Marti Latour is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience and holds the Series 66 designation. Prior to joining Alliance Global Partners in 2022, Latour worked at LPL Financial, INVEST Financial Corporation, ViaMar Health, BMO Harris Financial Advisors, and AllianceBernstein. Outside of advisory work, Latour serves as Director of Marketing for The AID Group Financial Planning. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services, including management of pooled vehicles and a variety of investment strategies.

Michael Lucarelli is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with GLP Investment Services and GLP and Associates since 2000 and owns IM & IM Services, Inc., a flow-through commission entity. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and manages portfolios through proprietary models, ETFs, and third-party managers.

Isabelle Shick is a Series 66-credentialed financial advisor with 19 years of industry experience, currently serving at Kovack Advisors, Inc. since 2011 and Kovack Securities Inc. since 2007. She also spends a small portion of her time working as a fixed insurance agent. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, institutional clients, and government entities through a combination of discretionary and non-discretionary portfolio management and financial planning services.

Jonathan Soto is a financial advisor at Citizens Private Wealth with two years of industry experience. He holds a Series 65 designation and has previously worked at Fifth Third Bank and BNY. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, N.A., which provides additional banking and lending services.

Austin Ryan is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wells Fargo Clearing, Merrill, Raymond James Financial Services, and Fidelity Brokerage Services LLC. In addition to his advisory role, he is involved in fixed insurance sales and client acquisition activities through McAdams Group, LLC. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies with active portfolio management, and also offers insurance planning, educational workshops, and ETF sub-advisory services.

Alan Kirschenbaum is a CFP® with 30 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2024. He previously worked at American Portfolios for 16 years and has been involved with Seabreeze Wealth Management as an independent advisor since 2005. Kirschenbaum also serves as a trustee on the Delray Beach Fire Department Pension Board. 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 offers advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies across discretionary and non-discretionary accounts.

John Graetz is a financial advisor at AlphaStar Capital Management with a Series 65 credential and six years of industry experience. Prior to joining AlphaStar in 2026, he worked at Wealthcare Financial starting in 2020. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of firm-designed model portfolios and advisor-directed strategies across various asset types and uses third-party portfolio construction technology.

Julia Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and CPR Investments Inc. In addition to her advisory role, she serves as a marketing representative for CPR Financial Group LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of about 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, utilizing a variety of strategies and a broad affiliated-entity ecosystem.

Michael Pond is a financial advisor with Ancorato in Meridian, Idaho, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at QP Wealth Management and Merc and Company Inc., with a two-year retirement period before resuming his advisory career. Ancorato provides portfolio management and model-portfolio services primarily to other registered investment advisers, institutions, and family offices. The firm employs a combination of technical and fundamental investment strategies and serves a large number of client accounts through intermediaries.

Philip Antia is a financial advisor with Nfsg Corporation in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Nfsg Corporation and NewBridge Securities Corporation since 2004. Outside of his advisory role, he is licensed as an insurance agent, focusing on fixed insurance and fixed indexed annuities. Nfsg Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm constructs customized portfolios using a variety of investment strategies and frequently employs third-party asset managers, providing tailored services to meet clients’ objectives and risk tolerance.

Thomas Avery is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes positions at Newbridge Securities Corporation, Ally Invest Securities LLC, and Axa Advisors, LLC. Outside of his advisory role, he has worked as a driver for various transportation and delivery services during non-trading hours. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, financial planning, and third-party manager selection, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies.

Adam Lorraine is a financial advisor at Aegis Capital Corp. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aegis since 2013. Outside of his advisory role, he is the CEO of Dynamic Capital Holding LLC, a firm that provides quantitative technical analysis to institutional clients. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm operates as both a broker-dealer and SEC-registered investment adviser, providing trade execution, clearing, custody, and reporting services across discretionary and non-discretionary account options.

Joseph Karl is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Provenance Wealth Advisors since 2012 and previously held roles at Raymond James Financial Services Advisors and Osaic FA, Inc. Outside of his advisory work, Karl is involved in community organizations as a board member of the Leadership Broward Foundation and the Fort Lauderdale Chamber of Commerce. Provenance Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $3.63 billion in assets. The firm offers discretionary and non-discretionary portfolio management using a multi-custodial platform and employs various investment strategies alongside financial planning and retirement-plan services.

Jonathan Keller is a financial advisor at Arkadios Wealth Advisors with 25 years of industry experience. He holds a Series 66 designation and previously worked at Sigma Financial Corporation for 17 years before joining Arkadios in 2020. Outside of his advisory role, he oversees finances and is an investor in Tropical Detail, a company providing detail services to auto dealerships. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a mix of advisor-managed accounts, third-party money managers, and an internal portfolio team to deliver customized investment plans and discretionary account management.

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.