Sean Moore is a financial advisor with Merit Financial Advisors in Boynton Beach, FL, holding a Series 63 designation and 22 years of industry experience. His career includes positions at Purshe Kaplan Sterling Investments, LPL Financial, SMART Wealth Advisory, Securities America Advisors, and Securities America, Inc. In addition to his advisory work, he is a notary. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including 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 customizable portfolio management options.

Michael Mahoney is a financial advisor at Snowden Capital Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Snowden Lane Partners. Outside of his advisory role, he is a licensed real estate agent involved in referring clients. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party managers while offering programs for externally custodied and retirement plan assets.

Lance Kluger is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at A.G.P. / Alliance Global Partners since 2019 and previously spent 16 years at Summit Financial Group and Summit Brokerage Services, as well as two years with Wells Fargo Advisors. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm offers portfolio management, financial and retirement planning, sub-advisory services, and brokerage and insurance products, utilizing an open-architecture investment model that includes internally managed strategies and co-advisory relationships.

Alexander Schmedt is a financial advisor at Northern Trust Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TradeStation Securities, Inc. and Joseph Gunnar & Co., LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management services to high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven investment approach using various portfolio options and combines advisory, brokerage, and custody activities within a large multi-team environment.

Michael Riolo is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds the Series 66 designation. His prior roles include positions at Fratarcangeli Wealth Management, MVR Holdings Group, and Raymond James. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing investment approaches that range from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

Joel Palatnik is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 credential and over 24 years of industry experience. He has worked at LWM Advisory Services, LLC and LPL Financial prior to joining Modern Wealth Management. Palatnik also provides investment advisory services through Legacy Retirement Plan Advisors, an independent registered investment advisor. Modern Wealth Management is a multi-team SEC-registered firm managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized investment committee and a blend of model portfolios, third-party managers, and strategic allocation methods to serve its diverse client base.

Michael Jeans is a CFP® professional with 14 years of industry experience, currently serving at United Capital Financial Advisors since 2019. He previously worked at TD Ameritrade and FIDELITY Brokerage Services LLC. Outside of his financial advisory role, he owns and manages Guided by Grace LLC, a counseling facility in Palm Beach Gardens, FL. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse range of clients, including individual, high-net-worth, retirement plan, and institutional accounts. The firm offers a broad affiliate network and supports customized investment strategies through its platform FinLife Partners.

Richard Moss is a financial advisor with The AmeriFlex Group, holding a ChFC® designation and securities licenses Series 63, 65, and 66, and has 28 years of industry experience. His prior experience includes roles at Signator Investors, OSAIC Wealth, and Cambridge Investment Research. Moss is a co-founder and financial advisor at Genesis Wealth Partners, LLC, and serves as vice president of the Hollywood Rifle and Pistol Club, a 503(c)(7) nonprofit organization. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting, delivering strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple wrap program options.

Augusto De Luna is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Provenance Wealth Advisors since 2021 and previously held positions at JP Morgan Securities LLC and JP Morgan Chase Bank. In addition to his advisory role, he is involved with Flat Six LLC, a support company related to his work at Provenance Wealth Advisors. 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 custodians, employing a variety of investment strategies including equities, ETFs, mutual funds, and option strategies, alongside comprehensive financial and retirement planning services.

Darwin Dees is a financial advisor at Kovack Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cape Securities, Inc. and GWN Securities, Inc. In addition to his advisory role, he is involved in wealth management and retirement services through his own business activities in Tifton, Georgia. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients using an Envestnet-supported workflow that combines internally created models with third-party managers.

Scott Weigel is a CFP® professional with four years of experience in financial advisory. He is currently with Compound Planning, Inc. and has previously worked at Mercer Global Advisors, Adam Financial Associates, Precise International, and St Francis College. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations and a combination of long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Camila Cortes is a financial advisor at Bolton Securities Corporation with one year of industry experience. She holds a Series 66 designation and has worked with Bolton Global Asset Management and Bolton Global Capital since 2025. Her prior work includes roles in education and banking. Bolton Global Asset Management provides asset management and financial planning services to individuals, institutions, and charitable organizations, offering portfolios built primarily with mutual funds, ETFs, equities, and fixed-income securities through a network of independent advisers.

Steven Haug is a financial advisor at Great Valley Advisor Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with Gaines Financial Group dba Alliance Wealth Management and LPL Financial since 2014. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, 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 combination of in-house strategies and third-party managers.

Gabriella Espaillat is a financial advisor at Bolton Securities Corporation with two years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach using mutual funds, ETFs, equities, and fixed-income securities, and offers customized wealth management through a network of independent adviser representatives.

Vishal Chotai is a financial advisor at A.G.P. / Alliance Global Partners with 16 years of industry experience. He has previously worked at Ameriprise Financial Services, Inc. for seven years before joining his current firm in 2022. Chotai holds Series 63 and Series 65 licenses and is based in Boca Raton, Florida. Outside of his advisory role, he serves as CEO of TGIC Enterprises Inc., a business established for tax purposes. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer supporting about 131 advisors who manage nearly $3 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance products through an open-architecture platform that combines internal strategies with sub-advisory relationships and separately managed accounts.

Marc Lowell is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include LPL Financial and Invest Financial Corporation. Lowell also serves as a board member of the Goodman JFS charity. Alliance Global Partners is a multi-team firm with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with sub-advisory relationships, model programs, and separately managed accounts, offering services across portfolio management, financial planning, retirement-plan advisory, and brokerage product sales.

Todd Smiler is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Gaines Financial Group and LPL Financial since 2016, with prior experience at Wells Fargo Clearing and Merrill. Outside of advisory work, he is also licensed to sell group health, life, and disability insurance. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, 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 combination of in-house strategies and third-party managers.

Amber Kelly is a CFP®, ChFC®, and Series 65-registered financial advisor with 12 years of industry experience. She currently works at Impact Partnership Wealth, LLC and has held roles at Madison Avenue Securities, LLC and multiple affiliated firms in the Global Wealth Management network. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolio solutions and discretionary asset management through a network of nearly 90 advisors. The firm employs various investment strategies and operates within a broad affiliated-entity ecosystem that supports its trading, compliance, and back-office functions.

David Roach is a Series 65 credentialed financial advisor with five years of industry experience. He has worked at Gallagher Fiduciary Advisors, LLC and Fortune 360 Group LLC. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary portfolio management alongside educational services and third-party manager oversight.

Gregory Heinrich is a financial advisor at Kovack Advisors, Inc. in Fort Lauderdale, FL, holding a Series 66 designation with 21 years of industry experience. He has been with Kovack Advisors and its affiliated entity Kovack Securities since 2010. Prior to that, he worked at Summit Financial Group Inc and American Securities Group, Inc. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, utilizing a combination of internally created models and third-party managers integrated through an Envestnet-supported workflow.