Vincent Maiorano is a financial advisor at B. Riley Wealth Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Advisors since 2016, including time at B. Riley Wealth Management and National Securities Corp. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Kaycia Rossi is a Series 65-licensed financial advisor with Team Hewins, LLC, bringing several years of industry experience that includes roles at Thornburg Investment Management, Cambridge Associates, and Akin Gump Strauss Hauer & Feld. She has been with Team Hewins since 2021. 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 is guided by an Investment Committee that builds model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services, managing a notable mix of discretionary and non-discretionary assets.

Jay Gershman is a financial advisor with Redhawk Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Redhawk, he worked at Securities America Advisors, Inc. and Securities Service Network, Inc. He also serves as President Elect of a fraternal cemetery association. Redhawk Wealth Advisors provides wealth management and financial planning services to individuals, families, trusts, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, with portfolios monitored by a weekly investment committee.

John Lauroesch is a CFA® charterholder with 13 years of industry experience and has been with Belpointe Asset Management LLC since 2015. He holds Series 63 and Series 65 licenses and serves on the Board of Trustees for the Adirondack Health Foundation. Belpointe Asset Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, employing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance. The firm also supports proprietary funds and offers a variety of affiliated business services alongside its advisory practice.

Lori Fernicola is a CFP® with 10 years of industry experience, currently serving at Fortis Capital Advisors, LLC. She previously worked at Castle Wealth Management and Banyan Global Investment Advisors, LLC. Fortis Capital Advisors serves a diverse client base including high-net-worth individuals, families, businesses, retirement plans, institutional clients, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a range of investment strategies, including passive, active, tactical, blended, and ESG-oriented options, with discretionary management tailored to advisor-specific styles and model portfolios.

Ben Dembin is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Wells Fargo Clearing. A.G.P. / Alliance Global Partners is a multi-team platform with about 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub‑advisory and third-party money manager programs, and brokerage and insurance product sales, utilizing an open-architecture model that incorporates internally managed strategies and external sub-advisory relationships.

Robert Raab is a Series 63 licensed financial advisor with 44 years of industry experience. He has been with Newbridge Securities Corporation since 2006 and is currently affiliated with NFSG Corporation in Boca Raton, FL. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using fundamental, technical, and cyclical analysis and employs both long- and short-term strategies, often incorporating third-party asset managers.

Ioannis Profylienos is a financial advisor with Manning & Napier Advisors, LLC, holding a Series 66 license and 15 years of industry experience. He has worked at several firms including Equitable Advisors, Merrill, and Edward Jones. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice to various proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and operates with distinctive structural features including an affiliated trust company and a limited-purpose broker-dealer.

Lisa Armbrust is a Series 66-licensed financial advisor with 16 years of industry experience. She currently works at Nfsg Corporation and Newbridge Securities Corporation, joining both firms in 2025. Her prior experience includes roles at Raymond James & Associates, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Armbrust also serves as co-chair of the advisory committee for the Friends of Center of Women, Gender and Sexuality Studies at Florida Atlantic University, where she helps raise funds for scholarships and community awareness. Nfsg Corporation is an SEC-registered investment adviser providing discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, technical, and cyclical analysis, and frequently employs third-party asset managers in its approach.

Theodore Taddei Jr. is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 63 designation and has 31 years of industry experience. His prior roles include positions at American Portfolios, Physician's Wealth Care LLC, and Guardian Life Insurance Co. of America. He also maintains insurance sales activities to assist clients with their insurance needs. 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 provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of portfolio options including mutual funds, ETFs, equities, and alternative products.

Jay Kramer is a financial advisor with Madison Avenue Securities, LLC in Delray Beach, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at JS Financial and Madison Avenue Securities since 2018 and spent a year at Woodstock Financial Group prior to that. Outside of his advisory role, Kramer is a licensed notary public and holds positions related to insurance sales through affiliated entities. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through multiple account platforms, serving clients with both discretionary and non-discretionary management approaches.

Michael Freedman is a CFP® and ChFC® with 33 years of industry experience. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2019, and has prior experience at Independent Financial Partners and LPL Financial. Freedman also maintains a tax preparation and planning practice as a licensed enrolled agent. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that integrates behavioral economics and quantitative analysis.

Gregory Charlot is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked with A.G.P. since 2019 and previously held roles at Foresters Financial and its affiliates. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm offers a range of portfolio management and financial planning services using an open-architecture model that incorporates internally managed strategies, sub-advisory relationships, and a combination of discretionary and non-discretionary mandates.

Luke Zulauf is a financial advisor at SAX Wealth Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at JPMorgan Securities LLC, Sanford C. Bernstein & Co., LLC, Fidelity Investments, Bank of America, Merrill Lynch, and Wells Fargo Advisors Financial Network. SAX Wealth Advisors provides investment management, financial planning, employee benefit plan advisory, and consulting services to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm follows an evidence-based investment approach focused on globally diversified, low-cost passive funds with a long-term orientation and offers discretionary portfolio management alongside specialized programs such as SyntheticFi.

Richard Myer is a financial advisor at Brookwood Investment Group with six years of industry experience. He holds a Series 65 designation and has worked at firms including Redwood Private Wealth LLC and Blackridge Asset Management, LLC. In addition to his advisory work, he operates as an independent insurance producer focusing on life and fixed annuity sales. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through a range of tailored investment strategies.

Audrey Drossner is a financial advisor at Summit Financial, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Symphonic Securities and Symphonic Financial Advisors from 2008 to 2023. Outside of her advisory role, she is involved in trust management as a trustee for several family trusts and owns an accounting firm, Oracle Capital Strategies, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services.

Christopher Smith is a financial advisor at Great Valley Advisor Group, LLC with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked with Gaines Financial Group and LPL Financial since 2012. In addition to his advisory role, he is also licensed as a real estate agent. Great Valley Advisor Group is a multi-team SEC-registered 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 through a combination of in-house strategies and third-party managers.

Sanford Steinberg is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes roles at Aegis Capital Corp., Quadstar Capital Advisors, Inc., Gunnallen Financial, Inc., Stanford Group Company, Stillpoint Wealth Management, LLC, and Citigroup Global Markets. He has a non-investment affiliation related to medical insurance. A.G.P. / Alliance Global Partners operates a multi-team platform of approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies with co- and sub-advisory relationships and offers services including portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance product sales.

Madeline Giordano is a financial advisor with Advisory Services Network in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with West Street Financial Services since 2006, where she also serves as managing member of the firm’s service company. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Stuart Greenberg is a financial advisor with Advisory Services Network and holds a Series 65 designation. He has 20 years of industry experience and has been managing his own CPA firm, Greenberg & Company LLC, since 1990, where he handles tax preparation, auditing, and consulting. Prior to joining Advisory Services Network, he worked at Park Piedmont Advisors LLC for 19 years. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a variety of investment strategies and implementation options.