Noel La Montagne is a financial advisor at Verdence Capital Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has been with Verdence since 2019. In addition to his advisory role, he is a certified NFL Players’ Association agent, managing client careers and negotiating player and marketing contracts through Compass Sports Advisors. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to implement investment strategies across various asset classes and offers specialized services for family offices and professional athletes.

Lindell Douglas is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2018. His prior experience includes roles at J.W. Cole Advisors, Inc. and Ameriprise. Outside of his advisory work, he is involved as president of The Galleon Foundation, focusing on scholarships, and serves as a minister engaged in preaching and teaching. He is also an author and executive chairman of Caribbean Village Entertainment Inc. 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 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.

Gregory Milewski is a CFP® with 11 years of experience currently affiliated with Sound Income Strategies, LLC. His prior experience includes roles at USAA Investment Management Company and USAA Financial Advisors, Inc. He also serves as an adjunct professor at Southeastern University, Inc. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and a range of specialized investment and insurance services.

Ernesto Amengual is a financial advisor at Bolton Securities Corporation with 37 years of experience in the industry. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and Merrill. Ernesto is co-owner of ATA Advisors, LLC, an entity related to operating Bolton securities and investment advisory activities. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and charitable organizations. The firm offers customized wealth management through a network of independent advisers and employs a variety of investment strategies, typically emphasizing a long-term approach.

Micah Keel is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Ameriprise Financial Services, Kestra Investment Services, and First Allied Advisory Services. Outside of his advisory work, he is a co-owner of Pretty Farm Girl LLC, a skincare manufacturing business. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, and other advisors, offering asset management, financial planning, insurance planning, and educational workshops. The firm emphasizes fixed-income and income-oriented investment strategies, actively managing portfolios with a combination of fundamental and technical analysis and providing customized solutions across discretionary and non-discretionary accounts.

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 at Apollon Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James & Associates, Deutsche Bank Securities, Wells Fargo Clearing, and Citigroup Global Markets. Outside of his advisory role, Grossman is involved in the sale of fixed insurance products. Apollon Wealth Management is a multi-team SEC-registered investment adviser overseeing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, pooled investment vehicles, and insurance company clients, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services. Apollon's investment approach combines centrally managed strategies with locally managed portfolios, utilizing fundamental analysis, tactical allocations, ESG risk models, direct indexing, third-party sub-managers, and technology tools including generative AI. The firm also specializes in managing pooled investment vehicles, private funds, registered products, and insurance-dedicated funds.

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.

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® with 35 years of industry experience, currently serving as an advisor at Provenance Wealth Advisors in Fort Lauderdale, FL. He has been with Provenance Wealth Advisors since 2000 and has prior experience with Raymond James Financial Services. Moll is also the CEO and owner of Todd A. Moll CFA PA and directs ZYH Holdings LLC. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary management across multiple custodians, utilizing a range of investment strategies including equities, ETFs, fixed income, and options, alongside comprehensive 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.