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.

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.

Bradley Lacore is a CFP® with 13 years of industry experience, currently serving as an advisor at Cogent Private Wealth since 2022. He previously worked at Pathstone and Eaton Vance WaterOak Advisors, where he spent a combined three years, and Water Oak Advisors for seven years. Bradley holds the Series 65 designation and is based in Orlando, FL. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans, providing discretionary investment management and comprehensive financial planning. The firm employs custom, long-term allocation strategies using institutional funds and ETFs, incorporating fundamental and cyclical analysis, and manages a focused client base through a five-advisor team.

Michael Salmon is a CFP® with 12 years of industry experience, currently serving at Moisand Fitzgerald Tamayo, LLC in Orlando, FL since 2007. He works at a firm known for its fee-only, independent advisory services. Moisand Fitzgerald Tamayo serves individuals, families, trusts, estates, and retirement plan sponsors with discretionary portfolio management, financial planning, retirement plan consulting, tax return preparation, and business consulting for S-corporation owners. The firm emphasizes evidence-based allocation, long-term investing, and low-cost investment options while providing in-house tax and insurance consulting through a team with multiple CFP®, CPA, and Enrolled Agent credentials.

Matthew Ferratusco is a financial advisor with GFG Solutions in Orlando, FL, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His professional background includes roles at Lyons Wealth Management and Foreside Fund Services, LLC. Outside of finance, he is the owner and president of Fitness Machine Technicians of East Central Florida, a fitness equipment maintenance and repair business. GFG Solutions provides discretionary and non-discretionary asset management and integrated financial planning for individuals, high-net-worth clients, and business owners. The firm employs a blend of fundamental, technical, and tactical analysis to create customized portfolios, emphasizing risk management and insurance strategy as key components.

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.

Shari De Ron is a financial advisor at Summit Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Signature Financial Strategies, Trustco Bank, and Verizon Wireless. Outside of her advisory role, she operates as a freelance mobile notary and provides photo digitizing services. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach utilizing ETFs, mutual funds, third-party managers, and model portfolios.

Jason Print is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Summit Wealth Partners, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Naples, Florida. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting. The firm manages approximately $629.7 million in assets and emphasizes diversified, asset-class oriented portfolios using pooled vehicles, strategic asset allocation, and academic models such as Modern Portfolio Theory and Fama–French research.

Derek Collins is a financial advisor at Cogent Private Wealth in Orlando, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Cogent, he held roles at Charles Schwab & Co., Inc and Smart Wealth, and has entrepreneurial experience running an auto detailing business. Cogent Private Wealth serves individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm employs custom, long-term allocation strategies using institutional mutual funds and ETFs, supplemented by individual equities for tax efficiency, and offers discretionary investment management, comprehensive financial planning, and pension consulting.

Daniel Lattimer is a financial advisor at Blacktower Financial Management (US) LLC with three years of industry experience. He holds a Series 65 designation and has worked at Blacktower since 2022. Prior to this, he was with Aviva for eleven years and is also associated with SJB Global, where he provides financial advice to residents outside the United States. Blacktower Financial Management (US) LLC offers financial planning and investment advisory services primarily to UK expatriates living in the U.S., as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and manages client portfolios on a largely non-discretionary basis, utilizing a range of investment vehicles including mutual funds, ETFs, and individual securities.

Bradley Towle is a financial advisor at Summit Wealth Partners, LLC in Orlando, FL, holding Series 65 and Series 66 licenses with 18 years of industry experience. His career includes roles at Genesis Wealth Advisors, Genesis Capital Advisors, J.P. Morgan Securities, and Banc One Securities. He has been with Summit Wealth Partners since 2016. Summit Wealth Partners serves individual and institutional clients across more than 20 states, providing wealth management, investment advice, and pension consulting. The firm emphasizes diversified, tax-efficient investment strategies supported by academic frameworks and integrates technology such as AI and machine learning into its service delivery.

Graham Bentley 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 Beacon Global Advisor Network, Titan Wealth International (USA), Finsbury, Hoxton Capital Management USA LLC, and DeVere Group. He also serves as a Wealth Director at Titan Wealth, a division of Blacktower Financial Management. 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.

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.

Felipe Mardakis is a financial advisor at Proxy Wealth Advisors LLC with a Series 65 designation and two years of industry experience. He is also the CEO and founder of Mestral Advisors, a business and management consulting firm. Additionally, he is licensed as a real estate agent with Okkla Realty in Orlando, FL. Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses, including a notable non-U.S. client base. The firm uses a tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, employing a broad range of instruments and managing both wrap-fee and non-wrap accounts.

Craig Sullivan is a Series 65-licensed financial advisor with four years of industry experience. He currently works at AllGen Financial Advisors, Inc. and previously spent five years at Royal Fund Management, LLC. Outside of finance, he serves as General Manager of a flooring sales and installation business, a role he has held for over two decades. AllGen Financial Advisors provides portfolio management, financial planning, and consulting services to individuals, families, and other entities. The firm manages approximately $475 million for more than 1,000 clients using a discretionary investment process that includes ETF-based core allocations, individual securities, and an AI-driven cryptocurrency strategy.

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.

Paula Franco Pacheco is a Series 65-credentialed advisor with AllGen Financial Advisors, Inc. in Orlando, FL. She has one year of industry experience, including prior roles at Primerica and Banco Davivienda. AllGen Financial Advisors provides portfolio management, financial planning, business and corporate planning, and consulting services to individuals, families, and other entities. The firm manages approximately $475 million across about 1,062 clients, employing a discretionary investment approach that combines ETF-based core allocations with occasional individual equities, bonds, and mutual funds.

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.