Gavin Banta II is a financial advisor with Thurston Springer Advisors in Fort Lauderdale, FL. He holds a Series 66 designation and has recently begun his career after five years at Florida State University and Pine Crest School. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and trusts, offering tailored financial planning, portfolio management, and fiduciary services. The firm employs a range of investment strategies, including discretionary and non-discretionary programs, and operates under a structure that includes affiliated broker-dealer and insurance agencies.

Maxwell Surprenant is a financial advisor with NFSG Corporation holding a Series 66 designation and has one year of industry experience. His prior work includes roles at NewBridge Securities Corporation, Culture Wellness LLC, and Odyssey Wellness LLC. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients including individuals, trusts, estates, and charitable organizations. The firm manages diversified portfolios using various instruments and supports its advisors with internal research and third-party asset manager arrangements.

Jacqueline Reeves is a financial advisor at Bryn Mawr Trust Advisors, LLC with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 securities registrations. Prior to joining Bryn Mawr Trust Advisors, she worked at Bell Rock Capital, LLC for 16 years and has been with Bryn Mawr Capital Management, LLC since 2023. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser and a subsidiary of WSFS Financial Corporation, providing discretionary investment management, financial planning, and retirement plan services to individuals, institutions, and trusts. The firm employs a multi-asset investment approach combining strategic asset allocation, tactical adjustments, and a mix of active and passive managers, supported by proprietary solutions and third-party platforms.

Christopher Beller is a CFA® charterholder with six years of industry experience. He is currently with Cyndeo Wealth Partners and has previously worked at Daybright Financial, JP Morgan Securities LLC, and JPMorgan Chase Bank, NA. Cyndeo Wealth Partners serves individuals, corporations, and middle-market business owners with discretionary and non-discretionary portfolio management, financial planning, family office services, and business advisory. The firm utilizes customized portfolios through internal models or third-party managers and offers a private investment vehicle targeting income and diversification beyond traditional fixed income.

Eric Zeitlin is a financial advisor at Provenance Wealth Advisors with 33 years of industry experience. He holds the Series 63 credential and has worked with firms including Raymond James Financial Services Advisors Inc. and PWA Securities, LLC. Outside of his advisory role, he serves on the investment advisory committee of the Miami Foundation and holds several business ownership positions. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individual, retirement plan, trust, estate, charitable, and business clients. The firm offers portfolio management, financial and retirement planning, and consulting services using a multi-custodial platform with a variety of investment strategies.

Becky Lightman is a financial advisor at Bison Wealth, LLC with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Banyan Global Investment Advisors, UBS Financial Services, and Northern Trust. Outside of her advisory work, she serves on the Florida Atlantic University College of Business Advisory Board and is an unpaid board member of the Yale Club of the Palm Beaches. Bison Wealth serves individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions with a focus on outcome-driven portfolios and access to alternative investments.

Gabriel Silva is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cornerstone since 2019, following prior roles at Independent Financial Partners and LPL Financial. Silva also manages Silva Wealth Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model supported by LPL platform programs and technology, managing a high client load across its team of 91 advisors.

Davied Miller is a financial advisor at CreativeOne Wealth, LLC with five years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Fidelity Investments and David Lerner Associates. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary model portfolios and a mix of third-party managers, employing various investment approaches including modern portfolio theory and quantitative analysis.

Gerald Hoenings is a CFP® with 34 years of industry experience, currently serving at Kovack Advisors, Inc. since 2007. In addition to his advisory role, he is a Certified Public Accountant and president of two tax preparation firms, Pinnacle Tax of Jupiter and Pinnacle Tax of Palm Beach. He also manages an online fitness equipment business, BGE Ventures, LLC. 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 offers discretionary and non-discretionary asset management with a focus on diversified asset-class exposure primarily through mutual funds and ETFs, along with third-party manager recommendations and financial planning services.

Steven Wright is a financial advisor at Kovack Advisors, Inc. with 19 years of industry experience. He holds the PFS™ designation and Series 63 license. His career includes long-term roles at Kovack Advisors and Kovack Securities, as well as ownership of S R Wright & Company, P.A., a CPA firm specializing in tax return, estate, and asset protection planning. Outside of his advisory work, he is involved in managing a CPA firm and a tax and accounting service for trusts and estates, along with a cattle operation. 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 emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and provides financial planning and held-away retirement account management through an account aggregation service.

Michael Wohlgemuth is a financial advisor with New Edge Wealth and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Bank of America, N.A., and U.S. Trust/BANK OF AMERICA. Outside of his advisory work, he maintains a mineral and rock collection which he occasionally sells at mineral shows and online. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services from wealth strategy to portfolio management. The firm focuses on asset allocation and investor behavior, integrating independent managers and AI-assisted analytics within a multi-team structure.

Guilherme Guerra is a financial advisor at Bolton Securities Corporation holding a Series 66 license with no prior industry experience. His work history includes roles at Bolton Global Asset Management and Bolton Global Capital, as well as teaching positions at the University of Miami, Florida International University, and local schools. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers portfolio management and financial planning through a network of independent advisers, employing a variety of investment strategies primarily focused on long-term investing with options for shorter-term trades.

Gregory Bayer is a CFP® with 40 years of experience in the financial services industry. He currently serves as a financial advisor at Arax Advisory Partners and has previously worked at Cetera and Cetera Advisors LLC. Outside of advising, he is an author of a published book titled "Mile & Honey" and is an owner and president of a holding company. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, using a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Michel Tsaparlis is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2013. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party managers and providing comprehensive financial planning and account aggregation services.

Rajeev Pandit is a CFP® with 37 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He also holds the role of Enrolled Agent at Spire Group Inc., where he provides tax preparation services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment platforms and model-based solutions, supporting multiple account structures and allowing clients to impose reasonable investment restrictions.

Michael Lucarelli is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with GLP Investment Services and GLP and Associates since 2000 and owns IM & IM Services, Inc., a flow-through commission entity. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and manages portfolios through proprietary models, ETFs, and third-party managers.

Isabelle Shick is a financial advisor at Kovack Advisors, Inc. with 18 years of industry experience. She holds a Series 66 designation and has been with Kovack Advisors since 2011. Outside of her advisory role, she spends part of her time as a fixed insurance agent. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and institutions, with an investment approach focused on diversified asset-class exposure through mutual funds, ETFs, and other vehicles.

Jonathan Soto is a financial advisor at Citizens Private Wealth with one year of industry experience. He holds a Series 65 designation and has previously worked at Citizens Bank NA, Clarfeld Financial Advisors LLC, Fifth Third Bank, and BNY. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment management through a long-term, open-architecture approach and offers additional services including ERISA plan advisory, tax and estate structuring, and business consulting for multigenerational family and closely held business matters.

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.