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 Series 65-licensed advisor at Hoxton Wealth with two years of industry experience. He has worked at Hoxton Capital Management in both the USA and United Arab Emirates offices since 2023, and previously held roles at Brite Advisors and Devere Acuma. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients holding international pension assets. The firm offers risk-based, model-driven portfolios using passive ETFs and blends, with a focus on UK pension transfers and operates mainly on a non-discretionary basis.

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.

John Miller is a CFP® with 15 years of experience in the financial services industry. He is currently an advisor at International Assets Investment Management, LLC and Global Assets Advisory, LLC. His prior experience includes roles 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 investment adviser representatives. The firm generally follows a customized, long-term investment approach using mutual funds, ETFs, individual equities, and fixed income, and may incorporate third-party money managers and wrap programs.

David Weinberger is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His background includes roles at Primus Financial Services, LLC, Global Assets Advisory, LLC, and Tactical Investment Strategies LLC. Weinberger is also the owner and president of Weinberger Consultants, Inc., a tax and organizational consulting firm. 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 a variety of investment vehicles and may utilize third-party money managers, sub-advisers, or wrap programs to implement client strategies.

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 in Orlando, FL, holding a Series 66 designation and over 25 years of industry experience. He has worked with The Rawls Group since 2002 and Lincoln Investment since 2012. Faulkner serves on the board of the International Succession Planning Association and is a partner at The Rawls Group, specializing in business succession planning. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through a combination of in-house managed models, third-party managers, and advisor-customized portfolios.

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.

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, currently with SageSpring Wealth Partners in Winter Park, FL. He has six years of industry experience, including prior roles at Raymond James Financial Services and Southwestern Investment Group. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management and consulting services, employing tailored portfolios and a combination of fundamental and technical analysis, with access to OCIO and TAMP solutions alongside traditional wealth management.

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.

Grant Kennedy is a CFP® and holds a Series 65 license, currently with Certified Advisory Corp. He has one year of industry experience, having worked at Certified Financial Group and Franklin Templeton, among other roles. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and state and municipal government clients. The firm uses a tailored investment approach incorporating fundamental and technical analysis, Modern Portfolio Theory, and automated platforms to align strategies with client goals and risk tolerance.

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 27 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. In addition to his advisory role, he owns Financial Educators, LLC and Thomas Blake CPA, LLC, both providing financial planning and accounting services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a large network of advisors and employs a mix of fundamental, technical, and cyclical analysis to tailor investment strategies, typically providing services on a non-discretionary basis.

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.