Joseph Krauszer is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently an advisor at BakerAvenue, where he has worked since 2023. His prior experience includes roles at Integrity Holdings Group LLC and Fidelity Investments. BakerAvenue offers wealth management, financial planning, and family office services primarily to individuals, high-net-worth clients, and institutions. The firm employs multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and provides a broad range of services including tax, estate, philanthropy, and concentrated stock management.

Robert Farragher is a financial advisor at Cape Investment Advisory, Inc. in Orlando, FL, holding a Series 66 credential with 15 years of industry experience. He previously worked at 401k Generation for seven years before joining Cape Investment Advisory in 2019. Farragher is involved in insurance-related activities, assisting clients with insurance quotes and policy placement on a limited basis. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm operates a multi-office network with about 40 advisors and approximately $402 million in regulatory assets under management, offering tailored portfolio construction and 401(k) counseling.

Roy Kelsey is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Cape Investment Advisory, Inc., 401K Generation, and Skyview Wealth Management, LLC. Outside of his advisory work, he owns SkyView Business Solutions, a company focused on helping businesses recover R&D tax incentives. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors and model portfolios to implement strategies.

Richard Cawley is a financial advisor at Hoxton Wealth with Series 65 credentials and three years of industry experience. He has worked at several related firms within the Hoxton network, including Hoxton Wealth USA LLC and Hoxton Capital Management FZE. His background also includes experience at Skybound Wealth Management and Wealth at Work. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients with international pension assets, focusing on expatriates and UK pension holders considering Self-Invested Personal Pensions (SIPPs). The firm uses risk-based model portfolios with passive ETFs and blends, operating mainly on a non-discretionary basis.

Stanley Leconte is a Series 66-licensed financial advisor with 19 years of industry experience, currently with International Assets Investment Management, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of advisory work, he serves as an adjunct professor at Broward College, develops financial literacy curriculum for the Miami Children’s Trust, and is a board member of 100 Black Men of America. International Assets Investment Management provides investment 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 using mutual funds, ETFs, equities, and fixed income, and may utilize third-party money managers and wrap programs.

George Stainton is a financial advisor at Hoxton Wealth with four years of industry experience. He holds a Series 65 designation and has worked with several entities within the Hoxton Capital Management group across the UK, Australia, and the US, as well as prior roles at Beacon Global Advisor Network and AHR Private Wealth. He provides advisory services to Hoxton Capital Management Ltd in London and Hoxton Capital Management Pty Ltd in Sydney during U.S. trading hours. Hoxton Wealth offers personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm uses risk-based model portfolios with passive ETFs or passive-active blends and focuses on non-discretionary management for UK pension holders, including Self-Invested Personal Pensions (SIPPs).

Benjamin Cohen is a financial advisor at SageSpring Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CNL Securities Corp for 7 years. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios and leveraging both fundamental and technical analysis alongside third-party manager relationships.

Ruben Frezzotti is a financial advisor at International Assets Investment Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 10 years. He is also president of Frezzotti Financial Services Corp., a private label entity for financial business. International Assets Investment Management provides 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 or wrap programs.

Michael Petramalo is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with International Assets Investment Management since 2017 and also leads MFP Advisory Group, LLC, a coaching and consulting firm for advisors and firms. Additionally, he is involved in mentoring and operations oversight at One Seven, LLC and serves as an operations liaison at International Assets Investment 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 investment adviser representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may implement strategies via third-party money managers, sub-advisers, or wrap programs.

Peter Medgyesy is a financial advisor with Moors & Cabot, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Moors & Cabot since 2012 and previously worked at Wells Fargo Clearing. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, utilizing various analysis methods and working with third-party and affiliated sub-advisors.

Jeffrey Woodward is a financial advisor at G. A. Repple & Company with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has been with the firm since 1991. In addition to his advisory role, he is also an insurance agent involved in fixed insurance sales. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate clients. The firm employs various analytical approaches to portfolio construction and offers a range of programs including discretionary management, third-party asset managers, and Biblically-Responsible Investing models.

Anthony Dorval is a CFP® with 27 years of industry experience. He is currently with Moors & Cabot, Inc., where he has worked since 2013. His prior experience includes roles at New England Securities and Merrill. He is also an independent insurance agent specializing in disability, life, accident, and health insurance. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and various advisory services using multiple analytical approaches and strategies.

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.

Edward Dover III is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior work includes roles at SunTrust Advisory Services, Truist Investment Services, and Legg Mason Wood Walker, Incorporated. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and various advisory services using a range of analysis methods and common investment strategies.

Peter Duggan is a financial advisor at Intellicents Investment Solutions Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at TRG Financial Advisors, Inc., and TRG Advisors, Inc. outside of his advisory role, he assists clients with retirement plan consulting and investment policy reviews. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, as well as individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with quarterly monitoring and provides a range of consulting and wealth management services through a multi-advisor enterprise.

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.

Keith Svendby Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He has worked at LPL Financial since 2011 and has been associated with IHT Wealth Management LLC since 2019. His career also includes eight years at Independent Financial Partners. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

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.