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.

Michael Mahoney is a financial advisor at Snowden Capital Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Snowden Lane Partners. Outside of his advisory role, he is a licensed real estate agent involved in referring clients. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party managers while offering programs for externally custodied and retirement plan assets.

Lance Kluger is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc for 16 years before joining A.G.P. in 2019. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm is known for its international investing strategies and active brokerage and product-distribution activities alongside advisory services.

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.

Darwin Dees is a financial advisor at Kovack Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cape Securities, Inc., GWN Securities, Inc., and Retirement Consultants Network. Outside of his advisory role, he operates two businesses in Tifton, GA focused on wealth management and fixed annuities. 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 emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and monitors third-party asset managers and model portfolios.

Scott Weigel is a CFP® professional with four years of industry experience. He currently works at Compound Planning, Inc. and previously held roles at Mercer Global Advisors Inc., Adam Financial Associates, Precise International, and St Francis College. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and institutional advisory services. The firm employs a customized, risk-based investment approach using ETFs, direct indexing, and alternative strategies, supported by technology partnerships and third-party sub-advisors.

Camila Cortes is a financial advisor at Bolton Securities Corporation with one year of industry experience. She holds a Series 66 designation and has worked with Bolton Global Asset Management and Bolton Global Capital since 2025. Her prior work includes roles in education and banking. Bolton Global Asset Management provides asset management and financial planning services to individuals, institutions, and charitable organizations, offering portfolios built primarily with mutual funds, ETFs, equities, and fixed-income securities through a network of independent advisers.

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.

Gabriella Espaillat is a financial advisor at Bolton Securities Corporation with two years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach using mutual funds, ETFs, equities, and fixed-income securities, and offers customized wealth management through a network of independent adviser representatives.

Vishal Chotai is a financial advisor at A.G.P. / Alliance Global Partners with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of his advisory role, he is the CEO of TGIC Enterprises Inc., a business entity created for tax purposes. 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 division and offers a variety of investment strategies, including separately managed accounts and third-party manager programs.

Marc Lowell is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Alliance Global Partners in 2021, he worked at LPL Financial and Invest Financial Corporation. Lowell serves as a board member for Goodman JFS, a charitable organization. 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 investment banking. The firm emphasizes international investing through its EPC Advisors Group division and combines top-down macro themes with bottom-up security selection in its strategies.

Todd Smiler is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Wells Fargo Advisors from 2013 to 2016 and has been associated with LPL Financial and Gaines Financial Group since 2016. Outside of advisory work, he is licensed to sell group health, life, and disability insurance. 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, utilizing a combination of in-house strategies and third-party managers across various platforms.

Gregory Heinrich is a financial advisor with Kovack Advisors, Inc. in Fort Lauderdale, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2010. 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 offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Richard Giannotti II is a financial advisor with RFG Advisory, LLC, holding a Series 65 credential and 11 years of industry experience. His prior roles include positions at Madison Avenue Securities, LLC, and Global Wealth Management Investment Advisory, Inc. He is also a silent investor in a real estate consulting business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through both proprietary and third-party strategies.

Alexandra Quitko is a financial advisor at Perigon Wealth Management, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Geller Advisors, Omnia Family Wealth, and Purshe Kaplan Sterling Investments. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight.

Garth Ivey is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2021, following prior roles at Securities America and Investacorp. Outside of his advisory work, he owns and manages several investment-related businesses, including a financial services firm offering insurance products and multiple LLCs that oversee office properties. 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 focuses on diversified asset-class exposure primarily through mutual funds and ETFs, with additional strategies as appropriate, and offers both discretionary and non-discretionary asset management along with financial planning services.

Danny Young is a financial advisor at Kovack Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovack Advisors since 2022, following roles at Cetera Advisor Networks and VOYA Financial Advisors. Outside of his advisory work, he has owned and operated The Agent Tool Shop since 2008. 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 emphasizes diversified asset-class exposure through mutual funds and ETFs and offers discretionary and non-discretionary asset management along with financial planning and third-party manager recommendations.

Janine Talley is a financial advisor at NFSG Corporation with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Newbridge Securities Corporation, FoundCare, Inc., and Children’s Healthcare Associates, PA. Outside of her advisory work, she volunteers annually as an alumni admissions interviewer for Duke University. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios through a combination of fundamental, technical, and cyclical analysis.