Roman Inochovsky is a financial advisor with Calton & Associates, Inc. in Maitland, FL, holding a Series 66 designation and 12 years of industry experience. His prior firms include Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and Modern Capital Advisors, among others. Outside his advisory role, he serves as an Honorary Consul for the Czech Republic and is a book-selling author. Calton & Associates is a registered investment adviser and broker-dealer that serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and businesses. The firm offers fee-based portfolio management and financial planning, sponsors wrap fee programs, and employs a combination of analytical approaches while providing access to third-party money managers and model portfolios.

Maria Wagner is a financial advisor at Portfolio Medics, LLC with a Series 65 designation and one year of industry experience. She previously worked at Crowe from 2012 to 2019 before retiring for six years. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a combination of strategic and tactical approaches across various model portfolios and strategies.

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 with Sagespring Wealth Partners in Winter Park, FL. He holds Series 66 and Series 63 credentials and has six years of industry experience. 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, institutional clients, and plan sponsors. The firm offers tailored investment management, financial planning, and retirement plan consulting, utilizing a variety of investment vehicles and a combination of fundamental and technical analysis.

Jacob Godfrey is a financial advisor at International Assets Investment Management, LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Concourse Financial Group Securities and Waddell & Reed. 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 investment adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may incorporate options hedges and third-party money managers as part of its strategies.

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 ChFC® credentialed financial advisor with 24 years of industry experience. He is currently with Simplicity Wealth and has previously worked at Virtue Capital Management, Omni Financial Services, Minnesota Life, and KMS Wealth Management. In addition to his advisory role, he is involved with College Aid Pro, assisting families and students in managing college costs, and serves as managing partner of Life Insurance Settlements, Inc. Simplicity Wealth provides advisory services to a diverse client base, including individual and high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring, tax optimization overlays, and third-party manager due diligence, alongside technology and operational support for advisers.

John Miller is a CFP®-designated financial advisor with 15 years of industry experience. He currently serves as an advisor at International Assets Investment Management, LLC and Global Assets Advisory, LLC. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley. Miller also serves as a volunteer board trustee for the Atlantic Beach Police Pension. 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 advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing various investment vehicles and strategies tailored to client objectives.

David Weinberger is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has held roles at several related firms, including Primus Financial Services, LLC, Global Assets Advisory, LLC, and Tactical Investment Strategies LLC. Outside of advisory work, Weinberger is the owner and president of Weinberger Consultants, Inc., a consulting firm focused on tax and organizational matters, and also owns a travel agency. 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 investment adviser representatives. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and employs discretionary and non-discretionary management along with financial planning and third-party manager programs.

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 been associated with The Rawls Group since 2002 and Lincoln Investment since 2012. Faulkner serves on the board of the International Succession Planning Association and works as a business succession planner with The Rawls Group. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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.

Michael Marini is a financial advisor with Kovack Advisors, Inc. in Altamonte Springs, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Kovack Advisors since 2012 and with Kovack Securities since 2003, also operating his own advisory practice since 1997. Outside of advisory work, he coaches golf for children aged 7 to 9 and is involved in ventures related to golf marketing and personalized golf club labels. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, employing both proprietary and third-party investment models supported by an Envestnet workflow.

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.

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.

Richard Fulton is a financial advisor with International Assets Investment Management, LLC in Orlando, FL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with International Assets Advisory, LLC since 2016 and is the founder and sole owner of Seaside Wealth Management, LLC. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers and wrap programs.

Todd Shipley is a financial advisor at AlphaStar Capital Management in Orlando, FL, holding a Series 65 designation. He has experience working with multiple firms including Summit Wealth Consulting and Alyst Advisors Group, as well as a background as an Independent Insurance Agent. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and third-party tools, managing approximately $2.5 billion in assets with a team of around 135 advisors.

Riley Nelsen is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with SageSpring Wealth Partners and has prior work history at Raymond James Financial Services, Inc., Southwestern Investment Group, Money Management Concepts, and experience at Samford University. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors, providing discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with an institutional client mix and offers a range of strategies including individual securities, alternatives, and third-party manager programs.

Kyle Jackson is a financial advisor at SageSpring Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining SageSpring, he held roles in education at Christ Church Episcopal School, The First Academy, and Franklin Road Academy. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets, serving individual and institutional clients including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach and leveraging relationships with third-party managers and technology platforms.

Aaron Stevenson is a financial advisor at Hoxton Wealth with a Series 65 credential and one year of industry experience. He has worked at multiple Hoxton entities since 2023 and previously held roles at Brite Advisors and deVere Group. Stevenson also serves as a consultant on financial planning for Hoxton Capital Management (Europe) Ltd. Hoxton Wealth provides investment management and advisory services primarily to expatriates and clients with international pension assets, focusing on non-discretionary, risk-based model portfolios using passive ETFs and blended funds. The firm operates internationally with advisers across the U.S., UK, and UAE and specializes in services including pension transfer advisory for UK pension holders.