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Ethan J

Series 65

Ocoee, FL

NorthCoast Asset Management LLC

Ethan Jones is a Series 65 licensed financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He has previously worked at Kovitz Investment Group Partners, GW&K Investment Management, Charles Schwab, the University of North Florida, and Flagler College. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional clients, and intermediaries. The firm employs a quantitatively based, systematic investment approach using proprietary models to govern portfolio construction and trading, offering a range of strategies including equity, fixed income, options overlays, and alternative interval funds.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments ESG / Sustainable investing Founder/Business Owner Executive Values-based investing
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Christopher T

CFP®, Series 63, Series 66

Altamonte Springs, FL

Certified Advisory Corp

Christopher Toadvine is a CFP® with 28 years of industry experience, currently serving as an advisor at Certified Advisory Corp since 2019. His prior roles include positions at Stonebridge Financial Planning Group, Triad Advisors LLC, EF Legacy Securities, LLC, and Edelman Financial Services LLC. He serves as a board member of the Financial Planning Association of Central Florida, where he provides pro-bono financial advice through an annual call-in program. Certified Advisory Corp offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, Modern Portfolio Theory, and automated rebalancing through platforms like Betterment, managing approximately $3.04 billion in discretionary assets.

General retirement planning Retirement withdrawal strategies Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired
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Jonathon B

Series 65

Orlando, FL

Hoxton Wealth

Jonathon Bithell is a financial advisor at Hoxton Wealth with a Series 65 credential and has been working in the industry since 2026. His prior experience includes roles at Family First Financial Services Limited and several Hoxton Wealth affiliates in the UK, as well as positions at Mattioli Woods, Schroders Personal Wealth, and St. James's Place. 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 blends, operating mainly on a non-discretionary basis, and serves a diverse international client base.

Passive / index investing Active portfolio management
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Justin S

CFP®, Series 63, Series 66

Altamonte Springs, FL

Certified Advisory Corp

Justin Spitler is a CFP® with 17 years of industry experience, currently serving as an advisor at Certified Advisory Corp. His prior work includes roles at Fortune Financial Services and Transam Securities, among others. He also supports another representative’s book of business as a para planner at Certified Advisory Corp. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that aligns client goals with risk tolerance and liquidity needs, offering discretionary portfolio management alongside services such as pension consulting and tax preparation provided through affiliated CPAs.

General retirement planning Retirement withdrawal strategies Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired
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Altug D

CFA®, Series 66

Winter Springs, FL

Madison Partners

Altug Dincturk is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He currently works at Madison Partners and has previously held roles at Schwab Wealth Advisory, Fidelity, and Guardian Life. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services for individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Retirement income strategy Active portfolio management Options & derivatives strategies Private / alternative investments Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Kristina L

Series 65

Orlando, FL

International Assets Investment Management, LLC

Kristina Leuzzi is a financial advisor at International Assets Investment Management, LLC with two years of industry experience. She holds a Series 65 credential and has been associated with International Assets Advisory, LLC and Winn Partners Financial Group since 2015. Outside of her advisory role, she works as a freelance editor. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and 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 engage third-party managers or wrap programs to implement strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Paul M

Series 65

Orlando, FL

Hoxton Wealth

Paul Molloy is a financial advisor with Hoxton Wealth, holding a Series 65 designation and four years of industry experience. He previously worked at St. James's Place Wealth Management from 2014 to 2021. He is also involved with Hoxton Capital Management FZE, which focuses on promoting financial investment opportunities in Dubai. Hoxton Wealth provides personalized investment management and advisory services, primarily serving expatriates and clients with international pension assets. The firm employs risk-based model portfolios using passive ETFs and actively managed funds, with an emphasis on non-discretionary management and regular portfolio reviews.

Passive / index investing Active portfolio management
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Gregory C

Series 66

Orlando, FL

ValMark Advisers, Inc.

Gregory Cahill II is a financial advisor at ValMark Advisers, Inc. in Orlando, FL, holding a Series 66 designation with five years of industry experience. Prior to joining ValMark Advisers and ValMark Securities in 2023, he worked at Lion Street Financial and has entrepreneurial experience as co-owner of an ice cream shoppe, DaKine Creamery LLC. He is also the managing director of NQ Fiduciary Services LLC, providing advisory services focused on life insurance. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors, offering diversified, goal-based investment management and financial planning services. The firm utilizes proprietary and third-party platforms, emphasizing multi-asset allocation primarily through mutual funds, ETFs, and approved managers, and provides various advisory and consulting services.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Richard F

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Richard Flecca is a financial advisor at International Assets Investment Management, LLC in Orlando, FL, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, LPL Financial, Ameriprise, Merrill, and Morgan Stanley Dw Inc. since 2000. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a network of independent adviser representatives. The firm emphasizes customized, long-term portfolio construction using a range of investment vehicles and offers both discretionary and non-discretionary management along with financial planning and retirement advisory services.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ravinder G

Series 65

Orlando, FL

Hoxton Wealth

Ravinder Gill is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 designation and has worked at multiple related Hoxton entities since 2019. His prior experience includes a year at deVere Group and four years at Reach. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm operates mainly on a non-discretionary basis, constructing risk-based model portfolios using passive ETFs and passive-active blends, with a focus on clients considering Self-Invested Personal Pensions (SIPPs).

