Roman Inochovsky is a financial advisor with Calton & Associates, Inc. holding a Series 66 license and bringing 12 years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and several other firms. Outside of advising, he serves as an honorary consul for the Czech Republic and is a book-selling author. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment programs and combines advisory services with brokerage and insurance products through its dual registration.

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.

Meagan Kim is a CFP®-certified financial advisor with 12 years of industry experience, currently with Navy Federal Investment Services, LLC. She has been with Navy Federal and its affiliated entities since 2014. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm uses managed advisory programs that incorporate third-party portfolio managers and offers both advisory and commission-based services through its affiliation with a banking and credit-union group.

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 Series 63 and Series 66 licenses and has worked previously at Raymond James & Associates, the National Christian Foundation Orlando, and CNL Securities Corp. SageSpring Wealth Partners serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers discretionary investment management, financial planning, retirement plan consulting, and third-party manager oversight, employing a range of strategies tailored to client objectives and risk tolerances.

Jacob Godfrey is a financial advisor with International Assets Investment Management, LLC in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Concourse Financial Group Securities, Waddell & Reed, and Trustmont Advisory Group, among others. 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 focuses on customized, long-term portfolio construction using a range of securities and offers services including financial planning and access to third-party money managers.

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®-certified financial advisor with 15 years of industry experience. He is currently with International Assets Investment Management, LLC and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Miller 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 emphasizes customized, long-term portfolio strategies using mutual funds, ETFs, individual equities, and fixed income, and offers discretionary and non-discretionary management, financial planning, and access to third-party programs.

David Weinberger is a financial advisor with International Assets Investment Management, LLC, based in Orlando, FL. He holds Series 63 and Series 66 licenses and has 30 years of industry experience. Weinberger has held roles at several firms, including Primus Financial Services, LLC and Global Assets Advisory, LLC. Outside of advisory work, he owns and operates a travel agency called Concierge Cruise & Travel. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent investment adviser representatives. The firm emphasizes customized, long-term portfolio strategies using a range of investment vehicles and may incorporate third-party money managers and wrap programs to meet client objectives.

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, holding a Series 66 designation and more than 25 years of industry experience. He has held positions at The Rawls Group and Lincoln Investment since the early 2000s. Faulkner serves on the board of the International Succession Planning Association and is involved in business succession planning through The Rawls Group. Capital Analysts provides investment management and advisory services to retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management using both discretionary in-house research and non-discretionary third-party managers, supported by a proprietary mutual-fund screening process.

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 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.