James Stokes is a CFP®-designated financial advisor with Madison Avenue Securities, LLC in Orlando, FL, bringing 39 years of industry experience. He has been affiliated with Madison Avenue Securities since 2006 and has also led JAS Financial Group, Inc. DBA Stokes Wealth since 2009. Outside of his advisory work, he owns a family cattle and timber operation called Bar Snake Farms. 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 financial planning services through multiple platforms and strategies.

Teresa Payment is a financial advisor at OnePoint BFG Wealth Partners with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and Northwestern Mutual Wealth Management Company. Teresa is based in Winter Park, FL. 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 combination of proprietary models and third-party managers to tailor investment solutions aligned with client-specific objectives and risk tolerances.

Francesco Morabito is a financial advisor at Hoxton Wealth in Orlando, FL, holding a Series 65 designation with four years of industry experience. He has worked with several entities within the Hoxton group, including Hoxton Capital Management FZE and Hoxton Capital Marketing Management LLC. Outside of advisory roles, he dedicates time to promoting financial investment opportunities through Hoxton Capital Management FZE in Dubai. 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 active-passive blends, operating largely on a non-discretionary basis with a global client base.

Callum Mc Kinney is a financial advisor at Hoxton Wealth with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including Brite Advisors, deVere Group, and Lloyds Banking Group. Outside of his advisory role, he is a Business Development Associate at H Capital Financial Products Promotion LLC, focusing on identifying and pursuing new client opportunities globally. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm offers model-based portfolio construction and pension transfer advisory services, operating mainly on a non-discretionary basis with a focus on risk-based, passive, and passive-active blended portfolios.

Jorge Villacorta is a financial advisor at StoneX Advisors Inc. with two years of industry experience. He holds a Series 66 designation and has worked at several related firms including StoneX International Securities Inc. and R.J. O'Brien Securities LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm offers a variety of investment approaches through independent advisors and an in-house Private Client Group, utilizing a range of model-based solutions and third-party money managers.

Darin Orth is a financial advisor at Moors & Cabot, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. Prior to his financial services career, he was employed at Specialty Auto Sales and Service and Fox Valley Technical College. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting services, with an investment approach that includes asset allocation, fundamental and technical analysis, and quantitative techniques tailored to client objectives and risk tolerances.

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.

Jeffrey Winn is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with International Assets Investment Management since 2016 and with Global Assets Advisory, LLC since 2019. Winn serves as CEO and President of Winn Partners Financial Group and is an advisory board member for Stansberry Asset Management. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s national network of independent advisers offers customized portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers to implement client strategies.

Jeffrey Czurak is a CFP® with 29 years of industry experience. He is currently with Advisory Services Network, where he has worked since 2025. His prior roles include positions at Professional Investment Advisory Services, Fidelity, and Haysley Financial Services. He is also licensed as an insurance agent for life insurance and annuities. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through independent adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing diversified investment strategies and flexible engagement options.

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 financial advisor at Hoxton Wealth with six years of industry experience. He holds a Series 65 designation and has worked with several related entities within the Hoxton group, including Hoxton Capital Management and Hoxton Wealth USA LLC. Outside of his advisory roles, Brookes is the majority owner and director of Station Management Services, LTD, a UAE-based firm providing management and training services to third-party companies. Hoxton Wealth offers personalized investment management and advisory services primarily to expatriates and clients with international pension assets, focusing on model-based portfolio construction and pension transfer advisory services. The firm manages approximately $1.15 billion on a non-discretionary basis and operates internationally with advisers located across multiple countries.

Scott Keiber is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Level Four Advisory Services since 2021 and has a background that includes ownership of a virtual receptionist and virtual office business, as well as involvement with a nonprofit hospice foundation as Chair Emeritus. Keiber also operates a tax preparation service and facilitates structured settlement purchases through affiliated entities. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client mandates through model portfolios, wrap platforms, and unaffiliated sub-advisors.

David Wagner is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Active Investment Management, LLC, where he provided financial market signals to other registered investment advisors, dedicating approximately 80 hours per month to this activity. Portfolio Medics offers investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios using a range of investment strategies and vehicles.

Paul Sterzinger is a CFP® professional with 18 years of experience in financial advising. He is currently with Kingswood Wealth Advisors, LLC and Kingswood Capital Partners since 2024. Prior to that, he worked at Harbor Financial Services, Level Four Advisory Services, LPL Financial, and Edward Jones. Outside of finance, 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 individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, ERISA plan advisory, and consulting services through a multi-team platform that integrates insurance-linked accounts and uses both affiliated and unaffiliated third-party managers.

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.