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.

Teresa Payment is a financial advisor at OnePoint BFG Wealth Partners with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and Northwestern Mutual Wealth Management Company. Teresa has concurrently engaged in several business activities throughout her career. 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 offers a range of portfolio management and consulting services, utilizing a blend of third-party managers, proprietary models, and technology to support its investment approach.

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.

Jorge Villacorta is a Series 66 licensed financial advisor with StoneX Advisors Inc. in Winter Park, FL, bringing two years of industry experience. His prior roles include positions at The Benchmark Company LLC and R.J. O'Brien Securities LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various portfolio implementation platforms and offers a range of investment strategies, including proprietary models and third-party money managers.

Conor Delaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been associated with LPL Financial since 2012 and founded Good Life Advisors, LLC, where he has been active since 2014. Outside of advisory services, he manages a cafe business, Good Life Organics. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies, allowing advisors flexibility in meeting client needs.

Darin Orth is a financial advisor at Moors & Cabot, Inc. with five years of industry experience. He has previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. Prior to his finance career, he was employed in automotive sales and technical education. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers both discretionary and non-discretionary portfolio management, fee-based financial planning, and limited consulting engagements.

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.

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.

Hector Bones Rivera is a financial advisor with Foundations Investment Advisors LLC in Orlando, FL. He holds a Series 65 designation and has recent experience spanning several financial services and corporate roles, including positions at Universal Wealth LLC, L3Harris Technologies, Cushman & Wakefield, and World Financial Group. Foundations Investment Advisors, LLC serves a diverse client base including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a large network of affiliated offices, utilizing fundamental, technical, and cyclical analysis combined with model portfolios and asymmetric rebalancing strategies.

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.

Jonathan Brookes is a Series 65-licensed financial advisor with Hoxton Wealth, bringing five years of industry experience. He has held multiple roles within the Hoxton group, including Hoxton Wealth USA LLC and Hoxton Capital Management entities, as well as advisory and management positions with Station International LTD and Medstar Insurance Brokers. Outside of investment advisory, he is the majority owner and director of Station Management Services, LTD, a UAE-based firm providing management and training services. Hoxton Wealth offers personalized investment management and advisory services primarily to individual clients, focusing on expatriates and holders of international pension assets. The firm utilizes risk-based model portfolios featuring passive ETFs and blended funds on a mainly non-discretionary basis, with services tailored to UK pension holders considering Self-Invested Personal Pensions (SIPPs).

Paul Sterzinger is a CFP® professional with 18 years of experience in financial advising. He is currently with Kingswood Wealth Advisors, LLC and Kingswood Capital Partners since 2024. Prior to that, he worked at Harbor Financial Services, Level Four Advisory Services, LPL Financial, and Edward Jones. Outside of finance, he is CFO and Sous Chef at Tommy's Kitchen LLC, a business involved in restaurants, sauces, spices, and apparel. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, ERISA plan advisory, and consulting services through a multi-team platform that integrates insurance-linked accounts and uses both affiliated and unaffiliated third-party managers.

Antony Marziban is a financial advisor at Hoxton Wealth with four years of industry experience. He holds a Series 65 designation and has worked at various international affiliates of Hoxton Wealth, including UK, Europe, and UAE branches, as well as previously at Devere Acuma and HSBC UK. Antony dedicates significant time to investment advice and financial planning through Hoxton Capital Management (Europe) Ltd. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients such as expatriates and those with international pension assets. The firm focuses on risk-based model portfolios using passive ETFs and blends, offering services including pension transfer advice, mainly on a non-discretionary basis.

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.

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.

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.

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.