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.

Isabelle Shick is a financial advisor at Kovack Advisors, Inc. with 18 years of industry experience. She holds a Series 66 designation and has been with Kovack Advisors since 2011. Outside of her advisory role, she spends part of her time as a fixed insurance agent. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and institutions, with an investment approach focused on diversified asset-class exposure through mutual funds, ETFs, and other vehicles.

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.

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.

Lindell Douglas is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2018. His prior roles include positions at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Outside of financial advising, he is president of The Galleon Foundation, a scholarship nonprofit, serves as a minister with Lindell Douglas Global Ministries, and is an author. 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’s investment approach focuses on diversified asset-class exposure using mutual funds and ETFs, alongside third-party asset manager recommendations and financial planning services.