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.

Michael Rainey is a financial advisor with Rainey & Randall Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 1999, he has been with Rainey & Randall Investment Management, Inc. He also works as an independent insurance agent, addressing insurance-related client needs on a limited basis outside of business hours. Rainey & Randall Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope ERISA retirement-plan services. The firm manages approximately $820 million in discretionary assets and uses tailored asset-allocation models combining mutual funds, ETFs, and selected individual securities based on a blend of modern portfolio theory and various analytical methods.

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.

Claudio Gambin Neto is a financial advisor at GFG Solutions with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including MassMutual and Northwestern Mutual. Outside of advising, he is involved in several business ventures, including serving as owner of a fishing apparel and gear company. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios, emphasizing risk management and insurance strategy.

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.

Gillen Manos is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Moisand Fitzgerald Tamayo, LLC, Regions Bank, and the University of Florida. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for nearly 1,000 clients, primarily serving individual and high-net-worth households with discretionary portfolio management, financial planning, and consulting services. The firm uses a core-satellite asset-allocation approach guided by Modern Portfolio Theory and offers a unique youth financial-education workshop called MoneyCent$.

Casandra Garrett is a CFP® with seven years at Moisand Fitzgerald Tamayo, LLC in Orlando, FL, and one year of industry experience. Prior to joining Moisand Fitzgerald Tamayo, she worked at Verizon for three years. Moisand Fitzgerald Tamayo is a fee-only, independent investment advisory firm serving individuals, families, trusts, estates, and retirement plan sponsors. The firm emphasizes evidence-based allocation and long-term investing with low-cost mutual funds, ETFs, and investment-grade fixed income, providing discretionary portfolio management alongside tax, estate, insurance, and business consulting services.

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.

Paul Hershiser is a financial advisor at Haven Private with 29 years of industry experience. He holds a Series 63 designation and has worked at AlphaQ Advisors, LLC, OLH Capital, LLC, and ALPHAQ ADVISORS LLC d/b/a Haven Private. Haven Private provides wealth management services to individuals and families across a range of net worth levels, employing diversified investment strategies and discretionary portfolio management. The firm utilizes fundamental, quantitative, technical, cyclical, and behavioral analysis to implement approaches including modern portfolio theory, tactical investing, and alternative assets, and also serves as sub-advisor to a Regulation D pooled investment vehicle.

James Tucker is a financial advisor with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has four years of industry experience, with prior roles at Holborn Assets LLC and Finsbury Associates. Tucker has been with Blacktower since 2020, including its U.S. affiliate since 2022. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates in the U.S. and U.S.-connected individuals. The firm specializes in pension transfer work and manages client assets predominantly on a non-discretionary basis using various investment vehicles and custodians.

Christos Oakley is a financial advisor at Regal Advisory Services, Inc. in Orlando, FL, with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Regal Securities since 2006. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, retirement plans, trusts, foundations, and business entities. The firm utilizes a mix of fundamental and quantitative research to manage portfolios through proprietary and third-party offerings, offering clients both discretionary and non-discretionary investment program options.

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.

Andrew Dickens is a financial advisor at Summit Wealth Partners, LLC in Orlando, FL, with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Signator Investors, Inc. and other related firms. Outside of his advisory role, Mr. Dickens is a managing shareholder of Legacy Business Design LLC, which specializes in merger and acquisition consulting, and is a partner in Tax and Business Solutions LLC, providing tax, accounting, payroll, and business advisory services. Summit Wealth Partners serves individuals, including high-net-worth clients, and various institutional and tax-sheltered entities across more than 20 states. The firm offers wealth management, investment advice, and pension consulting with an investment approach emphasizing diversification, strategic asset allocation, and tax efficiency, supported by technology integration and third-party managers.

Benjamin Richardson is a financial advisor at GFG Solutions in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining GFG Solutions, he worked for Landscape Resources for seven years. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategy as core planning components.

Lesley Batson is a financial advisor at Signature Resources Capital Management, LLC, holding a Series 65 credential and beginning her advisory career in 2026. Her prior experience includes roles at OneAmerica, MassMutual Insurance Company, Ameritas, Rebel Rock Wealth, and The North Highland Company. Signature Resources Capital Management advises individual and high-net-worth clients, trusts and estates, and sponsors of employer-sponsored retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy emphasizing diversification and customization, and serves as a sub-advisor to Envestnet’s TAMP.

Sebastian Elliot is a financial advisor with Your Choice Financial LLC in St. Cloud, FL, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at several firms, including Mid American Wealth Advisory Group Inc. and ReJoyce Wealth Management LLC. Outside of advisory work, he serves as CEO of Enlighten Interactive LLC, a software development company, and tutors finance on Wyzant.com. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a strategic investment approach that incorporates modern portfolio theory, quantitative analysis, and other methods, offering both discretionary and non-discretionary management through multiple offices.

Edward Robinson is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Thrivent Financial and several other financial firms. He is also involved with One Family Church. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for around 981 clients, primarily individual and high-net-worth households. The firm employs a core-satellite investment approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, business and corporate planning, and consulting services.

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.

Corey Wojnarowski is a financial advisor with GFG Solutions in Orlando, FL. He holds a Series 65 designation and has been with GFG Solutions since 2025. Prior to joining the firm, he worked in the automotive industry for several years. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning to individuals, high-net-worth clients, and business owners. The firm combines fundamental, technical, and tactical analysis to create customized portfolios and emphasizes risk management and insurance strategy as key elements of its planning process.

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.