Christina Doone is a financial advisor at Ausdal Financial Partners, Inc. with 24 years of industry experience. She holds the Series 66 designation and has held previous roles at OSAIC, Woodbury Financial Services, and Questar Asset Management. She is also the owner of a specialty advertising and bookkeeping business in Pompano Beach, FL. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a wide range of advisory and brokerage services tailored to client objectives, using multiple custodians and integrating third-party managers and model portfolios.

Matthew Thomson is a financial advisor with IFG Advisory, LLC and holds the Series 66 designation. He has experience working with LPL Financial and Northwestern Mutual in various roles since 2021. Thomson is based in Ft. Lauderdale, FL. IFG Advisory, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs multiple investment strategies and uses sub-advisors and third-party managers to implement portfolios, offering both discretionary and non-discretionary management along with specialized services such as retirement plan consulting and real estate-related planning.

Eric Brown is a financial advisor with Foundations Investment Advisors LLC, holding the Series 66 designation and eight years of industry experience. His prior roles include positions at Vintage Wealth Capital, LSF Capital LLC, Ameriprise, and Madison Avenue Securities, among others. He is also involved in insurance sales and financial planning through LS Financial Group. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a blend of fundamental, technical, and cyclical analysis and leverages model portfolios and third-party sub-advisers to tailor investment strategies.

Harold Soria is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation with 20 years of industry experience. He has been with Kovack Advisors since 2016 and has worked with Kovack Securities since 2014. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving a diverse client base that includes individuals, pension plans, charitable organizations, banks, and government entities. The firm employs both internally developed models and third-party managers to construct and manage portfolios, offering a range of advisory solutions across multiple custodians.

Richard Rawls is a financial advisor with Sound Income Strategies, LLC, holding Series 65 and 66 licenses and 15 years of industry experience. He has worked at firms including Kestra Advisory Services, Mass Mutual Investors Services, and currently serves as a marketing coach at Advisors Academy. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporations, pension clients, registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis to deliver customized portfolios, and offers services such as insurance planning, educational workshops, and ETF sub-advisory.

Dwayne Samboy is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arete Wealth Management LLC since 2022 following a 12-year tenure at National Securities Corp. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and other entities. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory, utilizing both advisor-driven and proprietary rule-based model allocations while acting as an ERISA fiduciary when applicable.

Adriano Vieira is a financial advisor at J. Safra Asset Management Corporation with 10 years of industry experience. He holds a Series 65 designation and has been with J. Safra since 2012. J. Safra Asset Management Corporation is an SEC-registered investment adviser serving individuals, high-net-worth investors, corporations, and institutional clients. The firm combines fundamental security analysis and manager due diligence with a macroeconomic overlay, managing approximately $4.6 billion across various client types through model portfolios and discretionary management.

Yolanda Flores is a financial advisor with MissionSquare Retirement in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has worked at ICMA Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and are delivered through multiple channels to more than 40,000 participants within MissionSquare-administered accounts.

Allen Gonzalez is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Before joining Kovack Advisors in 2014, he worked at Capital Guardian Wealth Management, Raymond James Financial Services, and Banc of America Investment Services. Outside of his advisory role, he is involved in an auto leasing business called It’s A Fine Ride. 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, employing a risk-based investment process that combines proprietary models and third-party managers.

Kathleen Marteney is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with firms including Raymond James Financial Services and ValMark Advisers. Outside of advisory work, she receives referral fees for business referred to a CPA firm. Provenance Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $3.63 billion in assets with a team of 18 professionals. The firm offers discretionary and non-discretionary portfolio management across multiple custodians and employs a variety of investment strategies alongside financial and retirement planning services.

Douglas Eaton is a financial advisor at Parallel Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sorrento Pacific, Fiduciary Planning, LLC, and First Allied Securities. Eaton is the president of Eaton Financial Holdings Company and serves as president of the Parkland Chamber of Commerce. He is also involved as an advisory board member for Tomorrow’s Rainbow and is a co-founder and president of 401k Simplified, which provides education and tailored 401(k) plans for small businesses. Parallel Advisors serves individuals, including high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes allocation across fixed income, mutual funds, ETFs, and independent managers using fundamental, technical, and cyclical analyses, alongside strategies such as covered calls and options transactions.

Valere Mukubu is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining TD Private Client Wealth in 2021, Mukubu worked at Amazon in 2020 and has been with TD Bank N.A. since 2017. Outside of advising, Mukubu is listed as the proprietor of VamXpress LLC, a non-investment-related business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and relies primarily on percentage-of-AUM wrap fees.

Nicolas Garcia is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2022. Prior to this, he was involved with My Legacy Group and has experience in accounting and academic roles. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds, and offers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts.

Kevin Brown is a financial advisor at Corient with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Emfo LLC. Brown is based in Weston, Florida. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and specialized offerings, continuously monitoring portfolios with various risk management tools.

Ross Brenner is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and 15 years of industry experience. His prior roles include positions at Valic Financial Advisors and Guardian Life. He is also involved as a partner in Arrow Wealth, focusing on marketing and business planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Richard Goldberg is a financial advisor with Principal Financial Services, holding the CFP® and ChFC® designations and over 39 years of industry experience. He has held roles at Principal Securities Inc. and Principal Life Insurance Co. since 1992 and has been with CRG Financial Group since 2001. Goldberg is also involved in an advisory group, One Source Advisory, LLC, which collaborates with property and casualty insurance providers to offer integrated client solutions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm’s advisory approach includes financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Johan Rubio is a financial advisor with TIAA-CREF in Pembroke Pines, FL. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected through TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, serving a range of clients with model and customized portfolio options.

Ehab Abdalla is a financial advisor with Eagle Strategies (NY Life) in Sunrise, FL, holding CFP®, Series 63, and Series 65 designations and bringing 16 years of industry experience. He has worked at several firms including Provenance Wealth Advisors and Raymond James Financial Services, and currently serves as an instructor for a Retirement Planning course at Florida Atlantic University. He also operates under the DBA The Bridge Group, Inc. to service insurance and financial product clients. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and offers multiple program types, managing the majority of assets on a non-discretionary basis, with a notable focus on relationships with institutional sponsors.

Emil Manzano is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Citigroup and Amerant Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Gary Halter is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Janney Montgomery Scott since 2018, including prior roles at RBC Capital Markets. Outside of advising, he owns a property rental business in Glastonbury, Connecticut. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.