Linda Lago Serrudo is a financial advisor at Hoxton Wealth with a Series 65 credential and two years of industry experience. She has held positions at multiple Hoxton entities in the UK, USA, and UAE since 2022 and has experience with Lago Enterprises Ltd and other firms dating back to 2017. Her work includes financial planning across several international jurisdictions. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets, specializing in UK pension holders considering Self-Invested Personal Pensions (SIPPs). The firm focuses on non-discretionary, risk-based model portfolios using passive ETFs and blends, with an international presence across the US, UK, and UAE.

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.

Michele Dura is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Michele's career includes long tenure at Charles Schwab from 1995 to 2023, followed by roles at Pershing LLC and LPL Financial before joining Good Life Advisors. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering customized portfolio management, comprehensive financial planning, and retirement plan consulting through a variety of direct and outsourced investment strategies.

Bruce Gentilella is a financial advisor at Calton & Associates, Inc. in Oakland, Florida, with 41 years of industry experience. He holds a Series 66 designation and has worked at Calton & Associates since 2017, following positions at Ameritas Life Insurance Corp and Ameritas Investment Corp. In addition to his advisory work, Gentilella serves as Vice President of a local homeowners association focused on community safety. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, fee-based financial planning, and retirement plan consulting. The firm offers both commission-based and fee-based services through multiple program structures, tailoring investment recommendations to client goals and risk tolerance.

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.

Christopher Ishack is a financial advisor with Savvy in Kissimmee, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Bank of America and Merrill, serving clients for over a decade before joining Savvy in 2026. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools to customize investment plans according to client objectives.

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.

Daniel Emerson is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC and has previously worked at UBS Financial Services, Bank of America, and Merrill Lynch. Elevation Point Wealth Partners is a multi-team investment adviser managing over $8 billion in assets and serving a diverse client base including high-net-worth individuals, retirement plans, and business entities. The firm employs model portfolios with tactical asset allocation and incorporates third-party managers and insurance-related advisory services into its platform.

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.

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.

Shane Higgins is a CFP® with 13 years of industry experience currently with Apella Wealth in Winter Garden, FL. He previously worked at David Vaughan Investments, LLC, Schwab Wealth Advisory, Inc., Charles Schwab & Co., Inc., and TD Ameritrade Inc. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates advanced technologies to support portfolio customization and tax-sensitive strategies.

Cary Carbonaro is a CFP® and Series 65 licensed advisor with 24 years of industry experience, currently affiliated with Ashton Thomas Private Wealth. Her prior roles include positions at Advisors Capital Management and United Capital Financial Advisers. Outside of advisory work, she is an author and professional speaker through Money Queen LLC, serves on the Cortland College Foundation Board, and is a member of advisory councils for NASDAQ and the CFP Board. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, independent managers, and sub-advisers, and incorporates strategies such as options and selective cryptocurrency exposure.

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.