Arthur Glenn is a financial advisor with Wealth Watch Advisors, INC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes positions at Financial & Tax Architects, Inc. and Allegiant Asset Management, L.L.C., where he spent over a decade. In addition to his advisory role, he operates Artie Glenn Insurance as a sole proprietor, offering fixed annuities. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach implemented through approved sub-advisors and SAM programs, focusing on mutual funds, ETFs, and select option strategies.

Alexander Fullerton is a financial advisor at International Assets Investment Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, NewEdge Advisors, and Ameriprise. His background also includes experience at Drummond Brothers LLC and City National Bank. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, fixed income, and may utilize third-party managers and wrap programs.

Liliana Delara is a financial advisor at Royal Fund Management, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Royal Fund Management since 2014. Outside of her advisory role, she assists individuals with retirement planning and offers estate planning solutions, as well as providing administrative support and translation services. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies guided by client-specific Investment Policy Statements and provides services including third-party money manager recommendations and options-writing overlays.

Francis Simms is a financial advisor at NorthCoast Asset Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Kovitz Investment Group Partners, Connectus Wealth, Quasar Distributors, and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process utilizing proprietary models and offers a range of strategies including equity, fixed income, options-defined outcome, and alternative interval funds.

Edwin Salazar is a financial advisor at A.G.P. / Alliance Global Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allgen Financial Services, Inc. from 2010 to 2023. Outside of his advisory role, he creates non-financial content focused on self-improvement and goal-setting for men aged 18 to 60. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other entities, with a focus on portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and provides a range of investment strategies including separately managed accounts and third-party manager programs.

Lloyd Simpson is a financial advisor at Hoxton Wealth with Series 65 credentials. He has held various roles within the Hoxton group since 2024 and previously worked at GSB Capital and Devere Group. Lloyd is based in Orlando, FL. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets, focusing on risk-based model portfolios and pension transfer advisory services for UK pension holders.

Michael Tannenbaum is a financial advisor at Archer Investment Corporation with 13 years of industry experience. He holds a Series 65 designation and has been with Archer since 2012. In addition to his advisory role, he is the owner and managing member of Frutchey Tannenbaum, LLC, a CPA firm. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm also supports a multi-branch independent-contractor model, with a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and options.

Daniel Thornton is a financial advisor at Good Life Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Good Life Financial Advisors of Orlando. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, with an investment process that integrates fundamental, technical, and cyclical analysis.

Dolores Rodriguez is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. She holds a Series 66 designation and has been with Insigneo Advisory Services and its affiliated broker-dealer since 2020. Prior to that, she was self-employed for five years. Outside of her advisory role, Rodriguez serves as director, president, and owner of Vera Vita Inc., a non-investment related pass-through entity. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients with a focus on discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios and individualized advisor portfolio construction, incorporating global asset classes and emerging-market exposures.

Tom Streader is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 credential and has held client relationship management roles at associate firms including Hoxton Capital Management (Europe) Ltd. and Hoxton H CAP (Middle East). Outside of his advisory work, he is involved in promoting investment adviser opportunities across these affiliated firms. 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 that utilize passive ETFs and passive-active blends, serving a globally distributed client base.

David Westmoreland is a Series 65-licensed advisor at G. A. Repple & Company with one year of industry experience. Prior to joining the firm, he spent 24 years with Cru. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to develop individualized portfolios and offers multiple investment programs, including Biblically-Responsible Investing.

Luke Bennett is a financial advisor with Hoxton Wealth, holding a Series 65 credential and five years of industry experience. He has worked with various Hoxton entities since 2020 and previously spent two years at Devere Group and nine years self-employed. Bennett is involved with Hoxton Capital Management FZE, a financial services firm in Dubai focused on promoting investment opportunities. Hoxton Wealth provides personalized investment management and advisory services primarily to individual clients, including expatriates and those with international pension assets. The firm focuses on risk-based model portfolios using passive ETFs and blends, operating mainly on a non-discretionary basis with a multinational advisory team.

Charles Whitebread is a Series 65-credentialed financial advisor with one year of industry experience. He is currently affiliated with Hoxton Wealth and has held roles at multiple Hoxton entities in Europe, the UK, and the UAE since 2020. Prior to his advisory career, he worked in the ergonomics and sports logistics industries. 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, with specialized pension transfer advisory services for UK pension holders.

Stephen Meikle is a financial advisor with Calton & Associates, Inc., holding a Series 66 designation and 18 years of industry experience. He previously worked at International Assets Advisory LLC from 2009 to 2018 before joining Calton & Associates in 2018. In addition to his advisory role, he operates under the brand Investia Financial Services, focusing on client education and relationship development. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management options tailored to client goals and risk tolerance.

Michael Armstrong is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with OnePoint BFG Wealth Partners and has previously held roles at Northwestern Mutual Wealth Management Company and its affiliated entities over a 20-year period. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a range of portfolio management strategies using third-party managers, proprietary models, and technology-integrated operational support.

Nicholas Sersun is a CFP® with five years of experience in financial advisory. He is currently with OnePoint BFG Wealth Partners and has prior experience at Northwestern Mutual Wealth Management Company and related entities. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of investment models and third-party platforms tailored to client-specific objectives and integrates technology and operational outsourcing into its service approach.

Luke Ober is an advisor at KCD Financial, Inc. based in Orlando, FL. He holds a Series 66 credential and has approximately one year of industry experience. His prior work includes roles at Universal Studios Orlando, Guided Financial Advisors, The Walt Disney Company, FedEx, and Indiana Wesleyan University. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and access to third-party management programs, tailoring recommendations to clients' goals and risk tolerances.

Andres Zambrano is a financial advisor at Regal Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Bankers Life Advisory Services, Inc. and Bankers Life & Casualty, Inc., and served six years in the United States Air Force. Outside of advising, he provides insurance services as a licensed insurance agent. Regal Investment Advisors LLC offers discretionary investment management services primarily through independent advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm employs a range of proprietary and third-party model portfolios, with advisers selecting and overseeing allocations while Regal manages implementation and rebalancing.

Garrett Smoke is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Advisors since 2022, previously working at B. Riley Wealth Management since 2010. Outside of his advisory role, he is involved in health and supplemental insurance sales and engages in personal real estate investing activities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets through around 274 advisors. The firm offers a wide range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Taran Burrell is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and beginning his industry career in 2023. Prior to joining Navy Federal Investment Services, he was associated with Navy Federal Financial Group and Navy Federal Credit Union. His background also includes experience at the University of Central Florida. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union alongside individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm uses third-party portfolio managers accessed via the Envestnet platform and offers a range of services including model-driven asset allocation, unified managed accounts, and a Private Wealth Consulting program for higher-net-worth clients.