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.

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. Prior to joining Alliance Global Partners in 2021, he worked at LPL Financial and Invest Financial Corporation. Lowell serves as a board member for Goodman JFS, a charitable organization. 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 investment banking. The firm emphasizes international investing through its EPC Advisors Group division and combines top-down macro themes with bottom-up security selection in its strategies.

Todd Smiler is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Wells Fargo Advisors from 2013 to 2016 and has been associated with LPL Financial and Gaines Financial Group since 2016. Outside of advisory work, he is 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, utilizing a combination of in-house strategies and third-party managers across various platforms.

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 financial advisor at AssuredPartners Investment Advisors with five years of industry experience and holds a Series 65 designation. His prior work includes roles at Fortune 360 Group LLC and Southeast Toyota Finance. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and operates through a team of advisors across multiple offices, offering both discretionary and non-discretionary portfolio management along with plan fiduciary and participant education services.

Gregory Heinrich is a financial advisor with Kovack Advisors, Inc. in Fort Lauderdale, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2010. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Richard Giannotti II is a financial advisor with RFG Advisory, LLC, holding a Series 65 credential and 11 years of industry experience. His prior roles include positions at Madison Avenue Securities, LLC, and Global Wealth Management Investment Advisory, Inc. He is also a silent investor in a real estate consulting business. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through both proprietary and third-party strategies.

Alexandra Quitko is a financial advisor at Perigon Wealth Management, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Geller Advisors, Omnia Family Wealth, and Purshe Kaplan Sterling Investments. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight.

Garth Ivey is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2021, following prior roles at Securities America and Investacorp. Outside of his advisory work, he owns and manages several investment-related businesses, including a financial services firm offering insurance products and multiple LLCs that oversee office properties. 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 focuses on diversified asset-class exposure primarily through mutual funds and ETFs, with additional strategies as appropriate, and offers both discretionary and non-discretionary asset management along with financial planning services.

Danny Young is a financial advisor at Kovack Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovack Advisors since 2022, following roles at Cetera Advisor Networks and VOYA Financial Advisors. Outside of his advisory work, he has owned and operated The Agent Tool Shop since 2008. 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 through mutual funds and ETFs and offers discretionary and non-discretionary asset management along with financial planning and third-party manager recommendations.

Janine Talley is a financial advisor at NFSG Corporation with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Newbridge Securities Corporation, FoundCare, Inc., and Children’s Healthcare Associates, PA. Outside of her advisory work, she volunteers annually as an alumni admissions interviewer for Duke University. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios through a combination of fundamental, technical, and cyclical analysis.

Nicholas Tarulli is a financial advisor at Diversify Advisory Services, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Advisors, National Asset Management, and Equitable Advisors. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and family office services with an investment approach focused on tactical diversification and individualized asset allocation.

Omar Cujar is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Great Valley Advisor Group, LLC and has worked with Gaines Financial Group and LPL Financial since 2011. Outside of his advisory role, he is involved in the sale of life, health, disability, and long-term care insurance products. 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, utilizing a range of in-house strategies and third-party managers across various platforms.

Andres Pimentel is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. since 2020. Prior to his current role, he worked at CITIGROUP and SunTrust Investment Services. He is involved as CFO of a nonprofit organization that assists Christian couples with funding marital counseling. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets, serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, banks, and government entities. The firm employs a risk-tolerance based investment process using internally developed models and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and sub-advisory services.

Laurel Miller is a Series 66 licensed financial advisor with nine years of industry experience. She currently works at Oak Tree Group and previously worked at Kovack Securities, Inc. Outside of her advisory role, she serves as a soccer referee in Atlanta, overseeing games and enforcing league rules. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and pension plans, through a nationwide network of representatives. The firm emphasizes diversified asset-class exposure using mutual funds and ETFs, offers financial planning and third-party manager recommendations, and provides ongoing portfolio supervision and rebalancing.