Alexander Gover is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Principal People and SJB Global. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates living in the United States, as well as U.S. persons with retirement assets. The firm focuses on pension transfer work and manages client assets mainly on a non-discretionary basis using a range of investment vehicles and third-party managers.

Hilgardt Lamprecht is a CFP® professional with 28 years of experience in financial advisory roles. He is currently affiliated with The LifeWealth Group and has held positions at firms including Madison Avenue Securities, AE Wealth Management, and Global Financial Private Capital. Lamprecht is also an author of financial articles and serves as a board member for a fundraising organization. The LifeWealth Group is an SEC-registered investment manager serving individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a holistic wealth-management approach that integrates strategic and tactical asset allocation, value investing, and multiple analytical techniques, offering discretionary asset management, model-portfolio management, and estate-design services.

Luis Pinto is a financial advisor with The LifeWealth Group, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill Lynch, Northwestern Mutual, and AE Wealth Management. He also serves as a Chapter Advisory Board Member for the Theta Chi Fraternity, mentoring members in personal and professional development. The LifeWealth Group is an SEC-registered investment manager that provides discretionary asset management, model-portfolio management, financial planning, and estate-design services. The firm serves individuals, high-net-worth clients, businesses, and retirement plans, employing a wealth-management approach that integrates strategic and tactical asset allocation with value investing and technical analysis.

Saif Rubbani is a financial advisor at Blacktower Financial Management (US) LLC with prior experience at Titan Wealth International, St. James Place - Asia & Middle East, FLM Wealth Management, and HW Fisher. He holds a Series 65 designation and is based in Orlando, FL. Blacktower Financial Management (US) LLC specializes in financial planning, retirement-plan consulting, and investment advisory services primarily for UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm focuses on pension transfers involving Self‑Invested Personal Pensions (SIPPs) and Qualifying Recognised Overseas Pension Schemes (QROPS), managing assets mainly on a non-discretionary basis using a combination of ETFs, mutual funds, individual equities, and fixed income.

Rafael Junqueira Nani is a financial advisor at Proxy Wealth Advisors LLC with three years of industry experience. He holds the Series 66 designation and has worked at XP Investments US, LLC and Larson Accounting Group. Outside of his advisory role, he is the owner and supervising manager of a UPS Store franchise in Ocoee, Florida. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, and is noted for serving foreign clients with immigration-related financial planning.

Heath Black is a financial advisor at Cookson Peirce Wealth Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Voya Investment Management and Prudential Investment Management Services. Outside of advisory work, he has been involved with Blaqshack LLC, a textiles-related business, though it is currently inactive. Cookson Peirce Wealth Management is a fee-only firm serving private and institutional clients through wealth management, financial planning, and portfolio management. The firm employs a quantitative, technical-analysis investment approach and manages approximately $2.32 billion in discretionary assets across an 18-advisor team.

Todd Heckman is an advisor at Blue Jasper Capital LLC with Series 63 and Series 65 licenses. He has experience as a trustee for Kingdom First Trust and has served as president and treasurer of Talents 633 Ministries, a para-church organization, for over a decade. Prior to his advisory role, he worked at Standard Textile Company for eleven years. Blue Jasper Capital LLC is a registered investment adviser with a five-person team managing approximately $23.6 million for a range of clients including individuals, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning, typically constructing customized portfolios using diversified mutual funds and ETFs, while also employing fundamental and technical analysis.

Josiah Jazwa is a financial advisor with The LifeWealth Group based in Winter Garden, FL, holding a Series 66 designation and bringing four years of industry experience. His career includes roles at Ameriprise, AE Wealth Management, and Madison Avenue Securities. Outside of advisory work, he is a minority owner of a commercial real estate company and assists with accounting functions as an APAR consultant. The LifeWealth Group is a team advisory firm serving individuals, high-net-worth clients, businesses, and retirement plans. The firm offers discretionary asset management, financial planning, estate design, and donor-advised fund advice, employing tailored strategies through proprietary and third-party models while also providing educational seminars and workshops.

