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.

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 with 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 a multi-team SEC-registered investment adviser and broker-dealer with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies and external sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Mitchell Hirsch is a financial advisor at OneSeven with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and International Assets Advisory, LLC. Hirsch serves as a board member for the Broward County Gator Club, a nonprofit providing scholarships to local seniors. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with access to diversified portfolios and alternative investments. The firm combines discretionary and non-discretionary strategies, utilizing third-party platforms and independent managers.

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 Series 66 licensed financial advisor with 21 years of industry experience. He currently works at Merit Financial Advisors and has previously held roles at Stone Creek Capital Management, Biltmore Capital Advisors, and Thrivent Financial for Lutherans. In addition to his advisory work, Rauscher is a licensed insurance agent involved in life, long-term care, and disability insurance sales. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach that combines centrally managed sleeves and customizable models overseen by an internal Investment Committee.

Robert Owens is a financial advisor at A.G.P. / Alliance Global Partners with seven 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. Owens is also involved in non-investment consulting and serves as a trustee for a nonprofit that provides guidance and tax planning for church members. A.G.P. / Alliance Global Partners is a multi-team firm serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm employs an open-architecture investment approach combining internally managed strategies, co- and sub-advisory relationships, and various portfolio management programs alongside brokerage and insurance 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.

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 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 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 in Boca Raton, FL. He holds Series 63 and Series 66 credentials and has 29 years of industry experience. Prior to joining Alliance Global Partners in 2026, he worked at The GMS Group, L.L.C. for 11 years. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of 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 co- and sub-advisory relationships, serving a diverse client base with portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Keith Ravodowitz is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining A.G.P. in 2020, he was with HJ Sims from 2014 to 2020. 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 more than 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services through an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships and separately managed accounts.

Damon Boyar is a financial advisor with Great Valley Advisor Group, LLC in Boca Raton, FL, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at Great Valley Advisor Group since 2022 and previously spent ten years with Gaines Financial Group, Inc. and fourteen years with LPL Financial. Boyar also engages in non-variable insurance sales related to life and health insurance. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight using both 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 designations and bringing 44 years of industry experience. His career includes positions at Summit Brokerage Services and Summit Financial Group, as well as Wells Fargo Advisors. Outside of his advisory work, he is a passive investor and business advisor for FYI Networks, Inc., a news information content website. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with approximately 132 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture model that integrates internally managed strategies with co- and sub-advisory relationships, offering a range of portfolio management and financial planning 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. His prior roles include positions at LPL Financial LLC, Gaines Financial Group, Wells Fargo Clearing, and Prudential Equity Group, LLC. He also operates an independent investment advisory business through Great Valley Advisor Group, Inc. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides 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.