Alan Feinberg is a financial advisor at SB Advisory, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer & Co. Inc and Morgan Stanley, including Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. SB Advisory, LLC is a multi-team advisory firm managing over $1.1 billion for more than 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice with a focus on mutual funds, ETFs, individual equities, and outside managers using fundamental, technical, and qualitative analysis.

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 Series 66 credentialed financial advisor with 19 years of industry experience. He is currently with Fiscal Wisdom Wealth Management LLC and has held prior roles at Portsmouth-SmartLife Financial Group, McCloskey and Associates PA, CJS Financial Advisers, Cambridge Investment Research Advisors, and Mass Mutual Investors Services. He also operates as an independent insurance agent through BGS Financial Services, LLC. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, using tailored portfolios with varied investment strategies and regular performance monitoring. The firm also facilitates referrals to third-party money managers and offers educational seminars and workshops at no cost.

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.

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.

Alec Lowell is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 12 years of industry experience. Prior to joining Alliance Global Partners in 2021, he worked at LPL Financial and INVEST Financial Corporation. Outside of his advisory role, he is the general manager and owner of Sidelyne, LLC, a company currently inactive and established for possible tax purposes. A.G.P. / Alliance Global Partners is a multi-team platform of 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory, and brokerage and insurance product sales, utilizing an open-architecture model with a mix of internally managed strategies and co- and sub-advisory relationships.

Eric Kleinberg is a financial advisor at A.G.P. / Alliance Global Partners with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney, and Raymond James & Associates. Kleinberg is based in Boca Raton, FL. A.G.P. / Alliance Global Partners is a multi-team firm with about 131 advisors managing nearly $3 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services through an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships.

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 possessing 13 years of industry experience. Her prior roles include positions at GWN Securities Inc., Maxim Group LLC, Professional Planning Services, and Merrill. She is based in Boca Raton, Florida. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment model that incorporates internally managed strategies alongside co- and sub-advisory relationships and offers a range of services including portfolio management, financial and retirement planning, and access to estate planning through Trust & Will.

Sean Moore is a financial advisor with Merit Financial Advisors in Boynton Beach, FL, holding a Series 63 designation and 22 years of industry experience. His career includes positions at Purshe Kaplan Sterling Investments, LPL Financial, SMART Wealth Advisory, Securities America Advisors, and Securities America, Inc. In addition to his advisory work, he is a notary. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an Investment Committee, while offering customizable portfolio management options.

Lance Kluger is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2019 and previously spent 16 years at Summit Financial Group and Summit Brokerage Services, as well as two years with Wells Fargo Advisors. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm offers portfolio management, financial and retirement planning, sub-advisory services, and brokerage and insurance products, utilizing an open-architecture investment model that includes internally managed strategies and co-advisory relationships.

Ariel Moyano is a CFP® and Series 65 designated advisor with five years of industry experience. He is currently with Legacy Wealth Management, LLC and has previously worked at Singer Wealth Advisors LLC, Castle Wealth Management, and Mass Mutual among other roles. In addition to his advisory work, Moyano is involved with Legacy Peak Insurance Solutions, LLC, where he sells life and disability insurance products as part of financial planning services. Legacy Wealth Management serves individual clients across wealth levels, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs model portfolios and customized strategies incorporating a broad range of investments, including alternatives and illiquid direct participation programs, and offers related services through affiliated partners.

Michael Jeans is a CFP® professional with 14 years of industry experience, currently serving at United Capital Financial Advisors since 2019. He previously worked at TD Ameritrade and FIDELITY Brokerage Services LLC. Outside of his financial advisory role, he owns and manages Guided by Grace LLC, a counseling facility in Palm Beach Gardens, FL. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse range of clients, including individual, high-net-worth, retirement plan, and institutional accounts. The firm offers a broad affiliate network and supports customized investment strategies through its platform FinLife Partners.

Richard Moss is a financial advisor with The AmeriFlex Group, holding a ChFC® designation and securities licenses Series 63, 65, and 66, and has 28 years of industry experience. His prior experience includes roles at Signator Investors, OSAIC Wealth, and Cambridge Investment Research. Moss is a co-founder and financial advisor at Genesis Wealth Partners, LLC, and serves as vice president of the Hollywood Rifle and Pistol Club, a 503(c)(7) nonprofit organization. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, delivering strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple wrap program options.

Scott Weigel is a CFP® professional with four years of experience in financial advisory. He is currently with Compound Planning, Inc. and has previously worked at Mercer Global Advisors, Adam Financial Associates, Precise International, and St Francis College. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations and a combination of long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Steven Haug is a financial advisor at Great Valley Advisor Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with Gaines Financial Group dba Alliance Wealth Management and LPL Financial since 2014. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Robert Miller is a CFP® professional with 34 years of industry experience, currently serving at ValMark Advisers, Inc. since 2003. He also has a long tenure with ValMark Securities, Inc. beginning in 2002. Outside of his advisory role, he is involved in sales of non-securities related products through New England Securities and other insurance companies. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm employs diversified, goal-based model portfolios and emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.

Vishal Chotai is a financial advisor at A.G.P. / Alliance Global Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of his advisory role, he is the CEO of TGIC Enterprises Inc., a non-investment-related business entity created for tax purposes. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm uses an open-architecture investment approach combining internally managed and sub-advisory strategies with financial planning, retirement-plan advisory, brokerage, and insurance product sales.