Nathan Wennington is a Series 65-licensed advisor at Blacktower Financial Management (US) LLC with two years of industry experience. His prior roles include positions at Beacon Global Advisory Network, AHR (formerly Harrison Rowe), and Guardian Wealth. He also serves as an advisor for Titan Wealth International. 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 notably on UK pension transfers and manages client portfolios mainly on a non-discretionary basis using a range of investment vehicles.

David Marks is a financial advisor with Blacktower Financial Management (US) LLC. He holds a Series 65 designation and has two years of industry experience. Marks has been with Blacktower Financial Management in its U.S. and international divisions since 2015. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis using a range of mutual funds, ETFs, equities, and fixed income investments.

Jesper Christensen is a financial advisor at Hoxton Wealth with a Series 65 designation and two years of industry experience. He has worked with Hoxton Wealth USA LLC and Hoxton Capital Management (UK) Ltd. since 2023, and previously with Arlo International and other organizations. Jesper is involved with Hoxton Capital Management Ltd. in the UK, dedicating time weekly to asset allocation, portfolio monitoring, and client education. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients holding international pension assets. The firm focuses on non-discretionary, risk-based model portfolios utilizing passive ETFs and blends, with specialized advisory services for UK pension holders considering Self-Invested Personal Pensions (SIPPs).

Thomas Quinn is a financial advisor at Blacktower Financial Management (US) LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at David James Wealth, T&T International, Plan First Wealth, LLC, and deVere USA. Outside of his advisory role, he is CEO and owner of Arche Group Inc., overseeing accounting, tax, and distribution responsibilities, and serves as an introducer for UK-based investment advisory firm Holborn Assets Ltd, referring clients who have relocated back to the UK. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates living in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios mainly on a non-discretionary basis, using a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Derik Antony is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Hoxton Wealth and has previously worked with deVere Group and various Hoxton entities across the UK, Europe, and the UAE. His background includes roles in investment management and analysis. 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-driven portfolios using passive ETFs and mutual funds, operating mainly on a non-discretionary basis with a global client base.

Adam Sinoff is a financial advisor at OnePoint BFG Wealth Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Wealth Management Company and Northwestern Mutual Investment Services LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a range of portfolio management strategies and integrates technology and operational outsourcing to support its service model.

Courtnie Gray is a financial advisor at Good Life Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Good Life Advisors since 2014 and LPL Financial since 2012. 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 portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, using a tailored investment approach that combines fundamental, technical, and cyclical analysis.

Lewis Smith is a Series 65-licensed financial advisor with Hoxton Wealth, based in Orlando, FL, and has one year of industry experience. He has prior experience at several related Hoxton entities in the UK, UAE, and the US, focusing on wealth planning and advisory services, particularly for clients in the United Arab Emirates. Outside of his advisory role, he has a varied work background including positions at Astute Private Wealth and St James Place, as well as experience in the food service and real estate sectors. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm emphasizes risk-based, model-driven portfolio construction, focusing on non-discretionary management using passive ETFs and blended funds, with a distinctive international client base across multiple countries.

Jacobo Leon Giraldez is a financial advisor at International Assets Investment Management, LLC with one year of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including International Assets Advisory, LLC and Global Assets Advisory, LLC. His prior roles also include positions outside of finance, such as work with Pro 42 eSports and LT Academy. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and referrals to third-party programs, focusing on customized, long-term portfolio construction using a range of investment vehicles.

George Walters III is a financial advisor at International Assets Investment Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with International Assets Advisory, LLC since 2011. Walters serves as a board member of the Melbourne Beach Police Pension Fund and is a volunteer firefighter and treasurer for the Melbourne Beach Volunteer Fire Department. 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 representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may engage third-party managers and wrap programs to meet client objectives.

David Neville is an advisor with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has professional experience dating back to 2018, including roles at Skybound Wealth Management and Titan Wealth Management. Outside of financial advising, he worked part-time at X-MET Fabrication. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and offers portfolio management mainly on a non-discretionary basis using a range of investment vehicles and third-party managers.

