Kristopher Moody is a Wealth Advisor at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL, with 16 years of industry experience. He holds a Series 66 designation and has been with Baron Silver Stevens and OSAIC since 2011. Moody also serves as an adjunct professor at Florida Atlantic University, where he teaches financial and estate planning courses. Baron Silver Stevens provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management through its Vision2020 Wealth Management platform, utilizing asset-allocation modeling and both discretionary and non-discretionary management strategies.

Vincent Fisk is a financial advisor at Atlas Financial Advisors, LLC with 37 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Zeus Financial, LLC and SecureVest Financial Group, Inc. Atlas Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income instruments and employs a mix of fundamental, technical, charting, and cyclical analysis in managing customized portfolios.

Alex Manolakos is a financial advisor at Benchmark Financial Wealth Advisors LLC with three years of industry experience. He holds a Series 65 credential and has worked at Benchmark Financial LLC since 2022. Prior to his advisory role, he was a graduate student and has experience in other fields including dermatology and technology. Benchmark Financial Wealth Advisors LLC provides financial planning, portfolio management, and wealth guidance to individuals, high-net-worth families, and retirement plans. The firm uses asset-allocation-driven strategies and offers access to alternative investments while managing roughly $766 million in assets under management.

Arthur Crimmins Jr. is a financial advisor with McKinley Carter Wealth Services, Inc., holding a Series 65 credential and 19 years of industry experience. He has been with McKinley Carter Wealth Services since 2011. Outside of his advisory role, he manages Goff Mountain Holdings, LLC, a family-owned business. McKinley Carter Wealth Services is an SEC-registered adviser serving individuals, families, institutional, and nonprofit clients. The firm offers comprehensive financial planning and investment management services using a blend of fundamental and technical analysis within a long-term strategic asset allocation framework.

Alan Feinberg is a financial advisor at SB Advisory, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc since 2021, following six years at Morgan Stanley Private Bank and nine years at Morgan Stanley Smith Barney LLC. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for about 2,634 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice that includes portfolio management, financial planning, and access to third-party manager programs and model portfolios.

Abraham Amador Lindner is a CFP® with 23 years of industry experience, currently serving as an advisor at Noesis Capital Management Corp. He has previously worked at Fidelity Brokerage Services LLC, Fisher Investments, and Charles Schwab. Outside of finance, he is the president of Kreativ Concept Group Inc., a marketing and graphic design business. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to a broad client base including individuals, families, trusts, foundations, and business entities. The firm employs a research-driven, fundamental equity approach and serves both U.S. and non-U.S. clients, offering customized portfolio management with access to alternative investments for suitable accredited clients.

Joshua Carelli is a financial advisor at Greenline Wealth Management in Boca Raton, FL, holding a Series 65 credential with two years of industry experience. His prior work includes roles at PNC Bank, Aimpoint Pension, and FirstBank. He is also affiliated with Greenline Insurance LLC. Greenline Wealth Management is an SEC-registered advisory firm with six advisors providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm has a significant retirement plan practice and utilizes a third-party manager network on the Envestnet platform for portfolio implementation.

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.

Benjamin Stille is a financial advisor at Fiscal Wisdom Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Portsmouth-SmartLife Financial Group, McCloskey and Associates PA, and CJS Financial Advisers. Outside of his advisory role, he is an independent insurance agent with BGS Financial Services, LLC. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using a range of investment strategies and conducts regular account reviews, while also facilitating referrals to third-party money managers and offering comprehensive financial planning services.

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, 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.

Alejandro Osuna is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation with no prior industry experience before joining Kovack Securities, Inc. in 2026. His previous work includes roles at Northwestern Mutual Investment Services LLC, Michael Calamaro, Bradesco Bank, International Finance Bank, and Lacoste. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, pension plans, charitable organizations, banks, and government clients using a combination of internally created models and third-party managers.

Kyle Boggiano is a financial advisor at AlphaStar Capital Management with a Series 65 designation and three years of industry experience. Prior to joining AlphaStar in 2026, he was with Wealthcare Financial from 2023. AlphaStar Capital Management serves a diverse range of clients including individuals, corporate and business clients, and retirement plans. The firm provides discretionary investment management, financial planning, and subadvisory services through model portfolios and advisor-directed strategies that incorporate both strategic and tactical approaches.

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.

Alec Lowell is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He previously worked at LPL Financial and INVEST Financial Corporation before joining Alliance Global Partners in 2018. Outside of his advisory role, Lowell is the general manager and owner of Sidelyne, LLC, a non-investment-related entity currently inactive. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing and combines in-house management with third-party money managers. It offers a range of services including portfolio management, financial planning, and brokerage capabilities.

Eric Kleinberg is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Morgan Stanley in various roles from 2012 to 2023 before joining Alliance Global Partners. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.

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.

Diane McClung is a financial advisor at New Edge Wealth with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 13 years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers wealth strategy, financial planning, portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior while incorporating AI-assisted analytics alongside adviser judgment.

Simona Taurosevicius is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and bringing 13 years of industry experience. Her prior roles include positions at GWN Securities Inc. and Maxim Group LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm utilizes an open-architecture investment approach with a focus on international investing and combines in-house management, third-party managers, and sub-advisers to implement various strategies, alongside active broker-dealer operations and private fund advisory services.