Jay Gershman is a financial advisor with RedHawk Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining RedHawk, he worked at Silver Oak Securities, Securities America Advisors, and Securities Service Network. Outside of his advisory role, he serves as President Elect of the Fraternal Cemetery Association. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, employing a structured due-diligence process and risk management tools to guide investment decisions.

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 at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Before joining A.G.P. in 2019, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2019. 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 and investment banking capabilities. The firm uses an open-architecture investment approach with a focus on international investing and manages both discretionary and non-discretionary strategies through in-house teams and third-party managers.

Haitham Ashoo is a financial advisor at The Mather Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pillar Wealth Management, LLC for 16 years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Joel Josephs is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 registrations and having 32 years of industry experience. He has been associated with Gaines Financial Group, Inc. and LPL Financial for the past 15 years. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers across various platforms.

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 at Manning & Napier Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and Capital Analysts. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering specialized advisory solutions. The firm employs a team-based investment process that integrates top-down macro analysis with bottom-up security selection and operates affiliated trust and broker-dealer entities.

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 licenses and having 17 years of industry experience. He has worked at A.G.P. since 2019 and previously at Foresters Financial and its affiliated entities from 2016 to 2019. Outside of his advisory work, he owns Greg Charlot LLC, a non-investment entity created for tax purposes. 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 investment banking services. The firm emphasizes international investing strategies and combines top-down macro themes with bottom-up security selection, serving clients through a variety of managed accounts and product distribution activities.

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 prior roles include positions at Aegis Capital Corp. and Quadstar Capital Advisors, Inc. He is also affiliated with RG Michals for medical insurance purposes, although this is unrelated to his investment activities. 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 investment banking services. The firm emphasizes international investing through its EPC Advisors Group and offers a range of investment strategies including separately managed accounts and third-party manager programs.

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.