Louis Walker is a Series 65 credentialed advisor at Hoxton Wealth with one year of industry experience. His prior roles include positions at St James Place Wealth Management and Ascot Lloyd, where he spent ten years. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm constructs risk-based model portfolios using passive ETFs and blends, focusing on non-discretionary management and pension transfer advisory services.

Lisa Isaacs is a financial advisor at Moors & Cabot, Inc. with 37 years of industry experience. She previously worked for Merrill for 22 years and Morgan Stanley, including its Private Bank, for 12 years. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, employing a range of investment strategies and working with third-party sub-advisors.

Iain Mc Kay is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 credential and five years of industry experience. He previously worked at Abbey Wealth from 2009 to 2020 and is also the owner of Baycrest Wealth, a financial advisory business based in Malaga, Spain. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States and U.S.-connected individuals, with a focus on UK pension transfers and ongoing portfolio management. The firm manages client assets mainly on a non-discretionary basis, utilizing a range of investment vehicles and custodians.

Benjamin Kopen is a financial advisor at KCD Financial, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at KCD Financial, Guided Financial Advisors, and the Orlando Utilities Commission. Prior to his advisory roles, he was employed at NJ Lenders and has teaching experience at Rollins College and James Caldwell High School. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, utilizing a range of investment strategies and third-party management programs.

Scott Cheeseman is a financial advisor at Principal Advised Services with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Principal Securities, Principal Life Insurance, Wells Fargo Clearing, and Valic Financial Advisors. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program, utilizing a combination of third-party methodologies and proprietary models, supported by affiliates within the Principal Financial Group.

Rupert Curry is a CFP® professional with 24 years of industry experience, currently serving at Certified Advisory Corp. His prior roles include positions at Fortune Financial Services, Charles Schwab & Co., Inc., and National Asset Management. He is also the manager of Curry Investment Management, LLC. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, Modern Portfolio Theory, and automated rebalancing through platforms such as Betterment.

Anastasia Zadavina is a financial advisor at Hoxton Wealth with a Series 65 designation and one year of industry experience. Her prior roles include positions at Astute Private Wealth Ltd, Quilter Cheviot, and StepChange Debt Charity. She is also involved with Hoxton Capital Marketing Management LLC, a management consulting firm where she serves as a paraplanner. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm uses risk-based model portfolios with passive ETFs and passive-active blends, operating mostly on a non-discretionary basis.

Nathan Wennington is a Series 65-licensed advisor at Blacktower Financial Management (US) LLC with two years of industry experience. His prior roles include positions at Beacon Global Advisory Network, AHR (formerly Harrison Rowe), and Guardian Wealth. He also serves as an advisor for Titan Wealth International. Blacktower Financial Management (US) LLC specializes in financial planning, retirement-plan consulting, and investment advisory services primarily for UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm focuses notably on UK pension transfers and manages client portfolios mainly on a non-discretionary basis using a range of investment vehicles.

Rodney Ownby is a CFP® professional with eight years of experience in financial advising. He has worked at Certified Advisory Corp since 2018 and previously held roles at Transam Securities, Inc. and Enterprise Florida, Inc. Outside of his advisory work, he was involved in operating Firehouse Subs franchises in Leesburg and Lady Lake. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment process and emphasizes plan-level services, participant education, and systematic client reporting.

David Marks is a financial advisor with Blacktower Financial Management (US) LLC. He holds a Series 65 designation and has two years of industry experience. Marks has been with Blacktower Financial Management in its U.S. and international divisions since 2015. 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, equities, and fixed income investments.

Jesper Christensen is a financial advisor at Hoxton Wealth with a Series 65 designation and two years of industry experience. He has worked with Hoxton Wealth USA LLC and Hoxton Capital Management (UK) Ltd. since 2023, and previously with Arlo International and other organizations. Jesper is involved with Hoxton Capital Management Ltd. in the UK, dedicating time weekly to asset allocation, portfolio monitoring, and client education. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients holding international pension assets. The firm focuses on non-discretionary, risk-based model portfolios utilizing passive ETFs and blends, with specialized advisory services for UK pension holders considering Self-Invested Personal Pensions (SIPPs).

Thomas Quinn is a financial advisor at Blacktower Financial Management (US) LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at David James Wealth, T&T International, Plan First Wealth, LLC, and deVere USA. Outside of his advisory role, he is CEO and owner of Arche Group Inc., overseeing accounting, tax, and distribution responsibilities, and serves as an introducer for UK-based investment advisory firm Holborn Assets Ltd, referring clients who have relocated back to the UK. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates living in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios mainly on a non-discretionary basis, using a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Derik Antony is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Hoxton Wealth and has previously worked with deVere Group and various Hoxton entities across the UK, Europe, and the UAE. His background includes roles in investment management and analysis. 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 mutual funds, operating mainly on a non-discretionary basis with a global client base.

Adam Sinoff is a financial advisor at OnePoint BFG Wealth Partners with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Wealth Management Company and Northwestern Mutual Investment Services LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, and charitable organizations. The firm employs a range of portfolio management strategies and integrates technology and operational outsourcing to support its service model.

Delbert Smith is a financial advisor with Certified Advisory Corp in Altamonte Springs, FL. He holds the CFP®, ChFC®, and Series 66 designations and has 21 years of industry experience. His career includes roles at Certified Insurance Corp, Equitable Advisors, KAFL Insurance, Allstate Insurance Co, and State Farm. 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 platforms, detailed pension consulting, and systematic client reporting.

Lewis Smith is a Series 65-licensed financial advisor with Hoxton Wealth, based in Orlando, FL, and has one year of industry experience. He has prior experience at several related Hoxton entities in the UK, UAE, and the US, focusing on wealth planning and advisory services, particularly for clients in the United Arab Emirates. Outside of his advisory role, he has a varied work background including positions at Astute Private Wealth and St James Place, as well as experience in the food service and real estate sectors. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm emphasizes risk-based, model-driven portfolio construction, focusing on non-discretionary management using passive ETFs and blended funds, with a distinctive international client base across multiple countries.

Richard Patterson is a financial advisor with Certified Advisory Corp in Orlando, FL, holding the ChFC® and Series 63 credentials and bringing 50 years of industry experience. He has worked with Certified Advisory Corp since 2006 and is also the president and owner of Associated Planners Group, a role he has held since 1985. Additionally, he has been an independent life and health insurance agent since 1967. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base, including individuals, retirement accounts, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach is individualized and goal-driven, combining traditional analysis with modern portfolio techniques, and emphasizes plan-level consulting, participant education, and systematic reporting.

Jacobo Leon Giraldez is a financial advisor at International Assets Investment Management, LLC with one year of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including International Assets Advisory, LLC and Global Assets Advisory, LLC. His prior roles also include positions outside of finance, such as work with Pro 42 eSports and LT Academy. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and referrals to third-party programs, focusing on customized, long-term portfolio construction using a range of investment vehicles.

George Walters III is a financial advisor at International Assets Investment Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked with International Assets Advisory, LLC since 2011. Walters serves as a board member of the Melbourne Beach Police Pension Fund and is a volunteer firefighter and treasurer for the Melbourne Beach Volunteer Fire Department. 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 engage third-party managers and wrap programs to meet client objectives.

David Neville is an advisor with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has professional experience dating back to 2018, including roles at Skybound Wealth Management and Titan Wealth Management. Outside of financial advising, he worked part-time at X-MET Fabrication. 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 specializes in UK pension transfers and offers portfolio management mainly on a non-discretionary basis using a range of investment vehicles and third-party managers.