Luke Bennett is a financial advisor with Hoxton Wealth, holding a Series 65 credential and five years of industry experience. He has worked with various Hoxton entities since 2020 and previously spent two years at Devere Group and nine years self-employed. Bennett is involved with Hoxton Capital Management FZE, a financial services firm in Dubai focused on promoting investment opportunities. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients, including expatriates and those 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 a multinational advisory team.

Charles Whitebread is a Series 65-credentialed financial advisor with one year of industry experience. He is currently affiliated with Hoxton Wealth and has held roles at multiple Hoxton entities in Europe, the UK, and the UAE since 2020. Prior to his advisory career, he worked in the ergonomics and sports logistics industries. 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, with specialized pension transfer advisory services for UK pension holders.

Stephen Meikle is a financial advisor with Calton & Associates, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Calton & Associates in 2018, he worked at International Assets Advisory LLC and UBS Financial Services. He operates an independent financial services practice under the name Investia Financial Services. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities, offering fee-based portfolio management, financial planning, and brokerage and insurance products through its dually registered representatives. The firm employs multiple investment approaches and manages accounts via firm-sponsored programs or third-party managers after formal due diligence.

Luke Ober is a financial advisor at KCD Financial, Inc. in Orlando, FL, holding a Series 66 credential. He has been with KCD Financial and affiliated firms since 2026. Prior to his advisory role, he held various positions including at Universal Studios Orlando and The Walt Disney Company. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and access to third-party management programs with strategies tailored to clients’ goals and risk tolerance.

Emily Perez is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Certified Advisory Corp and Certified Financial Group, having previously been employed by firms including Ogden Wealth, Cetera Advisor Networks, Strollo Partners, Financial Advisory Institute, and Summit Brokerage Services. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored approach that aligns client goals, risk tolerance, and liquidity needs with investment strategies, offering discretionary portfolio management, Betterment automated platforms, pension consulting, and tax services through affiliated CPAs.

Andres Zambrano is a financial advisor at Regal Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Bankers Life Advisory Services, Inc. and Bankers Life & Casualty, Inc., and served six years in the United States Air Force. Outside of advising, he provides insurance services as a licensed insurance agent. Regal Investment Advisors LLC offers discretionary investment management services primarily through independent advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm employs a range of proprietary and third-party model portfolios, with advisers selecting and overseeing allocations while Regal manages implementation and rebalancing.

Garrett Smoke is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors since 2022, previously working at B. Riley Wealth Management since 2010. Outside of his advisory role, he is involved in health and supplemental insurance sales and engages in personal real estate investing activities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets through around 274 advisors. The firm offers a wide range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Sean Price is a financial advisor with B. Riley Wealth Advisors, Inc. in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corporation, and Gilman + Ciocia, Inc. He also serves as president of Price Tax Advisory LLC, providing tax preparation services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm offers a broad range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both firm-sponsored and third-party sub-advisers.

Wadea Alabdi is a financial advisor at Hoxton Wealth with a Series 65 designation and one year of industry experience. He has held advisory roles at Hoxton Capital Management in both the UK and Europe since 2023 and previously worked at Brite Advisors and Devere Acuma. Alabdi’s professional background also includes a three-year tenure at the University of Essex. 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 passive-active blends, with a significant portion of its client base located internationally, including in the UK and United Arab Emirates.

James Stokes is a CFP®-designated financial advisor with Madison Avenue Securities, LLC in Orlando, FL, bringing 39 years of industry experience. He has been affiliated with Madison Avenue Securities since 2006 and has also led JAS Financial Group, Inc. DBA Stokes Wealth since 2009. Outside of his advisory work, he owns a family cattle and timber operation called Bar Snake Farms. 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 financial planning services through multiple platforms and strategies.

Francesco Morabito is a financial advisor at Hoxton Wealth in Orlando, FL, holding a Series 65 designation with four years of industry experience. He has worked with several entities within the Hoxton group, including Hoxton Capital Management FZE and Hoxton Capital Marketing Management LLC. Outside of advisory roles, he dedicates time to promoting financial investment opportunities through Hoxton Capital Management FZE in Dubai. 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 active-passive blends, operating largely on a non-discretionary basis with a global client base.

Callum Mc Kinney is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Brite Advisors, deVere Group, and Lloyds Banking Group. Outside of his advisory role, he is a Business Development Associate at H Capital Financial Products Promotion LLC, focusing on identifying and pursuing new client opportunities globally. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm offers model-based portfolio construction and pension transfer advisory services, operating mainly on a non-discretionary basis with a focus on risk-based, passive, and passive-active blended portfolios.

Darin Orth is a financial advisor at Moors & Cabot, Inc. with five years of industry experience. He holds the Series 66 and Series 63 registrations and previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. before joining Moors & Cabot. Moors & Cabot serves retail and high-net-worth individuals, corporations, and various institutional clients by providing investment management, financial planning, and consulting services. The firm utilizes a range of strategies tailored to client objectives and offers both discretionary and non-discretionary account management.

Christine Scott is a financial advisor with ValMark Advisers, Inc. She holds the ChFC® designation and has eight years of industry experience. Prior to joining ValMark Advisers in 2023, she worked at Lion Street Financial and ValMark Securities, Inc. Scott is also a vice president at OneDigital, where she focuses on retirement benefits and client services. 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 using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and a range of proprietary and third-party investment platforms.

Nancy Hecht is a CFP® professional with 42 years of experience in financial advising. She has worked with Certified Advisory Corp since 1994 and has held positions at Transam Securities, Inc., Certified Insurance Corp, Maitland Securities, Inc., and Fortune Financial Services. Outside of her advisory role, she is also an insurance agent with Certified Insurance Group. 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 options and detailed plan-level consulting.

Adam Jones is a CFP® professional with 13 years of industry experience, currently serving at Certified Advisory Corp. His career includes roles at multiple financial services firms such as Fortune Financial Services and Pinnacle Insurance & Financial Services. He has been associated with Certified Advisory Corp since 2017. Certified Advisory Corp provides investment advisory and financial planning services to a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm offers tailored investment strategies and a comprehensive mix of services, including portfolio management, pension consulting, and tax preparation through affiliated CPAs.

Adam Liddelow is a financial advisor at Hoxton Wealth with a Series 65 designation and one year of industry experience. Prior to joining Hoxton Wealth USA LLC and Hoxton Wealth (UK) Ltd., he spent ten years at LFS Wealth Management. 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 blends, and offers pension transfer advisory services for UK pension holders.

Jeffrey Winn is a financial advisor at International Assets Investment Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with International Assets Advisory, LLC since 2002 and Global Assets Advisory, LLC since 2019. He serves as an advisory board member for Stansberry Asset 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 advisers. The firm employs customized, long-term portfolio management strategies using mutual funds, ETFs, equities, and fixed income, with access to third-party money managers and wrap programs.

Jeremy Udell is a CFP® and Series 65-registered financial advisor with over 23 years of industry experience. He is currently with Private Client Services, LLC and has previously worked at Kestra Advisory and Kestra Investment Services, LLC. Udell is also involved in life insurance sales through his own business, Udell Associates. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through multiple advisory platforms, emphasizing risk profiling and tailored strategies across discretionary and non-discretionary accounts.

Aaron Knoll is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with International Assets Investment Management and its affiliate since 2012. Outside of his advisory role, Knoll is involved in a furniture design and building business operated by his spouse. 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 implement strategies via third-party money managers or wrap programs.