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 30 years of industry experience. He holds the Series 63 and Series 65 credentials and is a co-founder of Provenance, where he focuses on estate, business, retirement, and investment planning. Hediger is also the founder of The Veterans Trust, a nonprofit organization that supports veterans. Provenance Wealth Advisors manages approximately $3.63 billion in assets across nearly 2,864 client relationships, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management using multi-custodial platforms and employs a range of investment approaches including charting, fundamental, and technical analysis.

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 Series 66–licensed financial advisor at Thurston Springer Advisors with one year of industry experience. His background includes roles at Fratarcangeli Wealth Management, MVR Holdings Group, and Raymond James. Outside of finance, he has worked in various roles including positions at iPic Theaters and Pinnacle Advertising & Marketing Group. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, and trusts, offering a range of financial planning, portfolio management, and fiduciary services. The firm employs diverse investment strategies, including discretionary and non-discretionary programs, and operates under a structure that includes affiliated broker-dealer and insurance entities.

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.

Alejandro Feldman is a financial advisor at Valley Wealth Managers, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Bank Leumi USA and Leumi Investment Services, Inc. for 15 years prior to his current roles at Valley Wealth Managers, Valley National Bank, and Valley Financial Management. Feldman is also a licensed real estate agent, though his real estate activity is currently inactive. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves both institutional clients and high-net-worth individuals, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with an investment process based on client-specific risk guidelines and proprietary valuation analysis.

Augusto De Luna is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 credential and 13 years of industry experience. He has previously worked at JP Morgan Securities LLC and Raymond James Financial Services, Inc. In addition to his advisory role, he is the owner of Flat Six LLC, a support company associated with Provenance Wealth Advisors. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across multiple custodians, utilizing equities, ETFs, mutual funds, fixed income, and alternative investments through various analytical methods and option strategies.

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.

Leonardo Leta Furtado is a financial advisor at J. Safra Asset Management Corporation with Series 63 and Series 65 credentials. He joined the firm in 2024 and has prior experience at Safra National Bank. His background includes academic studies at The Pennsylvania State University and an extended period at The British School in Rio de Janeiro. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, private pooled investment vehicles, and institutions. The firm uses a combination of fundamental security analysis, manager due diligence, and macroeconomic assessment to manage discretionary and non-discretionary portfolios, with a focus on private funds and model strategies reviewed by an Investment Committee.

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 Series 65 credentialed financial advisor with five years of industry experience. He has worked at Gallagher Fiduciary Advisors, LLC and Fortune 360 Group LLC. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary portfolio management alongside educational services and third-party manager oversight.

Gregory Heinrich is a financial advisor with Kovack Advisors, Inc. in Fort Lauderdale, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2010. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Richard Giannotti II is a financial advisor with RFG Advisory, LLC, holding a Series 65 credential and 11 years of industry experience. His prior roles include positions at Madison Avenue Securities, LLC, and Global Wealth Management Investment Advisory, Inc. He is also a silent investor in a real estate consulting business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through both proprietary and third-party strategies.

Garth Ivey is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2021, following prior roles at Securities America and Investacorp. Outside of his advisory work, he owns and manages several investment-related businesses, including a financial services firm offering insurance products and multiple LLCs that oversee office properties. 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 focuses on diversified asset-class exposure primarily through mutual funds and ETFs, with additional strategies as appropriate, and offers both discretionary and non-discretionary asset management along with financial planning services.

Danny Young is a financial advisor at Kovack Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovack Advisors since 2022, following roles at Cetera Advisor Networks and VOYA Financial Advisors. Outside of his advisory work, he has owned and operated The Agent Tool Shop since 2008. 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 through mutual funds and ETFs and offers discretionary and non-discretionary asset management along with financial planning and third-party manager recommendations.

Andres Pimentel is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. since 2020. Prior to his current role, he worked at CITIGROUP and SunTrust Investment Services. He is involved as CFO of a nonprofit organization that assists Christian couples with funding marital counseling. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets, serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, banks, and government entities. The firm employs a risk-tolerance based investment process using internally developed models and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and sub-advisory services.

Laurel Miller is a Series 66 licensed financial advisor with nine years of industry experience. She currently works at Oak Tree Group and previously worked at Kovack Securities, Inc. Outside of her advisory role, she serves as a soccer referee in Atlanta, overseeing games and enforcing league rules. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and pension plans, through a nationwide network of representatives. The firm emphasizes diversified asset-class exposure using mutual funds and ETFs, offers financial planning and third-party manager recommendations, and provides ongoing portfolio supervision and rebalancing.