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 previously worked at Gaines Financial Group for 11 years and has been affiliated with LPL Financial since 2010. Abrunzo also engaged in the sale of a fixed insurance business for a portion of his career. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers, and offers both discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting.

Rajeev Pandit is a CFP® professional with 38 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He also holds an enrolled agent role at Spire Group Inc., where he provides tax preparation services. Additionally, he operates a sole proprietorship involved in fixed insurance sales and holds a real estate broker license. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple platforms and a diverse mix of proprietary and third-party investment solutions.

Peter Hirsh is a financial advisor at A.G.P. / Alliance Global Partners with 42 years of industry experience. He has previously worked at Aegis Capital Corp., Janney Montgomery Scott, and Oppenheimer. Outside of his advisory role, he serves as president of Linmatt Equities, a non-investment related business. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a range of services including portfolio management, financial and estate planning, and sub-advisory arrangements, with a notable emphasis on international investing and management of pooled vehicles.

Marti Latour is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience and holds the Series 66 designation. Prior to joining Alliance Global Partners in 2022, Latour worked at LPL Financial, INVEST Financial Corporation, ViaMar Health, BMO Harris Financial Advisors, and AllianceBernstein. Outside of advisory work, Latour serves as Director of Marketing for The AID Group Financial Planning. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services, including management of pooled vehicles and a variety of investment strategies.

Jonathan Soto is a financial advisor at Citizens Private Wealth with two years of industry experience. He holds a Series 65 designation and has previously worked at Fifth Third Bank and BNY. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, N.A., which provides additional banking and lending services.

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.

Michael Pond is a financial advisor with Ancorato in Meridian, Idaho, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at QP Wealth Management and Merc and Company Inc., with a two-year retirement period before resuming his advisory career. Ancorato provides portfolio management and model-portfolio services primarily to other registered investment advisers, institutions, and family offices. The firm employs a combination of technical and fundamental investment strategies and serves a large number of client accounts through intermediaries.

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.

Adam Lorraine is a financial advisor at Aegis Capital Corp. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis since 2013. Outside of his advisory role, he is the CEO of Dynamic Capital Holding LLC, a firm that provides quantitative technical analysis to institutional clients. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm operates as both a broker-dealer and SEC-registered investment adviser, providing trade execution, clearing, custody, and reporting services across discretionary and non-discretionary account options.

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.

Ivan Gefen is a financial advisor with Nfsg Corporation, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with NewBridge Securities Corporation since 2016. Gefen serves as a board member for multiple nonprofit organizations affiliated with the South Palm Beach Jewish Federation, where he reviews financials and advises senior staff. Nfsg Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers to meet client objectives.