Siddharth Dhawan is a financial advisor at A.G.P. / Alliance Global Partners with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of his advisory role, he is the president and CEO of ICAP International LLC, a business involved in managing branch expenses and staff. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors. The firm offers portfolio management, financial planning, and capital markets services, with a focus on international investing and a range of investment strategies including separately managed accounts and third-party manager programs.

Roger Hewins is a Series 65-licensed financial advisor with 25 years of industry experience. He is currently with Team Hewins, LLC and has held positions at Wipfli Hewins Investment Advisors, LLC and Hewins Financial Advisors, LLC. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that uses Modern Portfolio Theory to construct model portfolios and emphasizes retirement plan services, managing approximately $3.43 billion in assets with a focus on both discretionary and non-discretionary strategies.

Allison Miller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. She previously worked at Global Retirement Partners and LPL Financial, LLC. Outside of her financial advisory role, she is involved in dog walking and pet sitting through the Rover app. 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 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Jose Lopez is a financial advisor at Capital Analysts with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Lincoln Investment Planning, Inc. since 2008. Beyond his advisory role, Lopez serves as an insurance agent and owns an online retail store specializing in e-commerce operations. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, leveraging an in-house investment research team and offering customized portfolios alongside access to third-party managers.

Patrick Abrunzo is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked with Gaines Financial Group and LPL Financial since 2010 and 2011, respectively. Abrunzo previously operated a fixed insurance business in Delray Beach, FL, dedicating 20% of his time to that activity. Great Valley Advisor Group is a multi-team SEC-registered 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 both in-house and third-party strategies.

Peter Hirsh is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 63 designation and over 42 years of industry experience. He has worked at Alliance Global Partners since 2023 and previously spent 12 years at Aegis Capital Corp. In addition to his advisory work, he serves as president of Linmatt Equities, a non-investment-related business. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and offers a range of strategies including separately managed accounts and third-party manager programs.

Marti Latour 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 2022, Marti worked at LPL Financial and INVEST Financial Corporation. Marti also served as Director of Marketing for The AID Group Financial Planning. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser that serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services alongside brokerage, capital markets, and investment banking capabilities. The firm employs an open-architecture investment approach with a particular focus on international investing through multiple management strategies and provides both discretionary and non-discretionary portfolio solutions.

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.

Alan Kirschenbaum is a CFP® with 30 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2024. He previously worked at American Portfolios for 16 years and has been involved with Seabreeze Wealth Management as an independent advisor since 2005. Kirschenbaum also serves as a trustee on the Delray Beach Fire Department Pension Board. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies across discretionary and non-discretionary accounts.

John Graetz is a financial advisor at AlphaStar Capital Management with a Series 65 credential and six years of industry experience. Prior to joining AlphaStar in 2026, he worked at Wealthcare Financial starting in 2020. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of firm-designed model portfolios and advisor-directed strategies across various asset types and uses third-party portfolio construction technology.

Philip Antia is a financial advisor with Nfsg Corporation in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Nfsg Corporation and NewBridge Securities Corporation since 2004. Outside of his advisory role, he is licensed as an insurance agent, focusing on fixed insurance and fixed indexed annuities. Nfsg Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm constructs customized portfolios using a variety of investment strategies and frequently employs third-party asset managers, providing tailored services to meet clients’ objectives and risk tolerance.

Thomas Avery is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes positions at Newbridge Securities Corporation, Ally Invest Securities LLC, and Axa Advisors, LLC. Outside of his advisory role, he has worked as a driver for various transportation and delivery services during non-trading hours. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, financial planning, and third-party manager selection, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies.

Jonathan Keller is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. He holds a Series 66 designation and previously worked at Sigma Financial Corporation for 17 years before joining Arkadios in 2020. Outside of his advisory role, he oversees finances and is an investor in Tropical Detail, a company providing detail services to auto dealerships. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a mix of advisor-managed accounts, third-party money managers, and an internal portfolio team to deliver customized investment plans and discretionary account management.

Richard Gluck is a financial advisor at OneSeven with nine years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Nardis Advisors, LLC. In addition to his advisory role, Gluck contributes written commentaries for Concise Capital Management, LP, a hedge fund. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a primarily long-term investment approach with diversified portfolios, including access to alternative investments and private placements.

Richard Tyroler is a financial advisor with Great Valley Advisor Group, LLC in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial for 10 years and Gaines Financial Group, Inc. dba Swan Wealth Management Group for 6 years. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction using both in-house and third-party strategies.

Rose Kilkenny is a financial advisor at NFSG Corporation with 10 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at NewBridge Securities Corporation and Priebe Investment Plans. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of investment strategies and ongoing account monitoring.

Paul Puleo is a financial advisor with RMR Wealth Builders, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with RMR Wealth Builders since 2018 and previously worked at Calton & Associates, Inc. from 2012 to 2018. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through both wrap and non-wrap advisory programs.

Karl Schwartz is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with Team Hewins, LLC and its predecessor, Hewins Financial Advisors, since 2011. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach involves model portfolios guided by an Investment Committee and includes retirement plan services with a focus on ERISA fiduciary responsibilities.

David Levine is a financial advisor with Arete Wealth Advisors, LLC in Boca Raton, FL, holding Series 63, 65, and 66 credentials and bringing 27 years of industry experience. His prior roles include positions at National Asset Management and National Securities Corporation. Outside of finance, he is a partner in Proper Ice Cream, a retail store specializing in ice cream, baked goods, and desserts in Boca Raton. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.

Jamey Keller is a financial advisor at Advisors Capital Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade Inc. before joining Advisors Capital Management. Advisors Capital Management serves a broad mix of clients, including individuals, employee benefit plans, and the clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm employs a blend of top-down macro and bottom-up security selection using fundamental, quantitative, and qualitative analysis across various proprietary strategies, managing over $8.1 billion in discretionary assets.