Robert Barfield is a Series 65-licensed advisor with Blacktower Financial Management (US) LLC. He has experience working with Titan Wealth International since 2015 and was previously with Beacon Global Advisor Network, LLC. In addition to his advisory role, he serves as a Chartered Wealth Planner with Titan Wealth, a division of Blacktower Financial Management. 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 retirement assets. The firm specializes in UK pension transfers and manages client portfolios largely on a non-discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, and individual securities.

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.

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.

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.

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.

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.

Paul Green is a financial advisor with Blue Horizon Equity, Inc. in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Axa Advisors, and OSAIC. He serves as a board member for Go Full STEAM, an educational nonprofit focused on STEM initiatives. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million and offers portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides sponsored wrap-fee Unified Managed Accounts as well as access to third-party money manager programs and operates as a multi-advisor team across multiple offices.

Aaron Vickery is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Titan Wealth International, Hoxton Capital Management LLC USA, Northstar, Ormiga Capital Ltd, Acuma deVere Independiente S.A. de C.V., and Skybound Wealth Management. Vickery serves as a Private Wealth Director with Titan Wealth International, 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 residing in the United States as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm focuses on pension transfer work involving Self-Invested Personal Pensions (SIPPs) and Qualifying Recognised Overseas Pension Schemes (QROPS), alongside ongoing portfolio management and standalone financial planning.

Nick Roley is a financial advisor with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has five years of industry experience and has worked previously at Whitechurch Securities LTD and Beacon Global Advisor Network. Roley also serves as Private Wealth Director at Titan Wealth International. Blacktower Financial Management (US) LLC provides financial planning 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 assisting with UK pension transfers and offers portfolio management, financial planning, and retirement consulting.

Wayne Randall is a Certified Financial Planner® with 34 years of industry experience. He has been with Rainey & Randall Investment Management, Inc. since 1999. In addition to his advisory role, he works as an independent insurance agent, providing insurance-related products outside regular business hours. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm’s investment approach uses tailored asset-allocation models based on mutual funds, ETFs, individual equities, and fixed income, incorporating modern portfolio theory alongside fundamental, technical, and cyclical analysis.

Daniel Trindade is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has held roles at several firms, including Titan Wealth International, where he serves as Private Wealth Director, and Beacon Global Advisor Network, LLC. 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, financial planning, and retirement-plan consulting.

Deborah Oneil is a CFP® professional with over 31 years of industry experience. She is currently affiliated with M Holdings Securities, Inc. and AEM Partners, LLC, where she serves as a partner and provides legal counsel and financial advice. Her prior experience includes more than two decades at Equitable Advisors and AXA Advisors. Outside of her advisory role, she is involved in providing legal counsel for business entities and serves as an appointed insurance agent. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by ongoing monitoring and a combination of portfolio management and third-party sub-advisors.

Jarrod Harrison is a financial advisor with MissionSquare Retirement, holding a Series 66 credential and five years of industry experience. His prior affiliations include Edward Jones, Wells Fargo, and Prudential Insurance Company of America. Outside of his advisory work, he co-owns and manages a residential short-term rental property in Champions Gate, Florida. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers Guided Pathways Advisory Services that include discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice and model portfolios developed by Morningstar Investment Management.

Frank Giguere is a financial advisor at Blackridge Asset Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Intrepid, Sagepoint Financial, Inc., and Jackson Hewitt. Outside of his advisory role, he is also an insurance agent and a travel agent. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment process incorporates client risk profiles and employs a multiphase due diligence approach to portfolio management, including the use of third-party model providers and sub-advisory services.

Sean Mest is a financial advisor at Good Life Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Guardian Life Insurance Company, Park Avenue Securities, and Key Investment Services. He provides administrative support to Good Life Advisors, an independent registered investment advisory firm. Good Life Advisors is a large registered investment adviser with around 95 advisors and approximately $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations through customized portfolio management, comprehensive financial planning, retirement consulting, and access to third-party asset managers and advisory programs.

Jeremiah Locascio is a financial advisor at Good Life Advisors, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Cadaret, Grant & Co., Inc. and Adams & Associates. Outside of his advisory work, Locascio owns Wireframe Websites, a business providing web design, programming, and 3D printing services. Good Life Advisors offers investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to provide tailored advice and access to a range of programmatic investment solutions.

Renato Rizzatti is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and BTG Pactual US Capital LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, using customized allocations alongside firm-modeled multi-asset portfolios. The firm’s approach incorporates third-party macroeconomic research and allows for client-imposed investment restrictions across a broad range of asset classes.

Zachary Inklebarger is a financial advisor at Good Life Advisors, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC, BNY Mellon Securities Corporation, and Charles Schwab & Co., Inc. Prior to his financial services career, he worked at Bray Ace Hardware for four years. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers through a tailored investment approach combining fundamental, technical, and cyclical analysis.

Liliana Delara is a financial advisor at Royal Fund Management, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Royal Fund Management since 2014. Outside of her advisory role, she assists individuals with retirement planning and offers estate planning solutions, as well as providing administrative support and translation services. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies guided by client-specific Investment Policy Statements and provides services including third-party money manager recommendations and options-writing overlays.

Waldemar Marques Ortiz is a financial advisor at Global View Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including Mutual of Omaha Investor Services and Mass Mutual Financial Group. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm utilizes a quantitative, algorithm-driven approach to investment selection and offers a range of managed account programs, including a low-cost ETF-only option.