Daniel Reich is a financial advisor at Fortis Capital Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include 14 years at Banyan Global Investment Advisors, LLC and operating Reich Investment Advisors LLC for five years. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other investment advisers. The firm offers customized portfolio management, financial planning, and access to specialized strategies, including passive, active, tactical, and ESG-aware approaches, with a range of affiliated services and disclosed revenue-sharing arrangements.

Joseph Bodvake is a financial advisor at AlphaStar Capital Management with a Series 65 credential and one year of industry experience. Prior to his role at AlphaStar, he was associated with WealthCare Financial and also worked at Sushi by Bou. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a range of investment strategies including model portfolios and third-party portfolio construction tools, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Timothy Ciraulo is a financial advisor with Hennion & Walsh Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes positions at PMK Securities & Research and Investment Sciences, Inc. Hennion & Walsh Asset Management, Inc. offers discretionary and non-discretionary investment management and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of investment strategies across multiple asset classes and manages approximately $768.8 million for over 1,000 clients through a team of 73 advisors.

Michelle Jessup Mckenzie is a financial advisor at Synovus Securities, Inc. with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Synovus Securities since 2019. Prior to that, she held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. from 1996 through 2019. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a client risk-tolerance questionnaire and due diligence processes to guide asset allocation and manager selection.

Rachel Bonnet is a CFP® with one year of industry experience currently with Citizens Private Wealth in Boca Raton, FL. She has previous experience at Fifth Third Bank and BNY Mellon. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers tailored investment management strategies through a discretionary platform overseen by a Chief Investment Officer and provides additional services including tax and estate structuring as well as business consulting for multigenerational family and closely held business matters.

Paul Dipietro is a CFP®-designated financial advisor with 25 years of industry experience. He has been with Pinnacle Investments, LLC since 2019 and previously worked at Dawson James Asset Management and Dawson James Securities Inc. from 2012 to 2019. Pinnacle Investments, LLC is a multi-team advisory firm with approximately 57 advisors managing over $1.2 billion. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering financial planning, portfolio management, and advisory consultations using both fundamental and technical investment strategies.

Robert Toth is a financial advisor at Ausdal Financial Partners, Inc. with 37 years of industry experience. He holds a Series 63 designation and previously worked at American Portfolios for 16 years. Outside of his role at Ausdal, he owns Seabreeze Wealth Management, LLC, through which he provides investment advising and sells insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining in-house and third-party investment options with brokerage and insurance services.

Peter Ream is a financial advisor with Capital Analysts based in Boynton Beach, FL. He holds Series 63, Series 65, and Series 66 licenses and has 22 years of industry experience. Prior to joining Capital Analysts in 2020, he worked with firms including HSBC Securities, PNC Investments, and Morgan Stanley. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

Aditya Saraogi is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Alliance Global Partners. Outside of his advisory role, he serves as a consultant for IFB Agro Industries Limited in India. 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, financial planning, and brokerage services, including management of pooled vehicles and access to sub-advisory strategies.

Brandi Lobato is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. Her prior experience includes roles at Fortune 360 Group LLC, Securities America, Inc., Bank of America, and Merrill Lynch. Outside of financial advising, she is a business broker for VR Business Brokers and a licensed real estate agent in Florida. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and charitable foundations. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment programs and a values-based approach.

Robert Harrigan is a CFA® charterholder with 22 years of experience in the financial services industry. He currently serves as an advisor at Perigon Wealth Management, LLC and previously worked at UBS Financial Services for 11 years. Harrigan is also a licensed insurance agent involved in insurance sales and implementation. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers tailored portfolios based on client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and accepting proxy-voting responsibility.

John Malzone is a CFP®-certified financial advisor with 41 years of industry experience. He has worked at Main Street Financial Solutions, LLC and its predecessor entities since 1992. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, wealth management, and retirement plan consulting with an investment approach that combines academic-based, multi-asset class strategies using mutual funds, ETFs, and individualized securities, alongside institutional and advisor-facing services such as ERISA consulting and Independent Manager oversight.

Nicholas Darzentas is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC. Prior to joining Fortis in 2026, he worked at Castle Wealth Management, Sky Alpha Asset Advisors, and Northwestern Mutual in various capacities. Outside of his advisory role, he receives residual income commissions from life insurance sales and is also a real estate sales associate, primarily facilitating transactions for family members. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, and institutional clients. The firm offers customized portfolio management and financial planning services, employing a mix of passive, active, tactical, and ESG-aware investment strategies, along with access to third-party sub-advisors and specialty offerings.

Vincent Maiorano is a financial advisor at B. Riley Wealth Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Advisors since 2016, including time at B. Riley Wealth Management and National Securities Corp. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Kaycia Rossi is a Series 65-licensed financial advisor with Team Hewins, LLC, bringing several years of industry experience that includes roles at Thornburg Investment Management, Cambridge Associates, and Akin Gump Strauss Hauer & Feld. She has been with Team Hewins since 2021. 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 is guided by an Investment Committee that builds model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services, managing a notable mix of discretionary and non-discretionary assets.

Jay Gershman is a financial advisor with Redhawk Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Redhawk, he worked at Securities America Advisors, Inc. and Securities Service Network, Inc. He also serves as President Elect of a fraternal cemetery association. Redhawk Wealth Advisors provides wealth management and financial planning services to individuals, families, trusts, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, with portfolios monitored by a weekly investment committee.

John Lauroesch is a CFA® charterholder with 13 years of industry experience and has been with Belpointe Asset Management LLC since 2015. He holds Series 63 and Series 65 licenses and serves on the Board of Trustees for the Adirondack Health Foundation. Belpointe Asset Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, employing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance. The firm also supports proprietary funds and offers a variety of affiliated business services alongside its advisory practice.

Theodore Kowalchuk Jr. is a CFP® professional with 32 years of industry experience. He has been with ValMark Advisers, Inc. since 2003 and also serves as owner and president of 401(k) Plan Services, Inc., where he provides consulting and third-party administrator services. Additionally, he owns IRA Plan Services, Inc., offering technical IRA services. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and fee-based planning and consulting services.

Lori Fernicola is a CFP® professional with 10 years of industry experience. She is currently an advisor at Fortis Capital Advisors, LLC and has previously worked at Castle Wealth Management and Banyan Global Investment Advisors. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, retirement plan consulting, and educational workshops, employing a range of strategies including passive, active, tactical, and ESG-aware approaches.

Ben Dembin is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Wells Fargo Clearing. 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. The firm offers a range of portfolio management and financial planning services, with a notable focus on international investing and managing both discretionary and non-discretionary accounts across a multi-team platform.