Bryan Caulkins is a financial advisor at Proxy Wealth Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 registrations and has worked with several related entities, including Proxy Capital Partners and Cambridge Investment Research Advisors. Caulkins is involved in multiple ownership and advisory roles within affiliated Proxy firms. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, serving a notable non-U.S. client base with specialized advice for foreign individuals with cross-border needs.

Pietro Galina is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 designation and three years of industry experience. He also has significant business experience in property management and business consultancy through his roles at several companies in Maringa, Brazil. 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 notable focus on serving foreign clients with cross-border needs. The firm utilizes a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis and manages a range of account types using diverse instruments, including foreign securities and derivatives.

Hilton Lamprecht is a financial advisor with The Life Wealth Group, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at Madison Avenue Securities and AE Wealth Management, and is also involved in mortgage lending through Clifton Mortgage Services. Additionally, he partners with LifeWealth Transition Partners LLC, providing business succession planning and advisory services. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management, including discretionary asset management, financial planning, and estate-planning support. The firm utilizes proprietary and third-party model portfolios, strategic asset allocation, and value-oriented strategies to tailor solutions for its clients.

Christopher Davidson is a financial advisor at Proxy Wealth Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Cambridge Investment Research and Lincoln Financial Advisors. His career also includes roles at multiple Proxy-affiliated entities. 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 notable focus on non-U.S. clients and foreign individuals with cross-border needs. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis and manages a variety of instruments and account types across multiple offices.

Robert Hoey is a financial advisor at Blacktower Financial Management (US) LLC with four years of industry experience. He holds a Series 65 designation and has worked at Blacktower Financial Management (US) and SJB Global since 2019. He also provides financial planning services internationally through SJB Global SL. Blacktower Financial Management (US) LLC offers financial planning and investment advisory services primarily to UK expatriates 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 mutual funds, ETFs, equities, fixed income, and third-party managers.

Colin Kneale is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Titan Wealth International, where he serves as Private Wealth Director. Prior to that, he held roles at Beacon Global Advisor Network, AHR Private Wealth, Amerity Wealth Management, Alexander Peter Wealth Management, Brite Advisors, and Holborn Assets. 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 mutual funds, ETFs, individual equities, fixed income, and third-party managers.

Bradley Busbin is a CFP® professional with 20 years of experience in the financial industry. He is currently with The LifeWealth Group, a firm where he has worked in various capacities since 2009. In addition to his financial advisory roles, he is the sole president and owner attorney at Busbin Law Firm, specializing in estate planning and trust administration. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management services, including discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and estate-planning support.

Grayson Bishop is a financial advisor at Blue Jasper Capital LLC with a Series 65 designation and three years of industry experience. Prior to joining Blue Jasper Capital, he worked at Southern Hill Farms and has been involved as a personal trainer at Hitfit Gym since 2021. Blue Jasper Capital provides investment advisory and financial planning services to individuals, trusts, estates, businesses, retirement plans, and donor-advised funds. The firm utilizes a long-term investment approach primarily using low-cost mutual funds and ETFs, while also managing an affiliated private fund with derivative investments and performance-based carried interest.

Mark Hollingsworth is a Series 65-licensed advisor with Blacktower Financial Management (US) LLC, based in Orlando, FL, with three years of industry experience. He has held advisory roles within various Blacktower entities since 2017 and previously operated Hollingsworth International Financial Services from 2013 to 2020. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, 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 focuses on UK pension transfers and ongoing portfolio management, managing assets predominantly on a non-discretionary basis using a range of investment vehicles and custodians.

Robert Barfield is a Series 65-licensed financial advisor with Blacktower Financial Management (US) LLC, based in Orlando, FL, and has one year of industry experience. He previously worked at Beacon Global Advisor Network, LLC, and has been associated with Titan Wealth International since 2015. He is also a Chartered Wealth Planner with Titan Wealth, a division of Blacktower Financial Management. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates in the United States, as well as U.S. persons with retirement assets. The firm focuses on UK pension transfers and ongoing portfolio management, offering mostly non-discretionary asset management using a range of investment vehicles and custodians.

