Adam Sinoff is a financial advisor at OnePoint BFG Wealth Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Wealth Management Company and Northwestern Mutual Investment Services LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a range of portfolio management strategies and integrates technology and operational outsourcing to support its service model.

Courtnie Gray is a financial advisor at Good Life Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Good Life Advisors since 2014. Prior to that, she worked at LPL Financial starting in 2012. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to tailor advice and continuously supervise accounts, offering access to a variety of programmatic solutions and educational resources.

Lewis Smith is a Series 65-licensed financial advisor with Hoxton Wealth, based in Orlando, FL, and has one year of industry experience. He has prior experience at several related Hoxton entities in the UK, UAE, and the US, focusing on wealth planning and advisory services, particularly for clients in the United Arab Emirates. Outside of his advisory role, he has a varied work background including positions at Astute Private Wealth and St James Place, as well as experience in the food service and real estate sectors. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm emphasizes risk-based, model-driven portfolio construction, focusing on non-discretionary management using passive ETFs and blended funds, with a distinctive international client base across multiple countries.

Jacobo Leon Giraldez is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. He has held roles at several firms including International Assets Advisory, LLC and Oripoto Capital, LLC. Outside of his advisory work, Giraldez has experience with educational and entrepreneurial ventures through LT Academy and Pro 42 eSports. 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 utilize customized, long-term portfolio strategies involving mutual funds, ETFs, equities, and fixed income, serving clients through a national network of independent representatives.

George Walters III is a financial advisor at International Assets Investment Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with International Assets Advisory, LLC since 2011. Walters serves as a board member of the Melbourne Beach Police Pension Fund and is a volunteer firefighter and treasurer for the Melbourne Beach Volunteer Fire Department. 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 engage third-party managers and wrap programs to meet client objectives.

Roman Inochovsky is a financial advisor at Calton & Associates, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, Modern Capital Advisors, IP Financial Advisory Services, LLC, and Regal Investment Advisors. Outside of his advisory role, he serves as an Honorary Consul for the Czech Republic and is a book-selling author. 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 uses a range of analytic approaches, combining commissionable brokerage and insurance products with advisory services.

Meagan Kim is a CFP® professional with 12 years of experience in the financial services industry. She has worked with Navy Federal Investment Services, LLC and its affiliated entities since 2014. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm employs third-party portfolio managers on the Envestnet platform and maintains a dual registration as an SEC investment adviser and broker-dealer.

Marius Anuzis is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Madison Avenue Securities and Stokes Wealth since 2020, with prior roles at Bank of America and Merrill. Anuzis serves as the executive director of the Next Generations Project, an educational foundation focused on Holocaust remembrance, and is the president of the Michigan State University Alumni Association Board. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and consulting services for pension, college savings, and charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients through multiple advisory platforms and diversified investment strategies.

Joel Hall is a financial advisor at SageSpring Wealth Partners with six years of industry experience. He holds the Series 66 and Series 63 licenses. His prior roles include positions at Raymond James & Associates, National Christian Foundation Orlando, and CNL Securities Corp. SageSpring Wealth Partners serves a diverse client base that includes individual households and various institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services, utilizing tailored portfolios that may include a wide range of asset types and leveraging both fundamental and technical analysis as part of its investment process.

Jacob Godfrey is a financial advisor with International Assets Investment Management, LLC, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked at several firms including Concourse Financial Group Securities and operated under the dba Hamilton Paul Group and Security Financial Management. Godfrey is also a supervisor at International Assets Investment Management. 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 construction using mutual funds, ETFs, equities, and fixed income, and may employ third-party money managers and wrap programs as part of its service offerings.

Oscar Bugeja is a financial advisor with Hoxton Wealth, holding a Series 65 license and two years of industry experience. He has worked with various entities affiliated with Hoxton, including Hoxton Capital Management and Hoxton Wealth USA, and has experience in providing financial advice, analyzing data, and managing client portfolios. Hoxton Wealth offers personalized investment management and advisory services, primarily serving 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 with an international client base.

Kevin Smith is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Virtue Capital Management, Omni Financial Services, Minnesota Life, and KMS Wealth Management, where he also serves as president overseeing financial education workshops. Additionally, he is involved with College Aid Pro, assisting families in managing college costs, and is a managing partner at Life Insurance Settlements, Inc., which helps clients explore life settlement options. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm utilizes a fund-of-funds investment approach primarily through ETFs and mutual funds, supported by a managed account platform and technology-driven operational services for advisers.

Christina Frattura is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked with Manulife Asset Management (US) LLC and John Hancock entities since 2011. Outside of her advisory role, she is also employed as a travel agent specializing in Disney World vacations. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to deliver written recommendations, with implementation decisions made by clients.

Thomas Faulkner is a financial advisor with Capital Analysts in Orlando, FL, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with The Rawls Group and Lincoln Investment alongside his role at Capital Analysts. Faulkner serves on the board of the International Succession Planning Association and is involved in business succession planning through his partnership at The Rawls Group. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through a range of programs. The firm’s investment approach includes proprietary model portfolios managed by an in-house team, with advisors offering customized client solutions and access to third-party managers.

Gurpreet Khalsa is a financial advisor with Mariner Independent in Orlando, FL, holding a Series 66 designation and 19 years of industry experience. Prior to joining Mariner, Khalsa worked at Morgan Stanley in various capacities from 2009 to 2020. He is a board member of the Central Florida Foundation and serves on the City of Orlando's City Venues Oversight Committee. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and integrated retirement plan services supported by institutional resources and affiliated entities.

Bryan Repple is a financial advisor with G. A. Repple & Company in Casselberry, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with G. A. Repple & Company since 1998. Outside of his advisory role, he is involved in insurance sales through his own firm, Bryan Repple LLC, and operates a financial planning business, Repple Wealth Group. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and offers various account options, including a Biblically-Responsible Investing model.

Michael Marini is a financial advisor with Kovack Advisors, Inc. in Altamonte Springs, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Kovack Advisors since 2012 and has worked with Kovack Securities and his own practice, M. J. Marini, for over two decades. Outside of his advisory work, Marini coaches golf for children ages 7 to 9 through First Tee Central Florida and designs personalized golf club labels with his venture, Golf Blab. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, alongside third-party asset manager recommendations and financial planning services.

Donald Gunn Jr. is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with International Assets Investment Management since 2022 and also serves as CEO and a partial owner of Rockport Global, LLC, a business affiliated with International Assets Advisory. 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 advisers. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may implement strategies via third-party managers or wrap programs.

Joshua Chase is a financial advisor at Good Life Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at LPL Financial, B. Riley Wealth Advisors, B. Riley Wealth Management, Kingsview Asset Management, and Kingsview Financial. Outside of his advisory role, he participates in a Nielsen Rating Household survey. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to align asset allocation with clients’ objectives and risk tolerances, offering discretionary and non-discretionary portfolio management as well as educational seminars and access to third-party programs.

Zachary Moore is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Orlando, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and various JPMorgan entities. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using model portfolios and integrates advisory services with multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.