Charles Bosanac is a Series 65 licensed advisor with Global Wealth Management Investment Advisory, Inc., based in Fort Lauderdale, FL. He has four years of industry experience and has been with Global Wealth Retirement Planning, LLC and Global Wealth Management Investment Advisory, Inc. since 2021. Prior to his financial advisory career, he worked in the hospitality industry and at Florida Atlantic University. Bosanac also serves as a wealth advisor and insurance agent at Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. is an SEC-registered firm serving individuals, charitable organizations, and business clients with approximately $723 million in discretionary assets under management. The firm employs a value-oriented, primarily long-term investment approach that includes strategic and tactical asset allocation and offers services through wrap-fee programs and financial planning.

Alan Feinberg is a financial advisor at SB Advisory, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc since 2021, following six years at Morgan Stanley Private Bank and nine years at Morgan Stanley Smith Barney LLC. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for about 2,634 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice that includes portfolio management, financial planning, and access to third-party manager programs and model portfolios.

Abraham Amador Lindner is a CFP® with 23 years of industry experience, currently serving as an advisor at Noesis Capital Management Corp. He has previously worked at Fidelity Brokerage Services LLC, Fisher Investments, and Charles Schwab. Outside of finance, he is the president of Kreativ Concept Group Inc., a marketing and graphic design business. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to a broad client base including individuals, families, trusts, foundations, and business entities. The firm employs a research-driven, fundamental equity approach and serves both U.S. and non-U.S. clients, offering customized portfolio management with access to alternative investments for suitable accredited clients.

Daniel Gentile is a Series 65-licensed financial advisor at ActiTrust Wealth Management LLC with three years of industry experience. He has worked at ActiTrust Wealth Management LLC since 2019 and also serves as a Wealth Manager at ActiAdvisors Corp, a foreign corporation providing family office and investment management services to non-U.S. high-net-worth individuals and families. ActiTrust Wealth Management LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth clients, and business entities, using a combination of fundamental and quantitative analysis to implement client strategies documented in tailored Investment Policy Statements. The firm serves a meaningful non-U.S. client base through its affiliated foreign advisory activity and employs a range of investment approaches including long- and short-term trading and third-party managers.

Joshua Carelli is a financial advisor at Greenline Wealth Management in Boca Raton, FL, holding a Series 65 credential with two years of industry experience. His prior work includes roles at PNC Bank, Aimpoint Pension, and FirstBank. He is also affiliated with Greenline Insurance LLC. Greenline Wealth Management is an SEC-registered advisory firm with six advisors providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm has a significant retirement plan practice and utilizes a third-party manager network on the Envestnet platform for portfolio implementation.

Vincent Capodanno is a financial advisor at WestPark Capital, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Garden State Securities, Dinosaur Financial Group, and Alexander Capital. Outside of finance, he owns a transportation service company that provides limo services. WestPark Capital, Inc. offers financial planning, investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and business entities. The firm provides customized advisory arrangements and implements client portfolios directly or through selected third-party managers.

Matthew Saneholtz is a CFP® and CFA® with 17 years of industry experience. He has been with Tobias Financial Advisors since 2005. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, and corporations with wealth management, investment management, financial planning, retirement plan advisory, and related tax-preparation and trustee services. The firm emphasizes long-term, globally diversified portfolios managed under Investment Policy Statements, incorporating both traditional and alternative investments with the support of AI-driven research tools.

Scott Seidl is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Chapin Davis. His prior roles include positions at Northcoast Research Partners, LLC and Boenning & Scattergood. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets. The firm employs a variety of investment strategies and serves several hundred client relationships through a multi-advisor team.

John Zaffarano is a financial advisor at NFSG Corporation in Boca Raton, FL, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at NewBridge Securities Corporation since 2016. Outside of finance, he manages Digital Star Entertainment LLC, a music production and record label company, and Arqive AI LLC, a social media and entertainment app developer. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm offers discretionary and non-discretionary asset management, employs internal portfolio managers, and utilizes third-party asset managers with various investment styles.

