Julia Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and CPR Investments Inc. In addition to her advisory role, she serves as a marketing representative for CPR Financial Group LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a variety of strategies and a broad affiliated-entity ecosystem.

Michael Pond is a financial advisor with Ancorato in Meridian, Idaho, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at QP Wealth Management and Merc and Company Inc., with a two-year retirement period before resuming his advisory career. Ancorato provides portfolio management and model-portfolio services primarily to other registered investment advisers, institutions, and family offices. The firm employs a combination of technical and fundamental investment strategies and serves a large number of client accounts through intermediaries.

Adam Lorraine is a financial advisor at Aegis Capital Corp. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis since 2013. Outside of his advisory role, he is the CEO of Dynamic Capital Holding LLC, a firm that provides quantitative technical analysis to institutional clients. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm operates as both a broker-dealer and SEC-registered investment adviser, providing trade execution, clearing, custody, and reporting services across discretionary and non-discretionary account options.

Joseph Karl is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 18 years of industry experience. He has worked with Raymond James Financial Services Advisors and Provenance Wealth Advisors since 2012. Karl serves on the boards of the Leadership Broward Foundation and the Fort Lauderdale Chamber of Commerce. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial planning, and retirement planning using a multi-custodial platform and both discretionary and non-discretionary mandates.

Noel La Montagne is a financial advisor at Verdence Capital Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has been with Verdence since 2019. In addition to his advisory role, he is a certified NFL Players’ Association agent, managing client careers and negotiating player and marketing contracts through Compass Sports Advisors. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to implement investment strategies across various asset classes and offers specialized services for family offices and professional athletes.

Lindell Douglas is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2018. His prior roles include positions at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Outside of financial advising, he is president of The Galleon Foundation, a scholarship nonprofit, serves as a minister with Lindell Douglas Global Ministries, and is an author. 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’s investment approach focuses on diversified asset-class exposure using mutual funds and ETFs, alongside third-party asset manager recommendations and financial planning services.

Aaron Litman is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Ally Financial Inc., Ameriprise, and TradeStation Securities, Inc., among others. He is based in Fort Lauderdale, FL. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through a model-driven program featuring Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, combining advisory, brokerage, and custody services.

Gregory Milewski is a CFP® with 11 years of experience currently affiliated with Sound Income Strategies, LLC. His prior experience includes roles at USAA Investment Management Company and USAA Financial Advisors, Inc. He also serves as an adjunct professor at Southeastern University, Inc. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and a range of specialized investment and insurance services.

Ernesto Amengual is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 36 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2021, and previously with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2016. Ernesto is also a co-owner of ATA Advisors, LLC, a business entity related to Bolton Securities that is not publicly advertised and operates outside of investment activities. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s investment approach is tailored by independent adviser representatives and typically involves mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation, alongside tactical trading and rebalancing.

Micah Keel is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Kestra Investment Services, Ameriprise Financial Services, and Retirement Income Source locations in Florida. Outside of his advisory work, he is a co-owner of Pretty Farm Girl LLC, a skincare manufacturing business. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with a focus on fixed-income analysis and equity review, utilizing institutional trading arrangements and affiliated insurance planning services.

Michael Haddigan is a financial advisor at Kovack Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors since 2017, following eight years at INVEST Financial Corp. Outside of his advisory role, Haddigan serves as a Cubmaster for his son's Cub Scout pack. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, while also recommending third-party asset managers and offering financial planning and account aggregation services.

David Grossman is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and 32 years of industry experience. Prior to joining Apollon, he worked at Raymond James & Associates and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is licensed to sell fixed insurance products. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm combines centrally managed and locally managed investment strategies, employs fundamental analysis with tactical allocations, and offers specialized services including ESG models, private funds, and tax management tools.

Michael Marinelli is a financial advisor with Trajan Wealth, L.L.C. in Sunrise, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Diamond Asset Management. Marinelli is also licensed as an insurance agent and occasionally offers insurance products to clients. Trajan Wealth, L.L.C. provides investment advisory services to individuals, retirement plans, trusts, and charitable organizations, managing approximately $2.6 billion in assets. The firm employs a disciplined, long-term investment approach with portfolios tailored to client-specific factors and integrates tax, estate, and insurance services as part of its planning process.

Joseph Valerio is a CFP® certificant with four years of industry experience. He currently works at Modera Wealth Management, LLC and has held positions at Northstar Financial Planners, Inc., Merriman Wealth Management, The Vanguard Group, Inc., and Fidelity Investments. Modera Wealth Management provides wealth management, retirement plan consulting, tax planning, trust services, and business coaching to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines large-scale advisory operations with in-house accounting and tax capabilities.

Dorota Gilbert is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL. She holds a Series 66 designation and has 23 years of industry experience. Her work history includes roles at Kovack Securities, Inc. and Ameriprise Financial Services, Inc. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 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, using a combination of internally created models and third-party managers to construct and monitor portfolios.

Todd Moll is a CFP® with 35 years of industry experience, currently serving as an advisor at Provenance Wealth Advisors in Fort Lauderdale, FL. He has been with Provenance Wealth Advisors since 2000 and also owns Todd A. Moll CFA PA, a support company. Moll is involved in business ownership through ZYH Holdings LLC and has experience as a non-variable life insurance agent. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension plans, trusts, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial planning, and retirement planning using a variety of strategies and custodial platforms.

Vincent Lapietra is a financial advisor with Wealthcare Advisory Partners LLC in Weston, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked previously at LPL Financial and Independent Financial Partners. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary technology and an evidence-based investment framework that incorporates behavioral economics and quantitative analysis.

Bob Hodges Jr. is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Capital Guardian Wealth Management, LLC and Capital Guardian, LLC. He also owns Hodges Wealth Management LLC in Naples, FL, and is active as an insurance agent specializing in fixed, VA, EIA, and LTC products. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Sean Deviney is a financial advisor at Provenance Wealth Advisors with 23 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Provenance Wealth Advisors since 2005, including prior roles at Raymond James Financial Services and PWA Securities. Deviney serves as Treasurer and Board Member of Memorial Joe DiMaggio Children's Hospital. 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 approximately $4.44 billion in assets and offers tailored portfolio management, financial planning, and consulting using a range of investment strategies across multiple custodians.

Steven Newman is a CFP® with 41 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2016. He previously worked at Kovack Securities, Inc. Newman also teaches a finance course at Stetson University as part of the CFP education program. 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, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to sub-advisory programs.