Gregory Brick is a financial advisor at Regal Investment Advisors LLC with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Cetera and Questar Capital Corporation, among others. He serves as trustee for the Brick Family Revocable Trust. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party strategies that include mutual funds, ETFs, equities, fixed income, and option overlays. The firm serves individual, charitable, and corporate clients through its network of financial advisers.

Angel Curbelo Jr. is a financial advisor with Vanderbilt Advisory Services in Orlando, FL, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill before joining Vanderbilt in 2025. Curbelo also owns and operates Curbelo Wealth Management Group LLC, which supports his advisory practice through marketing and administrative functions. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using a combination of fundamental, technical, and charting analysis tailored to client objectives, with integrated retirement-plan and benefits services.

Colin Kneale is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Titan Wealth International, where he serves as Private Wealth Director. Prior to that, he held roles at Beacon Global Advisor Network, AHR Private Wealth, Amerity Wealth Management, Alexander Peter Wealth Management, Brite Advisors, and Holborn Assets. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis using mutual funds, ETFs, individual equities, fixed income, and third-party managers.

Bryant Carpenter is a CFP® with 14 years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners since 2025. His prior experience includes roles at Raymond James and Associates, Inc., and CNL Securities. SageSpring Wealth Partners serves a diverse client base ranging from non‑high-net-worth individuals to institutional and plan sponsor clients. The firm provides discretionary investment management, financial planning, and retirement consulting, utilizing tailored portfolios that incorporate various asset types and leveraging both fundamental and technical analysis.

Joel Martin is a financial advisor with G. A. Repple & Company, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at G. A. Repple & Company since 2005 and also leads Mangrove Financial Group LLC, a financial planning firm. Outside of his advisory roles, Martin serves as a general board member of The Azalea Youth Soccer League, Inc. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical methods to create tailored portfolios and offers multiple investment programs including a Biblically-Responsible Investing model.

Adam Bond is a financial advisor with Principal Advised Services holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Principal Advised Services, he worked at Verizon Wireless and is currently associated with several entities under the Principal Financial Group, including Principal Bank and Principal Life Insurance Company. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group family, leveraging affiliated entities to offer access to proprietary mutual funds, bank products, and model services.

Timothy Harper is a financial advisor at Zacks Investment Management, Inc. with 25 years of industry experience. He holds the Series 66 and Series 63 credentials. His prior work includes roles at LBMZ Securities, Inc. and Zacks Investment Management, where he has been since 2009. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management and offers a range of strategies, including all-cap core, dividend, and long/short approaches, along with retail wealth management and alternative investment options.

Edil Llanos II is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Gradient Securities, LLC and has previously worked at Fidelity Investments and SunTrust. Outside of his advisory role, Llanos owns Monopolize Financial Wealth, which sells insurance products. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals and institutional clients. The firm offers a range of advisory and broker-dealer services, including third-party manager referrals and ERISA plan consulting.

Daniel Lattimer is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. He holds a Series 65 designation and has worked at Blacktower since 2022. Prior to this, he was with Aviva for eleven years and is also associated with SJB Global, where he provides financial advice to residents outside the United States. Blacktower Financial Management (US) LLC offers financial planning and investment advisory services primarily to UK expatriates living in the U.S., as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, and individual securities.

Lisa Samuels is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Securian Financial Services Inc., Evershore Financial Services Inc., and Minnesota Life. Outside of her advisory work, she is active in marine industry organizations in South Florida and serves as president of Riclin Holdings, Inc. 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 focuses on customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and may implement strategies via third-party managers or wrap programs.

Karim Poonawala is a CFP® professional with 38 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC since 2018. His prior experience includes roles at Independent Financial Partners and LPL Financial, where he has been active since 2014. Outside of his advisory work, he is involved in a family-owned gas station business. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, and it offers a range of services including discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a broad network of advisors.

Peter Williams is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 credentials and 45 years of industry experience. He has been with M Holdings Securities since 2001 and has worked concurrently with Corporate Continuity Inc. since 1984. M Holdings Securities, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing various platforms and sub‑advisory arrangements.

Darren Hinshaw is a CFA® charterholder with 18 years of industry experience, currently serving at Lanark Financial, Inc. He has previously worked at NBC Securities Inc, Massmutual, MML Investors Services, and Bb&T. Hinshaw holds several nonprofit board positions, including Chair of the Finance Committee for Central Florida Boy Scouts and board memberships with the Valencia Foundation and the Salvation Army Orlando. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers both discretionary and non-discretionary advisory arrangements.

Paul Tarins is a financial advisor at Portfolio Medics, LLC in Winter Park, FL, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own independent insurance brokerage, Sovereign Retirement Solutions, since 2013. Tarins has been with Portfolio Medics since 2015. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services using strategic and tactical approaches.

Graham Bentley is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Beacon Global Advisor Network, Titan Wealth International (USA), Finsbury, Hoxton Capital Management USA LLC, and DeVere Group. He also serves as a Wealth Director at Titan Wealth, a division of Blacktower Financial Management. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, standalone financial planning, and retirement-plan consulting.

Daniel Regalado is a financial advisor at MissionSquare Retirement with two years of industry experience. He holds a Series 66 designation and previously served in the U.S. Army from 2018 to 2022. Aside from his advisory role, he is a captain and operations officer in the U.S. Army Reserves. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm uses investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure with integrated custody and advisory affiliates.

Mark Hollingsworth is a financial advisor at Blacktower Financial Management (US) LLC with two years of industry experience. He holds a Series 65 designation and has worked with various Blacktower entities since 2017, including roles at Blacktower Insurance Agents & Advisors Ltd and Blacktower Financial Management International. Prior to joining Blacktower Financial Management (US) LLC, he operated Hollingsworth International Financial Services from 2013 to 2020. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis using a range of mutual funds, ETFs, individual securities, and third-party managers.

Guillermo Nodarse is a financial advisor at IP Financial Advisory Services LLC with 37 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining IP Financial Advisory Services in 2019, he worked at Innovation Partners LLC beginning in 2015. Outside of advising, he serves as an independent tutor at Libris Academy in Winter Park, FL. IP Financial Advisory Services primarily serves individual retail clients, focusing on personalized portfolio management, financial planning, and consulting. The firm uses a range of analytical approaches and offers specialized advisory services including actuarial analysis and benefits consulting, with an emphasis on non-high-net-worth investors and retirement plan participants.

Fausto Andrade is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. He has been with Icma Rc since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans with plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Robert Barfield is a Series 65-licensed financial advisor with Blacktower Financial Management (US) LLC, based in Orlando, FL, and has one year of industry experience. He previously worked at Beacon Global Advisor Network, LLC, and has been associated with Titan Wealth International since 2015. He is also a Chartered Wealth Planner with Titan Wealth, a division of Blacktower Financial Management. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm focuses on UK pension transfers and ongoing portfolio management, offering mostly non-discretionary asset management using a range of investment vehicles and custodians.