James Sunderwirth is a financial advisor at World Equity Group, Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 designations and has been with World Equity Group since 2015. Outside of his advisory role, he works as a CPA providing tax preparation and bookkeeping services, and serves as a tax partner for Community Accounting Partners of FL, PLLC, where he oversees tax preparation staff and clients. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm combines discretionary portfolio management with financial planning and third-party money managers, using a risk-tolerance questionnaire to guide asset allocation.

Nicholas Darzentas is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC. Prior to joining Fortis in 2026, he worked at Castle Wealth Management, Sky Alpha Asset Advisors, and Northwestern Mutual in various capacities. Outside of his advisory role, he receives residual income commissions from life insurance sales and is also a real estate sales associate, primarily facilitating transactions for family members. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, and institutional clients. The firm offers customized portfolio management and financial planning services, employing a mix of passive, active, tactical, and ESG-aware investment strategies, along with access to third-party sub-advisors and specialty offerings.

Gregory Madison is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 65 designation and has worked previously at DWC The 401k Experts and Slavic Integrated Administration. Madison is based in Palm Springs, FL. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, using investment advice and model portfolios developed by Morningstar Investment Management.

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® professional with 10 years of industry experience. She is currently an advisor at Fortis Capital Advisors, LLC and has previously worked at Castle Wealth Management and Banyan Global Investment Advisors. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, retirement plan consulting, and educational workshops, employing a range of strategies including passive, active, tactical, and ESG-aware approaches.

Ben Dembin is a financial advisor with A.G.P. / Alliance Global Partners, 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 dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable focus on international investing and managing both discretionary and non-discretionary accounts across a multi-team platform.

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.

Brian Schad is a financial advisor at Prosperity - An EisnerAmper Company in West Palm Beach, FL, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at BDO, EY, Grant Thornton, and RSM US Wealth Management. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a multi-team approach with an emphasis on asset allocation and diversification, managing approximately $5 billion in client assets.

Thomas Maccowatt is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He has been with Williams Jones Wealth Management, LLC since 2019 and was previously associated with Williams, Jones & Associates, LLC for 21 years. The firm serves high-net-worth individuals and families, as well as pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. Williams Jones Wealth Management employs a growth-at-a-reasonable-price equity approach and active, tax-aware fixed-income management across concentrated portfolios typically consisting of about 30 positions.

Lisa Armbrust is a financial advisor at Nfsg Corporation with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates and Morgan Stanley. She serves as co-chair of the advisory committee for the Friends of the Center of Women, Gender and Sexuality Studies at Florida Atlantic University, where she helps raise funds for scholarships and community awareness. Nfsg Corporation provides investment advisory and financial planning services to a broad client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm constructs diversified portfolios using various assets and offers both discretionary and non-discretionary management, supported by internal and third-party portfolio managers.

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 34 years of industry experience. He is currently affiliated with Wealthcare Advisory Partners LLC and has previous experience at LPL Financial, Independent Financial Partners, and Merrimac Corporate Securities, Inc. In addition to his advisory work, he maintains a tax preparation and planning practice. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to guide portfolio management.

Gregory Charlot is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at A.G.P. since 2019 and previously held roles at Foresters Financial and its affiliated entities. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm delivers investment advice through a multi-team platform with an emphasis on international investing and offers a broad range of portfolio management, planning, and brokerage services.

John Whitman is a financial advisor at Stephens with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services before joining Stephens in 2006. Stephens is a multi-team investment adviser with approximately 243 advisors managing around $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services.

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.