Christopher Gioia is a Series 65 licensed financial advisor at Oxford Financial Group, LTD with one year of industry experience. His prior roles include positions at Tannenbaum Capital Group, ArmaVir Partners, and Cowen Inc. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation across public and alternative assets through dedicated investment teams.

Julian Rubinstein is a financial advisor at Modern Wealth Management, LLC with 23 years of industry experience. He spent 28 years at American Asset Management, Inc. before joining Modern Wealth Management in 2026. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and various investment tools.

Sebin Skaria is a financial advisor at New Edge Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, Merrill, and NewEdge Securities Inc. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services such as wealth strategy, financial planning, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, combining independent managers, model strategies, and proprietary solutions enhanced by AI-assisted analytics and human oversight.

Joseph Cantore is a financial advisor with The AmeriFlex Group in Boca Raton, FL, holding a Series 66 designation and 17 years of industry experience. His prior firms include Royal Alliance Associates and Cambridge Investment Research, Inc. Outside of his advisory work, he holds leadership roles promoting Italian culture, serving as first vice president of the Sons of Italy State Grand Lodge and as an investment committee member and trustee for the Sons of Italy State Foundation. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions, utilizing model asset allocations and both wrap and non-wrap programs integrated with Cambridge’s platforms.

Fred Ostrove is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Leucadia Asset Management LLC and Jefferies & Company, Inc. since 2006. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, and a range of other clients. The firm offers a customized planning process using third-party software and scenario analysis, focusing on areas such as tax and estate planning, executive compensation, and philanthropic planning.

Marcus Berger is a financial advisor with A.G.P. / Alliance Global Partners, holding the ChFC® designation and Series 63 and 65 licenses. He has 53 years of industry experience, including prior roles at American Portfolios Financial Services, Inc., Voya Financial Advisors, and as president and owner of MKB Associates Inc. Berger is also an independent insurance agent specializing in fixed insurance products. 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 and offers portfolio management, financial planning, and brokerage services.

Paul Wankmueller is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Martin Fund Management and Blue Line Futures. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting using a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches.

Sean Hong is a financial advisor at AssuredPartners Investment Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Reynolds and Reynolds. Outside of his advisory role, he is involved in a rental property business. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Jasmine Glover is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. Her prior roles include positions at Pruco Securities, The Prudential Insurance Company of America, Foresters Financial Services, and First Investors Corporation. Outside of her advisory work, she serves as the President of the PTA at Carol City Middle School, providing counsel and information to parents and teachers. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and institutional clients, with a focus on portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.

Matthew Eglow is a financial advisor at NFSG Corporation with a Series 65 credential and one year of industry experience. His prior roles include positions at NewBridge Securities Corporation and Northwestern Mutual. He also worked at the University of Florida and North Broward Preparatory School before entering the financial industry. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios and offers both discretionary and non-discretionary asset management, supported by internal portfolio management and third-party asset managers.

Rodney Carrasquillo is a financial advisor with Siebert AdvisorNXT, LLC. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to his current role, he worked at Muriel Siebert & Co. and Stockcross Financial Services. He is a dual employee, splitting his time between Muriel Siebert & Co., LLC and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT primarily serves individuals, including high-net-worth clients, as well as families, trusts, and certain business entities. The firm combines algorithm-driven portfolio construction with access to third-party managers and specialty strategies, managing accounts on both a discretionary and non-discretionary basis.

Riley Hagan is a financial advisor at Compass Financial Management LLC in Sarasota, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Compass, he worked at Clientswood LTD and has a background that includes roles outside finance, such as in fine dining at Wolfgang Puck Fine Dining. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages roughly $894 million across a multi-advisor team and employs a variety of investment strategies, including the use of individual equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

Guy Amico is a financial advisor at NFSG Corporation with 37 years of industry experience. He holds a Series 63 designation and has worked at Newbridge Securities Corporation since 2000. Outside of his advisory role, he is president and partner of Intelligent Holdings, Inc., a company involved in internet marketing and advertising. 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 variety of analytical approaches and strategies while frequently utilizing third-party asset managers.

James Deminno is a financial advisor at Vanderbilt Advisory Services with 23 years of industry experience. He holds the PFS™ and Series 63 designations and has held roles at Cetera, Avantax, and Vanderbilt entities. In addition to his advisory work, he is a shareholder of The Deminno CPA Firm, providing tax preparation, accounting, and consulting services to approximately 2,000 clients. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services with an investment process that blends fundamental, technical, and charting analysis, and maintains a unique integration with retirement-plan and benefits firms uncommon among its peers.

Allison Mc Kay is a financial advisor with NBC Securities, Inc. in Wellington, FL, holding Series 63 and Series 65 licenses and has 13 years of industry experience. She has been with NBC Securities since 2015. Outside of her advisory role, Allison is a professional golfer with lifetime status on the LPGA Tour and participates in pro-ams and golf clinics where she teaches and competes. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, businesses, and institutional clients through multiple advisory programs and platforms, combining fundamental and technical analysis with discretionary and non-discretionary management options.

Tyler Bashaw is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and having 20 years of industry experience. He has worked at Kingswood Capital Partners, LLC and Benchmark Advisory Services, LLC, among other affiliated firms. Outside of his advisory role, he is a member of My Venture Fund, LLC, a venture capital entity involved in managing special purpose vehicle funds. Kingswood Wealth Advisors, LLC provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and institutional investors. The firm employs an open-architecture approach, tailoring strategies to clients’ objectives and risk tolerance, and offers services including portfolio management, financial planning, and management of held-away assets.

Wesley Litwin is a financial advisor at NFSG Corporation with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities Corporation since 2024. Outside of finance, he owns and manages artist appointments for IN-VISION ART LLC, operating as Magik 5 Tattoo in Oakland Park, FL. NFSG Corporation 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 variety of investment strategies and frequently employs third-party asset managers, offering services on both a discretionary and non-discretionary basis.

Amir Lauber is a financial advisor with StoneX Advisors Inc. in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Triad Advisors, Investacorp, Massachusetts Mutual Life Insurance Company, and MetLife Securities. 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 strategies and platforms, including proprietary models and third-party money managers, supported by StoneX Group’s integrated clearing, custody, and lending capabilities.

Shaun Tarzy is a financial advisor at AlphaStar Capital Management with 16 years of industry experience. He holds a Series 66 designation and has worked at AlphaStar since 2018. Prior to that, he was associated with WealthCare Financial and MassMutual Life Insurance Company. Outside of his advisory role, Tarzy has ownership and agent positions in insurance brokerage and tax-related businesses. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base that includes individuals, trusts, small businesses, and pension plans. The firm offers both model portfolios and customized strategies, utilizing quantitative analysis and a tactical investment approach, and provides services such as portfolio management, financial planning, and retirement plan consulting.

Andrew Filauro is a financial advisor at Oxford Financial Group, LTD with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Steel Grove Capital Advisors, Goldman Sachs & Co., Barclays Capital Inc., and 40 North Management. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, chief investment officer functions, investment planning, and fiduciary support. The firm emphasizes asset allocation, diversification, and written Investment Policy Statements, offering both discretionary and non-discretionary management along with access to private market and alternative investments.