Steven Bell is a CFP® professional with 20 years of experience in the financial industry. He has worked at A.G.P. / Alliance Global Partners since 2021 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley, and STOEVER GLASS Wealth Management. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of investment strategies including separately managed accounts and third-party manager programs.

Francis Bautz Jr. is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at LPL Financial, Stratos Wealth Partners, and Purshe Kaplan Sterling Investments. Bautz also provides insurance advice tailored to client needs. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers a range of services such as asset management, financial planning, and employee financial wellness programs.

Arthur Bernaducci is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include working with The Retiring Baby Boomer Group, LLC, Retirement Income Advisory Group LLC, and USA Financial Securities Corporation. In addition to advising, he has been an independent insurance agent for nearly three decades. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, typically implementing strategies through third-party sub-advisers and model portfolios on both discretionary and non-discretionary bases.

Michael Freeburg is a financial advisor at Greenwich Wealth Management, LLC with 24 years of industry experience. He has been with Greenwich Wealth Management since 2006 and previously worked at Private Client Services. Outside of his advisory role, he is a founding member of Catalus Capital Management, LLC, a private family office, and is involved with Limin Holdings LLC, which is pursuing a banking license in the Eastern Caribbean. Greenwich Wealth Management provides advisory services to high-net-worth individuals, families, trusts, charitable organizations, and institutional clients. The firm employs a range of strategies using fundamental, technical, and macro analysis across multiple investment vehicles and also manages pooled and institutional portfolios, including wrap-fee programs.

Richard Peterson is a financial advisor with Northern Trust Securities, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He has been with Northern Trust Securities since 2012. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management via a wrap fee program. The firm offers model-driven investment solutions using proprietary and third-party products, combining advisory, brokerage, and custody services.

Thomas Yi is a financial advisor at IHT Wealth Management LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and UNTL CAPITAL. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients with discretionary asset management, financial planning, and ERISA plan consulting. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, incorporating ETFs, mutual funds, third-party managers, fixed income, and option strategies.

Bennett Leiser is a financial advisor at World Equity Group, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of his advisory role, he owns and operates Leiser Financial Inc., where he is an independent insurance agent, and serves as Senior Vice President and owner of Annuity Depot, specializing in fixed index annuities and various insurance products. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, including proprietary models and third-party manager allocations, managing accounts on both discretionary and non-discretionary bases.

Katrina Daley Deus is a financial advisor at Merit Financial Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services LLC, Fairwinds Credit Union, and Axiom Bank. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers wealth-management services including asset management, financial planning, and retirement plan advice, using a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

Richard Dorfman is a financial advisor with Nfsg Corporation in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at Money Concepts Capital Corp, Kovack Advisors, Fidelity Investments, and CETERA Advisor Networks. Nfsg Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm constructs diversified portfolios using various instruments and employs internal portfolio management and third-party asset managers to support its advisors.

Joseph Mellusi II is a financial advisor with Nfsg Corporation in New York, NY, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Newbridge Securities since 2011. Outside of his advisory role, he serves as CEO of First Colonial Group. Nfsg Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a range of investment strategies and frequently employs third-party managers, offering services on both discretionary and non-discretionary bases.

Harsh Dev is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 credentials. He has seven years of prior experience at Northern Trust and two years at Cornerstone Research. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers model asset-allocation portfolios based on Modern Portfolio Theory and supports independent advisors and RIAs through its Forum Advisor Alliance division.

James Beck is a financial advisor at Momentum Independent Network Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Momentum Independent Network since 2012. Outside of his advisory work, Beck serves as president of Friends of Neuman, a volunteer group supporting the Catholic Campus Ministry in Boca Raton, FL. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services. The firm utilizes third-party managers and Envestnet for investment management and integrates with Hilltop affiliates for municipal bond strategies and cash management solutions.

Natascha Barone is a financial advisor with Missionsquare Retirement in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Icma Rc since 2017 and previously held positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2013 to 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, using investment advice and model portfolios developed by Morningstar Investment Management.

Maria Maloney is a financial advisor at New Edge Wealth with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Prior to her financial career, she was involved with Canopy Road Cafe and Florida State University. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics.

Lindsay Torres is a financial advisor with ValMark Advisers, Inc. and holds a Series 66 designation. She has eight years of industry experience and currently serves as Chief Operating Officer of TMFG, LLC, where she is involved in client service leadership and management. Lindsay has been affiliated with The Miller Financial Group since 2016. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Andrew Farago is a financial advisor with B. Riley Wealth Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has worked at B. Riley Wealth Management and B. Riley Wealth Advisor since 2022 and previously at National Securities Corp and KELLER WILLIAMS. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a range of advisory programs, financial planning, and retirement solutions.

Ana Diaz is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. Her prior roles include positions at Royal Alliance Associates, Inc. and JHFN SII. She is a board member of the Junior League of Boca Raton Endowment and also works as a career guidance counselor for mid-career adults and college students. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting with customized strategies delivered via model asset allocations, discretionary and non-discretionary manager relationships, and wrap program solutions.

Joseph Bodvake is a financial advisor at AlphaStar Capital Management with a Series 65 credential and one year of industry experience. Prior to his role at AlphaStar, he was associated with WealthCare Financial and also worked at Sushi by Bou. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a range of investment strategies including model portfolios and third-party portfolio construction tools, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Timothy Ciraulo is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Hennion & Walsh since 2013 and has been affiliated with PMK Securities & Research since 2002. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs including wrap-fee portfolio management, personalized UMA, and managed accounts, utilizing both fundamental and technical analysis with various investment strategies across multiple asset classes.

Charles Stewart is a financial advisor at Pinnacle Investments, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Pinnacle Investments, Stewart worked at Lynn University and Florida State University. Outside of his advisory role, he is the founder of Generational Sports Partnerships LLC, a sports agency focused on athlete representation and financial literacy, and hosts a podcast called The Credentials Show. He is also the author of the book "WHAT DID I JUST SIGN?" which explains key financial and legal concepts through case studies and roleplay scenarios. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets for nearly 2,000 clients, including individual investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers comprehensive financial planning and portfolio management services, utilizing fundamental and technical analysis and a range of investment products.