Donald Wilcox is a financial advisor at ON Investment Management Company with 56 years of industry experience. He holds a Series 63 designation and has worked at The O.N. Equity Sales Co since 2002 and Paul Revere Insurance Company since 1974. Additionally, he is involved in a non-investment-related business selling life and disability insurance. ON Investment Management Company is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary management and access to multiple third-party investment programs.

Sommer O'neil is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has been with Kovack Advisors and Kovack Securities since 2016. Outside of her advisory role, she is co-owner of a cow-calf operation in Punta Gorda, FL. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, employing a risk-based, model- and advisor-managed investment approach supported by the Envestnet platform.

Richard Gow is a financial advisor with Compound Planning, Inc. He holds a Series 66 designation and has 20 years of industry experience. His career includes roles at Morgan Stanley and several other firms prior to joining Compound Planning. He volunteers as a national speaker on financial planning and legal issues for the Alzheimer's Association. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, financial planning, and institutional retirement-plan services. The firm follows a fiduciary, goals-based investment process and employs a range of strategies from low-cost ETFs to alternative investments, supported by technology and automated portfolio monitoring.

Jacob Guevara Sr. is a financial advisor at Bison Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at The Pacific Financial Group, Inc. and Independent Financial Partners. In addition to his financial advisory role, he has served as a Deputy Sheriff with the Broward County Sheriff's Office since 1995 and is president of Gold Star Financial Planning, Inc., a non-investment-related company. Bison Wealth serves individuals, high net worth clients, family offices, and various organizations by providing financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach utilizes outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies and offers specialized services including a Turnkey Asset Management Platform for other advisers.

Christopher Rios is a CFP® professional affiliated with IFG Advisory, LLC and has 10 years of industry experience. He has worked with IFG Advisory and LPL Financial since 2018 and was previously with Eaton Vance Management and Eaton Vance Distributors, Inc. from 2016 to 2018. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment strategies and third-party managers, offering both discretionary and non-discretionary portfolio management along with specialized planning services such as real estate analysis and retirement plan consulting.

Andrew Greep is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior experience includes roles at Ronald Blue & Co., Morgan Stanley, Merrill, and Citigroup Global Markets. He is also an overseer at Bible Church at Bethel Ranch in Texas. 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 and profit-sharing plans, charitable organizations, banks, and government clients, employing both internally created models and third-party managers to manage portfolios through an Envestnet-supported workflow.

Maigualida Lanzetta Gomez is a financial advisor with Bolton Securities Corporation, holding a Series 66 license and 19 years of industry experience. Her previous work includes roles at Wells Fargo Clearing and Merrill. She has been with Bolton Securities and Bolton Global Capital since 2021. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing a mix of internal management, unaffiliated money managers, and third-party programs, with an investment approach that emphasizes long-term strategies alongside shorter-term trading and option strategies.

Christopher Budny is a CFP® professional with 10 years of industry experience. He is currently with Brighton Jones LLC in Fort Lauderdale, FL, and previously worked at Beacon Pointe Advisors, Wescott Financial Advisory Group, and The Vanguard Group. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support.

Steven Archer is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Retirement Income Source, LLC since 2025, as well as Strategic Senior Benefits Group and Sound Income Strategies since 2017. Archer also served at Advisors' Academy from 2013 to 2018. Outside of his advisory role, he is involved in leadership and growth activities at Strategic Senior Benefits Group and Retirement Income Source, focusing on sales, marketing, recruiting, and coaching. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, corporations, and other investment advisers. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing sub-advisory relationships and institutional trading arrangements.

Felix Bosque is an investment advisor representative at Bolton Securities Corporation with 25 years of industry experience. He has held positions at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously worked at Wells Fargo Clearing from 2016 to 2021. He holds Series 63 and Series 65 licenses. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using mutual funds, ETFs, equities, and fixed-income securities, combining internal management with third-party asset management programs.

Carole Donohoo is a financial advisor at Kovack Advisors, Inc. with 43 years of industry experience. She holds a Series 63 designation and has worked at firms including Regulus, LLC and Regal Investment Advisors, LLC. Outside of her advisory role, she owns a business involved in income tax preparation, publishing, and authoring books. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, banks, and state and municipal clients. The firm uses an Envestnet-supported workflow and combines internally created models with third-party managers to manage accounts across multiple custodians and execution venues.

Barbara Sacharow is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 credential and 21 years of industry experience. Her prior work includes roles at LWM Advisory Services, LLC, LPL Financial, and Ameriprise. She has involvement with a business named The Wolf Cry, Inc., which is not held out to the public. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and various third-party management tools.

Trace Shapiro is a financial advisor at New Edge Wealth with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, N.A. and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions alongside AI-assisted analytics.

Lizeth Kishel is a CFP® professional with four years of industry experience, currently serving at Modera Wealth Management, LLC since 2022. She previously worked at Homrich Berg Wealth Management, Ameris Bank, Wells Fargo Private Bank, and SunTrust Banks. Kishel serves as Public Relations Director on the board of the Financial Planning Association, managing social media and leading a volunteer team to promote the organization’s events. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy rooted in Modern Portfolio Theory and integrates traditional investment management with in-house accounting and tax services.

Leonardo Tedeschi is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 26 years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2021, following prior roles at Wells Fargo Clearing and Merrill. Outside of his advisory role, he is a co-owner of ATA Advisors, LLC, a business entity associated with Bolton Securities, though it is not investment related. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal and third-party resources, emphasizing a long-term investment approach while accommodating a range of trading strategies.

Martha Swain is a CFP® professional with 25 years of experience in financial advising. She has worked at Provenance Wealth Advisors since 2010 and held positions at Raymond James Financial Services Advisors Inc. from 2013 to 2023. Provenance Wealth Advisors provides portfolio management, financial planning, retirement planning, and portfolio consulting to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $3.63 billion in assets across nearly 2,864 client relationships and employs a range of investment strategies including equities, ETFs, mutual funds, and options on a multi-custodial platform.

Paul Yates is a financial advisor at New Edge Wealth with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch for 17 years. Outside of his advisory role, he devotes time monthly to two business ventures, including an indoor golfing facility using simulation technology. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering comprehensive advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics with human oversight.

Paul Rosen is a financial advisor with ValMark Advisers, Inc. in Fort Lauderdale, FL, holding a Series 66 designation and possessing 16 years of industry experience. He has been with Valmark Securities, Inc. since 2014 and has operated Rosen Corporation, a general business consulting service, since 1994. Rosen serves on the board of the Florida Association of Government Guaranteed Lenders, Inc., a nonprofit trade organization. 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 employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and advisory services.

Catherine Muturi is a financial advisor with Principal Advised Services in Weston, FL, holding Series 63 and Series 65 licenses and having three years of industry experience. Her prior roles include positions at Charles Schwab and Raymond James, among others. She provides one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party and proprietary models to deliver both non-discretionary recommendations and discretionary investment management, operating within the Principal Financial Group family.

James Fountain IV is a financial advisor at Kovack Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2016. In addition to his advisory roles, Fountain is president and owner of Fountain Financial Services, Inc., and he volunteers as a class leader for Dave Ramsey's Financial Peace University. 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, retirement plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services using a combination of proprietary models and third-party managers.