Mitzi Pasch is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. She previously worked at Cutter & Company, Inc. for 19 years and has held roles at Midsouth Capital, Inc. and Index Asset Management. Outside of financial advising, Pasch is a licensed clinical social worker, though she is not currently practicing. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Mark Adler is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He worked at The GMS Group, L.L.C. for 11 years prior to joining Alliance Global Partners in 2026. 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 through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including model portfolios and sub-advisory arrangements.

Christopher Ferrer is a financial advisor at Exodus Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience at firms including Prosperity Wealth Management, Fortune Financial Services, Kestra Advisory Services LLC, Financial Planning Services, Inc., and Integrated Financial Strategies, LLC. Before entering financial advising, Ferrer spent 16 years with the City of Pompano Beach Fire Rescue. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes tailored portfolio management built from a variety of investment instruments and employs fundamental, technical, and cyclical analysis across multiple strategies, with regular portfolio reviews and due diligence on third-party managers.

Sandra Mckoy is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses and 28 years of industry experience. Her prior roles include positions at CITIGROUP and SunTrust Advisory Services. Outside of advisory work, she spends a portion of her time as a financial advisor for fixed life insurance and as a notary. 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 using a blend of internally created models and third-party managers, with ongoing portfolio monitoring and rebalancing through an Envestnet-supported workflow.

Keith Ravodowitz is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at A.G.P. since 2020, following six years at HJ Sims. 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 institutional vehicles through a multi-team platform. The firm emphasizes international investing strategies and offers a range of portfolio management, financial planning, and brokerage services.

Damon Boyar is a financial advisor with Great Valley Advisor Group, LLC in Boca Raton, FL, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at Great Valley Advisor Group since 2022 and previously spent ten years with Gaines Financial Group, Inc. and fourteen years with LPL Financial. Boyar also engages in non-variable insurance sales related to life and health insurance. 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 provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight using both in-house strategies and third-party managers.

Esteven Ladron De Guevara is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at The Pacific Financial Group, Royal Phillips, and Myloyn. In addition to his advisory role, he is an independent licensed insurance agent in Florida, primarily focusing on term life insurance. Bison Wealth serves a diverse client base, including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services, with an investment approach centered on outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies.

Raymond Asmar Jr. is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has worked with firms including Wells Fargo Advisors and Summit Financial Group, and has been with A.G.P. since 2019. Outside of his advisory role, he is a passive investor and advisor for FYI Networks, a news information content website. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual, retirement plan, and institutional clients through a multi-team platform. The firm provides a range of investment and financial planning services with an emphasis on international investing and manages pooled vehicles and alternative investment funds.

Michael Newton is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with RK Advisors, Inc. and Kovack Securities, Inc. for over two decades. Outside of advisory roles, he owns and oversees Surfskate Industries, LLC, a manufacturer and retailer of skateboards, and serves on the board of Gate CFV Solutions, Inc., a manufacturer of flow control valves. 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 governmental clients, providing portfolio management and financial planning through a combination of internally developed models and third-party managers.

Jeffrey Rubin is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include positions at LPL Financial LLC, Gaines Financial Group, Wells Fargo Clearing, and Prudential Equity Group, LLC. He also operates an independent investment advisory business through Great Valley Advisor Group, Inc. 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 and ongoing oversight through a combination of in-house strategies and third-party managers.

Michael Whitaker is a Chartered Financial Consultant (ChFC®) with 22 years of industry experience. He is affiliated with Nfsg Corporation and has worked at Newbridge Securities since 2009. Outside of his financial services career, he is involved in a horse trading and training business based in Ocala, Florida. 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, institutions, and charitable organizations. The firm constructs customized portfolios using a variety of investment strategies and frequently employs third-party asset managers to tailor portfolios to clients’ objectives and risk tolerance.

Michelle Kaufman Gulko is a CFA® charterholder with 16 years of industry experience. She is currently with Dynamic and has previous experience at Fidelity Brokerage Services and Bloomberg LP. Dynamic serves a broad range of clients, including individuals, trusts, charitable organizations, and other registered investment advisers. The firm emphasizes a long-term, client-specific investment approach and provides portfolio management, financial planning, retirement plan services, and sub-advisory support.

Karli Vazquez Mendez is a CFP® professional with 16 years of industry experience, currently with New Edge Wealth. Her prior experience includes roles at Flagstar Advisors, First Republic Bank, Raymond James, and Morgan Stanley. She serves on the board of Nat King Cole Generation Hope and provides freelance budget consulting for elder care. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm combines independent managers, model strategies, and proprietary solutions, integrating AI-assisted analytics with human oversight.

Steven Bell is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He is currently with A.G.P. / Alliance Global Partners, where he has worked since 2019 following prior roles at Morgan Stanley, stoever glass, National Asset Management, National Securities Corp, and Merrill. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including discretionary and non-discretionary strategies.

Andre Wyss is a financial advisor at Kovack Advisors, Inc. based in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Fidelity Investments and Julius Baer. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and sub-advisory services using both internally created models and third-party managers.

Rodger Kamuf Jr. is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Kovack Advisors since 2006 and Kovack Securities since 2001. Outside of his advisory role, he is involved in health insurance and employee benefits businesses and participates in marketing and technology efforts for a health coaching company. 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 clientele including individuals, pension plans, charitable organizations, banks, and government entities, employing a risk-based, model-supported investment approach across multiple custodians and execution venues.

Arthur Bernaducci is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include working with The Retiring Baby Boomer Group, LLC, Retirement Income Advisory Group LLC, and USA Financial Securities Corporation. In addition to advising, he has been an independent insurance agent for nearly three decades. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, typically implementing strategies through third-party sub-advisers and model portfolios on both discretionary and non-discretionary bases.

Louise Schatke is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 63 license and over 32 years of industry experience. She has worked at Kovack Advisors since 2014, and previously at Resource Horizons Investment Advisory and Financial Consultants Group. Outside of her advisory role, she owns LCS Financial Group, a financial consulting business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, pension plans, charitable organizations, banks, and government clients. The firm uses an Envestnet-supported workflow to construct and manage portfolios through a combination of internal models and third-party managers.

Richard Peterson is a financial advisor with Northern Trust Securities, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He has been with Northern Trust Securities since 2012. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management via a wrap fee program. The firm offers model-driven investment solutions using proprietary and third-party products, combining advisory, brokerage, and custody services.

Thomas Yi is a financial advisor at IHT Wealth Management LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and UNTL CAPITAL. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients with discretionary asset management, financial planning, and ERISA plan consulting. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, incorporating ETFs, mutual funds, third-party managers, fixed income, and option strategies.