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 at Provenance Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and Raymond James Financial Services. Outside of advisory work, he is associated with Tupeloaks Farm LLC, which was created for tax reporting purposes related to his firm’s activities. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial planning, and retirement planning using a multi-custodial platform and a variety of investment strategies.

David Scupholm is a financial advisor at Thurston Springer Advisors in Fort Lauderdale, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Fratarcangeli Wealth Management, Evershore Financial Group, and The Investment Consulting Group. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans. The firm offers financial planning, portfolio management, retirement-plan consulting, and sub-advisory services, employing a variety of investment strategies such as Tactical Momentum and Earnings Momentum, alongside fundamental and technical analysis.

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.

Rodger Kamuf Jr. is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Kovack Advisors since 2006 and Kovack Securities since 2001. Outside of his advisory role, he serves as Executive Vice President at Acrisure LLC, focusing on fixed insurance and employee benefits, and is involved in marketing and technology for a health coaching business. 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 emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning and third-party asset manager recommendations, and provides ongoing portfolio supervision and rebalancing.

Michael Most is a financial advisor at Savvy with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial, LLC from 2012 to 2023. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and technology platforms.

Louise Schatke is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. She holds a Series 63 designation and has been with Kovack Advisors since 2014. In addition to her advisory role, she owns LCS Financial Group, a financial consulting business she started in 2010. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 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, using a range of portfolio management and financial planning services supported by both proprietary and third-party investment models.

David Mandell is a financial advisor at Earned Wealth Advisors, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at Earned Wealth Advisors and its predecessor entities since 2008. In addition to his advisory work, Mandell practices law in corporate formation and asset protection and is involved in public speaking, publications, and co-authoring books. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning tools, and offers integrated services including discretionary wealth management and retirement-plan advisory solutions.

Sonja Koppenwallner is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Modern Wealth Management, LLC and has prior experience at LWM Advisory Services, LLC and LPL Financial, LLC. She has participated as a volunteer in a coronavirus study conducted by Johnson & Johnson. Modern Wealth Management is a multi-team SEC-registered investment adviser managing over $10 billion in assets, serving individuals, high-net-worth clients, trusts, estates, and retirement plans with discretionary and non-discretionary investment management, financial planning, and modular services.

Claire Hart is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at National Wealth Management Group, LPL Financial, and Cuna Mutual Group, and has operated Hart Asset Management, LLC since 2001. 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 along with financial planning and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Eric Sands is a financial advisor with St. Bernard Financial Services, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Impact Partnership Wealth, LLC, Avantax Advisory Services, and Sands Insurance. Outside of his advisory work, Sands serves as a board member for Awesome Construction and is the CEO of Eric Sands Consulting Services, a management consulting firm. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services focused on portfolio management and financial planning. The firm employs a long-term, conservative growth strategy based on Modern Portfolio Theory, emphasizing low-cost funds and client collaboration in portfolio decisions.

Kimberly Deprospero is a CFP® professional with 35 years of industry experience, currently affiliated with IFG Advisory, LLC. She has worked with several financial firms, including LPL Financial and Financial Strategies Group, Inc. Outside of her advisory role, she is involved in providing non-variable insurance products through third-party marketing firms. IFG Advisory, LLC serves a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored investment advisory and financial planning services, utilizing a variety of analytical approaches and investment instruments, and incorporates services such as real estate-related planning and third-party model portfolios.

Benjamin Selinger is a financial advisor with Thurston Springer Advisors in Fort Lauderdale, FL, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Advisors and Nordis Technologies and has a background that includes full-time education and work at Camp Manitou. Thurston Springer Advisors serves a diverse client base, including high-net-worth individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

Phong Truong is a financial advisor at Sound Income Strategies, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Merrill, Bank of America, and Allstate Insurance Company. Outside of his advisory role, Truong coaches soccer for junior and senior high school students. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other registered investment advisers. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, alongside a scalable advisor network and a range of services including sub-advisory ETF management and insurance planning.

Douglas Branch is a financial advisor at Merit Financial Advisors with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merit Financial Advisors since 2023. His prior experience includes roles at LPL Financial Corporation and Purshe Kaplan Sterling Investments. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach centered on centrally managed portfolios, with an internal team overseeing model allocations.

William Dahm III is a CFP® with five years of industry experience, currently affiliated with Provenance Wealth Advisors. His prior roles include positions at RBC Capital Markets, Citizens Securities, Inc., and eMoney Advisor LLC. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial and retirement planning, utilizing a multi-custodial platform with discretionary and non-discretionary mandates.

Benjamin Weinstock is a financial advisor at Kovack Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Kovack Securities, Inc. since 2015. 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. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, utilizing a diversified investment approach primarily through mutual funds and ETFs.

Charles Rothermel III is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL. He holds a Series 63 designation and has 57 years of industry experience. Prior to joining Kovack Advisors in 2021, he worked at Royal Alliance Associates, Inc. and SII John Hancock. He is also involved in insurance sales through an outside insurance field marketing organization. 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 and profit-sharing plans, charitable organizations, banks, and governmental clients using a combination of internally created models and third-party managers, employing an Envestnet-supported workflow for portfolio construction and ongoing management.

Jeffrey Bliss is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and 17 years of industry experience. He has been with Sound Income Strategies since 2016 and has prior experience at Summit Wealth Partners and Wealthwise Technologies Advisory Group. He serves as Vice President on the board of the Fountains Professional Center Condo Association and is involved in Rockin' Roses, LLC, where he participates in live performances, event scheduling, and social media management. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, employing fundamental and technical analysis, active portfolio management, and third-party manager allocations, alongside offering insurance planning and educational workshops.

Charlie Meagher is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. He has been with Kovack Advisors since 2014 and also maintains a long-standing affiliation with First Financial dating back to 2000. Outside of his advisory work, Meagher serves as a board member for Ducks Unlimited and its East Cobb chapter. 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 through a nationwide network of representatives. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, while also offering discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.