Marius Anuzis is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Madison Avenue Securities and Stokes Wealth since 2020, with prior roles at Bank of America and Merrill. Anuzis serves as the executive director of the Next Generations Project, an educational foundation focused on Holocaust remembrance, and is the president of the Michigan State University Alumni Association Board. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and consulting services for pension, college savings, and charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients through multiple advisory platforms and diversified investment strategies.

Joel Hall is a financial advisor at SageSpring Wealth Partners with six years of industry experience. He holds the Series 66 and Series 63 licenses. His prior roles include positions at Raymond James & Associates, National Christian Foundation Orlando, and CNL Securities Corp. SageSpring Wealth Partners serves a diverse client base that includes individual households and various institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services, utilizing tailored portfolios that may include a wide range of asset types and leveraging both fundamental and technical analysis as part of its investment process.

Jacob Godfrey is a financial advisor with International Assets Investment Management, LLC, holding Series 65 and Series 63 credentials and 18 years of industry experience. He has previously worked at Concourse Financial Group Securities and operated under the Hamilton Paul Group and Security Financial Management. Godfrey also serves as a supervisor at International Assets Investment Management, an affiliated registered investment adviser. 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 various investment vehicles and may implement strategies via third-party money managers, sub-advisers, or wrap programs.

Oscar Bugeja is a financial advisor with Hoxton Wealth, holding a Series 65 license and two years of industry experience. He has worked with various entities affiliated with Hoxton, including Hoxton Capital Management and Hoxton Wealth USA, and has experience in providing financial advice, analyzing data, and managing client portfolios. Hoxton Wealth offers personalized investment management and advisory services, primarily serving 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 with an international client base.

Kevin Smith is a ChFC® credentialed financial advisor with 24 years of industry experience. He is currently with Simplicity Wealth and has previously worked at Virtue Capital Management, Omni Financial Services, Minnesota Life, and KMS Wealth Management. In addition to his advisory role, he is involved with College Aid Pro, assisting families and students in managing college costs, and serves as managing partner of Life Insurance Settlements, Inc. Simplicity Wealth provides advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring, tax optimization overlays, and third-party manager due diligence, alongside technology and operational support for advisers.

John Miller is a CFP® professional with 15 years of industry experience. He currently serves as an advisor at International Assets Investment Management, LLC and has held prior roles at Morgan Stanley and Global Assets Advisory, LLC. Miller volunteers as a resident trustee on the Atlantic Beach Police Pension board. 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 and financial planning, utilizing multiple asset types and third-party manager programs as part of its approach.

David Weinberger is a financial advisor with International Assets Investment Management, LLC in Orlando, FL. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. His work history includes roles at Primus Financial Services, Global Assets Advisory, and Tactical Investment Strategies. Outside of his advisory work, Weinberger is president and owner of Weinberger Consultants, Inc., which provides consulting for tax and organizational purposes, and he owns a travel agency, Concierge Cruise & Travel. International Assets Investment Management (IAIM) provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. IAIM’s network of independent investment adviser representatives delivers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may incorporate third-party money managers and wrap programs.

Christina Frattura is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked with Manulife Asset Management (US) LLC and John Hancock entities since 2011. Outside of her advisory role, she is also employed as a travel agent specializing in Disney World vacations. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to deliver written recommendations, with implementation decisions made by clients.

Thomas Faulkner is a financial advisor at Capital Analysts with 25 years of industry experience. He holds the Series 66 designation and has worked with The Rawls Group and Lincoln Investment in various capacities since 2002. Faulkner serves on the board of the International Succession Planning Association and works as a business succession planner with The Rawls Group. Capital Analysts provides portfolio management and retirement-plan advice to individual and institutional clients nationwide through a network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management approaches, supported by an in-house research team and proprietary mutual fund screening.