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.

Megan Wolfe is a Series 66 licensed financial advisor with over 20 years of industry experience. She has been with G. A. Repple & Company since 2006 and also co-owns Wolfe Financial Group, where she provides financial planning, CPA, and tax preparation services. Wolfe serves as vice president on the board of directors for a professional condominium association in Lake Mary, FL. G. A. Repple & Company offers advisory and financial planning services to retail clients, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical methods to develop individualized portfolios and provides both discretionary and non-discretionary portfolio management, as well as access to multiple separately managed account options and model strategies.

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.

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 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 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.

William Brooks is a financial advisor at Virtue Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Secure Investment Management, LLC and Horter Investment Management, LLC. Outside of his advisory role, he is an owner of Axe The Tax Services, LLC, which provides tax preparation advice, and he serves as an educator for the Association of Financial Consultants, a nonprofit organization hosting educational events. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisors. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and specialized retirement education, utilizing a model-driven investment approach that incorporates quantitative optimization and economic data inputs.

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.

Lawrence Nordmann is a financial advisor at Capitol Securities Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Cantella & Co., Inc. and Raymond James Financial Services. In addition to his advisory role, he serves as President and a member of the Stewardship Committee for Waterstone Church, Inc. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through various programs including separately managed accounts and third-party money managers.

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.