Eric Zeitlin is a financial advisor at Provenance Wealth Advisors with 33 years of industry experience. He holds the Series 63 credential and has worked with firms including Raymond James Financial Services Advisors Inc. and PWA Securities, LLC. Outside of his advisory role, he serves on the investment advisory committee of the Miami Foundation and holds several business ownership positions. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individual, retirement plan, trust, estate, charitable, and business clients. The firm offers portfolio management, financial and retirement planning, and consulting services using a multi-custodial platform with a variety of investment strategies.

Becky Lightman is a financial advisor at Bison Wealth, LLC with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Banyan Global Investment Advisors, UBS Financial Services, and Northern Trust. Outside of her advisory work, she serves on the Florida Atlantic University College of Business Advisory Board and is an unpaid board member of the Yale Club of the Palm Beaches. Bison Wealth serves individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions with a focus on outcome-driven portfolios and access to alternative investments.

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.

Siddharth Dhawan is a financial advisor at A.G.P. / Alliance Global Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2022. Outside of advisory work, he is the president and CEO of ICAP International LLC, a business entity unrelated to investment activities. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing, combining in-house and third-party management, and offers portfolio management, financial planning, and brokerage services.

Gerald Hoenings is a CFP® with 34 years of industry experience, currently serving at Kovack Advisors, Inc. since 2007. In addition to his advisory role, he is a Certified Public Accountant and president of two tax preparation firms, Pinnacle Tax of Jupiter and Pinnacle Tax of Palm Beach. He also manages an online fitness equipment business, BGE Ventures, LLC. 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 offers discretionary and non-discretionary asset management with a focus on diversified asset-class exposure primarily through mutual funds and ETFs, along with third-party manager recommendations and financial planning services.

Steven Wright is a financial advisor at Kovack Advisors, Inc. with 19 years of industry experience. He holds the PFS™ designation and Series 63 license. His career includes long-term roles at Kovack Advisors and Kovack Securities, as well as ownership of S R Wright & Company, P.A., a CPA firm specializing in tax return, estate, and asset protection planning. Outside of his advisory work, he is involved in managing a CPA firm and a tax and accounting service for trusts and estates, along with a cattle operation. 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 emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and provides financial planning and held-away retirement account management through an account aggregation service.

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.

Allison Miller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. She previously worked at Global Retirement Partners and LPL Financial, LLC. Outside of her financial advisory role, she is involved in dog walking and pet sitting through the Rover app. 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 offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

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 has worked with Gaines Financial Group and LPL Financial since 2010 and 2011, respectively. Abrunzo previously operated a fixed insurance business in Delray Beach, FL, dedicating 20% of his time to that activity. Great Valley Advisor Group is a multi-team SEC-registered 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 both in-house and third-party strategies.

Gregory Bayer is a CFP® with 40 years of experience in the financial services industry. He currently serves as a financial advisor at Arax Advisory Partners and has previously worked at Cetera and Cetera Advisors LLC. Outside of advising, he is an author of a published book titled "Mile & Honey" and is an owner and president of a holding company. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, using a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Michel Tsaparlis is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2013. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party managers and providing comprehensive financial planning and account aggregation services.

Rajeev Pandit is a CFP® with 37 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He also holds the role of Enrolled Agent at Spire Group Inc., where he provides tax preparation services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment platforms and model-based solutions, supporting multiple account structures and allowing clients to impose reasonable investment restrictions.

Peter Hirsh is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 63 designation and over 42 years of industry experience. He has worked at Alliance Global Partners since 2023 and previously spent 12 years at Aegis Capital Corp. In addition to his advisory work, he serves as president of Linmatt Equities, a non-investment-related business. 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 and offers a range of strategies including separately managed accounts and third-party manager programs.

Marti Latour is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 12 years of industry experience. Prior to joining Alliance Global Partners in 2022, Marti worked at LPL Financial and INVEST Financial Corporation. Marti also served as Director of Marketing for The AID Group Financial Planning. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser that serves individuals, trusts, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan services alongside brokerage, capital markets, and investment banking capabilities. The firm employs an open-architecture investment approach with a particular focus on international investing through multiple management strategies and provides both discretionary and non-discretionary portfolio solutions.

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 financial advisor at Kovack Advisors, Inc. with 18 years of industry experience. She holds a Series 66 designation and has been with Kovack Advisors since 2011. Outside of her advisory role, she spends part of her time as a fixed insurance agent. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and institutions, with an investment approach focused on diversified asset-class exposure through mutual funds, ETFs, and other vehicles.

Jonathan Soto is a financial advisor at Citizens Private Wealth with one year of industry experience. He holds a Series 65 designation and has previously worked at Citizens Bank NA, Clarfeld Financial Advisors LLC, Fifth Third Bank, and BNY. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment management through a long-term, open-architecture approach and offers additional services including ERISA plan advisory, tax and estate structuring, and business consulting for multigenerational family and closely held business matters.

Alan Kirschenbaum is a CFP® with 30 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2024. He previously worked at American Portfolios for 16 years and has been involved with Seabreeze Wealth Management as an independent advisor since 2005. Kirschenbaum also serves as a trustee on the Delray Beach Fire Department Pension Board. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies across discretionary and non-discretionary accounts.