Philip Schmitt is a financial advisor with Koss-Olinger Consulting, LLC, holding Series 63, Series 65, and Series 66 designations and four years of industry experience. His prior roles include positions at Metlife Investment Management, Verus Investments, and ANDCO Consulting. Koss Olinger serves individuals, families, charitable entities, trusts, estates, pension and profit-sharing plans, and business clients with integrated wealth management and financial planning services. The firm applies a structured planning process and employs a range of investment strategies, managing over $2.2 billion in assets and generally working with clients who have at least $2 million in investable assets or $5 million in net worth.

Robert Dechick is a financial advisor with D.H. Hill Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with D.H. Hill Advisors since 2012 and is also associated with related entities including D.H. Hill Insurance Services and D.H. Hill Securities. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm uses a variety of investment approaches, including tactical asset allocation and tax-management techniques, and supports independent Investment Adviser Representatives through multiple operating platforms.

Tulio Barbosa Ribeiro is a financial advisor with Proxy Wealth Advisors LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Bank, as well as ownership of several consulting and service businesses in finance education, business management, and ATM maintenance. Outside of his advisory work, he manages a weight loss and aesthetic spa business. Proxy Wealth Advisors LLC provides fee-based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis and is noted for its cross-border services, including immigration-related financial planning for foreign clients.

Ross Milne is a financial advisor at Blacktower Financial Management (US) LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at Aymard Wealth and Reddington, as well as academic roles at Abertay University and Lathallan School. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, focusing notably on UK pension transfers. The firm manages client assets mainly on a non-discretionary basis, using a range of investment vehicles and third-party managers tailored to address UK-specific pension and transfer processes.

Charles Achoa is a financial advisor at Proxy Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Edgewater Markets, XP Investments US, Banco Voiter, and work in venture capital and private equity. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, with a focus on clients with cross-border needs. The firm employs a tactical allocation strategy using a variety of instruments and manages both wrap-fee and non-wrap accounts.

Austin Wallace is a financial advisor with The LifeWealth Group, holding a Series 65 designation and having five years of industry experience. His prior firms include Trinity Wealth Securities and Florida Financial Advisors, where he worked as a registered representative and financial consultant. The LifeWealth Group is a team advisory firm serving individuals, businesses, and retirement plans, managing discretionary assets through tailored strategies using proprietary and third-party model portfolios. The firm employs fundamental, technical, and charting analysis methods and offers a range of services including financial planning, estate design, and donor-advised fund advice.

Zachary Evans is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Touchstone UK and Devere USA Inc. Outside of his advisory role, no additional business activities are noted. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, standalone financial planning, and retirement-plan consulting.

Francis St Amand is a financial advisor at The Life Wealth Group with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Ameriprise, Wells Fargo, and Merrill. Outside of his advisory role, he is also active as an artist and musician. The Life Wealth Group is a team advisory firm serving individuals, businesses, and retirement plans, managing approximately $490 million in discretionary assets. The firm offers discretionary asset management, financial planning, and consulting services, employing tailored strategies through proprietary models and third-party managers.

James Tucker is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 designation and three years of industry experience. He has worked at Blacktower Financial Management since 2020 and previously at Holborn Assets LLC and Finsbury Associates. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, standalone financial planning, and retirement-plan consulting.

Barton Young is a financial advisor with Sovereign Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Raymond James Financial Services and operating his own firm, Barton Young & Associates. He is also the owner of B Young Enterprises, LLC, a support company. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, and retirement plan advisory services, focusing on diversified, low-cost investments with tactical reallocations and periodic rebalancing.

Piers Kemp is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at SJB US and the British Consulate. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages approximately $122.8 million in regulatory assets, offering non-discretionary portfolio management and retirement-plan consulting.

Colin Myers is a financial advisor at Blue Jasper Capital LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Kestra Financial, Anthem Wealth Management, and Comtech Systems. Outside of his advisory role, Myers serves as CFO of The MacArthur Group and CEO/CFO of North American Solutions Team, a defense consultation company. Blue Jasper Capital provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm employs a primarily long-term investment approach using low-cost mutual funds and ETFs, while also managing an affiliated private fund with derivative investments and performance-based carried interest.