Raymond Arias is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2012. Outside of his advisory role, Arias is involved in educational presentations on financial, technological, and healthcare topics, and he also officiates marriage ceremonies. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Diane McClung is a financial advisor at New Edge Wealth with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 13 years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers wealth strategy, financial planning, portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior while incorporating AI-assisted analytics alongside adviser judgment.

Andrei Santos is an investment advisor representative with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also the owner and manager of Arisan Financial Advisors, LLC, an investment advisory business. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base that includes individuals, high-net-worth investors, charitable organizations, and corporations. The firm’s approach is driven by independent investment adviser representatives and typically employs a long-term orientation using mutual funds, ETFs, equities, and fixed-income securities.

Lee Hediger is a financial advisor at Provenance Wealth Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 credentials and is a co-founder of Provenance, where he focuses on estate, business, retirement, and investment planning. Hediger is also the founder of The Veterans Trust, a nonprofit organization that supports veterans. Provenance Wealth Advisors manages approximately $3.63 billion in assets across nearly 2,864 client relationships, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management using multi-custodial platforms and employs a range of investment approaches including charting, fundamental, and technical analysis.

Simona Taurosevicius is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and bringing 13 years of industry experience. Her prior roles include positions at GWN Securities Inc. and Maxim Group LLC. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm utilizes an open-architecture investment approach with a focus on international investing and combines in-house management, third-party managers, and sub-advisers to implement various strategies, alongside active broker-dealer operations and private fund advisory services.

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 credentials and bringing 28 years of industry experience. He previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc for 16 years before joining A.G.P. in 2019. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm is known for its international investing strategies and active brokerage and product-distribution activities alongside 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 Series 66–licensed financial advisor at Thurston Springer Advisors with one year of industry experience. His background includes roles at Fratarcangeli Wealth Management, MVR Holdings Group, and Raymond James. Outside of finance, he has worked in various roles including positions at iPic Theaters and Pinnacle Advertising & Marketing Group. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, and trusts, offering a range of financial planning, portfolio management, and fiduciary services. The firm employs diverse investment strategies, including discretionary and non-discretionary programs, and operates under a structure that includes affiliated broker-dealer and insurance entities.

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 financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 credential and 13 years of industry experience. He has previously worked at JP Morgan Securities LLC and Raymond James Financial Services, Inc. In addition to his advisory role, he is the owner of Flat Six LLC, a support company associated with Provenance Wealth Advisors. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across multiple custodians, utilizing equities, ETFs, mutual funds, fixed income, and alternative investments through various analytical methods and option strategies.

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 previously at Cape Securities, Inc., GWN Securities, Inc., and Retirement Consultants Network. Outside of his advisory role, he operates two businesses in Tifton, GA focused on wealth management and fixed annuities. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and monitors third-party asset managers and model portfolios.

Scott Weigel is a CFP® professional with four years of industry experience. He currently works at Compound Planning, Inc. and previously held roles at Mercer Global Advisors Inc., Adam Financial Associates, Precise International, and St Francis College. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and institutional advisory services. The firm employs a customized, risk-based investment approach using ETFs, direct indexing, and alternative strategies, supported by technology partnerships and third-party sub-advisors.

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.

Robert Miller is a CFP® professional with 34 years of industry experience, currently serving at ValMark Advisers, Inc. since 2003. He also has a long tenure with ValMark Securities, Inc. beginning in 2002. Outside of his advisory role, he is involved in sales of non-securities related products through New England Securities and other insurance companies. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm employs diversified, goal-based model portfolios and emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.

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 holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of his advisory role, he is the CEO of TGIC Enterprises Inc., a business entity created for tax purposes. 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 division and offers a variety of investment strategies, including separately managed accounts and third-party manager programs.