Fausto Andrade is a financial advisor at MissionSquare Retirement with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at ICMA RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

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 holds Series 63 and Series 65 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a mix of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Benjamin Kopen is a financial advisor at KCD Financial, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at KCD Financial and Guided Financial Advisors since 2024. Prior to his advisory roles, he was employed by the Orlando Utilities Commission and has experience in educational institutions including 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 plans, and charitable organizations. The firm offers tailored investment strategies and uses third-party management programs, combining advisory and broker-dealer services.

Scott Cheeseman is a financial advisor with Principal Advised Services in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Principal Advised Services since 2022 and has concurrently worked with Principal Securities Inc. and Principal Life Insurance Co. since 2015. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, including non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and integrated services.

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.

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.

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).

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 licenses and has worked at multiple firms including Global Assets Advisory, LLC and Oripoto Capital, LLC. His background includes experience in both advisory roles and other business activities such as LT Academy and Pro 42 eSports. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized, long-term portfolio management through a national network of independent advisers, utilizing mutual funds, ETFs, individual equities, fixed income, and potentially third-party managers.

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.

Roman Inochovsky is a financial advisor at Calton & Associates, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, Modern Capital Advisors, IP Financial Advisory Services, LLC, and Regal Investment Advisors. Outside of his advisory role, 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, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and uses a range of analytic approaches, combining commissionable brokerage and insurance products with advisory services.

Meagan Kim is a CFP® professional with 12 years of experience in the financial services industry. She has worked with Navy Federal Investment Services, LLC and its affiliated entities since 2014. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm employs third-party portfolio managers on the Envestnet platform and maintains a dual registration as an SEC investment adviser and broker-dealer.

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.