Norvin Ulloa Gonzalez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also the owner of Ulloa & Company, LLC, a Florida entity for securities and investment advisory business, and is co-owner and manager of Stiwar Investments, S.R.L., an entity based in the Dominican Republic. Bolton Global Asset Management serves individual, corporate, institutional, and charitable clients with customized wealth management, offering portfolio management through a network of independent advisor representatives. The firm employs a variety of investment vehicles and strategies, blending long-term approaches with options for shorter-term trades and model portfolios.

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. He has been affiliated with Gaines Financial Group and LPL Financial LLC since 2016. Rubin also provides investment advisory services through Great Valley Advisor Group, Inc., an independent registered investment advisor firm. Great Valley Advisor Group is a multi-team investment adviser serving individuals, including high-net-worth clients, as well as retirement plans and trusts. The firm offers 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 CFP® professional with 20 years of experience in the financial industry. He has worked at A.G.P. / Alliance Global Partners since 2021 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley, and STOEVER GLASS Wealth Management. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, offering portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and offers a range of investment strategies including separately managed accounts and third-party manager programs.

Andre Wyss is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Fidelity Investments and Julius Baer. 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, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services using a risk-tolerance based investment approach with both internal and third-party models.

Rodger Kamuf Jr. is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and with 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 as Executive Vice President at Acrisure LLC, focusing on fixed insurance and employee benefits, and also manages marketing and technology 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 individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to sub-advisory programs through a model-driven approach supported by Envestnet.

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 at Kovack Advisors, Inc. with 32 years of industry experience. She holds a Series 63 designation and has been with Kovack Advisors since 2014. In addition to her advisory role, she owns LCS Financial Group, a financial consulting business she started in 2010. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a range of portfolio management and financial planning services supported by both proprietary and third-party investment models.

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.

Bennett Leiser is a financial advisor with World Equity Group, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Cambridge Investment Research Advisors, INC and Cambridge Investment Research, Inc for seven years. Outside of his advisory role, Leiser is involved in insurance sales as owner and president of Leiser Financial Inc. and as a senior vice president and owner of Annuity Depot, focusing on life, long-term care, disability insurance, and fixed index annuities. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and charitable organizations. The firm uses risk-tolerance questionnaires to guide asset allocation and employs third-party money managers for portfolio management within its wrap-fee program.

Katrina Daley Deus is a financial advisor at Merit Financial Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services LLC, Fairwinds Credit Union, and Axiom Bank. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers wealth-management services including asset management, financial planning, and retirement plan advice, using a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

Claire Hart is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at National Wealth Management Group, LPL Financial, and Cuna Mutual Group, and has operated Hart Asset Management, LLC since 2001. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Eric Sands is a financial advisor with St. Bernard Financial Services, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Impact Partnership Wealth, LLC, Avantax Advisory Services, and Sands Insurance. Outside of his advisory work, Sands serves as a board member for Awesome Construction and is the CEO of Eric Sands Consulting Services, a management consulting firm. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services focused on portfolio management and financial planning. The firm employs a long-term, conservative growth strategy based on Modern Portfolio Theory, emphasizing low-cost funds and client collaboration in portfolio decisions.

Richard Dorfman is a financial advisor with Nfsg Corporation in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at Money Concepts Capital Corp, Kovack Advisors, Fidelity Investments, and CETERA Advisor Networks. Nfsg Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm constructs diversified portfolios using various instruments and employs internal portfolio management and third-party asset managers to support its advisors.

Kimberly Deprospero is a CFP® with 36 years of industry experience, currently affiliated with IFG Advisory, LLC. She has held roles at Financial Strategies Group, Inc., LPL Financial, LLC, and DMI over the course of her career. Her business activities include providing investment advisory services through IFG Advisory and involvement in non-variable insurance sales. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a diversified investment approach using sub-advisors, third-party model portfolios, and various analytical methods, managing a wide range of asset types to align with clients’ financial objectives.

Phong Truong is a financial advisor at Sound Income Strategies, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Merrill, Bank of America, and Allstate Insurance Company. Outside of his advisory role, Truong coaches soccer for junior and senior high school students. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other registered investment advisers. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, alongside a scalable advisor network and a range of services including sub-advisory ETF management and insurance planning.

Douglas Branch is a financial advisor with Merit Financial Advisors in Oakland Park, FL, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior work includes roles at LPL Financial Corporation and Purshe Kaplan Sterling Investments. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios utilizing centrally managed models and a combination of fundamental, technical, and cyclical analysis.