Louise Schatke is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 63 license and over 32 years of industry experience. She has worked at Kovack Advisors since 2014, and previously at Resource Horizons Investment Advisory and Financial Consultants Group. Outside of her advisory role, she owns LCS Financial Group, a financial consulting business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, pension plans, charitable organizations, banks, and government clients. The firm uses an Envestnet-supported workflow to construct and manage portfolios through a combination of internal models and third-party managers.

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 Series 66-licensed financial advisor with three years of industry experience. She currently works at Merit Financial Advisors and previously held positions at Ameriprise Financial Services LLC, Fairwinds Credit Union, and Axiom Bank. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation and offers services through a network of investment adviser representatives with both discretionary and non-discretionary account options.

Claire Hart is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. Her prior roles include positions at National Wealth Management Group, LLC, LPL Financial LLC, and Cuna Mutual Group. Great Valley Advisor Group is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

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.

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.

Marco Triassi is a financial advisor at Cardinal Point Wealth Management with a Series 65 designation and over a decade of industry experience. His career includes roles at RBC Wealth Management and Scotia Bank MD Private Investment Council prior to joining Cardinal Point Capital Management. Cardinal Point Wealth Management serves individual and high-net-worth clients, trusts, estates, and business entities by offering discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified asset-allocation approach combining low-cost core exposures with quantitatively screened satellite positions and tactical adjustments.

Joseph Mellusi II is a financial advisor with Nfsg Corporation in New York, NY, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Newbridge Securities since 2011. Outside of his advisory role, he serves as CEO of First Colonial Group. Nfsg Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a range of investment strategies and frequently employs third-party managers, offering services on both discretionary and non-discretionary bases.

Benjamin Weinstock is a financial advisor at Kovack Advisors, Inc. He holds a Series 66 registration and has 12 years of industry experience. He has been with Kovack Securities, Inc. since 2015. 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 and profit-sharing plans, charitable organizations, banks, and government entities, employing a range of portfolio management and advisory services supported by an Envestnet workflow and a combination of proprietary and third-party investment models.

Charles Rothermel III is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 63 designation and 57 years of industry experience. His prior work history includes roles at Royal Alliance Associates, INC., SII John Hancock, The Strategic Financial Alliance, Inc., and Retirement Plan Advisors, LLC. Outside of his advisory role, he dedicates time as a representative involved in insurance sales with several insurance marketing organizations. 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 clientele including individuals, pension plans, charitable organizations, banks, and government entities, utilizing a combination of internally created models and third-party managers to manage portfolios through an Envestnet-supported workflow.

Harsh Dev is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 credentials. He has seven years of prior experience at Northern Trust and two years at Cornerstone Research. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers model asset-allocation portfolios based on Modern Portfolio Theory and supports independent advisors and RIAs through its Forum Advisor Alliance division.

Jeffrey Bliss is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and 17 years of industry experience. He has worked at Sound Income Strategies since 2016 and previously at Summit Wealth Partners, Wealthwise Technologies Advisory Group, and Bliss Wealth Management Inc., where he serves as president. Outside of advisory work, he is vice president of the Fountains Professional Center Condo Association board and is involved in organizing and performing with Rockin' Roses, LLC. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers customized portfolio management along with insurance planning and educational workshops through affiliated entities.

James Beck is a financial advisor at Momentum Independent Network Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Momentum Independent Network since 2012. Outside of his advisory work, Beck serves as president of Friends of Neuman, a volunteer group supporting the Catholic Campus Ministry in Boca Raton, FL. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services. The firm utilizes third-party managers and Envestnet for investment management and integrates with Hilltop affiliates for municipal bond strategies and cash management solutions.

Charlie Meagher is a financial advisor at Kovack Advisors, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kovack Advisors and Kovack Securities since 2014, as well as First Financial since 2000. Outside of his advisory roles, he serves as a board member for Ducks Unlimited and its East Cobb chapter. 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, banks, and government entities, using a comprehensive investment approach supported by Envestnet and a combination of internally created and third-party managed portfolios.

Natascha Barone is a financial advisor with MissionSquare Retirement in Boca Raton, FL, holding Series 63 and Series 65 designations and 14 years of industry experience. She has worked at Icma Rc since 2017 and previously held roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2013 to 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services that include discretionary managed accounts and nondiscretionary fund advice. The firm uses investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Maria Maloney is a financial advisor at New Edge Wealth with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Prior to her financial career, she was involved with Canopy Road Cafe and Florida State University. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics.

Ethan Van Eck is a financial advisor with SVB Wealth, holding a Series 66 designation and 17 years of industry experience. His career includes roles at First Citizens Investor Services, Truist Investment Services, and BB&T among others. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a disciplined investment process supported by an Investment Committee and offers sub-advisory relationships and consolidated reporting within its structure as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.