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.

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.

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.

Thomas Blake is a CFP® with 28 years of industry experience, currently serving at Gradient Advisors, LLC since 2024. He previously worked at AE Wealth Management, LLC and Ameriprise Financial Services, Inc., and has operated his own CPA firm since 1997. Outside of his advisory roles, he owns Financial Educators, LLC and Blake Insurance Brokerage, and maintains his CPA practice. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm works primarily through third-party money managers and investment advisor representatives, offering a largely non-discretionary model with a focus on documented client objectives and risk tolerance.

David Brunswick Jr. is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and bringing 32 years of industry experience. He has been with G. A. Repple & Company since 2013 and also provides financial planning and insurance services through Kingdom Financial Services. G. A. Repple & Company offers 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 approaches to portfolio construction and provides both discretionary and non-discretionary management, with options such as Biblically-Responsible Investing and ETF-focused strategies.

Jeffrey Beebe is a CFP® professional with 11 years of industry experience. He has worked at G.A. Repple & Company since 2015 and also founded Golden Rule Wealth Advisory, where he provides income tax preparation and financial counseling services. Outside of his advisory work, he serves as a Benevolence Coach focusing on budget and debt coaching at Westside Community Church. G.A. Repple & Company offers investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities. The firm employs various analytical approaches to portfolio construction and provides multiple investment programs, including Biblically-Responsible Investing models.