Paul Rhodes is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 credential and four years of industry experience. He has been with Blacktower Financial Management since 2012 and serves as an Associate Director for several Blacktower entities internationally, including roles in Gibraltar and Cyprus, where he advises clients on investment solutions. 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 manages client portfolios on a largely non-discretionary basis using a variety of investment vehicles and custodial platforms.

Hilgardt Lamprecht is a CFP® professional with 29 years of industry experience. She is affiliated with The LifeWealth Group, where she has held various roles since 2002, including owner and president. Her career includes tenure at firms such as Madison Avenue Securities and AE Wealth Management. Lamprecht serves as a board member of a fundraising organization, Mission Increase. The LifeWealth Group is a team-based registered investment adviser that provides comprehensive wealth management services to individuals, businesses, and retirement plans. The firm employs discretionary portfolio management through proprietary models and third-party sub-advisors, combining strategic and tactical asset allocation with value-oriented strategies tailored to client needs.

Luis Pinto is a financial advisor with The LifeWealth Group based in Winter Garden, FL. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Merrill Lynch, Madison Avenue Securities, and Northwestern Mutual. Outside of his advising duties, he serves as a chapter advisory board member for Theta Chi Fraternity, mentoring members on personal and professional development. The LifeWealth Group is a team-based registered investment adviser that provides holistic wealth management services to individuals, businesses, and retirement plans. The firm uses proprietary model portfolios, third-party sub-advisors, and strategic asset allocation to tailor discretionary portfolio management and also maintains an affiliated insurance agency alongside other specialized services.

Becky Farrant is a CFP® with 25 years of industry experience and has been with Pacific Global Investment Management Company since 2005. She also worked at Pacific Global Fund Distributors, Inc. from 2003 to 2019. Pacific Global serves individual investors, pension and profit-sharing plans, trusts, and other entities through discretionary separately managed accounts and related services. The firm employs a value-oriented or core equity investment style, fundamental research, and a proprietary screening process to guide its investment decisions.

Heath Black is a financial advisor at Cookson Peirce Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Voya Investment Management and Prudential Investment Management Services. Outside of advising, he has been involved with a textile-related business, Blaqshack LLC, though it is currently inactive. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutions, and professional advisors. The firm employs a quantitative, rules-based approach to equity and fixed-income investing and acts as sub-advisor to a mutual fund while managing assets within multiple wrap fee programs.

Todd Heckman is an advisor at Blue Jasper Capital LLC with Series 65 and Series 63 credentials and no prior industry experience. He serves as trustee for Kingdom First Trust, where he manages trust assets, and he is president and treasurer of Talents 633 Ministries, a para-church organization where he oversees financial decisions and strategic partnerships. Blue Jasper Capital LLC is a five-person registered investment adviser managing approximately $23.6 million for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm provides discretionary portfolio management, financial planning, and tactical portfolio services, employing a mix of diversified mutual funds, ETFs, individual securities, and both fundamental and technical analysis.

Meghan Knowles is a financial advisor with The Life Wealth Group, holding Series 65 and Series 63 licenses. She has been with The Life Wealth Group since 2023 and has prior experience in various roles including positions at Covenant Transport and Northwestern Mutual Investment Services LLC. The Life Wealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with holistic wealth management services. The firm uses discretionary portfolio management with proprietary models and third-party sub-advisors, offering customized recommendations and a range of uncommon affiliated services including insurance and business-transition advisory.

Josiah Jazwa is a financial advisor with The LifeWealth Group, holding a Series 66 designation and four years of industry experience. His work history includes roles at Ameriprise and AE Wealth Management. Outside of advisory roles, he is involved in consulting on accounting functions and holds a minority ownership interest in a commercial real estate company. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with wealth management services that include discretionary asset management, financial planning, and estate-planning support. The firm uses proprietary portfolios and third-party sub-advisors, combining strategic asset allocation with value-oriented strategies, and maintains a notable range of affiliated insurance and business-transition advisory services.

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 in Windermere, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of advisory work, he owns and manages several non-investment businesses, including a weight loss and aesthetic spa, financial education consulting, business management consulting, and ATM machine servicing. 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 serving foreign clients with cross-border financial needs. The firm uses a tactical allocation strategy and a broad range of investment instruments to manage discretionary and non-discretionary portfolios.

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 with Proxy Wealth Advisors LLC and holds Series 65 and Series 63 licenses. He has 20 years of industry experience, having worked at firms including Edgewater Markets, XP Investments US, and Banco Voiter, and spent time in venture capital and private equity. Proxy Wealth Advisors LLC offers fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, with a focus on serving non-U.S. clients and those with cross-border needs. The firm uses a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, and employs a range of instruments including foreign securities and derivatives for risk management.

Austin Wallace is a financial advisor with The Life Wealth Group in Winter Garden, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining The Life Wealth Group, Wallace worked at Trinity Wealth Securities and Florida Financial Advisors. The Life Wealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management services. The firm uses discretionary portfolio management with proprietary models and third-party sub-advisors, offering tailored recommendations and a blend of strategic, tactical, and value-oriented investment approaches.

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 with The LifeWealth Group, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Ameriprise, Wells Fargo, Merrill, and Bank of America. Outside of his advisory role, he is also active as an artist and musician. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with holistic wealth management services. The firm offers discretionary asset management, financial planning, estate-planning support, and access to managed-account programs, using proprietary model portfolios and third‑party sub-advisors.

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.

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.

Thomas Rogers is a financial advisor with Financial Transparency in Longwood, FL, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has held roles at multiple firms including Trustee Empowerment & Protection, Inc. and Cssc Brokerage Services, Inc., and he is president of Wealth Strategies Collaborative, Inc., a consulting business serving clients and professionals. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs a Modern Portfolio Theory-based asset allocation approach using both passive and active models across multiple program options, including customized accounts with features such as tax-loss harvesting and socially responsible investing.

Christopher Stadler is a financial advisor at Amerity Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. Outside of his advisory role, Stadler performs acrobatic routines with multiple production companies, including Metropolis Productions and AntiGravity Orlando. Amerity Wealth Management serves individual clients, businesses, pension and profit-sharing plans, and trusts, managing approximately $339 million in assets across 15 advisors. The firm provides asset management, financial planning, retirement consulting, and UK pension transfer services, typically managing accounts on a discretionary basis using a range of third-party portfolios and platforms.