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.

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.

Nancy Hecht is a CFP® professional with 42 years of experience in financial advising. She has worked with Certified Advisory Corp since 1994 and has held positions at Transam Securities, Inc., Certified Insurance Corp, Maitland Securities, Inc., and Fortune Financial Services. Outside of her advisory role, she is also an insurance agent with Certified Insurance Group. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional portfolio management with digital advisory options and detailed plan-level consulting.

Adam Jones is a CFP® professional with 13 years of industry experience, currently serving at Certified Advisory Corp. His career includes roles at multiple financial services firms such as Fortune Financial Services and Pinnacle Insurance & Financial Services. He has been associated with Certified Advisory Corp since 2017. Certified Advisory Corp provides investment advisory and financial planning services to a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm offers tailored investment strategies and a comprehensive mix of services, including portfolio management, pension consulting, and tax preparation through affiliated CPAs.

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 Series 65-licensed advisor with Foundations Investment Advisors LLC, based in Orlando, FL. He has prior experience at Universal Wealth LLC, L3Harris Technologies, Cushman & Wakefield, and World Financial Group. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients through a network of nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

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 industry experience, currently serving at Kingswood Wealth Advisors, LLC. His prior experience includes roles at Edward Jones and Harbor Financial Services, LLC. Outside of financial advising, 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 high-net-worth individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with consulting and oversight services.

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.

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.

Joseph Bert is a CFP® certificant with 49 years of experience in financial advisory services. He has been with Certified Advisory Corp since 1991, holding multiple roles over the years, and also worked with Certified Financial Group, Inc. and Certified Insurance Corp. Joseph is based in Altamonte Springs, FL. Certified Advisory Corp serves a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers goal-driven, individualized investment advisory and financial planning services, combining traditional portfolio management with digital advisory platforms and detailed plan-level consulting.

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.