Jeffrey Woodward is a financial advisor at G. A. Repple & Company with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has been with the firm since 1991. In addition to his advisory role, he is also an insurance agent involved in fixed insurance sales. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporate clients. The firm employs various analytical approaches to portfolio construction and offers a range of programs including discretionary management, third-party asset managers, and Biblically-Responsible Investing models.

James Caufield is a financial advisor at Bison Wealth, LLC with a Series 65 designation and one year of industry experience. His work history includes roles at several firms such as API Financial Advisors, LLC, Back40 Financial, and Faith Financial Solutions. Bison Wealth serves high-net-worth individuals, family offices, retirement plans, corporations, trusts, and charitable organizations, offering portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm employs a blend of tactical and strategic allocations across liquid and private-market investments and includes alternative investment strategies and option-based overlays.

Anthony Dorval is a CFP® professional with 27 years of experience in the financial services industry. He has been with Moors & Cabot, Inc. since 2013. Outside of his advisory role, he works as an independent insurance agent specializing in disability, life, accident, and health insurance. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Jeffrey Kuchinsky is a CFP® professional with seven years of industry experience. He is currently with IPI Wealth Management, Inc. and previously worked at L.M. Kohn & Company and Proskauer Rose. Outside of his advisory role, he serves as president of the Sawyer Sound Homeowners Association and is involved in several non-investment-related business ventures, including mobile app development for co-parents and a boat tour rental company. IPI Wealth Management serves a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and utilizes an investment committee framework with quarterly reviews and collaboration with external managers.

Scott Perrone is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Advisory Services Network and has previously worked at Kovack Advisors, Capital Markets IQ, Partners Federal Credit Union, and LPL. Perrone also maintains a licensed insurance agent role outside of his advisory work. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of portfolio management and consulting services tailored to client objectives and risk tolerances.

Sammy Kudmani is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Private Client Services since 2003. Outside of his advisory role, Kudmani is a band leader for the Kudmani Family Band, performing as a hobby. Private Client Services is an SEC-registered, multi-team firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Edward Dover III is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been affiliated with SunTrust Advisory Services and SunTrust Investment Services since 2005. Moors & Cabot provides investment advisory and related services to a diverse client base including individuals, high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Peter Duggan is a financial advisor at Intellicents Investment Solutions Inc with two years of industry experience. He holds a Series 66 designation and previously worked at TRG Financial Advisors, Inc. and TRG Advisors, Inc. He is involved in assisting clients with investment policy reviews, diversified investment selection, and performance reporting through his association with TRG Advisors. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm employs a long-term, buy-and-hold investment approach with quarterly monitoring and offers both discretionary and non-discretionary portfolio management options, supported by a multi-office team managing approximately $9.92 billion in assets.

Michael Yuille is a financial advisor at Hoxton Wealth with a Series 65 designation and three years of industry experience. He holds multiple roles within the broader Hoxton network, including managing director at Northern Cross Wealth Management in South Africa and partner at Hoxton Capital Management FZE in Dubai. Hoxton Wealth provides personalized investment management and advisory services, primarily serving expatriates and clients with international pension assets. The firm focuses on non-discretionary, risk-based model portfolios using passive ETFs and blends, and offers specialized services such as pension transfer advice for UK pension holders.

Jared Price is a financial advisor at AdvisorNet Wealth Partners with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Realty Professionals, LLC and National Planning Corporation. In addition to his advisory role, he spends a portion of his time preparing tax returns and is active as a real estate broker. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement consulting to individuals, trusts, corporations, and qualified plans. The firm offers diversified portfolio construction using equities, fixed income, mutual funds, ETFs, and access to sub-advisors and internal models to meet client objectives.

Keith Svendby Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He has worked at LPL Financial since 2011 and has been associated with IHT Wealth Management LLC since 2019. His career also includes eight years at Independent Financial Partners. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Kaywan Ghazizadeh is a CFP® and Series 66 holder with 16 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2017, and has been affiliated with National Asset Management, Inc. since 2010. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm follows an academic-based, multi-asset class investment approach, emphasizing mutual funds and low-cost ETFs while also incorporating actively managed funds and alternative investments.

Daniel Abbott is a Series 65-licensed advisor with Hoxton Wealth, based in Orlando, FL, and has three years of industry experience. He has held various roles within Hoxton entities across the UK, Europe, the UAE, and the US since 2021. He also serves as Finance Director at Hoxton Capital Management FZE in Dubai. 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 advisory services for UK pension holders considering Self-Invested Personal Pensions (SIPPs).

Harry Stadelmayer is a CFP® professional with 39 years of industry experience, currently serving at Certified Advisory Corp. His career includes roles at Fortune Financial Services, Maitland Securities, Certified Insurance Corp, and Transam Securities. He has been involved with Certified Advisory Corp since 1995 and with Certified Insurance Corp since 1998. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment process and emphasizes plan-level services, participant education, and systematic reporting, combining traditional custodial arrangements with a digital advisory platform.

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.