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.

Sean Price is a financial advisor with B. Riley Wealth Advisors, Inc. in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corporation, and Gilman + Ciocia, Inc. He also serves as president of Price Tax Advisory LLC, providing tax preparation services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm offers a broad range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both firm-sponsored and third-party sub-advisers.

Wadea Alabdi is a financial advisor at Hoxton Wealth with a Series 65 designation and one year of industry experience. He has held advisory roles at Hoxton Capital Management in both the UK and Europe since 2023 and previously worked at Brite Advisors and Devere Acuma. Alabdi’s professional background also includes a three-year tenure at the University of Essex. 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 using passive ETFs and passive-active blends, with a significant portion of its client base located internationally, including in the UK and United Arab Emirates.

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 has concurrently engaged in several business activities throughout her career. 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 offers a range of portfolio management and consulting services, utilizing a blend of third-party managers, proprietary models, and technology to support its investment approach.

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 a Series 65 designation and approximately three years of industry experience through various roles since 2022. His prior work includes positions at Brite Advisors, deVere Group, and Lloyds Banking Group. He is also involved in business development with H Capital Financial Products Promotion LLC in Dubai. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm offers risk-based model portfolios on a non-discretionary basis and specializes in UK pension transfers and Self-Invested Personal Pensions (SIPPs).

Jorge Villacorta is a Series 66 licensed financial advisor with StoneX Advisors Inc. in Winter Park, FL, bringing two years of industry experience. His prior roles include positions at The Benchmark Company LLC and R.J. O'Brien Securities LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various portfolio implementation platforms and offers a range of investment strategies, including proprietary models and third-party money managers.

Darin Orth is a financial advisor at Moors & Cabot, Inc. with five years of industry experience. He has previously worked at Mass Mutual Investors Services and Massmutual Life Insurance Co. Prior to his finance career, he was employed in automotive sales and technical education. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers both discretionary and non-discretionary portfolio management, fee-based financial planning, and limited consulting engagements.

Kyler Reinhold is a financial advisor with Eversource Wealth Advisors, LLC holding a Series 65 credential and beginning his industry career in 2025. Prior to joining Eversource, he served multiple terms in the U.S. Navy. Eversource Wealth Advisors provides wealth management, portfolio management, and financial planning services to a diverse client base including high-net-worth individuals, families, estates, trusts, and institutional relationships. The firm supports other advisory firms through turnkey solutions and manages a range of investment programs including private market access and outsourced CIO services for larger accounts.

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.

Richard Gailey is a CFP® and ChFC® with 34 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2015. He is also the owner and sole proprietor of Money Concepts, a financial services and insurance business. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm supports both in-house portfolio management and third-party manager platforms, managing a majority of assets on a non-discretionary basis.