Ronald Small is a financial advisor at Sound Income Strategies, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Sound Income Strategies since 2015. In addition to his advisory work, he owns and manages several non-investment-related businesses, including boat rental administration through J&J Funships and Tori-Lily Fishing, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services including discretionary asset management, financial planning, ERISA plan services, and sub-advisory relationships.

Harold Jones is a financial advisor with PKS Advisory Services, LLC and holds Series 63 and Series 65 designations. He has 25 years of industry experience and also operates an accounting practice as a CPA, providing income tax preparation and accounting services. Prior to joining PKS Advisory Services in 2012, he worked at Purshe Kaplan Sterling Investments and has been a CPA since 1983. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm customizes portfolios based on client risk tolerance and time horizon, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, independent managers, and alternative investments.

Alejandro Osuna is a financial advisor at Kovack Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at Northwestern Mutual Investment Services LLC, Michael Calamaro, Bradesco Bank, and International Finance Bank. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, banks, and government entities, providing portfolio management, financial planning, and sub-advisory services through both internally developed models and third-party managers.

Kyle Boggiano is a financial advisor at AlphaStar Capital Management with a Series 65 designation and three years of industry experience. Prior to joining AlphaStar in 2026, he was with Wealthcare Financial from 2023. AlphaStar Capital Management serves a diverse range of clients including individuals, corporate and business clients, and retirement plans. The firm provides discretionary investment management, financial planning, and subadvisory services through model portfolios and advisor-directed strategies that incorporate both strategic and tactical approaches.

Daniel Morris Jr. is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses with 13 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Advisor Networks. Outside of his advisory career, he serves as a pastor at Cross Creek Baptist Church. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension plans, charitable organizations, and government entities, employing a risk-tolerance–based investment process supported by Envestnet and a combination of in-house and third-party management solutions.

Alec Lowell is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and INVEST Financial Corporation. Outside of his advisory work, he is the general manager and owner of Sidelyne, LLC, a non-investment-related business currently inactive. 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 alongside brokerage and insurance product distribution.

Eric Kleinberg is a financial advisor at A.G.P. / Alliance Global Partners with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley Private Bank and Raymond James & Associates. Kleinberg is based in Boca Raton, FL. 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 offers a range of portfolio management and financial planning services, emphasizing international investing and managing pooled vehicles alongside brokerage and insurance product distribution.

Raymond Arias is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Kovack Advisors since 2012 and previously held roles at Brookstone Securities, Invest Financial Corporation, and Transamerica Financial Advisors. Outside of his advisory work, he is involved in community education as a presenter on health, financial, and technology topics and serves as a minister officiating marriage ceremonies. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and governmental entities, offering portfolio management, financial planning, and access to sub-advisory programs using a risk-tolerance–based investment process.

Andrei Santos is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021 and previously at Wells Fargo Clearing from 2016 to 2021. Santos is also the owner and manager of Arisan Financial Advisors, LLC, an investment advisory business. Bolton Global Asset Management serves individual, corporate, and institutional clients, providing asset management and financial planning with a focus on customized wealth management through various portfolio strategies. The firm operates with a network of independent advisers and offers services that include discretionary and non-discretionary portfolio management.

Lee Hediger is a financial advisor with Provenance Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He is a co-founder of Provenance and has worked at the firm since 2003, also maintaining leadership roles in related entities including Lee F. Hediger, PA Inc. Outside of his advisory work, he is involved in The Veterans Trust, a nonprofit organization established to assist veterans. Provenance Wealth Advisors manages approximately $3.63 billion in assets for a diverse client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management across multiple custodians, utilizing equities, ETFs, mutual funds, and occasionally alternative investments, complemented by financial planning and retirement plan services.

Simona Taurosevicius is a financial advisor at A.G.P. / Alliance Global Partners with 13 years of industry experience. She holds the Series 66 designation and has previously worked at GWN Securities Inc., Maxim Group LLC, Professional Planning Services, 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 provides portfolio management, financial and estate planning, and brokerage services, with a notable focus on international investing and managing pooled-vehicle accounts.

Sean Moore is a financial advisor at Merit Financial Advisors with 23 years of industry experience. He holds a Series 63 designation and has worked previously at firms including Purshe Kaplan Sterling Investments and LPL Financial. In addition to his advisory role, Moore is also a licensed notary. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm’s investment approach uses long-term, diversified asset allocation with centrally managed model portfolios overseen by an internal management team and an investment committee.

Michael Mahoney is a financial advisor with Snowden Capital Advisors LLC and holds Series 63 and Series 65 designations. He has 27 years of industry experience, including prior roles at Morgan Stanley, Merrill, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory work, Mahoney is a licensed real estate agent, referring clients on a limited basis. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, and financial and estate planning services. The firm combines multi-team scale with institutional capabilities, often utilizing third-party managers and global custodian platforms to support a diverse client base.

Lance Kluger is a financial advisor at A.G.P. / Alliance Global Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Summit Financial Group Inc and Wells Fargo Advisors. Kluger has been with A.G.P. since 2019, based in Boca Raton, FL. 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 discretionary portfolio management, financial and estate planning, model portfolios, and sub-advisory services.

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 at Modern Wealth Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at LWM Advisory Services, LPL Financial, and Raymond James Financial. 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 offers 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 a combination of model portfolios and third-party managers.

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.