Anastasia Zadavina is a Series 65-licensed financial advisor with one year of industry experience, currently with Hoxton Wealth. She previously worked at Astute Private Wealth Ltd and Quilter Cheviot. In addition to her advisory role, she is involved with Hoxton Capital Marketing Management LLC, where she works as a paraplanner. 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 blends, emphasizing services for UK pension holders and Self-Invested Personal Pensions (SIPPs).

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 held positions at several firms including Global Assets Advisory, LLC and Oripoto Capital, LLC. Outside of his advisory roles, he has experience with Pro 42 eSports and LT Academy. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio management using a range of investment vehicles and may utilize third-party managers and wrap programs to meet client objectives.

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 with Calton & Associates, Inc. in Maitland, FL, holding a Series 66 designation and 12 years of industry experience. His prior firms include Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and Modern Capital Advisors, among others. Outside his advisory role, he serves as an Honorary Consul for the Czech Republic and is a book-selling author. Calton & Associates is a registered investment adviser and broker-dealer that serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and businesses. The firm offers fee-based portfolio management and financial planning, sponsors wrap fee programs, and employs a combination of analytical approaches while providing access to third-party money managers and model portfolios.

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 with Sagespring Wealth Partners in Winter Park, FL. He holds Series 66 and Series 63 credentials and has six years of industry experience. 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, institutional clients, and plan sponsors. The firm offers tailored investment management, financial planning, and retirement plan consulting, utilizing a variety of investment vehicles and a combination of fundamental and technical analysis.

Jacob Godfrey is a financial advisor at International Assets Investment Management, LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Concourse Financial Group Securities and Waddell & Reed. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may incorporate options hedges and third-party money managers as part of its strategies.

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®-designated financial advisor with 15 years of industry experience. He currently serves as an advisor at International Assets Investment Management, LLC and Global Assets Advisory, LLC. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley. Miller also 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 offers customized, long-term portfolio management and financial planning, utilizing various investment vehicles and strategies tailored to client objectives.

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. He has held roles at several related firms, including Primus Financial Services, LLC, Global Assets Advisory, LLC, and Tactical Investment Strategies LLC. Outside of advisory work, Weinberger is the owner and president of Weinberger Consultants, Inc., a consulting firm focused on tax and organizational matters, and also owns a travel agency. 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 investment adviser representatives. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and employs discretionary and non-discretionary management along with financial planning and third-party manager programs.