Christopher Beller is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Cyndeo Wealth Partners. His background includes roles at Daybright Financial, JP Morgan Securities, and JPMorgan Chase Bank. Cyndeo Wealth Partners provides financial planning, portfolio management, family office and wealth planning, and business advisory services to individuals, corporations, and middle-market business owners. The firm offers customized portfolio solutions using internal model allocations or third-party managers and operates a private pooled investment vehicle targeting income and diversification.

Eric Zeitlin is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 63 credential and over 33 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. and PWA Securities, LLC, and has been involved with Provenance Wealth Advisors and its affiliated entities since 2000. Outside of his advisory role, he serves on the investment advisory committee of the Miami Foundation. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individual, institutional, and charitable clients. The firm provides portfolio management, financial planning, retirement services, and consulting, utilizing a multi-custodial platform and a variety of investment strategies including equities, mutual funds, and alternative investments.

Becky Lightman is a financial advisor at Bison Wealth, LLC with 17 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked at firms including UBS Financial Services, Northern Trust, and Credit Suisse Securities. Lightman serves on the advisory board of the Florida Atlantic University College of Business and is an unpaid board member of the Yale Club of the Palm Beaches. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, model portfolios, access to third-party managers, and ERISA retirement plan services. The firm’s investment approach includes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies, along with specialized offerings such as an options-based overlay strategy and turnkey asset management platform services.

Eric Katz is a financial advisor at Leo Wealth, LLC with 26 years of industry experience. He holds a Series 63 credential and has worked at several related firms, including Leo Brokerage, Olden Lane Securities, and The LeoGroup, LLC. His activities include providing financial counseling focused on estate and income tax planning as well as insurance planning. Leo Wealth serves individuals, trusts, foundations, pension and profit-sharing plans, and corporate clients, offering portfolio management, financial planning, and fiduciary services. The firm combines ETF-based core and thematic models with systematic single-stock strategies to construct diversified, risk-tiered portfolios, utilizing both internal and third-party resources.

Gabriel Silva is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cornerstone since 2019, following prior roles at Independent Financial Partners and LPL Financial. Silva also manages Silva Wealth Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model supported by LPL platform programs and technology, managing a high client load across its team of 91 advisors.

Siddharth Dhawan is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Alliance Global Partners in 2022, he worked for Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of advising, he serves as President and CEO of ICAP INTERNATIONAL LLC, a business entity involved in managing branch-related expenses and staff. 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 across a multi-team platform. The firm offers a range of portfolio management and financial planning services with an emphasis on international investing and operates active broker-dealer and pooled vehicle advisory businesses.

Gerald Hoenings is a CFP® with 34 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2007. His prior roles include positions at Gunnallen Financial, Inc. and OSAIC. Outside of his advisory work, he is president of Pinnacle Tax of Jupiter and Pinnacle Tax of Palm Beach, specializing in tax preparation and accounting, and manages an online fitness equipment business. 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, pension and profit-sharing plans, charitable organizations, banks, and government entities, utilizing both internally developed and third-party investment models supported by an Envestnet workflow.

Steven Wright is a financial advisor at Kovack Advisors, Inc. with 20 years of industry experience. He holds the PFS™ and Series 63 designations and has worked with Kovack Advisors and its affiliates since 2010, following a lengthy tenure at S R Wright & Company, P.A. He is also president and owner of a CPA firm specializing in tax return, estate, and asset protection planning. 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, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, employing a mix of internally created models and third-party managers to provide discretionary and non-discretionary portfolio management and financial planning services.

Roger Hewins is a Series 65-licensed financial advisor with 25 years of industry experience. He is currently with Team Hewins, LLC and has held positions at Wipfli Hewins Investment Advisors, LLC and Hewins Financial Advisors, LLC. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that uses Modern Portfolio Theory to construct model portfolios and emphasizes retirement plan services, managing approximately $3.43 billion in assets with a focus on both discretionary and non-discretionary strategies.

Michael Wohlgemuth is a financial advisor with New Edge Wealth and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Bank of America, N.A., and U.S. Trust/BANK OF AMERICA. Outside of his advisory work, he maintains a mineral and rock collection which he occasionally sells at mineral shows and online. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services from wealth strategy to portfolio management. The firm focuses on asset allocation and investor behavior, integrating independent managers and AI-assisted analytics within a multi-team structure.

Guilherme Guerra is a financial advisor at Bolton Securities Corporation holding a Series 66 license with no prior industry experience. His work history includes roles at Bolton Global Asset Management and Bolton Global Capital, as well as teaching positions at the University of Miami, Florida International University, and local schools. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers portfolio management and financial planning through a network of independent advisers, employing a variety of investment strategies primarily focused on long-term investing with options for shorter-term trades.

Patrick Abrunzo is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Gaines Financial Group for 11 years and has been affiliated with LPL Financial since 2010. Abrunzo also engaged in the sale of a fixed insurance business for a portion of his career. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers, and offers both discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting.

Gregory Bayer is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Arax Advisory Partners. He previously worked at Cetera and Cetera Advisors LLC for over a decade. Outside of his advisory role, he is the author of a published book titled "Mile & Honey" and owns a holding company called Take Five Management, LLC. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm provides portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.

Michel Tsaparlis is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Kovack Advisors and its affiliated firm Kovack Securities since 2013, and previously worked at Investacorp Advisory Services Inc from 2009 to 2012. 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, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to third-party managers using a risk-tolerance based process supported by Envestnet technology.

Rajeev Pandit is a CFP® professional with 38 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He also holds an enrolled agent role at Spire Group Inc., where he provides tax preparation services. Additionally, he operates a sole proprietorship involved in fixed insurance sales and holds a real estate broker license. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple platforms and a diverse mix of proprietary and third-party investment solutions.

Peter Hirsh is a financial advisor at A.G.P. / Alliance Global Partners with 42 years of industry experience. He has previously worked at Aegis Capital Corp., Janney Montgomery Scott, and Oppenheimer. Outside of his advisory role, he serves as president of Linmatt Equities, a non-investment related business. 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 offers a range of services including portfolio management, financial and estate planning, and sub-advisory arrangements, with a notable emphasis on international investing and management of pooled vehicles.

Marti Latour is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience and holds the Series 66 designation. Prior to joining Alliance Global Partners in 2022, Latour worked at LPL Financial, INVEST Financial Corporation, ViaMar Health, BMO Harris Financial Advisors, and AllianceBernstein. Outside of advisory work, Latour serves as Director of Marketing for The AID Group Financial Planning. 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 pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services, including management of pooled vehicles and a variety of investment strategies.

Michael Lucarelli is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with GLP Investment Services and GLP and Associates since 2000 and owns IM & IM Services, Inc., a flow-through commission entity. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and manages portfolios through proprietary models, ETFs, and third-party managers.

Isabelle Shick is a Series 66-credentialed financial advisor with 19 years of industry experience, currently serving at Kovack Advisors, Inc. since 2011 and Kovack Securities Inc. since 2007. She also spends a small portion of her time working as a fixed insurance agent. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, institutional clients, and government entities through a combination of discretionary and non-discretionary portfolio management and financial planning services.

Jonathan Soto is a financial advisor at Citizens Private Wealth with two years of industry experience. He holds a Series 65 designation and has previously worked at Fifth Third Bank and BNY. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, N.A., which provides additional banking and lending services.