Passive / index investing Active portfolio management
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Timothy M

Series 63, Series 65

Casselberry, FL

G. A. Repple & Company

Timothy Moyer is a financial advisor at G. A. Repple & Company with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Metlife Securities Inc, LPL Financial, and IFP Securities. Outside of his advisory work, he is involved as a Little League umpire and a musician. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and offers multiple investment programs, including wrap and non-wrap options and Biblically-Responsible Investing models.

Planning for children with special needs Divorce financial planning General retirement planning
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Michael S

Series 65

Orlando, FL

Hoxton Wealth

Michael Sappal is a Series 65-licensed financial advisor at Hoxton Wealth with one year of industry experience. He previously worked at Skybound Wealth Management, One Financial Planning Ltd, and Clydesdale Bank. 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, serving clients across multiple countries including the UK and UAE.

Passive / index investing Active portfolio management
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Ryan H

Series 65

Orlando, FL

Hoxton Wealth

Ryan Hudson is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 designation and has prior roles at Hoxton Capital Management FZE, PH Real Estate, and the University of Worcester. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets, using risk-based model portfolios that include passive ETFs and UCITs. The firm operates on a mostly non-discretionary basis and serves a broad international client base.

Passive / index investing Active portfolio management
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Stephen C

Series 63, Series 65

Winter Park, FL

A.G.P. / Alliance Global Partners

Stephen Colavito is a financial advisor with A.G.P. / Alliance Global Partners in Winter Park, FL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Oppenheimer, Barclays Capital, Deutsche Bank Securities, and J.P. Morgan Securities. Outside of his advisory work, Mr. Colavito consults with Enverra Partners and serves as a council member at Gerson Lehrman Group, both non-investment-related consulting roles. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing, offers discretionary and non-discretionary portfolio management, and manages pooled vehicles alongside active brokerage and financial product distribution.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Dillon L

CFP®

Altamonte Springs, FL

Certified Advisory Corp

Dillon Little is a CFP® professional with four years of experience at Certified Advisory Corp. His background includes roles at The Car Park and involvement with the Ponce De Leon Inlet Lighthouse Preservation Association. He has also worked in education at the University of South Florida and Spruce Creek High School. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, and charitable organizations. The firm employs an individualized, goal-driven investment process and emphasizes plan-level consulting, participant education, and systematic reporting, utilizing both traditional custodians and the Betterment for Advisors platform.

General retirement planning Retirement withdrawal strategies Tax-loss harvesting Cash flow / budgeting Founder/Business Owner Retired
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Michael S

Series 63, Series 65

Orlando, FL

International Assets Investment Management, LLC

Michael Spartz is a financial advisor at International Assets Investment Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Moors & Cabot, Ameriprise Financial Services, Wells Fargo Clearing, and Merrill. Outside of his advisory role, Spartz serves as board secretary and treasurer for the Community Foundation of South Lake County. 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 various securities and may utilize third-party managers and wrap programs as part of its investment approach.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Matthew L

Series 66

Orlando, FL

International Assets Investment Management, LLC

Matthew Lampman is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with International Assets Investment Management, LLC and has held roles at Primus Financial Services, Global Assets Advisory, and Tactical Investment Strategies. Lampman is also the owner of Lampman Ventures LLC, an entity used for tax and organizational purposes. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities. The firm delivers customized, long-term portfolio management and financial planning through a national network of independent advisers, utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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William G

Series 65

Orlando, FL

Hoxton Wealth

William Gray is a Series 65-licensed advisor at Hoxton Wealth with one year of industry experience. His prior roles include positions at Hoxton Consulting Co Ltd in Vietnam and Infinity Financial Solutions Ltd. He is involved in wealth planning and investment advisory activities with Hoxton Wealth entities in Vietnam and the UK. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients, focusing on expatriates and those with international pension assets. The firm emphasizes risk-based model portfolios and operates mainly on a non-discretionary basis.

Passive / index investing Active portfolio management
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Ily N

Series 66

Orlando, FL

International Assets Investment Management, LLC

Ily Nolen is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at JMG Financial Group, HN Wealth Management, Cambridge Investment Research Inc., and J.W. Cole Advisors. He is based in Orlando, FL. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s advisors generally pursue customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, while also offering access to third-party money managers and retirement plan advisory services.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Adam T

ChFC®, Series 63, Series 65

Mt. Dora, FL

Virtue Capital Management, LLC

Adam Thielen III is a financial advisor at Virtue Capital Management, LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Virtue Capital in 2020, he worked at LPL Financial and Invest Financial Corporation, and he has operated his own insurance agency since 2000. Virtue Capital Management, LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a multi-team model and uses tactical, strategic, and dynamic investment approaches, combining portfolio management, financial planning, and consulting services.

Retirement income strategy Social Security optimization Wealth management Tax-loss harvesting Business succession planning Founder/Business Owner Executive
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