Kimberly Mcmillion is a financial advisor at Exodus Wealth, LLC with 30 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior roles include positions at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., and McNally Financial Services Corporation. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets with tailored portfolio strategies using a variety of investment types and analytical approaches.

Michael Gracy Jr. is a CFP® professional with 24 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. He holds the Series 63 and Series 65 licenses and is based in Gainesville, Florida. Outside of his advisory role, he is involved with the Rotary District 6970 as chair of the Investments Subcommittee, serves on the Eighth Circuit Grievance Committee, and sits on the board of the Matheson History Museum. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and financial institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs and also offers third-party asset manager recommendations, financial planning, and account aggregation services.

Darrin Halsey is a CFP® professional with 27 years of industry experience, currently serving at Kovack Advisors, Inc. since 2009. He holds the Series 63 designation and is based in Ft. Lauderdale, FL. Outside of his advisory role, he is involved with the Rotary Club of Arcadia Foundation and the Rotary Club of Arcadia as a director, and volunteers as a swimming official for USA Swimming and the Florida High School Athletic Association. 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 nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and provides financial planning along with third-party asset manager recommendations.

Thomas Scanlan is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has worked with Provenance Wealth Advisors since 2015 and has experience at Raymond James Financial Services Advisors and PWA Securities. Scanlan is also an agent for Fixed Insurance, a role he has held since 2018. Provenance Wealth Advisors manages approximately $3.63 billion in assets for a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary management across multiple custodians, employing a variety of investment strategies and providing comprehensive financial planning and retirement services.

Adam Gonzalez is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked previously at National Securities Corp and Arete Wealth Management, LLC, and has experience in graphic design and videography outside of his advisory roles. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base that includes individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary, rule-based model allocations, and it incorporates third-party sub-advisers and ongoing account monitoring.

Mikael Rodriguez is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC and Creative Financial Network. Outside of his advisory role, he is an associate advisor at Platinum Peak Advisors, assisting senior advisors and servicing client accounts. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers.

Orlando Sthory is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 credentials and 10 years of industry experience. He has worked at Navy Federal Investment Services since 2024 and previously held roles at Equitable Advisors, Grove Wealth Management, Inc., and Winestico Consultants, LLC. Outside of his advisory work, Sthory is a volunteer member of the Greater Miami Chamber of Commerce. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and provides a range of overlay services and a Private Wealth Consulting program for high-net-worth clients.

William Howard is a CFP® with 24 years of industry experience, currently serving as an advisor at Virtue Capital Management, LLC since 2019. His prior roles include positions at Cetera Advisor Networks, Howard Financial Solutions, Benchmark of South Florida, Mass Mutual Investors Services, and Wealth Development Associates. Outside of financial advising, he owns Bill Howard Photography, a travel photography business, and serves as treasurer for Sister Cities, a nonprofit promoting cultural exchange in Fort Lauderdale. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers and more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and ERISA consulting, employing quantitative optimization and proprietary models with an active, model-driven investment approach.

Christopher Ferrer is a financial advisor at Exodus Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience at firms including Prosperity Wealth Management, Fortune Financial Services, Kestra Advisory Services LLC, Financial Planning Services, Inc., and Integrated Financial Strategies, LLC. Before entering financial advising, Ferrer spent 16 years with the City of Pompano Beach Fire Rescue. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes tailored portfolio management built from a variety of investment instruments and employs fundamental, technical, and cyclical analysis across multiple strategies, with regular portfolio reviews and due diligence on third-party managers.

Sandra Mckoy is a financial advisor at Kovack Advisors, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Kovack Advisors since 2019, following prior roles at CITIGROUP and SunTrust Advisory Services. Outside of her advisory work, she is also involved in providing fixed life insurance and serves as a notary. 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, with an investment approach focused on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.

Esteven Ladron De Guevara is a financial advisor at Bison Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including The Pacific Financial Group, Inc. and Royal Phillips. He is also an independent licensed insurance agent in Florida, primarily focusing on term life insurance. Bison Wealth serves a wide range of clients including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager curated investment solutions, utilizing a turnkey asset management platform that also serves other financial advisers.

Michael Newton is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been affiliated with RK Advisors, Inc. since 2006 and Kovack Securities, Inc. since 2001. Outside of his advisory work, Newton owns and oversees Surfskate Industries, LLC, a skateboard manufacturing and retail business, and serves as a board member and investor in industrial manufacturing companies. 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 nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning, and monitors third-party asset managers to align portfolios with client objectives.

Norvin Ulloa Gonzalez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also the owner of Ulloa & Company, LLC, a Florida entity for securities and investment advisory business, and is co-owner and manager of Stiwar Investments, S.R.L., an entity based in the Dominican Republic. Bolton Global Asset Management serves individual, corporate, institutional, and charitable clients with customized wealth management, offering portfolio management through a network of independent advisor representatives. The firm employs a variety of investment vehicles and strategies, blending long-term approaches with options for shorter-term trades and model portfolios.

Oscar Moraga is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, offering discretionary portfolio management and modular financial planning based on client-specific guidelines and a proprietary valuation analysis.

Claudia Rubenstein is a financial advisor at Modern Wealth Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LWM Advisory Services, LLC, LPL Financial, John Hancock, and John Hancock Distributors. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Ryan Whiteman is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 credential and 15 years of industry experience. His career includes roles at JPMorgan Securities LLC and Raymond James Financial Services Advisors, Inc. He is also associated with Tupeloaks Farm LLC, an entity created for tax reporting purposes related to his advisory activities. Provenance Wealth Advisors provides portfolio management, financial planning, retirement planning, and portfolio consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $3.63 billion in assets and employs a multi-custodial investment approach using equities, ETFs, mutual funds, fixed income, and alternative investments, alongside offering retirement-plan services and participant education workshops.

David Scupholm is a financial advisor with Thurston Springer Advisors in Fort Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience, including prior roles at Fratarcangeli Wealth Management, Evershore Financial Group, and The Investment Consulting Group. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and trusts. The firm offers financial planning, portfolio management, and fiduciary services, employing a range of investment strategies from buy-and-hold to active Tactical Momentum approaches.

Andre Wyss is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Fidelity Investments and Julius Baer. 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 entities, offering portfolio management, financial planning, and sub-advisory services using a risk-tolerance based investment approach with both internal and third-party models.

Anthony Amaro is a financial advisor at Valley Wealth Managers, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Leumi Investment Services Inc and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs with a client-specific, tactical investment approach.

Rodger Kamuf Jr. is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and with 30 years of industry experience. He has been with Kovack Advisors since 2006 and Kovack Securities since 2001. Outside of his advisory role, he is involved as Executive Vice President at Acrisure LLC, focusing on fixed insurance and employee benefits, and also manages marketing and technology for a health coaching company. 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, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to sub-advisory programs through a model-driven approach supported by Envestnet.