Karolyn Mc Donald is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Arbor Financial Services and Atlantic Music Center. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse range of clients, including individuals, pension plans, trusts, corporations, and other registered investment advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, and provides a scalable advisor network alongside specialized family-office style services.

Philip Hammer is a financial advisor at Saxony Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Saxony Securities since 2010. He operates a DBA known as Glastonburg Group. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model with 38 advisors serving several hundred client relationships and offers discretionary asset management alongside hourly or flat-fee financial planning and consulting.

Allen Giese is a ChFC® and Series 66-registered advisor with 22 years of industry experience. He has been with Modera Wealth Management, LLC since 2026, following a 26-year tenure at Northstar Financial Planners, Inc. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm integrates traditional investment management with tax, accounting, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.

Evan Dunayer is a financial advisor at Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Provenance, he worked at Raymond James Financial Services Advisors and RSM US LLP. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides both discretionary and non-discretionary portfolio management across multiple custodians, using a range of investment strategies including equities, ETFs, mutual funds, and option strategies.

Fernando Llop is a financial advisor at MissionSquare Retirement with 25 years of industry experience. He holds the CFP® designation as well as Series 63, 65, and 66 licenses. Since 2015, he has worked at Icma Rc. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which leverage investment advice and model portfolios developed by Morningstar Investment Management.

Jason Coopersmith is a CFP® with 11 years of industry experience, currently serving at ValMark Advisers, Inc. in Fort Lauderdale, FL. He previously worked at Axa Advisors, LLC and has held multiple roles within MassMutual-related firms since 2017. Outside of his advisory work, he is involved in managing member and ownership roles in several non-investment related service corporations and holds a minority ownership and financial planner position at Platinum Peak Advisors, LLC. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Richard Karp is a financial advisor with Advisory Services Network who holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Advisory Services Network in 2024, he worked at Lincoln Financial Advisors and Moors & Cabot. He is also president of Karp Health & Wealth, an LLC that manages business expenses, and is licensed to offer indexed annuities, fixed annuities, and traditional life insurance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm provides portfolio management, financial planning, and investment consulting across a broad range of asset types, managing approximately $8.6 billion in client assets.

Michael Jordan is a financial advisor with Beacon Global Advisor Network, LLC and holds a Series 65 designation. He has nine years of industry experience, including roles at Sterling Global Wealth Management, BlackPoint Capital Partners, and GWM (USA) LLC. He is currently managing partner at BlackPoint Capital Partners. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized asset management and financial planning solutions. The firm is notable for its formal pension-transfer services tailored to U.K. nationals and its network of independent advisory representatives offering layered service arrangements.

Nicholas Macri is a financial advisor at United Capital Financial Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at Private Advisor Group, LPL Financial, and Singer Wealth Advisors. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers customized strategies including ESG and faith-based preferences.

Zachary Fernandez is a financial advisor at Northern Trust Securities, Inc. with a Series 66 designation and experience across multiple roles within Northern Trust since 2020. Prior to his current position, he worked at Midland Trust Company and Scotilynn USA Division, and has also held roles outside the financial sector, including at The Club at Barefoot Beach and Florida Gulf Coast University. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses model-driven strategies combining proprietary and third-party funds, supported by platform technology and governance processes, and operates within a large banking holding company offering custody and broker-dealer services.

Brenda Carey is a financial advisor at Valley Wealth Managers, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank Leumi USA and Leumi Investment Services Inc. Brenda is currently associated with Valley Wealth Managers, Valley National Bank, and Valley Financial Management. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion across a multi-advisor team, serving institutional clients and high-net-worth individuals. The firm employs a client-specific investment process incorporating tactical allocations and a proprietary Valuation Analysis to guide equity selections, offering discretionary portfolio management and a range of financial planning and wrap fee programs.

Maria Dontsis is a CFP® professional with 11 years of industry experience. She is currently with A.G.P. / Alliance Global Partners and previously worked for over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning including estate-planning partnerships, retirement-plan advisory, and utilizes an open-architecture investment approach combining internal strategies with co- and sub-advisory relationships.

Adriana Botero Bobulsky is a financial advisor at CV Advisors LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Northwestern Mutual Wealth Management Co. CV Advisors LLC is an independent multi-family office serving high-net-worth clients, including families, trusts, and charitable organizations, typically with a $50 million investable-assets threshold. The firm uses a top-down asset allocation combined with bottom-up security selection and offers discretionary and non-discretionary portfolio management supported by proprietary technology and AI tools.

Sheldon Black is a financial advisor at B. Riley Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corporation for 10 years. Outside of his advisory role, he owns a business that provides notary services and conducts focus group surveys. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

Kelly Burke is a financial advisor at Exodus Wealth, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 licenses. Kelly has worked at various firms including Financial Planning Services, Inc., Fortune Financial Services, Inc., and Kestra Investment Services LLC. He is also the owner and president of Integrated Financial Strategies, an independent registered investment advisory firm. Exodus Wealth serves individuals, including high net worth clients, as well as trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers asset management, financial planning, and consulting services with a focus on continuous, tailored account supervision and a diverse investment approach using fundamental, technical, and cyclical analysis.

Eduardo Aguerrevere is a financial advisor at Bolton Securities Corporation with a Series 66 designation and currently has no industry experience. He has been co-owner of Pachaleta Inc., an e-commerce retail business selling outdoor goods, since 2016, and co-owner of Baren World Corp., which sells used outdoor goods returned to Pachaleta. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and corporations, using a range of investment vehicles such as mutual funds, ETFs, equities, and fixed-income securities with a primarily long-term focus.

Virginia Thompson is a financial advisor at Saxony Capital Management, LLC with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Saxony Capital Management since 2017, having also worked with Saxony Securities since 2015. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and employs a range of investment strategies including fundamental, technical, and quantitative analysis.

George Ossi is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining ValMark Advisers, he spent 24 years with Mass Mutual Investors Services and Massmutual Life Insurance Co. Outside of his advisory role, Ossi is a principal at Platinum Peak Benefits, a group health benefits firm. 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 emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Rene Gillet is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes 20 years with Dade County School and multiple roles in insurance agencies. In addition to his advisory role, Mr. Gillet operates the Gillet Agency, LLC, where he works as an independent insurance agent focusing on insurance products and annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches, including model portfolios and discretionary management techniques.

Paul Squarcia Jr. is a financial advisor at Coastal Bridge Advisors with 26 years of industry experience. He holds the Series 66 designation and previously worked at One Charles Private Wealth Services and Purshe Kaplan Sterling Investments. Outside of advising, Squarcia is involved in managing a professional sport fishing team through Rhode Island Breakers AC LLC. Coastal Bridge Advisors provides financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios, often utilizing external managers and scenario analysis techniques.