Aaron Vickery is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Titan Wealth International, Hoxton Capital Management LLC USA, Northstar, Ormiga Capital Ltd, Acuma deVere Independiente S.A. de C.V., and Skybound Wealth Management. Vickery serves as a Private Wealth Director with Titan Wealth International, a division of Blacktower Financial Management. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, 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 focuses on pension transfer work involving Self-Invested Personal Pensions (SIPPs) and Qualifying Recognised Overseas Pension Schemes (QROPS), alongside ongoing portfolio management and standalone financial planning.

Gurpreet Khalsa is a financial advisor with Mariner Independent in Orlando, FL, holding a Series 66 designation and 19 years of industry experience. Prior to joining Mariner, Khalsa worked at Morgan Stanley in various capacities from 2009 to 2020. He is a board member of the Central Florida Foundation and serves on the City of Orlando's City Venues Oversight Committee. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and integrated retirement plan services supported by institutional resources and affiliated entities.

Donald Gunn Jr. is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with International Assets Investment Management since 2022 and also serves as CEO and a partial owner of Rockport Global, LLC, a business affiliated with International Assets Advisory. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may implement strategies via third-party managers or wrap programs.

Joshua Chase is a financial advisor at Good Life Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at LPL Financial, B. Riley Wealth Advisors, B. Riley Wealth Management, Kingsview Asset Management, and Kingsview Financial. Outside of his advisory role, he participates in a Nielsen Rating Household survey. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to align asset allocation with clients’ objectives and risk tolerances, offering discretionary and non-discretionary portfolio management as well as educational seminars and access to third-party programs.

Zachary Moore is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Orlando, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and various JPMorgan entities. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using model portfolios and integrates advisory services with multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Richard Fulton is a financial advisor with International Assets Investment Management, LLC in Orlando, FL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with International Assets Advisory, LLC since 2016 and is the founder and sole owner of Seaside Wealth Management, LLC. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers and wrap programs.

Nick Roley is a financial advisor with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has five years of industry experience and has worked previously at Whitechurch Securities LTD and Beacon Global Advisor Network. Roley also serves as Private Wealth Director at Titan Wealth International. Blacktower Financial Management (US) LLC provides financial planning 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 assisting with UK pension transfers and offers portfolio management, financial planning, and retirement consulting.

Todd Shipley is a financial advisor at AlphaStar Capital Management in Orlando, FL, holding a Series 65 designation. He has experience working with multiple firms including Summit Wealth Consulting and Alyst Advisors Group, as well as a background as an Independent Insurance Agent. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and third-party tools, managing approximately $2.5 billion in assets with a team of around 135 advisors.

Riley Nelsen is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with SageSpring Wealth Partners and has prior work history at Raymond James Financial Services, Inc., Southwestern Investment Group, Money Management Concepts, and experience at Samford University. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, providing discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with an institutional client mix and offers a range of strategies including individual securities, alternatives, and third-party manager programs.

Kyle Jackson is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining SageSpring, he held roles in education at Christ Church Episcopal School, The First Academy, and Franklin Road Academy. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets, serving individual and institutional clients including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach and leveraging relationships with third-party managers and technology platforms.

Aaron Stevenson is a financial advisor at Hoxton Wealth with a Series 65 credential and one year of industry experience. He has worked at multiple Hoxton entities since 2023 and previously held roles at Brite Advisors and deVere Group. Stevenson also serves as a consultant on financial planning for Hoxton Capital Management (Europe) Ltd. Hoxton Wealth provides investment management and advisory services primarily to expatriates and clients with international pension assets, focusing on non-discretionary, risk-based model portfolios using passive ETFs and blended funds. The firm operates internationally with advisers across the U.S., UK, and UAE and specializes in services including pension transfer advisory for UK pension holders.

Thomas Blake is a CFP® with 28 years of industry experience. He is currently affiliated with Gradient Advisors, LLC since 2024, and previously worked at AE Wealth Management and Ameriprise Financial Services. He also owns Thomas Blake CPA, LLC, a CPA firm he has operated since 1997. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Fredric Lowe is a financial advisor with StoneX Advisors Inc. in Winter Garden, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes over 17 years at Quest Capital Strategies, Inc. and roles at StoneX Securities Inc. and StoneX Advisors Inc. He is president and sole owner of Smart Money Strategies & Planning, Inc., a business involving insurance, annuities sales, and Social Security benefits analysis. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management and consulting services. The firm employs a variety of investment strategies through independent advisors, in-house groups, and third-party managers, supported by integrated platforms and affiliated entities offering clearing, custody, and lending services.

Matthew Dean is a financial advisor at Hoxton Wealth with six years of industry experience. He holds a Series 65 designation and has worked at various related entities, including Family First Financial Services Limited and Hoxton Capital Management (UK) Ltd. Dean is also a managing partner at Hoxton Capital Management Ltd. and owns Brittania Global Ltd., a private real estate investment firm based in the UK. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm specializes in risk-based model portfolios using passive ETFs and blends, focusing on non-discretionary management and pension transfer advisory services for UK pension holders.

Priscila Ferngren is a financial advisor at Virtue Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at XEXIS Private Wealth LLC. Outside of advising, she is the owner of PRI Cosentino LLC, works as an emotional intelligence and life coach, and is an author of a book on financial education and behavioral finance titled *The New Rules of Money*. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, and organizations, offering portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by due diligence from an investment committee.

Jessica Kushner is a financial advisor at Hoxton Wealth with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Manning & Napier Advisors, Rainier Investment Management, Manning & Napier Investor Services, and Deutsche Bank Securities. Hoxton Wealth provides personalized investment management and advisory services primarily for expatriates and clients with international pension assets, focusing on non-discretionary risk-based model portfolios using passive ETFs and blends. The firm serves clients across multiple countries, including the United States, the United Kingdom, and the United Arab Emirates.

Daniel Trindade is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has held roles at several firms, including Titan Wealth International, where he serves as Private Wealth Director, and Beacon Global Advisor Network, LLC. 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 offers portfolio management, financial planning, and retirement-plan consulting.

William Peck is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Cetera, Regions Bank, and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and integrates third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Thomas Jaehnel is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Suntrust Advisory Services and OneAmerica Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Frank Colasuono is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has worked at SunTrust Advisory Services and related entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.