Iain Mc Kay is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 credential and five years of industry experience. He previously worked at Abbey Wealth from 2009 to 2020 and is also the owner of Baycrest Wealth, a financial advisory business based in Malaga, Spain. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates in the United States and U.S.-connected individuals, with a focus on UK pension transfers and ongoing portfolio management. The firm manages client assets mainly on a non-discretionary basis, utilizing a range of investment vehicles and custodians.

Michelle Pezzulo is a CFP® professional with nine years of industry experience, currently serving at Bentley Financial Group in Winter Garden, FL. She has worked at Bentley Financial Group and LPL Financial since 2016. In addition to her advisory role, she is a notary for the state of Illinois. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis, options for hedging, and third-party Independent Managers, while offering managed account access through multiple LPL-sponsored programs.

Nathan Wennington is a Series 65-licensed advisor at Blacktower Financial Management (US) LLC with two years of industry experience. His prior roles include positions at Beacon Global Advisory Network, AHR (formerly Harrison Rowe), and Guardian Wealth. He also serves as an advisor for Titan Wealth International. 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 notably on UK pension transfers and manages client portfolios mainly on a non-discretionary basis using a range of investment vehicles.

David Marks is a financial advisor with Blacktower Financial Management (US) LLC. He holds a Series 65 designation and has two years of industry experience. Marks has been with Blacktower Financial Management in its U.S. and international divisions since 2015. 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 range of mutual funds, ETFs, equities, and fixed income investments.

Thomas Quinn is a financial advisor at Blacktower Financial Management (US) LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at David James Wealth, T&T International, Plan First Wealth, LLC, and deVere USA. Outside of his advisory role, he is CEO and owner of Arche Group Inc., overseeing accounting, tax, and distribution responsibilities, and serves as an introducer for UK-based investment advisory firm Holborn Assets Ltd, referring clients who have relocated back to the UK. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates living in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios mainly on a non-discretionary basis, using a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

David Neville is an advisor with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has professional experience dating back to 2018, including roles at Skybound Wealth Management and Titan Wealth Management. Outside of financial advising, he worked part-time at X-MET Fabrication. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, 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 offers portfolio management mainly on a non-discretionary basis using a range of investment vehicles and third-party managers.

Richard Sampson is a CFP® professional with Series 63 and Series 65 licenses, currently serving as an advisor at The LifeWealth Group. He has one year of industry experience, including roles at LifeWealth Investment, Madison Avenue Securities, and Amplified Planning. Outside of financial services, he has experience in small business ownership and university-level work. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management services. The firm employs discretionary portfolio management using proprietary models and third-party sub-advisors, offering tailored financial planning, estate-planning support, and access to managed-account programs.

Paul Green is a financial advisor with Blue Horizon Equity, Inc. in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Axa Advisors, and OSAIC. He serves as a board member for Go Full STEAM, an educational nonprofit focused on STEM initiatives. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million and offers portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides sponsored wrap-fee Unified Managed Accounts as well as access to third-party money manager programs and operates as a multi-advisor team across multiple offices.

Aaron Vickery is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Titan Wealth International, Hoxton Capital Management LLC USA, Northstar, Ormiga Capital Ltd, Acuma deVere Independiente S.A. de C.V., and Skybound Wealth Management. Vickery serves as a Private Wealth Director with Titan Wealth International, a division of Blacktower Financial Management. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, 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 focuses on pension transfer work involving Self-Invested Personal Pensions (SIPPs) and Qualifying Recognised Overseas Pension Schemes (QROPS), alongside ongoing portfolio management and standalone financial planning.

Charlot Alexandre is a financial advisor at Blue Jasper Capital LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including positions at JPMorgan Chase Bank, ADP WorkMarket, and Kingdom Energy Solutions. Alexandre is also involved with Kingdom Energy Solutions LLC, reflecting a background that spans financial services and energy sectors. 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, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and financial planning, constructing customized portfolios primarily using low-cost mutual funds and ETFs, supplemented by stocks, bonds, and cash positions as appropriate.