Allen Klein is a financial advisor at Merit Financial Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Purshe Kaplan Sterling Investments, Stone Creek Capital Management, and LPL Financial. Outside of his advisory roles, Klein has served as a client service manager at Stone Creek Capital Management. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers comprehensive wealth-management services and employs a long-term, diversified investment approach guided by an internal Investment Management team and Investment Committee.

Hollis Hardiman is a financial advisor with Merit Financial Advisors in Palm City, FL, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Merit Financial Advisors, LPL Financial, and Private Advisor Group. He serves as treasurer for the Connecticut Council of Non-Adversarial Divorce, a charitable organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an Investment Committee, while offering specialized services such as fiduciary and ESOP trustee work.

Flavia Nunes is a financial advisor at SteelPeak Wealth, LLC with nine years of industry experience. She holds a Series 66 credential and previously worked at Merrill for sixteen years. Outside of her advisory role, she is the sole owner of two rental property businesses in Boynton Beach, Florida. SteelPeak Wealth serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm offers financial planning, portfolio management, and alternative investment consulting, utilizing proprietary model portfolios and conducting due diligence on private placements and third-party alternatives for eligible clients.

Leevens Cherisma is a financial advisor with Principal Advised Services holding a Series 66 designation and two years of industry experience. He has worked at firms including Principal Financial Services, The Progressive Corporation, Fidelity, and Primerica Financial Services. His other business activities include providing one-on-one investment advice to retirement plan participants and working in advice, education, and sales at Principal Bank. Principal Advised Services primarily serves retirement plan participants and retail IRA clients by offering non-discretionary investment recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party tools and proprietary models, with operational support from affiliated entities within the Principal Financial Group family.

Sherrie Stalzer is a financial advisor at NFSG Corporation with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Newbridge Securities Corporation, Cortera Corp, JP Morgan Securities LLC, and JP Morgan Chasebank. In addition to her advisory role, she is active as an insurance agent and in insurance sales. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolios and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis, and frequently employs third-party asset managers to tailor investment strategies to client objectives and risk tolerance.

Lee Foster is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at LPL Financial LLC, Stoever Glass Wealth Management, Inc., and Measured Wealth Private Client Group, Inc. and LLC. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolios combining third-party managed models, mutual funds, ETFs, equities, and fixed income, along with specialized pension-transfer services for U.K. nationals.

Gregory Rothstein is a financial advisor with B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at National Securities Corporation and Bank of America. 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.

Kerstin Ramstrom is a financial advisor at Integrated Advisors Network LLC with CFP® and CFA® designations and three years of industry experience. She has worked at Integrated Advisors Network since 2022 and previously held a position at Mutual of America. Outside of her advisory work, she is involved with KER3 Enterprises LLC. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, and access to third-party managers through platforms such as Envestnet’s SMA/UMA/PMC programs.

Robert Sloan is a financial advisor at Perigon Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and previously operated Sloan Asset Management Ag for 15 years. In addition to his advisory role, he provides consulting services independently, dedicating approximately 10% of his time to this activity. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting formal annual reviews.

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.

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.

Sean Hong is a financial advisor at AssuredPartners Investment Advisors with one year of industry experience. He previously worked at Reynolds and Reynolds for eight years. 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 through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management along with participant education and plan fiduciary services.

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.

Kemal Hall is a CFP® professional with 12 years of industry experience, currently serving at Larson Financial Group, LLC. He has held roles at both Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, since 2014. Outside of financial advising, he works as an independent contractor for Western Summit, LLC, a medical malpractice brokerage firm. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs utilizing strategic and tactical approaches, and it offers a range of affiliated services including broker-dealer, commercial real estate, and private equity activities.

Rodney Carrasquillo is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Stockcross Financial Services for eight years before joining Muriel Siebert & Co. in 2020. He works full time split between Muriel Siebert & Co. and Siebert AdvisorNXT as an Investment Advisor Representative. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based platform combining Modern Portfolio Theory, third-party managers, and fundamental and technical strategies within a wrap-fee structure.

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.