Scott Goldstein is a financial advisor with Nfsg Corporation, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Newbridge Securities Corporation since 2000. Outside of his advisory role, he is a managing partner in Intelligent Holdings, Inc., an internet marketing and advertising business. Nfsg Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management and financial planning, employing a range of investment strategies and often utilizing third-party asset managers on both discretionary and non-discretionary bases.

Robert Spitler is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Newbridge Financial Services Group, Bridge Line Advisors, and IBD Wealth Management. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk tolerance.

Bryan Rathman is a financial advisor with Nfsg Corporation in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Newbridge Securities since 2011. Outside of his advisory role, he serves as Senior Vice President of Investments at First Colonial Group LLC in New York. Nfsg Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection, utilizing diversified portfolios and an internal portfolio manager to support its Investment Adviser Representatives.

Raffi Vartanian is a financial advisor with Kingswood Wealth Advisors, LLC, based in Boca Raton, FL, holding a Series 63 designation and bringing 34 years of industry experience. His career includes roles at Morgan Stanley, UBS Financial Services, and Citigroup Global Markets. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform, frequently utilizing third-party managers, and is notable for its integration with affiliated financial entities and support for insurance-linked account management.

Geronal Hurdle is a financial advisor with Nfsg Corporation, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Newbridge Securities Corp since 2020 and Newbridge Financial Services Group since 2025. Outside of financial advising, he manages a real estate investment business focused on property flipping. Nfsg Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and customized portfolios, employing fundamental, technical, and cyclical analysis and frequently using third-party asset managers.

Andrew Tupler is a CFP® with 30 years of industry experience. He is currently with Kintra Wealth, LLC and Mutual Securities, Inc., having previously worked at Tupler Financial and Commonwealth Financial Network for 24 years. Outside of his advisory roles, he serves as an expert witness in investment-related matters. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and fundamental security analysis with model-driven asset allocation, implementing strategies on a household basis to optimize tax efficiency.

Rachael Grattan is a CFP® professional with nine years of industry experience, currently serving as an advisor at Team Hewins, LLC since 2018. She previously worked at Adam Financial Associates, Inc. for five years before joining Team Hewins. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm emphasizes a structured investment process managed by an Investment Committee, offering retirement plan services and utilizing a mix of mutual funds, ETFs, independent managers, and private investment funds.

Matthew Kondrath is a financial advisor at Ausdal Financial Partners, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including American Portfolios Financial Services, Edward Jones, and MBSC Securities Corporation. Outside of his advisory role, he is CEO of MPK Financial and assists clients with insurance needs through Seabreeze Wealth Management. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for more than 16,000 clients. The firm offers a variety of advisory and brokerage services, tailoring investment strategies to clients’ objectives and risk profiles while integrating multiple custodians and third-party managers.

Nicole Carlon is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2022. Her prior roles include positions at American Portfolios Financial Services, SlateStone Wealth, LLC, and LPL Financial LLC. She holds a life insurance license but does not actively sell insurance products. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies and offers a range of advisory services tailored to client objectives, managing approximately $9.45 billion across 154 advisors.

Francis Bermudez is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and has a background that includes concurrent roles at Lincoln Investment since 2023 and longstanding experience in education and community activities, including teaching music in the Palm Beach County School District and managing lifeguards at Rapids Water Park. Bermudez also operates as a music teacher and performer. Capital Analysts serves a diverse client base of retail and institutional investors, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm employs a proprietary mutual fund screening process and offers both discretionary and non-discretionary investment management through its in-house team, advisors, and third-party managers.

Howard Friedman is a financial advisor with Private Client Services, LLC, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 17 years of industry experience, including prior roles at Bright Futures Wealth Management, Brightline Financial, and Bb&T Securities. Outside of finance, he is the owner and operator of Baltimore Steel Knifemakers LLC, a manufacturer of handmade knives. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charities through a network of advisers and multiple advisory platforms. The firm employs a discovery-driven process that emphasizes risk profiling and tailored platform selection, offering a mix of advisory and commission-based brokerage services.

Andres Bonell is a financial advisor with Bryn Mawr Trust Advisors, LLC in Boca Raton, FL, holding a Series 65 designation and 12 years of industry experience. He previously worked at Bell Rock Capital, LLC for seven years before joining Bryn Mawr Capital Management, LLC, where he has been for three years. Outside of advisory work, he is the managing member of a family-operated aviation parts business, Cirrus Enterprises LLC. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management and fiduciary services, utilizing a combination of strategic asset allocation, tactical adjustments, mutual funds, ETFs, and selected independent managers, supported by a bank-affiliated structure and collaborative arrangements with WSFS Bank.

Jeffrey Eglow is a financial advisor with NFSG Corporation, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has worked at NFSG Corporation since 2017 and has prior experience with NewBridge Securities Corporation and SunTrust Advisory Services. He is also insurance licensed, dedicating a small portion of his business hours to that activity. NFSG Corporation provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension plans, trusts, and business entities. The firm constructs diversified portfolios and offers both discretionary and non-discretionary management, supported by internal portfolio management and third-party asset managers.

Craig Jaffe is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. He has been with United Capital Financial Advisors since 2011 and previously worked at Girard Securities Inc. United Capital Financial Advisors provides comprehensive financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers customized solutions including ESG and faith-based portfolios, supported by proprietary technology and a range of internal and external investment resources.

Mark Samson is a financial advisor at XML Financial Group with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2012 to 2022. Samson is a principal at BR Financial Associates Management Company, LLC, involved in managing entities related to XML Financial. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients with a range of services including discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities.

Walter Priebe is a ChFC® credentialed financial advisor with 41 years of industry experience, currently affiliated with NFSG Corporation. He has worked at Newbridge Securities Corp since 2014 and has been leading Priebe Investment Plans, Inc. since 1989. Outside of his advisory work, he hosts a live weekly radio program and is involved in the development and sales of an automotive accessory called Windcatcher, which is in the process of being patented. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, and businesses. The firm customizes portfolios based on clients’ objectives and risk tolerance, employing a variety of investment strategies and frequently utilizing third-party asset managers.

Kyle Jones is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 12 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2014 and briefly at Edward Jones in the same year. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies and sub-advisory relationships, offering a range of portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Susan Jones is a CFP® professional with four years of industry experience. She currently works at Savvy and previously held roles at Plancorp, LLC and BKD, LLP. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models.

Richard Lincoln is a CFP®-certified financial advisor with 30 years of experience, currently with Prosperity Capital Advisors. His prior experience includes roles at Woodbury Financial Services and Retirement Concepts Group, where he also serves as owner. Lincoln holds additional registrations as a Series 63 and Series 65 representative and is involved in insurance sales and holistic wealth management through his business activities. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing model suites from providers such as BlackRock, Dimensional, and Vanguard, along with advisor-directed portfolios and third-party sub-advisors.

Todd Weatherwax is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 65 and Series 66 licenses and nine years of industry experience. He has previously worked at Newbridge Securities Corporation, Valic Financial Advisors, and Primerica Financial Services. Outside of advisory roles, he is also active as an insurance agent. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to a range of clients, including individuals, pension plans, 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.