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.

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.

Jonathan Brookes is a financial advisor at Hoxton Wealth with six years of industry experience. He holds a Series 65 designation and has worked with several related entities within the Hoxton group, including Hoxton Capital Management and Hoxton Wealth USA LLC. Outside of his advisory roles, Brookes is the majority owner and director of Station Management Services, LTD, a UAE-based firm providing management and training services to third-party companies. Hoxton Wealth offers personalized investment management and advisory services primarily to expatriates and clients with international pension assets, focusing on model-based portfolio construction and pension transfer advisory services. The firm manages approximately $1.15 billion on a non-discretionary basis and operates internationally with advisers located across multiple countries.

Scott Keiber is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Level Four Advisory Services since 2021 and has a background that includes ownership of a virtual receptionist and virtual office business, as well as involvement with a nonprofit hospice foundation as Chair Emeritus. Keiber also operates a tax preparation service and facilitates structured settlement purchases through affiliated entities. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client mandates through model portfolios, wrap platforms, and unaffiliated sub-advisors.

David Wagner is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Active Investment Management, LLC, where he provided financial market signals to other registered investment advisors, dedicating approximately 80 hours per month to this activity. Portfolio Medics offers investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios using a range of investment strategies and vehicles.

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.

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.

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.

David Ciambella is a financial advisor with Capital Analysts in Orlando, FL, holding a Series 63 designation and over 30 years of industry experience. He has worked at Lincoln Investment since 2012 and at Lincoln Financial Advisors Corporation since 1998. Outside of advisory work, he serves on the board of the International Succession Planning Association and holds leadership roles related to business succession planning. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors, combining discretionary management by an internal Investment Management & Research team with non-discretionary services via advisors and third-party managers.

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 Certified Financial Planner™ (CFP®) with 10 years of industry experience. She is currently an advisor at Compound Planning, Inc., where she has worked since 2024. Her prior roles include positions at Empower Advisory Group, Personal Capital, and Morgan Stanley, encompassing both advisory and private bank services. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, turnkey asset management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process that incorporates a range of strategies from low-cost ETFs to professional options, supported by technology partnerships and automated monitoring.

Mohd Umer Alimohmed Khatri is an advisor at KCD Financial, Inc. with a Series 65 credential and one year of industry experience. He has previously worked at Guided Financial Advisors, IRS, and Clark University, and spent ten years at A.T. Khatri & Co. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and access to third-party management programs.

Daniel Emerson is a CFP® with 15 years of industry experience. He is currently an advisor at Elevation Point Wealth Partners, LLC, having joined in 2026. His prior experience includes roles at UBS Financial Services Inc. and Bank of America, N.A., as well as Merrill Lynch, Pierce, Fenner and Smith. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a range of portfolio management strategies, including separately managed accounts and model portfolios that blend strategic and tactical asset allocation across various investment vehicles.

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.