Allison Mc Kay is a financial advisor with Lanark Financial, Inc. in Wellington, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked at NBC Securities, Inc. since 2015. Outside of finance, Mc Kay is a professional golfer with lifetime status on the LPGA tour and teaches golf clinics and lessons. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages assets through multiple advisor teams using discretionary and non-discretionary arrangements and offers program-based accounts with a variety of sub-advisers and overlay management services.

Tyler Bashaw is a financial advisor at Kingswood Wealth Advisors, LLC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including NewBridge Securities Corporation and Benchmark Investments, Inc. Outside of his advisory role, he is a member of My Venture Fund, LLC, a venture capital entity involved in managing special purpose vehicle funds. Kingswood Wealth Advisors serves retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform utilizing affiliated and unaffiliated managers and supports insurance-linked account management alongside related broker-dealer relationships.

Wesley Litwin is a financial advisor at NFSG Corporation with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities Corporation since 2024. Outside of finance, he owns and manages artist appointments for IN-VISION ART LLC, operating as Magik 5 Tattoo in Oakland Park, FL. NFSG Corporation provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party asset managers, offering services on both a discretionary and non-discretionary basis.

Amir Lauber is a financial advisor with Stonex Advisors Inc. in Boca Raton, FL, holding Series 63, 65, and 66 designations and over 21 years of industry experience. His career includes roles at Stonex Securities Inc., Triad Advisors, Investacorp, and Metropolitan Life Insurance Company. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of account structures and model-based solutions, utilizing both proprietary and third-party investment strategies.

Shaun Tarzy is a financial advisor at AlphaStar Capital Management with 16 years of industry experience. He holds a Series 66 designation and has worked at AlphaStar since 2018. Prior to that, he was associated with WealthCare Financial and MassMutual Life Insurance Company. Outside of his advisory role, Tarzy has ownership and agent positions in insurance brokerage and tax-related businesses. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base that includes individuals, trusts, small businesses, and pension plans. The firm offers both model portfolios and customized strategies, utilizing quantitative analysis and a tactical investment approach, and provides services such as portfolio management, financial planning, and retirement plan consulting.

Andrew Filauro is a financial advisor at Oxford Financial Group, Ltd with 11 years of industry experience. He previously worked at Steel Grove Capital Advisors, Goldman Sachs & Co., Barclays Capital Inc., and 40 North Management. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutional clients by providing family office and chief investment officer services, comprehensive financial and estate planning, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and operates dedicated investment teams to source and monitor managers.

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 at A.G.P. / Alliance Global Partners with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Jamaica Money Market Brokers for six years. 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 offers a variety of portfolio management and financial planning services, with a notable focus on international investing and management of pooled-vehicle accounts.

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.

Edward Gourdeau is a financial advisor at American Independent Securities Group, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Raymond James Financial Services, LPL Financial, and UBS Financial Services. Gourdeau also operated his own professional limited liability company, Edward Anthony Gourdeau, PLLC, from 2021 to 2023. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through both discretionary and non-discretionary arrangements and provides access to third-party managers and estate-planning services.

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.