Dale Wondisford is a financial advisor at Gradient Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Medigap Supplement Headquarters, where he has been involved in Medicare sales since 2008. Outside of Gradient Advisors, he owns Your Pension Rep, a financial planning and advisory firm. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model focused on aligning client objectives and risk tolerance with fundamental, technical, and cyclical portfolio analysis.

John Marcelia is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked previously at LPL Financial and Purshe Kaplan Sterling Investments and has been affiliated with M Group Investment Advisor, LLC for 15 years. In addition to his advisory work, he offers insurance products through various companies. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm provides a range of investment advisory and portfolio management programs, including discretionary and consultative services, financial planning, and retirement plan advisory.

Bhavin Vaja is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 credential and previously worked at Hoxton Capital Management FZE, Westcoast Ltd, and Xafinity Consulting. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients, including expatriates and those holding international pension assets. The firm uses risk-based model portfolios with passive ETFs and passive-active blends, focusing mainly on non-discretionary management.

Thomas Strobhar is a financial advisor with G. A. Repple & Company in Beavercreek, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Thomas Strobhar Financial since 2003, focusing on financial planning and investing, and serves as Chairman of the Board for Life Decisions International, a nonprofit educational program. 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 portfolios with clients’ goals and risk tolerances.

Sean Mest is a financial advisor at Good Life Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, and Key Investment Services. He provides administrative support to Good Life Advisors, an independent registered investment advisory firm. Good Life Advisors is a large registered investment adviser with around 95 advisors and approximately $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations through customized portfolio management, comprehensive financial planning, retirement consulting, and access to third-party asset managers and advisory programs.

Jeremiah Locascio is a financial advisor at Good Life Advisors, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Cadaret, Grant & Co., Inc. and Adams & Associates. Outside of his advisory work, Locascio owns Wireframe Websites, a business providing web design, programming, and 3D printing services. Good Life Advisors offers investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to provide tailored advice and access to a range of programmatic investment solutions.

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.

Richard Cawley is a financial advisor with Hoxton Wealth, holding a Series 65 designation and two years of industry experience. He has worked with various Hoxton entities since 2022 and previously at Skybound Wealth Management and Wealth at Work. His experience includes providing advisory services focused on U.S. trading hours through Hoxton Capital Management, FZE. Hoxton Wealth offers personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm specializes in risk-based model portfolios that incorporate passive ETFs and mutual funds, operating mostly on a non-discretionary basis with a client base spanning multiple countries.

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).

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 at Moors & Cabot, Inc. with 18 years of industry experience. He has been with Moors & Cabot since 2012 and holds a Series 66 designation. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation strategies and offers both discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

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.

James Caufield is a financial advisor at Bison Wealth, LLC with a Series 65 designation and one year of industry experience. His work history includes roles at several firms such as API Financial Advisors, LLC, Back40 Financial, and Faith Financial Solutions. Bison Wealth serves high-net-worth individuals, family offices, retirement plans, corporations, trusts, and charitable organizations, offering portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm employs a blend of tactical and strategic allocations across liquid and private-market investments and includes alternative investment strategies and option-based overlays.

Anthony Dorval is a CFP® professional with 27 years of experience in the financial services industry. He has been with Moors & Cabot, Inc. since 2013. Outside of his advisory role, he works as an independent insurance agent specializing in disability, life, accident, and health insurance. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Jeffrey Kuchinsky is a CFP® professional with seven years of industry experience. He is currently with IPI Wealth Management, Inc. and previously worked at L.M. Kohn & Company and Proskauer Rose. Outside of his advisory role, he serves as president of the Sawyer Sound Homeowners Association and is involved in several non-investment-related business ventures, including mobile app development for co-parents and a boat tour rental company. IPI Wealth Management serves a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and utilizes an investment committee framework with quarterly reviews and collaboration with external managers.

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.

Edward Dover III is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been affiliated with SunTrust Advisory Services and SunTrust Investment Services since 2005. Moors & Cabot provides investment advisory and related services to a diverse client base including individuals, high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.