Joseph Galinskie is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at B. Riley Wealth Management and National Asset Management, among other firms. Outside of his advisory role, he serves as a FINRA arbitrator on dispute resolution panels. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through around 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Daniel Limmer is a CFP® professional with 33 years of experience in financial advising. He is currently with Procyon Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. Prior to this, he worked at American Portfolios Financial Services, Inc. and Innovative Planning Services. In addition to his advisory work, he consults on health and wellness marketing through Supreme Self Wellness. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in client assets and utilizes a combination of fundamental analysis, internal portfolio construction, and access to independent managers.

Marc Brown is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for 18 years. Outside of his advisory role, Brown engages in coaching and speaking at universities and organizations on the advantages of investing. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and frequently utilizes third-party asset managers through discretionary and non-discretionary arrangements.

Shelby Miller is a CFP® professional with six years of industry experience. He has been with Team Hewins, LLC since 2020 and previously worked at Dorman Financial Management from 2016 to 2020. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that uses Modern Portfolio Theory to construct model portfolios, implements allocations through mutual funds, ETFs, independent managers, and private investment funds, and offers specialized retirement plan services including ERISA fiduciary roles.

Jean Coulanges is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and American Express. Outside of advisory work, he owns and operates rental real estate. 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 through a multi-team platform. The firm provides portfolio management, financial and estate planning, and brokerage services, with a focus on international investing and a range of model and separately managed account offerings.

Hoyt Drynan is a financial advisor at Team Hewins, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at TCI Wealth Advisors, Vanguard, and Bourgeon Capital Management, among other roles. During his time at the University of Arizona, he was involved with Take Charge Cats, a student organization focused on financial literacy. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients as well as business entities, trusts, charitable organizations, and employee benefit plans. The firm emphasizes a structured investment process led by an Investment Committee, utilizing model portfolios and a range of investment vehicles, while also offering specialized retirement plan services including ERISA fiduciary management.

Saralynn Golob is a financial advisor with Chelsea Advisory Services, Inc. in Lake Worth, FL, holding Series 65 and Series 63 licenses and with 11 years of industry experience. Her prior experience includes roles at Park Avenue Securities and Guardian Life Insurance, and she has operated The Tax Coach, LLC, providing tax preparation services since 2004. Chelsea Advisory Services offers financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, generally managing portfolios on a discretionary basis with diversified holdings across multiple asset classes.

Richard Miller is a financial advisor with NFSG Corporation, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Newbridge Securities Corporation since 2007. Outside of advising, Miller is involved in real estate sales and operates a sole proprietorship as an insurance agent specializing in fixed and indexed annuities and life insurance. NFSG Corporation is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and customized portfolio construction using a variety of investment strategies and third-party managers.

Sharon Bautz is a financial advisor with Merit Financial Advisors in Boynton Beach, FL, holding a Series 66 designation and 23 years of industry experience. She previously worked at LPL Financial, Stratos Wealth Partners, and PKS Investments. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach managed by an internal investment team and offers both discretionary and non-discretionary services through a network of investment adviser representatives.

Gregory Mcleod is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 63 and Series 66 designations and 29 years of industry experience. He has worked at NewBridge Securities Corporation and NFSG Corporation since 2002. NFSG Corporation is an SEC-registered investment adviser providing discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, employing long- and short-term strategies and frequently utilizing third-party asset managers.

Daniel Vernon is a financial advisor with Merit Financial Advisors in Boca Raton, FL, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at Merrill, Biltmore Capital Advisors, Stone Creek Capital Management, and Merit Financial Group since 2021. Outside of advisory work, he is involved as a managing member in aviation and real estate-related businesses. Merit Financial Group is a multi-team SEC‑registered advisory firm serving individual investors, high-net-worth clients, retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation managed through centrally overseen portfolios and offers both discretionary and non-discretionary account services.

Blaine Minton is a financial advisor with New Edge Wealth, holding a Series 66 designation and 26 years of industry experience. Prior to joining New Edge Wealth in 2024, he worked at Bank of America and Merrill from 2016 to 2024. Outside of his advisory role, he is a partner and investor in Bounce, a sports bar located in Delray Beach, FL. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients. The firm offers a broad range of advisory services, focusing on asset allocation and investor behavior, and integrates third-party model platforms alongside proprietary investment solutions.

Sean Burke is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including AE Wealth Management, Kirsner Wealth Management, and Fidelity. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and serves both directly managed accounts and referred clients through Tri-Party Agreements.

Vera Jefremovas is an investment advisor representative at Asset Allocation Strategies, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at GLP Investment Services and Palm Beach Schools. Additionally, she operates as an independent contractor insurance agent for ValuTeachers Inc. and provides language interpretation services in Portuguese, Spanish, and English. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and incorporates model portfolios, ETFs, and third-party managers in its investment approach.

Michelle Vartanian is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 44 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services Inc. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach using an open-architecture platform and often works with third-party managers, integrating insurance-linked account management within its operational model.

Kenneth Arnold is a financial advisor with OneSeven in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His previous roles include positions at Wells Fargo Advisors and Great Lakes and Atlantic Wealth Management. He serves as General Partner and Investment Manager for several private funds focused on global opportunities and digital assets. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios, internal due diligence, and uses both discretionary and non-discretionary arrangements, often implementing strategies through unaffiliated independent managers and third-party platforms.

Scott Graver is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with New Edge Wealth, having joined the firm in 2024 after eight years at Bank of America and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a variety of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and technology tools such as AI-assisted analytics.

Neil Bradie is a financial advisor at NFSG Corporation with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including National Securities Corp, B. Riley Wealth Management, and Kestra Advisory Services LLC. Neil is based in Coral Springs, FL. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, customizing portfolios using a variety of investment strategies and asset types.

Michael Boggiano is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and also conducts insurance business through WealthCare Financial, where he dedicates significant time. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs both predefined model portfolios and custom strategies that incorporate quantitative analysis and tactical asset allocation, and it serves a variety of clients including high-net-worth individuals, trusts, and pension plans.

Jason Forstot is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has been associated with Gaines Financial Group, Inc. dba Swan Wealth Management Group and LPL Financial, LLC since 2016. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers with ongoing portfolio oversight.