Richard Tyroler is a financial advisor with Great Valley Advisor Group, LLC in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial for 10 years and Gaines Financial Group, Inc. dba Swan Wealth Management Group for 6 years. 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, emphasizing individualized portfolio construction using both in-house and third-party strategies.

Rose Kilkenny is a financial advisor at NFSG Corporation with 10 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at NewBridge Securities Corporation and Priebe Investment Plans. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of investment strategies and ongoing account monitoring.

Paul Puleo is a financial advisor with RMR Wealth Builders, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with RMR Wealth Builders since 2018 and previously worked at Calton & Associates, Inc. from 2012 to 2018. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through both wrap and non-wrap advisory programs.

Michael Haddigan is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 credential and over 21 years of industry experience. Before joining Kovack Advisors in 2017, he worked at INVEST Financial Corp from 2009 to 2017 and has been involved with Common Cents Planning, Inc. since 2003. Outside of his advisory roles, he serves as a Cubmaster volunteer for his son's Cub Pack. 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 a risk-tolerance based, model-supported investment approach using both internal and third-party managers.

Karl Schwartz is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with Team Hewins, LLC and its predecessor, Hewins Financial Advisors, since 2011. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach involves model portfolios guided by an Investment Committee and includes retirement plan services with a focus on ERISA fiduciary responsibilities.

David Grossman is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments and Raymond James & Associates. In addition to his advisory role, he is a licensed agent for fixed/traditional insurance products. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and pooled investment vehicles. The firm employs a combination of centrally managed and locally managed portfolios, investing across various asset classes and offering specialized services such as ESG models, Direct Indexing, and sub-advisory roles for private funds and insurance clients.

Michael Marinelli is a financial advisor at Trajan Wealth, L.L.C. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, Morgan Stanley, and Diamond Asset Management. Marinelli also operates as a licensed insurance agent and occasionally offers clients insurance products. Trajan Wealth, L.L.C. provides investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific financial situations and coordinating with tax, estate, and insurance professionals as part of comprehensive planning.

David Levine is a financial advisor with Arete Wealth Advisors, LLC in Boca Raton, FL, holding Series 63, 65, and 66 credentials and bringing 27 years of industry experience. His prior roles include positions at National Asset Management and National Securities Corporation. Outside of finance, he is a partner in Proper Ice Cream, a retail store specializing in ice cream, baked goods, and desserts in Boca Raton. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels as part of its service offering.

Jamey Keller is a financial advisor at Advisors Capital Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade Inc. before joining Advisors Capital Management. Advisors Capital Management serves a broad mix of clients, including individuals, employee benefit plans, and the clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm employs a blend of top-down macro and bottom-up security selection using fundamental, quantitative, and qualitative analysis across various proprietary strategies, managing over $8.1 billion in discretionary assets.

Joseph Valerio is a CFP® certificant with four years of industry experience. He currently works at Modera Wealth Management, LLC and has held positions at Northstar Financial Planners, Inc., Merriman Wealth Management, The Vanguard Group, Inc., and Fidelity Investments. Modera Wealth Management provides wealth management, retirement plan consulting, tax planning, trust services, and business coaching to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines large-scale advisory operations with in-house accounting and tax capabilities.

Dorota Gilbert is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 23 years of industry experience. Her career includes positions at Merrill and Ameriprise Financial Services prior to joining Kovack Advisors and Kovack Securities. 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 and profit-sharing plans, charitable organizations, banks, and government clients through portfolio management, financial planning, and access to sub-advisory programs, utilizing both internal and third-party investment models.

Todd Moll is a CFP® professional with 35 years of experience in the financial industry. He is the CEO and owner of Todd A. Moll CFA PA and has been affiliated with Provenance Wealth Advisors since 2000. Moll’s background includes roles with Raymond James Financial Services and various business ownership positions. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, and other entities. The firm utilizes a multi-custodial platform and a blend of equities, fixed income, and alternative investments, offering both discretionary and non-discretionary portfolio management alongside financial and retirement planning services.

Ivan Gefen is a financial advisor with Nfsg Corporation, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with NewBridge Securities Corporation since 2016. Gefen serves as a board member for multiple nonprofit organizations affiliated with the South Palm Beach Jewish Federation, where he reviews financials and advises senior staff. Nfsg Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and frequently employs third-party asset managers to meet client objectives.

Vincent Lapietra is a financial advisor with Wealthcare Advisory Partners LLC in Weston, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked previously at LPL Financial and Independent Financial Partners. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary technology and an evidence-based investment framework that incorporates behavioral economics and quantitative analysis.

Bob Hodges Jr. is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. Prior to joining Kovack Advisors in 2020, he worked at Capital Guardian Wealth Management and Moors & Cabot, Inc. He also owns Hodges Wealth Management LLC. 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, high-net-worth clients, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services implemented through a combination of proprietary models and third-party managers.

Sean Deviney is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Provenance Wealth Advisors since 2005 and previously worked at Raymond James Financial Services. Deviney serves as treasurer and board member for Memorial Joe DiMaggio Children's Hospital. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management using a multi-custodial platform and employs a range of investment strategies including equities, ETFs, mutual funds, and option strategies, alongside financial planning and retirement plan services.

Steven Newman is a CFP® professional with 41 years of industry experience, currently with Kovack Advisors, Inc. since 2016. He previously worked at Concourse Financial Group Securities, Inc. and Principal Financial Services. Outside of his advisory role, Newman teaches a finance course fulfilling CFP education requirements at Stetson 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, including high-net-worth clients, as well as pension plans, charitable organizations, banks, and government clients, employing a combination of internal models and third-party managers within an Envestnet-supported portfolio management system.

Michael Donofrio is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with 25 years of industry experience. He has held roles at Kovack Advisors since 2017, previously working at Raymond James & Associates, Ryan Beck & Co., and Morgan Stanley DW Inc. In addition to his advisory work, he serves as president of Worth Ave Wealth Management, focusing on financial planning for retirees. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and governmental entities, using a combination of internally created models and third-party managers to manage portfolios.

Rene Villate Cortes is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding 18 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2009 and previously worked at Cetera Wealth Services, LLC. Outside of his advisory role, he is involved in boat management, overseeing cleaning and maintenance services, and participates as a partner in a retail sports clothing e-commerce business. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering discretionary and nondiscretionary portfolio management along with financial planning and sub-advisory services.

Barry Young is a financial advisor at Gradient Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Gradient Advisors since 2017. Young also has been involved with Whitestone Wealth Management, LLC since 2012 and owns Barry Young Enterprises Inc., an insurance sales business operating since 1988. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that emphasizes client approval of transactions and incorporates fundamental, technical, and cyclical analysis.