Scott Peterson is a financial advisor with Advisory Services Network holding a Series 66 designation and 33 years of industry experience. He has worked at firms including Ballast Advisors, LLC and Ameriprise Financial Services, Inc. Since 2024, he has also been a licensed insurance agent specializing in fixed annuities and life insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of management and consulting services tailored to client objectives, utilizing various securities and third-party managers.

Stephen Laforte is a financial advisor with Citizens Private Wealth holding a Series 65 credential and two years of industry experience. His prior roles include positions at FIFTH THIRD BANK, BNY Mellon, and First Union Securities, Inc.-ISG. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on tailored, long-term asset allocation within an open-architecture framework and offers discretionary portfolio management supported by both quantitative and qualitative research.

Lynn Pagans is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She has worked with Great Valley Advisors since 2020 and has been associated with LPL Financial since 2012. Outside of her advisory roles, she serves as president of Lighthouse Point Financial Services, Inc., a non-investment-related business entity. Great Valley Advisor Group is an SEC-registered multi-team 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.

Jeffrey Paris is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Since 2009, he has been associated with Euro Pacific Capital Inc. 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 across a multi-team platform. The firm emphasizes international investing and offers discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, third-party sub-advisory arrangements, and brokerage and insurance product distribution.

Kevin Schneider is a financial advisor at Royal Fund Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at United Financial Freedom and First Advisors National, LLC. Outside of advising, he is involved in software development related to debt reduction, refers clients to CPA and credit repair services, and advises on estate planning software. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm develops customized Investment Policy Statements and employs a range of strategies from long-term investing to options writing, with regular portfolio monitoring based on client risk tolerances.

Manuel Rose is a financial advisor at Aegis Capital Corp. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Aegis in 2024, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2019 to 2024, and at Bank of America and Merrill from 2013 to 2019. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm operates both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Evan Harrigan is a financial advisor at Perigon Wealth Management, LLC in Boca Raton, FL, with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 11 years. Harrigan is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation of related recommendations. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction with regular monitoring and formal reviews and serves as both sponsor and overseer of wrap and sub-advisor arrangements.

Patrick Baird is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Newbridge Financial Services Group, National Asset Management, and Vfinance Investments. B. Riley Wealth Advisors manages approximately $7.03 billion in client assets through around 274 advisors, offering a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Andrew Wilkins is a CFP® professional with 14 years of experience in financial advisory roles. He currently serves at Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC since 2021, following six years with Bank of America and Merrill. He is a partner at Eagle Harbor Advisors, where he holds the role of Director of Wealth Planning and client acquisition and is an approved financial advisor for the NFL Players Association. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, including discretionary and non-discretionary account management, supported by institutional and operational resources such as a trust company affiliation and third-party adviser relationships.

Jeffrey Daut is a financial advisor with NFSG Corporation in Boca Raton, FL, holding a Series 66 designation and 29 years of industry experience. His career includes roles at Newbridge Financial Services Group Inc, NewBridge Securities Corporation, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also licensed to sell insurance products, spending part of his time on accident, health, life, variable life, and variable annuity insurance sales. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes a range of investment instruments and offers both discretionary and non-discretionary portfolio management supported by internal research and external sub-advisors.

Marcelo Tresierra is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Kanen Wealth Management LLC, Rockefeller Financial LLC, and The Keyes Company. Outside of finance, he has worked as a bartender at Trattoria Romana in Boca Raton. Kestra Private Wealth Services, LLC provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutions, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and specialized services, including annuity subaccount and 529 plan management, supported by institutional affiliations and operational capabilities.

Brandon Kaletkowski is a financial advisor with Northern Trust Securities, Inc. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. Prior to joining Northern Trust Securities and Northern Trust Company in 2026, he worked at Truist Advisory Services, Addison Capital LLC, and Oceanfirst Bank. 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. The firm offers model-driven, discretionary portfolio management through Separately Managed Accounts and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services.

Nathaniel Burstin is a financial advisor at Merit Financial Advisors with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Biltmore Capital Advisors, Wells Fargo Clearing Services, and RBC Capital Markets. Burstin took a brief career break for extended travel before joining Merit Financial Advisors in 2019. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, as well as retirement plans and institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed sleeves and model portfolios, supported by an internal investment management team and an investment committee.

Suzanne Katz Riesner is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and 65 licenses and over 32 years of industry experience. She has been with Mutual of Omaha and its affiliated insurance company since 1991. In addition to her advisory role, she is part owner of a consulting firm focused on HR compliance related to ERISA and the Affordable Care Act and owns an insurance agency specializing in life, health, vision, and other related products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through an Envestnet platform and integrates broker-dealer and insurance services within the Mutual of Omaha group.

Richard Slavik is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at NewBridge Securities Corporation, Kovack Securities, LLC, and Investacorp, Inc. Outside of advisory services, he has involvement in fixed insurance product sales. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs diversified portfolio construction and offers access to both internal portfolio management and third-party asset managers through discretionary and non-discretionary arrangements.

Mark Czaja is a financial advisor at Hennion & Walsh Asset Management, Inc. with 43 years of industry experience. He has been with Hennion & Walsh since 2013 and has concurrently worked at Comprehensive Capital Corp. since 1991. He holds Series 63 and Series 65 licenses. Hennion & Walsh Asset Management provides investment advisory and portfolio management services mainly to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs a range of strategies across multiple asset classes and offers both discretionary and non-discretionary management through various programs, including wrap-fee and personalized UMA solutions.

Richard Vincent is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, Oppenheimer Asset Management, and CIBC World Markets. 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 through a multi-team platform. The firm emphasizes international investing and offers a variety of portfolio management and financial planning services, along with active broker-dealer operations and management of pooled vehicles.

Norman Batansky is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 65 credentials. He has 49 years of industry experience and has previously worked at firms including Blackridge Asset Management, PEAK Brokerage Services, Private Advisor Group, LPL Financial, and RBC Capital Markets. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm operates as a multi-team adviser employing a combination of customized portfolios, model portfolios, and third-party solutions, with a notable emphasis on digital platforms and a broad range of investment options including alternatives and digital assets.

Elieth Strunk is a financial advisor with NFSG Corporation based in Boca Raton, FL, holding a Series 65 designation and nine years of industry experience. Prior to joining NFSG Corporation in 2026, Strunk worked at NewBridge Securities Corporation, Equitable Advisors, AXA Advisors, Lincoln Investment Planning, Morgan Stanley, and Bank of America. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of asset management solutions and employs an internal portfolio manager to support its advisors with research, model portfolios, and discretionary trading.

William Benjamin IV is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company and First Republic Bank for eight years. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm uses a long-term, open-architecture investment approach with predominantly discretionary portfolio management and benefits from its affiliation with Citizens Bank, which provides unique product access and operational features.