Rosemary Guerrero is a financial advisor at Sound Income Strategies, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 626 Holdings and DPI of North Broward. Guerrero also serves as Director of Operations at Sound Income Strategies, overseeing back-office and trading operations. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, employing fundamental and technical analysis, and offers specialized services including family-office and special-needs planning.

Jose Fidalgo Cordova is a Series 66-licensed advisor at Kovack Advisors, Inc. with 14 years of industry experience. He has been with Kovack Securities, Inc. since 2013. Outside of his advisory role, he serves as treasurer for the Phi Sigma Alpha fraternity chapter Alfa Borinquen and is a board member of the Fundación Sigma de la Fraternidad Fi Sigma Alfa, a nonprofit charitable organization. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and advisor program access through a structured, Envestnet-supported investment process.

Daniel Friedman is a financial advisor at Mission Wealth Management, LP in Aventura, FL, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Singer Wealth and ToYourDoorMedical, as well as a four-year period at Indiana University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, personalized financial planning, and investment consulting. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, employing a mix of internal and third-party management and offering a broad range of investment options.

Dov Lasry is a CFP® credentialed financial advisor at J. Safra Asset Management Corporation with 12 years of industry experience. He has worked at J. Safra since 2017 and previously at Hapoalim Securities USA from 2014 to 2017. J. Safra Asset Management Corporation offers discretionary and non-discretionary portfolio management, managed-account strategies, and institutional investment consulting to individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a combination of fundamental security analysis, macroeconomic assessment, and tactical positioning, utilizing both model-driven managed accounts and direct advisory services.

Christopher Yarosh is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Kovack Advisors since 2021, with prior roles at Securities America Advisors and Beacon Investment Solutions. He also spends a small portion of his time as an agent selling fixed life insurance policies. 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 and profit-sharing plans, charitable organizations, banks, and government entities, using both proprietary and third-party investment models managed through an Envestnet-supported platform.

Rodrigo Posse is a financial advisor with First Advisors National, LLC and holds a Series 65 designation. He has two years of industry experience and previously worked at Asset Allocation Strategies, LLC. Outside of his advisory role, he has been involved in life and annuity insurance sales through his own business, ValuTeachers, since 2014. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, employing third-party money managers and combining fundamental analysis with tactical and strategic asset allocation.

Michael Kirshon is a financial advisor with ValMark Advisers, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2002 and has been operating his own advisory practice since 2000. Outside of advising, Kirshon maintains a law practice focused on trusts, estate planning, and probate, and he is co-managing member of Safety Shutdown, LLC, a company holding an intellectual property patent. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs including the ACCESS wrap platform and Charles Schwab managed accounts.

Brian Cann is a CFA® charterholder with four years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at Heartwood Wealth Advisors and Wells Fargo Bank. Outside of his advisory role, he participates as a Nabor Helper with NaborForce. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of investment management and financial planning services, integrating traditional and alternative strategies while utilizing institutional custodians and advanced client portals.

David Scranton is a CFP® and ChFC® with 37 years of experience in the financial industry. He is the CEO and majority owner of Sound Income Strategies, LLC, and has held leadership roles in multiple affiliated entities including Sound Income Academy, Scranton Financial Group, and Advisors' Academy. He is also involved in nonprofit financial education through the Scranton Academy for Financial Education and has interests in yachting services through several managing member roles. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets, serving a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes customized portfolio construction with a focus on fixed-income analysis and equity review, offering a scalable advisor network model supported by affiliated business lines and specialized services such as sub-advisory ETF management.

Milton Ceotto is a CFA® charterholder and a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Bolton Securities Corporation and affiliated with Bolton Global Capital and Bolton Global Asset Management. Prior to this, he worked at Wells Fargo Clearing and Ameriprise Financial Services. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach using portfolios composed of mutual funds, ETFs, individual equities, and fixed-income securities, offering both discretionary and non-discretionary management.

Berta Epelbaum is a financial advisor with Valley Wealth Managers, Inc. She holds the Series 66 designation and has 21 years of industry experience. Prior to joining Valley Wealth Managers in 2023, she worked for Leumi Investment Services Inc. and Bank Leumi USA for 19 years. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, using a combination of equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs when appropriate.

William Mckenna is a financial advisor at Provenance Wealth Advisors with 44 years of industry experience. He holds the ChFC® and Series 63 credentials. His career includes roles at Raymond James Financial Services Advisors and as an agent selling fixed insurance, long-term care, fixed annuities, and disability insurance through various agencies. Additionally, he provides coaching, consulting, and public speaking within the financial services industry. Provenance Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $3.63 billion in assets across nearly 2,864 client relationships. The firm offers discretionary and non-discretionary portfolio management and financial planning services utilizing a multi-custodial platform and a variety of investment strategies.

Kyle Kelly is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Madison Avenue Securities, LLC, Global Wealth Management Investment Advisory, Inc., and TradeStation Securities, Inc. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm utilizes a range of investment strategies through firm-managed, third-party, and advisor-managed models, supported by an affiliated network of broker-dealers, insurance marketing organizations, and other related entities.

Kevin Kelly is a financial advisor with Advisors Capital Management, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He previously worked at Verition Fund Management for three years before joining Advisors Capital Management in 2018. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to both individual and institutional clients. The firm serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities, utilizing a combination of top-down macro and bottom-up fundamental, quantitative, and qualitative analysis.

Karolyn Mc Donald is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Arbor Financial Services and Atlantic Music Center. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse range of clients, including individuals, pension plans, trusts, corporations, and other registered investment advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, and provides a scalable advisor network alongside specialized family-office style services.

Giorgio Lo Menzo is a financial advisor at Arete Wealth Advisors, LLC in Sunrise, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Arete Wealth Advisors, he worked in the education sector for over a decade at various schools. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of discretionary portfolio management, proprietary model allocations, and third-party sub-advisers to manage assets.

Philip Hammer is a financial advisor at Saxony Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Saxony Securities since 2010. He operates a DBA known as Glastonburg Group. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model with 38 advisors serving several hundred client relationships and offers discretionary asset management alongside hourly or flat-fee financial planning and consulting.

Rodrigo Ortiz is a financial advisor at Kovack Advisors, Inc. with 31 years of experience in the industry. He holds Series 63 and Series 65 designations and has worked at firms including Merrill Lynch, UBS Financial Services, and Kovack Securities. 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 internally created models and third-party managers.

Deanna Pelletier is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining First Advisors National, she worked at Asset Allocation Strategies, LLC and has a long career with Broward County Schools. She also serves as an independent insurance agent, marketing fixed and indexed annuity products to public school employees through ValuTeachers. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation methodologies while overseeing third-party money managers.

Allen Giese is a ChFC® and Series 66-registered advisor with 22 years of industry experience. He has been with Modera Wealth Management, LLC since 2026, following a 26-year tenure at Northstar Financial Planners, Inc. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm integrates traditional investment management with tax, accounting, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.