Mohammad Abood is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Maggard Wealth and Cedar Financial Partners. Outside of his advisory role, he is involved in insurance brokerage with Maggard Wealth Management. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary consulting, utilizing fundamental analysis and tactical strategies to manage diverse investment products and offering advisory services to other registered investment advisers.

Alfredo Yanes is a financial advisor with ActiTrust Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with ActiTrust since 2016 and also serves as Director and Secretary of Actiadvisors Corp, a foreign company providing financial advisory services to non-U.S. clients on a volunteer basis. ActiTrust Wealth Management LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth individuals, and business entities. The firm employs both fundamental and quantitative analysis, incorporating long-term and short-term trading strategies, and serves a notable non-U.S. client base through its affiliated foreign advisory activity.

Jeremy Bailey is a financial advisor at MG&A Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Zephyr Private Wealth LLP, Tanager Wealth Management, St. James Place, Sterne Agee Financial Services, and Meg Green & Associates. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset types and offers discretionary and non-discretionary management, including private investment opportunities managed directly or through third-party managers.

Kurt Stahl is a CFP® professional with 13 years of experience in financial advising. He is currently with Global Wealth Management Investment Advisory, Inc. and Global Wealth Retirement Planning, LLC, having previously worked at AE Wealth Management, LLC, Gulf Coast Financial Planning LLC, Barcomb Asset Management, and Berthel Fisher & Company Financial Services, Inc. Global Wealth Management Investment Advisory, Inc. is an SEC-registered adviser serving individuals, charitable organizations, and business clients with approximately $723 million in assets under management. The firm provides discretionary asset management through wrap-fee programs, holistic financial planning, and educational workshops, using a value-oriented, primarily long-term investment approach.

Franklin Gay IV is a CFP® professional with six years of experience in the financial advisory industry. He has worked at Tobias Financial Advisors since 2020 and previously spent three years at Zehnder Wealth Management. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, corporations, and other entities with wealth management, investment management, financial planning, and related services. The firm emphasizes long-term, globally diversified portfolios and incorporates AI-driven tools alongside human oversight in its investment approach.

Dylan Smith is a financial advisor with Global Wealth Management Investment Advisory, Inc. and holds Series 63 and Series 65 licenses. He has four years of industry experience and previously worked at firms including Kanen Wealth Management LLC, Singer Wealth Advisors LLC, and Financial Engines Advisors L.L.C. Since 2009, he has competed in tournaments sponsored by the American Water Skiing Association. Global Wealth Management Investment Advisory, Inc. is an SEC-registered adviser serving individuals, including high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary asset management through wrap-fee programs, holistic financial planning, and educational workshops, focusing on a value-oriented, primarily long-term investment approach tailored to client objectives.

Charles Bosanac is a Series 65 licensed advisor with Global Wealth Management Investment Advisory, Inc., based in Fort Lauderdale, FL. He has four years of industry experience and has been with Global Wealth Retirement Planning, LLC and Global Wealth Management Investment Advisory, Inc. since 2021. Prior to his financial advisory career, he worked in the hospitality industry and at Florida Atlantic University. Bosanac also serves as a wealth advisor and insurance agent at Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. is an SEC-registered firm serving individuals, charitable organizations, and business clients with approximately $723 million in discretionary assets under management. The firm employs a value-oriented, primarily long-term investment approach that includes strategic and tactical asset allocation and offers services through wrap-fee programs and financial planning.

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.

Vincent Capodanno is a financial advisor at WestPark Capital, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Garden State Securities, Dinosaur Financial Group, and Alexander Capital. Outside of finance, he owns a transportation service company that provides limo services. WestPark Capital, Inc. offers financial planning, investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm provides customized advisory arrangements and implements client portfolios directly or through selected 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.

John Zaffarano is a financial advisor at NFSG Corporation in Boca Raton, FL, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at NewBridge Securities Corporation since 2016. Outside of finance, he manages Digital Star Entertainment LLC, a music production and record label company, and Arqive AI LLC, a social media and entertainment app developer. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm offers discretionary and non-discretionary asset management, employs internal portfolio managers, and utilizes third-party asset managers with various investment styles.

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 and holds Series 63 and Series 65 designations. He has 25 years of industry experience and also operates an accounting practice as a CPA, providing income tax preparation and accounting services. Prior to joining PKS Advisory Services in 2012, he worked at Purshe Kaplan Sterling Investments and has been a CPA since 1983. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm customizes portfolios based on client risk tolerance and time horizon, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, independent managers, and alternative investments.

Alejandro Osuna is a financial advisor at Kovack Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at Northwestern Mutual Investment Services LLC, Michael Calamaro, Bradesco Bank, and International Finance Bank. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, banks, and government entities, providing portfolio management, financial planning, and sub-advisory services through both internally developed models and third-party managers.

Daniel Morris Jr. is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses with 13 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Advisor Networks. Outside of his advisory career, he serves as a pastor at Cross Creek Baptist Church. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension plans, charitable organizations, and government entities, employing a risk-tolerance–based investment process supported by Envestnet and a combination of in-house and third-party management solutions.

Raymond Arias is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Kovack Advisors since 2012 and previously held roles at Brookstone Securities, Invest Financial Corporation, and Transamerica Financial Advisors. Outside of his advisory work, he is involved in community education as a presenter on health, financial, and technology topics and serves as a minister officiating marriage ceremonies. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and governmental entities, offering portfolio management, financial planning, and access to sub-advisory programs using a risk-tolerance–based investment process.

Andrei Santos is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021 and previously at Wells Fargo Clearing from 2016 to 2021. Santos is also the owner and manager of Arisan Financial Advisors, LLC, an investment advisory business. Bolton Global Asset Management serves individual, corporate, and institutional clients, providing asset management and financial planning with a focus on customized wealth management through various portfolio strategies. The firm operates with a network of independent advisers and offers services that include discretionary and non-discretionary portfolio management.

Lee Hediger is a financial advisor with Provenance Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He is a co-founder of Provenance and has worked at the firm since 2003, also maintaining leadership roles in related entities including Lee F. Hediger, PA Inc. Outside of his advisory work, he is involved in The Veterans Trust, a nonprofit organization established to assist veterans. Provenance Wealth Advisors manages approximately $3.63 billion in assets for a diverse client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management across multiple custodians, utilizing equities, ETFs, mutual funds, and occasionally alternative investments, complemented by financial planning and retirement plan services.

Michael Mahoney is a financial advisor with Snowden Capital Advisors LLC and holds Series 63 and Series 65 designations. He has 27 years of industry experience, including prior roles at Morgan Stanley, Merrill, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory work, Mahoney is a licensed real estate agent, referring clients on a limited basis. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, and financial and estate planning services. The firm combines multi-team scale with institutional capabilities, often utilizing third-party managers and global custodian platforms to support a diverse client base.