Matthew Oppedisano is a financial advisor with Capital Analysts in Wellington, FL, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He previously worked at Legend Equities Corporation for 18 years before joining Lincoln Investment, where he has been for nine years. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, customized and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its internal investment management team.

Adam Rauscher is a financial advisor with Merit Financial Advisors in Boca Raton, FL. He holds a Series 66 designation and has 21 years of industry experience. Prior to joining Merit Financial Advisors in 2026, he worked at Stone Creek Capital Management, Biltmore Capital Advisors, and Thrivent Financial for Lutherans. Outside of advisory work, he is a licensed insurance agent specializing in life, long-term care, and disability insurance. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm uses a long-term, diversified asset allocation strategy overseen by an internal investment team and offers both discretionary and non-discretionary account management.

Robert Owens is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior positions include roles at Foresters Financial Services, National Agent Alliance, and Wells Fargo. Outside of his advisory work, Owens manages consulting and business brokerage activities through R.V. Owens, LLC and serves as a trustee for Tomorrow Is Better, a nonprofit providing tax planning guidance for church members. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm emphasizes international investing and offers a range of portfolio management and financial planning services across a multi-team platform.

William Miller is a financial advisor with ValMark Advisers, Inc. in Boca Raton, FL, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with ValMark since 2006 and is the owner and managing member of Miller Wealth Advisors, LLC, a financial services consulting firm. Miller serves on the board of the Greater Boca Raton Estate Planning Council, participating in membership and programming committees. 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, and offers proprietary platforms and fee-based planning and consulting services.

Michael Frieda is a ChFC® credentialed financial advisor with 42 years of industry experience, currently with Private Client Services, LLC since 2010. He is also co-owner and technical coordinator of Crystal Wealth Management, Inc, where he is involved in the sale of traditional fixed-rate insurance, annuity products, and health-related insurance. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.

Robert Whitaker is a Series 66-licensed financial advisor with four years of industry experience, currently with NFSG Corporation. He previously worked as an independent insurance agent and has been with NewBridge Securities Corporation since 2017. Outside of his advisory role, Whitaker is involved in insurance sales through his own business entities. NFSG Corporation provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, estates, and business entities. The firm offers discretionary and non-discretionary asset management, utilizing a variety of investment instruments and both internal portfolio management and third-party asset managers.

Serena Craven is a CFP®-designated financial advisor at OnePoint BFG Wealth Partners with several years of experience in the wealth management industry. Her prior roles include positions at Northwestern Mutual Wealth Management Company and David Siegel. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management strategies and integrates technology and operational outsourcing to support its advisory services.

Jorge Chain is a financial advisor with B. Riley Wealth Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at National Securities Corporation and multiple other financial firms, as well as a period of self-employment. He is also involved in insurance sales through B. Riley Wealth Insurance. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and corporate clients. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed solutions via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in client assets across about 173 advisors.

Mitzi Pasch is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. She previously worked at Cutter & Company, Inc. for 19 years and has held roles at Midsouth Capital, Inc. and Index Asset Management. Outside of financial advising, Pasch is a licensed clinical social worker, though she is not currently practicing. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Mark Adler is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He worked at The GMS Group, L.L.C. for 11 years prior to joining Alliance Global Partners in 2026. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including model portfolios and sub-advisory arrangements.

Keith Ravodowitz is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at A.G.P. since 2020, following six years at HJ Sims. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing strategies and offers a range of portfolio management, financial planning, and brokerage services.

Damon Boyar is a financial advisor with Great Valley Advisor Group, LLC in Boca Raton, FL, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at Great Valley Advisor Group since 2022 and previously spent ten years with Gaines Financial Group, Inc. and fourteen years with LPL Financial. Boyar also engages in non-variable insurance sales related to life and health insurance. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight using both in-house strategies and third-party managers.

Raymond Asmar Jr. is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has worked with firms including Wells Fargo Advisors and Summit Financial Group, and has been with A.G.P. since 2019. Outside of his advisory role, he is a passive investor and advisor for FYI Networks, a news information content website. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual, retirement plan, and institutional clients through a multi-team platform. The firm provides a range of investment and financial planning services with an emphasis on international investing and manages pooled vehicles and alternative investment funds.

Nicholas Milana is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Bolton Global Asset Management since 2016 and at Delta Equity Services Corp since 2003. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charities, corporations, retirement plans, and financial institutions. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, balancing long-term strategies with tactical adjustments.

John Spengler is a financial advisor at Venture Visionary Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Purshe Kaplan Sterling Investments. He is also a licensed independent insurance agent. Venture Visionary Partners LLC provides investment advisory and financial planning services to individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses, using customized portfolios and a variety of investment strategies.

Jeffrey Rubin is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include positions at LPL Financial LLC, Gaines Financial Group, Wells Fargo Clearing, and Prudential Equity Group, LLC. He also operates an independent investment advisory business through Great Valley Advisor Group, Inc. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Michael Whitaker is a Chartered Financial Consultant (ChFC®) with 22 years of industry experience. He is affiliated with Nfsg Corporation and has worked at Newbridge Securities since 2009. Outside of his financial services career, he is involved in a horse trading and training business based in Ocala, Florida. Nfsg Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, institutions, and charitable organizations. The firm constructs customized portfolios using a variety of investment strategies and frequently employs third-party asset managers to tailor portfolios to clients’ objectives and risk tolerance.

Michelle Kaufman Gulko is a CFA® charterholder with 16 years of industry experience. She is currently with Dynamic and has previous experience at Fidelity Brokerage Services and Bloomberg LP. Dynamic serves a broad range of clients, including individuals, trusts, charitable organizations, and other registered investment advisers. The firm emphasizes a long-term, client-specific investment approach and provides portfolio management, financial planning, retirement plan services, and sub-advisory support.

Karli Vazquez Mendez is a CFP® professional with 16 years of industry experience, currently with New Edge Wealth. Her prior experience includes roles at Flagstar Advisors, First Republic Bank, Raymond James, and Morgan Stanley. She serves on the board of Nat King Cole Generation Hope and provides freelance budget consulting for elder care. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm combines independent managers, model strategies, and proprietary solutions, integrating AI-assisted analytics with human oversight.

Steven Bell is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He is currently with A.G.P. / Alliance Global Partners, where he has worked since 2019 following prior roles at Morgan Stanley, stoever glass, National Asset Management, National Securities Corp, and Merrill. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including discretionary and non-discretionary strategies.