Ronald Small is a financial advisor at Sound Income Strategies, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Sound Income Strategies since 2015. In addition to his advisory work, he owns and manages several non-investment-related businesses, including boat rental administration through J&J Funships and Tori-Lily Fishing, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services including discretionary asset management, financial planning, ERISA plan services, and sub-advisory relationships.

Harold Jones is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012 and maintains a CPA accounting practice focused on tax preparation and accounting services. PKS Advisory Services provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, using tailored portfolios that combine fundamental and technical analysis across mutual funds, ETFs, independent managers, and individual securities.

Alejandro Osuna is a financial advisor at Kovack Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at Northwestern Mutual Investment Services LLC, Michael Calamaro, Bradesco Bank, and International Finance Bank. 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, as well as pension plans, charitable organizations, banks, and government entities, providing portfolio management, financial planning, and sub-advisory services through both internally developed models and third-party managers.

Kyle Boggiano is a financial advisor at AlphaStar Capital Management with a Series 65 designation and three years of industry experience. Prior to joining AlphaStar in 2026, he was with Wealthcare Financial from 2023. AlphaStar Capital Management serves a diverse range of clients including individuals, corporate and business clients, and retirement plans. The firm provides discretionary investment management, financial planning, and subadvisory services through model portfolios and advisor-directed strategies that incorporate both strategic and tactical approaches.

Daniel Morris Jr. is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses with 13 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Advisor Networks. Outside of his advisory career, he serves as a pastor at Cross Creek Baptist Church. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension plans, charitable organizations, and government entities, employing a risk-tolerance–based investment process supported by Envestnet and a combination of in-house and third-party management solutions.

Alec Lowell 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 2021, he worked at LPL Financial and INVEST Financial Corporation. Outside of his advisory role, he is the general manager and owner of Sidelyne, LLC, a company currently inactive and established for possible tax purposes. A.G.P. / Alliance Global Partners is a multi-team platform of 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory, and brokerage and insurance product sales, utilizing an open-architecture model with a mix of internally managed strategies and co- and sub-advisory relationships.

Eric Kleinberg is a financial advisor at A.G.P. / Alliance Global Partners with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney, and Raymond James & Associates. Kleinberg is based in Boca Raton, FL. A.G.P. / Alliance Global Partners is a multi-team firm with about 131 advisors managing nearly $3 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services through an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships.

Raymond Arias is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. He has held roles at Kovack Advisors and Kovack Securities since 2012, and previously worked at Brookstone Securities, Invest Financial Corporation, and Transamerica Financial Advisors. Outside of his advisory work, Arias is involved in educational presentations on health, financial, and technology topics at community venues, and serves as a minister officiating marriage ceremonies. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets for individuals, including high-net-worth clients, pension plans, charitable organizations, banks, and government entities. The firm employs a structured investment process supported by Envestnet and offers a range of portfolio management and advisory services through both in-house models and third-party managers.

Andrei Santos is an investment advisor representative with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also the owner and manager of Arisan Financial Advisors, LLC, an investment advisory business. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base that includes individuals, high-net-worth investors, charitable organizations, and corporations. The firm’s approach is driven by independent investment adviser representatives and typically employs a long-term orientation using mutual funds, ETFs, equities, and fixed-income securities.

Lee Hediger is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He is a co-founder of Provenance and focuses on estate, business, retirement, and investment planning. Additionally, he is a founder and leadership member of The Veterans Trust, a nonprofit organization established to support veterans. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across multiple custodial platforms and employs a range of investment strategies including equities, ETFs, mutual funds, and options, while providing financial planning and retirement-plan services.

Simona Taurosevicius is a financial advisor at A.G.P. / Alliance Global Partners with 13 years of industry experience. She holds a Series 66 designation and has worked at GWN Securities Inc., Maxim Group LLC, Professional Planning Services, and Merrill. A.G.P. / Alliance Global Partners is a multi-team platform with about 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm employs an open‑architecture investment approach that combines internally managed strategies with co‑ and sub‑advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.