Alan Bolotin is a financial advisor at Prosperity - An EisnerAmper Company with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Bolotin is involved in managing several entities related to practice expense efficiency and serves as an insurance agent with a longstanding background in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, uses third-party managers and technology platforms, and manages approximately $5 billion in client assets through a team of about 63 advisors.

Marlon Munroe is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Jamaica Money Market Brokers for six years before joining Alliance Global Partners in 2022. 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 combines in-house management with third-party money managers and sub-advisers.

Brian Snerson is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Summit and its related entities since 2003 and is also involved in insurance sales through an affiliated firm. Snerson refers clients to Fieldpoint Private Bank & Trust for lending services and receives referral fees for these introductions. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client needs.

Adam Rauscher is a financial advisor at Stone Creek Capital Management LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including THRIVENT FINANCIAL for Lutherans, Biltmore Capital Advisors LLC, and Merit Financial Advisors. Rauscher is also a licensed insurance agent, dedicating part of his professional activity to life, long-term care, and disability insurance sales. Stone Creek Capital Management provides consultative services to individuals, high-net-worth clients, trusts, and corporations, focusing on facilitating margin lending arrangements with broker-dealer custodians and delivering related market research and performance reporting. The firm does not offer discretionary asset management and operates on a negotiable fixed-fee basis rather than charging a percentage of assets under management.

Robert Owens is a financial advisor at A.G.P. / Alliance Global Partners with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Foresters Financial Services, National Agent Alliance, and Wells Fargo. Outside of his advisory role, Owens is involved in several consulting and business ventures, including serving as CEO of T-JAS LLC and as a trustee for the nonprofit Tomorrow Is Better. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes international investing and active brokerage and product-distribution activities alongside its advisory services.

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 financial advisor at NFSG Corporation with three years of industry experience. He holds a Series 66 designation and has worked at Newbridge Securities Corporation since 2017. Prior to his advisory career, he was employed at Macy’s and also worked as an independent insurance agent. Whitaker is involved in insurance sales through his business activities with Whitaker Wealth Financial Services LLC. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a variety of investment strategies and often employs third-party asset managers to serve its clients.

Jorge Chain is a financial advisor at B. Riley Wealth Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors since 2017, including time with National Securities Corporation and a period as a self-employed advisor. Chain is also involved in insurance sales through B. Riley Wealth Insurance, where he reviews insurance business submissions. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, retirement solutions, and reporting services.

Mitzi Pasch is a financial advisor at Prospera Financial Services, Inc. with 37 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cutter & Company, Inc. for 19 years. Outside of financial advising, she is a licensed clinical social worker, though not currently practicing. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through a network of about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms.

Mark Adler is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL. He holds Series 66 and Series 63 licenses and has 29 years of industry experience. Prior to joining Alliance Global Partners in 2026, he worked for The GMS Group, L.L.C. for 11 years. 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 an emphasis on international investing and offers portfolio management, financial planning, and brokerage services.

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 licenses and previously worked at HJ Sims from 2014 to 2020 before joining A.G.P. in 2020. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and maintains active brokerage and product-distribution activities alongside its advisory services.

Damon Boyar is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Great Valley Advisor Group since 2022 and concurrently with Gaines Financial Group and LPL Financial since 2012. Boyar also engages in the sale of non-variable life and health insurance products. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a mix of 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 licenses and bringing 44 years of industry experience. He has worked at A.G.P. since 2019 and has also been affiliated with Summit Financial Group and Summit Brokerage Services since 2003. Outside of his advisory role, he is a passive investor and advisor in FYI Networks, a news information content website. A.G.P. / Alliance Global Partners serves a diverse client base including high-net-worth individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing and combines top-down macro themes with bottom-up security selection in its strategies, while also engaging in active brokerage and product distribution activities beyond traditional advisory services.

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. He has been affiliated with Gaines Financial Group and LPL Financial LLC since 2016. Rubin also provides investment advisory services through Great Valley Advisor Group, Inc., an independent registered investment advisor firm. Great Valley Advisor Group is a multi-team investment adviser serving individuals, including high-net-worth clients, as well as retirement plans and trusts. The firm offers 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.