Nicholas Tarulli is a financial advisor at Diversify Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Advisors, National Asset Management, and Equitable Advisors. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and family office services with an investment approach focused on tactical diversification and individualized asset allocation.

Kirsten Tuzzo is a financial advisor with New Edge Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes eight years with Bank of America and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics with human oversight.

Omar Cujar is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Great Valley Advisor Group, LLC and has worked with Gaines Financial Group and LPL Financial since 2011. Outside of his advisory role, he is involved in the sale of life, health, disability, and long-term care insurance products. 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, utilizing a range of in-house strategies and third-party managers across various platforms.

Andres Pimentel is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. since 2020. Prior to his current role, he worked at CITIGROUP and SunTrust Investment Services. He is involved as CFO of a nonprofit organization that assists Christian couples with funding marital counseling. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets, serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, banks, and government entities. The firm employs a risk-tolerance based investment process using internally developed models and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and sub-advisory services.

Laurel Miller is a Series 66 licensed financial advisor with nine years of industry experience. She currently works at Oak Tree Group and previously worked at Kovack Securities, Inc. Outside of her advisory role, she serves as a soccer referee in Atlanta, overseeing games and enforcing league rules. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and pension plans, through a nationwide network of representatives. The firm emphasizes diversified asset-class exposure using mutual funds and ETFs, offers financial planning and third-party manager recommendations, and provides ongoing portfolio supervision and rebalancing.

Susan Stern is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has worked at A.G.P. since 2019, with prior roles at Oppenheimer & Co. Inc. and Robert W. Colby Asset Management, Inc. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, and retirement plans. The firm uses an open-architecture investment approach with a focus on international investing and combines in-house management with third-party managers and sub-advisers.

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.

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.

Eric Katz is a financial advisor at Leo Wealth, LLC with 26 years of industry experience. He holds a Series 63 credential and has worked at several related firms, including Leo Brokerage, Olden Lane Securities, and The LeoGroup, LLC. His activities include providing financial counseling focused on estate and income tax planning as well as insurance planning. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, offering portfolio management, financial planning, and fiduciary services. The firm combines ETF-based core and thematic models with systematic single-stock strategies to construct diversified, risk-tiered portfolios, utilizing both internal and third-party resources.

Siddharth Dhawan is a financial advisor at A.G.P. / Alliance Global Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of advisory work, he is the president and CEO of ICAP International LLC, a business entity unrelated to investment activities. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing, combining in-house and third-party management, and offers portfolio management, financial planning, and brokerage services.

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.

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.

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.

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.

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.