Daniel Gentile is a Series 65-licensed financial advisor at ActiTrust Wealth Management LLC with three years of industry experience. He has worked at ActiTrust Wealth Management LLC since 2019 and also serves as a Wealth Manager at ActiAdvisors Corp, a foreign corporation providing family office and investment management services to non-U.S. high-net-worth individuals and families. ActiTrust Wealth Management LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth clients, and business entities, using a combination of fundamental and quantitative analysis to implement client strategies documented in tailored Investment Policy Statements. The firm serves a meaningful non-U.S. client base through its affiliated foreign advisory activity and employs a range of investment approaches including long- and short-term trading and third-party managers.

Matthew Saneholtz is a CFP® and CFA® with 17 years of industry experience. He has been with Tobias Financial Advisors since 2005. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, and corporations with wealth management, investment management, financial planning, retirement plan advisory, and related tax-preparation and trustee services. The firm emphasizes long-term, globally diversified portfolios managed under Investment Policy Statements, incorporating both traditional and alternative investments with the support of AI-driven research tools.

Scott Seidl is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Chapin Davis. His prior roles include positions at Northcoast Research Partners, LLC and Boenning & Scattergood. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets. The firm employs a variety of investment strategies and serves several hundred client relationships through a multi-advisor team.

Ronald Small is a financial advisor at Sound Income Strategies, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Sound Income Strategies since 2015. In addition to his advisory work, he owns and manages several non-investment-related businesses, including boat rental administration through J&J Funships and Tori-Lily Fishing, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services including discretionary asset management, financial planning, ERISA plan services, and sub-advisory relationships.

Harold Jones is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012 and maintains a CPA accounting practice focused on tax preparation and accounting services. PKS Advisory Services provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, using tailored portfolios that combine fundamental and technical analysis across mutual funds, ETFs, independent managers, and individual securities.

Daniel Morris Jr. is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Kovack Securities, Cetera Advisor Networks, and VOYA Financial Advisors. Outside of advisory work, he serves as a pastor at Cross Creek Baptist Church in Nashville, GA. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and financial institutions nationwide. The firm focuses on diversified asset-class exposure through mutual funds, ETFs, and other securities, offering discretionary and non-discretionary management alongside third-party manager recommendations and financial planning services.

Raymond Arias is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2012. Outside of his advisory role, Arias is involved in educational presentations on financial, technological, and healthcare topics, and he also officiates marriage ceremonies. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Samuel Stone is a financial advisor at Mission Wealth Management, LP with one year of industry experience. He previously worked at Northwestern Mutual and has held roles in education at the University of Miami, Roxbury Latin School, and Central Middle School. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serves high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and institutional retirement plan services using a tiered service model and long-term investment strategies that include alternative investments and third-party sub-advisors.

Andrei Santos is an investment advisor representative with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also the owner and manager of Arisan Financial Advisors, LLC, an investment advisory business. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base that includes individuals, high-net-worth investors, charitable organizations, and corporations. The firm’s approach is driven by independent investment adviser representatives and typically employs a long-term orientation using mutual funds, ETFs, equities, and fixed-income securities.

Lee Hediger is a financial advisor at Provenance Wealth Advisors with over 30 years of industry experience. He holds Series 63 and Series 65 licenses and is a co-founder of Provenance Wealth Advisors. Hediger is also the founder of The Veterans Trust, a nonprofit organization established to assist veterans. Provenance Wealth Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm manages over $4 billion in assets, offering tailored portfolio management, financial and retirement planning, and operates with both discretionary and non-discretionary mandates across multiple custodial platforms.

Michael Mahoney is a financial advisor at Snowden Capital Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Snowden Lane Partners. Outside of his advisory role, he is a licensed real estate agent involved in referring clients. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party managers while offering programs for externally custodied and retirement plan assets.

Alexander Schmedt is a financial advisor at Northern Trust Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TradeStation Securities, Inc. and Joseph Gunnar & Co., LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management services to high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven investment approach using various portfolio options and combines advisory, brokerage, and custody activities within a large multi-team environment.

Michael Riolo is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds a Series 66 designation and has worked with firms including Fratarcangeli Wealth Management and Raymond James. His background includes diverse roles prior to entering the financial industry. Thurston Springer Advisors serves a broad client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies such as Tactical and Earnings Momentum and integrates technical and fundamental analysis across multiple asset classes.

Joel Palatnik is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 credential and over 24 years of industry experience. He has worked at LWM Advisory Services, LLC and LPL Financial prior to joining Modern Wealth Management. Palatnik also provides investment advisory services through Legacy Retirement Plan Advisors, an independent registered investment advisor. Modern Wealth Management is a multi-team SEC-registered firm managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized investment committee and a blend of model portfolios, third-party managers, and strategic allocation methods to serve its diverse client base.

Augusto De Luna is a financial advisor at Provenance Wealth Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked with firms including JP Morgan Securities and Raymond James Financial Services. He is also involved with Flat Six LLC, a support company related to his advisory work. Provenance Wealth Advisors, LLC provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management and financial planning using a variety of investment strategies and a multi-custodial platform.

Darwin Dees is a financial advisor at Kovack Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cape Securities, Inc., GWN Securities, Inc., and Retirement Consultants Network. Outside of his advisory role, he operates two businesses in Tifton, GA focused on wealth management and fixed annuities. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and monitors third-party asset managers and model portfolios.

Camila Cortes is a financial advisor at Bolton Securities Corporation with one year of industry experience. She holds a Series 66 designation and has worked with Bolton Global Asset Management and Bolton Global Capital since 2025. Her prior work includes roles in education and banking. Bolton Global Asset Management provides asset management and financial planning services to individuals, institutions, and charitable organizations, offering portfolios built primarily with mutual funds, ETFs, equities, and fixed-income securities through a network of independent advisers.

Gabriella Espaillat is a financial advisor at Bolton Securities Corporation with two years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach using mutual funds, ETFs, equities, and fixed-income securities, and offers customized wealth management through a network of independent adviser representatives.

Amber Kelly is a CFP®, ChFC®, and Series 65-registered financial advisor with 12 years of industry experience. She currently works at Impact Partnership Wealth, LLC and has held roles at Madison Avenue Securities, LLC and multiple affiliated firms in the Global Wealth Management network. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolio solutions and discretionary asset management through a network of nearly 90 advisors. The firm employs various investment strategies and operates within a broad affiliated-entity ecosystem that supports its trading, compliance, and back-office functions.

David Roach is a financial advisor at AssuredPartners Investment Advisors with five years of industry experience and holds a Series 65 designation. His prior work includes roles at Fortune 360 Group LLC and Southeast Toyota Finance. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and operates through a team of advisors across multiple offices, offering both discretionary and non-discretionary portfolio management along with plan fiduciary and participant education services.