Joseph Cantore is a financial advisor with The AmeriFlex Group in Boca Raton, FL, holding a Series 66 designation and 17 years of industry experience. His prior firms include Royal Alliance Associates and Cambridge Investment Research, Inc. Outside of his advisory work, he holds leadership roles promoting Italian culture, serving as first vice president of the Sons of Italy State Grand Lodge and as an investment committee member and trustee for the Sons of Italy State Foundation. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions, utilizing model asset allocations and both wrap and non-wrap programs integrated with Cambridge’s platforms.

Marcus Berger is a financial advisor at A.G.P. / Alliance Global Partners with more than 53 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at American Portfolios Financial Services, Inc., Voya Financial Advisors, and he has been president and owner of MKB Associates Inc. since 1990. A.G.P. / Alliance Global Partners is a multi-team platform with approximately 131 advisors managing close to $3 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies, co- and sub-advisory relationships, and wrap programs across discretionary and non-discretionary mandates.

Scott Montgomery is a financial advisor at Provenance Wealth Advisors with 39 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Raymond James Financial Services and Walnut Street Securities. Montgomery is also an insurance agent, selling various insurance products in addition to his financial advising activities. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides portfolio management, financial planning, and retirement services using a multi-custodial platform and a range of investment strategies, supported by 18 investment professionals.

Valeria Ortega is a financial advisor at Modern Wealth Management, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LWM Advisory Services, LPL Financial LLC, Kovack Advisors, and Nationwide Investment Services Corporation. Outside of advising, she is the owner and president of a non-investment related business called Retirement Benefits Consulting. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized investment approach supported by model portfolios and third-party managers.

Patrick Cotter is a financial advisor at Impact Partnership Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including Pacific Life Insurance Company and Kinetic Investment Management, Inc. Cotter is also the founder of Cotter Financial Group, LLC, where he conducts workshops and develops referral networks focused on retirement income planning. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of nearly 90 advisors. The firm offers a range of investment strategies including model portfolios, discretionary asset management, and retirement plan services, utilizing a broad ecosystem of affiliated entities and service providers.

Kelly England is a financial advisor at Kovack Advisors, Inc. with 22 years of industry experience. He has worked at Kovack Advisors since 2011 and previously held positions at Merrill and UBS Financial Services. Outside of his advisory role, he manages England Financial Services, a separate insurance and investment-related business. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm uses a structured investment process supported by Envestnet, employing both proprietary and third-party investment models to manage client portfolios.

Jason Teich is a financial advisor at SEIA with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SEIA and its affiliated firms in 2025, he spent nine years at Sanford C. Bernstein. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm employs a disciplined investment process combining strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary management alongside comprehensive financial planning and consulting services.

Thomas Blair is a financial advisor at Kovack Advisors, Inc. with 40 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Kovack Advisors, he worked for Investacorp, Inc. for nearly three decades and has more recently been associated with Securities America and Kovack Securities. Blair is also president and owner of The Blair Group, Inc., which focuses on investment-related and insurance sales. 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, pension plans, charitable organizations, and government clients, using a combination of internally developed models and third-party managers to construct and manage portfolios across multiple custodians.

Joshua Greenberg is a Series 65 licensed advisor with 15 years of industry experience. He is currently affiliated with Coppell Advisory Solutions LLC and has prior experience with Motiv8 Investments LLC and Fusion Investment Advisors, LLC. He also operates Greenburg Tax & Insurance. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment approach combining internally developed asset allocation models with fundamental and technical analysis, implementing strategies consistent with client objectives.

Michael Quinlan is a financial advisor at AlphaStar Capital Management with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at AlphaStar since 2023. Quinlan also has experience with Barefoot Financial PLLC and Financial Independence Group, where he has been involved since 2014. In addition to his advisory roles, he is engaged in insurance services through Financial Independence Group. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches using model portfolios and third-party technology, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Jasmine Glover is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior firms include Pruco Securities, LLC, The Prudential Insurance Company of America, Foresters Financial Services, and First Investors Corporation. Outside of her advisory role, she serves as the president of the Carol City Middle School PTA, where she provides counsel to parents and teachers and oversees board activities. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services through an open-architecture model that combines internal strategies and sub-advisory relationships.

Jose Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at various firms including Champion Mortgage and My Financial Practice. He is also involved in educational activities through 123COLLEGE.COM, where he presents college planning seminars focused on grants and scholarships. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services through a multi-team advisor network.

Daniel Allen is a financial advisor at Kovack Advisors, Inc. with 27 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons, Inc. He also serves as a trustee for a family trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, institutions, and government clients through a range of advisory and portfolio management services supported by both proprietary and third-party models.

Thomas Collins is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Level Four Advisory Services, LPL Financial, and various entities within 1 St Global from 2000 to 2017. Outside of his advisory role, Collins is the owner of TPC Financial, a financial planning business, and holds a Florida insurance license. 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 government clients, employing an investment approach that utilizes Envestnet-supported workflows and a combination of internally created and third-party models to manage portfolios across multiple custodians.

Timothy Hummel is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. since 2016. He has held positions at affiliated firms including Kovack Securities, Inc. and Concourse Financial Group Securities, Inc. Outside of his advisory role, he teaches CFP curriculum at Tallahassee Community College and manages a horse breeding and training business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in assets under management. The firm serves a diverse clientele including individuals, pension plans, charitable organizations, banks, and government entities, utilizing a combination of internally developed models and third-party managers to construct and monitor client portfolios.

Alicia Alvarez is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Capital Guardian Wealth Management and Citigroup Global Markets. In addition to her advisory role, she is president and founder of Essential Financial and Insurance Services, which focuses on retirement planning education and assistance for state and federal employees. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individual, institutional, and government clients with over $6 billion in assets under management. The firm offers portfolio management, financial planning, and sub-advisory services, utilizing Envestnet-supported workflows and a combination of internal and third-party models to manage diversified client portfolios.

Michael Neal is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Kovack Advisors since 2006, following a three-year tenure at Morgan Stanley. Outside of his advisory role, Neal is involved in fixed insurance sales and manages M.A. Neal LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser serving a diverse client base including individuals, pension plans, charitable organizations, banks, and municipal clients. The firm employs a structured investment process supported by Envestnet technology, utilizing both internally developed models and third-party managers to manage client portfolios across multiple custodians.

Philip Piedt is a CFP® with 15 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2024. His prior roles include positions at Benchmark Financial entities and American Portfolios Financial Services. Outside of his advisory work, he serves as a deacon and finance committee member at Coral Ridge Presbyterian Church and as a board trustee for Westminster Academy, where he oversees financials, endowments, and audits. 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 client base including individuals, pension plans, charitable organizations, and public entities, utilizing a risk-tolerance–based investment process supported by Envestnet and combining internally created models with third-party managers.

Matthew Eglow is a financial advisor at NFSG Corporation with a Series 65 credential and one year of industry experience. His prior roles include positions at NewBridge Securities Corporation and Northwestern Mutual. He also worked at the University of Florida and North Broward Preparatory School before entering the financial industry. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios and offers both discretionary and non-discretionary asset management, supported by internal portfolio management and third-party asset managers.

Kemal Hall is a CFP® professional with 12 years of industry experience, currently serving at Larson Financial Group, LLC. He has held roles at both Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, since 2014. Outside of financial advising, he works as an independent contractor for Western Summit, LLC, a medical malpractice brokerage firm. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs utilizing strategic and tactical approaches, and it offers a range of affiliated services including broker-dealer, commercial real estate, and private equity activities.