Zeeshaan Qayyum is a financial advisor at Hoxton Wealth with a Series 65 designation and over eight years of experience across multiple firms in the financial services industry, including M&G Wealth and AFH Wealth Management. He is currently based in Orlando, FL. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients, focusing on expatriates and holders of international pension assets. The firm offers risk-based, model portfolio construction using passive ETFs and passive-active blends, operating mainly on a non-discretionary basis.

Todd Labellman is a financial advisor at Madison Avenue Securities, LLC with 12 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. Prior to his current role, he has been associated with Anders & Anders Financial Group, Inc. since 2016. Outside of his advisory work, he owns and manages Labelle Fur Co., a retail outerwear business. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting and support for charitable institutions. The firm offers both discretionary and non-discretionary portfolio management through various advisor-managed and third-party models.

Shawnalee Woods is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 11 years of industry experience. She has been with International Assets Advisory since 2012. Outside of her advisory role, she co-owns Caveman Concepts, a company specializing in website design and marketing, where she handles bookkeeping. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized portfolio management, financial planning, and access to third-party manager programs, employing a long-term investment approach that includes mutual funds, ETFs, equities, fixed income, and various strategies tailored to client objectives.

Stiven Olarte is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked with D.H. Hill Advisors, Inc., D.H. Hill Insurance Services, Inc., and D.H. Hill Securities, LLLP. Olarte is also the owner of Olarte Wealth Management and Olarte Financial Services, providing investment advisory and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach supported by fundamental, technical, and cyclical portfolio analysis.

Shane Higgins is a CFP® professional with 13 years of experience in the financial services industry. He currently works at Apella Wealth and has previously been employed at firms including David Vaughan Investments, Schwab Wealth Advisory, Charles Schwab & Co., TD Ameritrade, and Merrill. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance company clients. The firm uses a model-driven, quantitative approach to investment management and offers a range of services, including discretionary and non-discretionary management, separately managed accounts, held-away portfolio advice, and an automated advisory option.

Cary Carbonaro is a CFP® and Series 65 licensed advisor with 24 years of industry experience, currently affiliated with Ashton Thomas Private Wealth. Her prior roles include positions at Advisors Capital Management and United Capital Financial Advisers. Outside of advisory work, she is an author and professional speaker through Money Queen LLC, serves on the Cortland College Foundation Board, and is a member of advisory councils for NASDAQ and the CFP Board. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, independent managers, and sub-advisers, and incorporates strategies such as options and selective cryptocurrency exposure.

Scott Peelen is a ChFC® credentialed financial advisor with over 34 years of industry experience. He is currently with ValMark Advisers, Inc. and ValMark Securities, Inc., having joined in 2024. His prior experience includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and he has been a principal at Moreno Peelen Partners LLC since 2015. Peelen also owns MPC Wealth, an LLC providing financial services and health and mutual fund business operations. ValMark Advisers, Inc. offers investment advisory and financial planning services to a wide range of clients, including individual investors, retirement plan sponsors, and institutional entities. The firm employs a diversified, goal-based investment approach using proprietary and third-party platforms, with oversight by an investment committee and integration of specialized manager programs and ETF portfolios.

Richard Weiss is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 designations and possessing 28 years of industry experience. His prior firms include Primus Financial Services, LLC, Global Assets Advisory, LLC, Cantella & Co., Inc., Investors Capital Corp., and Ameriprise. 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 emphasizes customized, long-term portfolio construction using mutual funds, ETFs, individual equities, fixed income, and may implement strategies via third-party managers or wrap programs.

Avi Shah is a financial advisor at Hoxton Wealth with five years of industry experience. He holds a Series 65 credential and has worked with several entities within the Hoxton group as well as the deVere Group. His current roles include positions at Hoxton Capital Management (Europe) Ltd. and Hoxton Wealth (UK) Ltd. 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 constructed using passive ETFs and blends, operating mainly on a non-discretionary basis.

