretionary management and regular portfolio reviews.

Gregory Cahill II is a financial advisor at ValMark Advisers, Inc. in Orlando, FL, holding a Series 66 designation with five years of industry experience. Prior to joining ValMark Advisers and ValMark Securities in 2023, he worked at Lion Street Financial and has entrepreneurial experience as co-owner of an ice cream shoppe, DaKine Creamery LLC. He is also the managing director of NQ Fiduciary Services LLC, providing advisory services focused on life insurance. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors, offering diversified, goal-based investment management and financial planning services. The firm utilizes proprietary and third-party platforms, emphasizing multi-asset allocation primarily through mutual funds, ETFs, and approved managers, and provides various advisory and consulting services.

Richard Flecca is a financial advisor at International Assets Investment Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Advisors and Cetera Advisors. 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 focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and may utilize third-party money managers and wrap programs as part of its investment approach.

Ravinder Gill is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 designation and has worked at multiple related Hoxton entities since 2019. His prior experience includes a year at deVere Group and four years at Reach. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm operates mainly on a non-discretionary basis, constructing risk-based model portfolios using passive ETFs and passive-active blends, with a focus on clients considering Self-Invested Personal Pensions (SIPPs).

Michael Sappal is a Series 65-licensed financial advisor at Hoxton Wealth with one year of industry experience. He previously worked at Skybound Wealth Management, One Financial Planning Ltd, and Clydesdale Bank. 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, serving clients across multiple countries including the UK and UAE.

Ryan Hudson is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 designation and has prior roles at Hoxton Capital Management FZE, PH Real Estate, and the University of Worcester. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets, using risk-based model portfolios that include passive ETFs and UCITs. The firm operates on a mostly non-discretionary basis and serves a broad international client base.

Stephen Colavito is a financial advisor at A.G.P. / Alliance Global Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at firms including Perigon Wealth Management, Lakeview Capital Partners, and Asset Preservation Advisors. In addition to his advisory work, Mr. Colavito consults with Enverra Partners and serves as a council member at Gerson Lehrman Group, both non-investment-related consulting roles. A.G.P. / Alliance Global Partners serves individuals, trusts, corporations, and retirement plans, providing portfolio management, financial planning, and retirement-plan services. The firm uses an open-architecture investment approach with a focus on international investing and offers a combination of in-house management, third-party managers, and sub-advisers to implement discretionary and non-discretionary strategies.

Michael Spartz is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior roles include positions at Moors & Cabot, Ameriprise Financial Services Inc, and Wells Fargo Advisors. Outside of his advisory work, he serves as secretary and treasurer of the Community Foundation of South Lake County, a nonprofit organization. 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 emphasizes customized, long-term portfolio construction using a variety of investment vehicles and may incorporate third-party managers and wrap programs in its offerings.

Frank Giguere is a financial advisor at Blackridge Asset Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Intrepid, Sagepoint Financial, Inc., and Jackson Hewitt. Outside of his advisory role, he is also an insurance agent and a travel agent. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment process incorporates client risk profiles and employs a multiphase due diligence approach to portfolio management, including the use of third-party model providers and sub-advisory services.

William Gray is a Series 65-licensed advisor at Hoxton Wealth with one year of industry experience. His prior roles include positions at Hoxton Consulting Co Ltd in Vietnam and Infinity Financial Solutions Ltd. He is involved in wealth planning and investment advisory activities with Hoxton Wealth entities in Vietnam and the UK. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients, focusing on expatriates and those with international pension assets. The firm emphasizes risk-based model portfolios and operates mainly on a non-discretionary basis.

Ily Nolen is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at JMG Financial Group, HN Wealth Management, Cambridge Investment Research Inc., and J.W. Cole Advisors. He is based in Orlando, FL. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s advisors generally pursue customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, while also offering access to third-party money managers and retirement plan advisory services.

Jason Braatz is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Pine Valley Investments. His prior work includes roles at Bank of America and Merrill Lynch. He is also associated with Braatz Wealth Advisors LLC, a personal holding company. Pine Valley Investments provides discretionary portfolio management and pension consulting to individuals, pension plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor portfolios and also manages affiliated private funds and subadvisory relationships.

Russell Blum is a financial advisor at International Assets Investment Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. Blum is also a managing partner of a real estate investment company. 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 offers customized, long-term portfolio management utilizing mutual funds, ETFs, equities, fixed income, and third-party manager programs.

Donald Anders is a financial advisor with Madison Avenue Securities, LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Madison Avenue Securities since 2016 and is also involved with Anders & Anders Financial Group. Outside of his advisory roles, Anders serves as president of Anders Retirement & Investment Advisors, Inc., focusing on insurance and securities sales, and leads a marketing consulting firm, Advisors Platform. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, including pension consulting, college savings, and services for charitable institutions and trusts. The firm manages approximately $2.0 billion for about 14,000 clients through multiple wrap programs, third-party managers, and advisor-managed models.

Richard Ahl is a CFA® charterholder with 23 years of industry experience. He has been with Carnegie Investment Counsel since 2025 and previously operated Ahl Investment Management, Inc. from 1999 to 2025. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a broad range of clients including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a diverse investment approach combining fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Ricky Perlman is a financial advisor at Kingsview Wealth Management, LLC in Orlando, FL, holding a Series 66 designation with 14 years of industry experience. He has been with Kingsview since 2015 and is also the owner of The Perlman Group Wealth Management, LLC, an entity related to receiving Kingsview compensation. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including its own Monarch ETFs.

Razell Smart is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Northwestern Mutual and Prudential firms. Outside of his advisory role, he owns businesses providing payroll, tax, and bookkeeping services. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a multi-team platform, utilizing tailored strategies, model portfolios, and third-party money managers across a broad range of investment options.