Linden Gould is a financial advisor at G. A. Repple & Company with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at G. A. Repple & Company since 2017, with prior experience at Security Financial Management and ProEquities Inc. Outside of finance, he is a professional musician performing with a choral ensemble. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm offers a range of portfolio management options and employs various analytical approaches to align investments with clients’ goals and risk tolerances.

Myra Nicholson is a Series 65-licensed financial advisor at International Assets Investment Management, LLC with 19 years of industry experience. She has held roles at several firms including Delta Capital Securities LLC and CSG Capital Advisors, LLC. Nicholson is also the owner and president of a legal and compliance services firm, Myra Nicholson, PA, which she has operated since 2009. 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 managers and wrap programs.

Ann Moore is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Primus Financial Services, LLC since 2022 and has been with International Assets Investment Management, LLC and its affiliate International Assets Advisory LLC since 2008. Moore serves as a voluntary board member and secretary-elect of the Alternative & Direct Investment Securities Association and is a board member of the Damon Mitchell Memorial Fund, which provides scholarships to at-risk children. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs, generally pursuing customized, long-term portfolio strategies involving mutual funds, ETFs, equities, and fixed income.

Joseph Bert is a CFP® certificant with 49 years of experience in financial advisory services. He has been with Certified Advisory Corp since 1991, holding multiple roles over the years, and also worked with Certified Financial Group, Inc. and Certified Insurance Corp. Joseph is based in Altamonte Springs, FL. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional portfolio management with digital advisory platforms and detailed plan-level consulting.

Philip Stroud is a CFP® professional with 17 years of experience in the financial services industry. He is currently with OnePoint BFG Wealth Partners and has held roles at Northwestern Mutual and associated firms over the past decade. His background includes a mix of wealth management and financial planning roles. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management strategies and integrates technology and operational support in its service model.

Rachel Buffalo is a CFP® and Series 66 credentialed financial advisor with 10 years of industry experience. She is currently with Compound Planning, Inc., where she has worked since 2024. Her prior roles include positions at Empower Advisory Group, Personal Capital, and Morgan Stanley. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and institutional plan advisory. The firm employs a customized, risk-based investment approach using a range of strategies including low-cost ETFs, direct indexing, and alternatives, supported by technology partnerships and third-party sub-advisors.

Samuel Nelson is a financial advisor with Choreo, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Charles Schwab for seven years prior to joining Choreo in 2022. Choreo serves a diverse client base including individual investors, high-net-worth clients, family offices, corporate and retirement plan sponsors, and institutional clients. The firm’s investment approach combines strategic asset allocation based on global indices with quantitative screening and Investment Committee oversight to select managers and model portfolios, offering a range of advisory services from portfolio management to specialized consulting.

Christopher Ball is a Series 65-licensed financial advisor at Hoxton Wealth with six years of industry experience. He has held various executive and advisory roles within the Hoxton group, including positions in Australia, the United Arab Emirates, and the United Kingdom. Prior to joining Hoxton Wealth, he worked at deVere Group for four years. Hoxton Wealth offers personalized investment management and advisory services primarily for expatriates and clients with international pension assets. The firm employs a non-discretionary, risk-based investment approach using model portfolios composed of passive ETFs and passive-active blends, serving a diverse, international client base.

Ronald Somers Jr. is a Series 65-licensed financial advisor with six years of industry experience. He currently works at Foundations Investment Advisors LLC and has prior experience with Verity Asset Management, among other roles dating back to 2009. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services.

Gary Abely is a CFP® with 12 years of experience at Certified Advisory Corp and a total of over 30 years in financial and tax-related services. He has been with Certified Advisory Corp since 2013 and also operates Gary Abely, CPA, providing tax preparation services. Additionally, he is involved with Central Florida Group Services, Inc., a firm specializing in employee benefits consulting, including retirement plans. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment approach and emphasizes plan-level services, participant education, and systematic reporting.

Gregory Cahill Sr. is a financial advisor with ValMark Advisers, Inc. holding a Series 63 designation and over 41 years of industry experience. His career includes roles at multiple firms such as Lion Street Advisors, ONE DIGITAL, and CapAcuity LLC. Outside of his advisory work, he serves as chairman of the board for the Luis Palau Association, a global evangelism organization. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and fee-based planning solutions.

John Spartz is a financial advisor at International Assets Investment Management, LLC, holding a Series 66 designation with four years of industry experience. He has been with International Assets Investment Management since 2024 and is also affiliated with International Assets Advisory. 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 representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.

Zeeshaan Qayyum is a financial advisor at Hoxton Wealth with a Series 65 designation and over eight years of experience across multiple firms in the financial services industry, including M&G Wealth and AFH Wealth Management. He is currently based in Orlando, FL. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients, focusing on expatriates and holders of international pension assets. The firm offers risk-based, model portfolio construction using passive ETFs and passive-active blends, operating mainly on a non-discretionary basis.

Todd Labellman is a financial advisor at Madison Avenue Securities, LLC with 12 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. Prior to his current role, he has been associated with Anders & Anders Financial Group, Inc. since 2016. Outside of his advisory work, he owns and manages Labelle Fur Co., a retail outerwear business. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting and support for charitable institutions. The firm offers both discretionary and non-discretionary portfolio management through various advisor-managed and third-party models.

Shawnalee Woods is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 11 years of industry experience. She has been with International Assets Advisory since 2012. Outside of her advisory role, she co-owns Caveman Concepts, a company specializing in website design and marketing, where she handles bookkeeping. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized portfolio management, financial planning, and access to third-party manager programs, employing a long-term investment approach that includes mutual funds, ETFs, equities, fixed income, and various strategies tailored to client objectives.

Stiven Olarte is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. Prior to joining Gradient in 2021, he worked at D.H. Hill Advisors, Inc., D.H. Hill Insurance Services, Inc., and D.H. Hill Securities, LLLP. He is also the owner of Olarte Wealth Management, an investment advisory firm, and Olarte Financial Services, which provides insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm serves over 3,200 clients through a network of 169 advisors and employs a client-approved, non-discretionary investment approach that incorporates fundamental, technical, and cyclical analysis.

William Farrell is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Northwest Asset Management since 2021 and previously spent six years at Ronald Blue & Co. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

Scott Peelen is a ChFC® credentialed financial advisor with over 34 years of industry experience. He is currently with ValMark Advisers, Inc. and ValMark Securities, Inc., having joined in 2024. His prior experience includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and he has been a principal at Moreno Peelen Partners LLC since 2015. Peelen also owns MPC Wealth, an LLC providing financial services and health and mutual fund business operations. ValMark Advisers, Inc. offers investment advisory and financial planning services to a wide range of clients, including individual investors, retirement plan sponsors, and institutional entities. The firm employs a diversified, goal-based investment approach using proprietary and third-party platforms, with oversight by an investment committee and integration of specialized manager programs and ETF portfolios.

Avi Shah is a financial advisor at Hoxton Wealth with five years of industry experience. He holds a Series 65 credential and has worked with several entities within the Hoxton group as well as the deVere Group. His current roles include positions at Hoxton Capital Management (Europe) Ltd. and Hoxton Wealth (UK) Ltd. 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 constructed using passive ETFs and blends, operating mainly on a non-discretionary basis.

Harrison Gunn is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining International Assets Investment Management, he worked at Lockheed Martin and the University of Central Florida. 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 utilizing mutual funds, ETFs, individual equities, and fixed income, with strategies that may include options hedges, rebalancing, and third-party manager programs.