Loyd Rawls is a financial advisor with Capital Analysts in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been associated with Capital Analysts since 2006 and has worked with Lincoln Investment and Lincoln Financial Advisors Corporation for extended periods. Outside of his advisory role, Rawls is involved in business succession planning and serves as chairman and succession planner for The Rawls Company and related entities, as well as a member of the board for the International Succession Planning Association. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, customized advisor-managed portfolios, and retirement-plan advice through a nationwide network of independent advisors, leveraging both discretionary in-house management and third-party managers.

Kevin Forbush is a financial advisor at Larson Financial Group, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lion Street Financial, Cantella & Co., IHT Wealth Management LLC, and Lion Street Advisors. Outside of finance, he is the managing principal and sole owner of Forbush Legal, PLLC, a law practice he has operated since 1996. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs, employing strategic and tactical approaches alongside AI-assisted tools, and offers a range of affiliated services including broker-dealer, commercial real estate, and private equity activities.

Harrison Gunn is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining International Assets Investment Management, he worked at Lockheed Martin and the University of Central Florida. 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 offers customized, long-term portfolio management utilizing mutual funds, ETFs, individual equities, and fixed income, with strategies that may include options hedges, rebalancing, and third-party manager programs.

Marla Isidro is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 registrations and bringing 19 years of industry experience. She previously worked at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of her advisory role, she owns and oversees several businesses focused on insurance, health plans, and document preparation services, including AgencyFi LLC and Amies Corporation. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs model-based investment strategies that incorporate proprietary and third-party sub-advisers across a range of asset classes and offers both traditional advisory programs and accredited-investor private placement opportunities.

Justin Gerow is a financial advisor at International Assets Investment Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Primerica Advisors and LPL Financial. 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 advisors. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may utilize third-party money managers and wrap programs.

Angel Curbelo Jr. is a financial advisor with Vanderbilt Advisory Services in Orlando, FL, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill before joining Vanderbilt in 2025. Curbelo also owns and operates Curbelo Wealth Management Group LLC, which supports his advisory practice through marketing and administrative functions. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using a combination of fundamental, technical, and charting analysis tailored to client objectives, with integrated retirement-plan and benefits services.

Bryant Carpenter is a CFP® with 14 years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners since 2025. His prior experience includes roles at Raymond James and Associates, Inc., and CNL Securities. SageSpring Wealth Partners serves a diverse client base ranging from non‑high-net-worth individuals to institutional and plan sponsor clients. The firm provides discretionary investment management, financial planning, and retirement consulting, utilizing tailored portfolios that incorporate various asset types and leveraging both fundamental and technical analysis.

Timothy Harper is a financial advisor with Zacks Investment Management, Inc. He holds Series 66 and Series 63 licenses and has 25 years of industry experience. His prior work includes roles at Ameriprise Advisor Services, Inc., LBMZ Securities, Inc., and J.J.B. Hilliard, W.L. Lyons, LLC. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, managing a range of strategies including all-cap core, dividend, quantitative, and long/short approaches. The firm combines proprietary quantitative models with qualitative portfolio management and offers retail wealth management, alternative investments, and model portfolios across various platforms.

Edil Llanos II is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Gradient Securities, LLC and has previously worked at Fidelity Investments and SunTrust Advisory Services. Outside his advisory role, he owns Monopolize Financial Wealth, a business that sells insurance products, and OCL Ventures, LLC, which is involved in real estate and party supplies rental. Gradient Securities, LLC operates as a multi-team firm providing financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement plan advisory services to individuals, pension plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment approach that combines fundamental, technical, and cyclical analysis, often utilizing third-party managers while maintaining client approval for trades.

Kelly Connelly is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Good Life Advisors and LPL Financial since 2018 and was previously with Ameriprise Financial Services from 2015 to 2018. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm emphasizes tailored advice supported by independent research and a team approach, offering a range of portfolio management options and educational seminars.

Lisa Samuels is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Securian Financial Services Inc., Evershore Financial Services Inc., and Minnesota Life. Outside of her advisory work, she is active in marine industry organizations in South Florida and serves as president of Riclin Holdings, Inc. 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 focuses on customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and may implement strategies via third-party managers or wrap programs.