Jean Coulanges is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, 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 his advisory work, he owns and operates rental real estate properties. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.95 billion across over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with sub-advisory relationships and offers services including portfolio management, financial planning, and retirement-plan advisory.

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 at Chelsea Advisory Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities and Guardian Life. Outside of her advisory role, she operates The Tax Coach, LLC, providing tax preparation services to individuals and corporate entities. 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 emphasizes a fundamental, long-term investment approach and generally manages client 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 at Merit Financial Advisors with 23 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Stratos Wealth Partners, and PKS Investments. Bautz also provides insurance advice based on clients’ needs. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios alongside customizable models.

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. Prior to joining Merit Financial Group in 2021, he worked at Stone Creek Capital Management and Biltmore Capital Advisors, LLC. Outside of his advisory role, he manages Vernon Enterprises and Salus Aviation, both non-investment-related business activities. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm focuses on long-term, diversified portfolios utilizing centrally managed sleeves and model allocations, offering both discretionary and non-discretionary services supported by fundamental analysis and an internal Investment Management team.

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 a financial advisor at Asset Allocation Strategies, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GLP Investment Services, LLC and ValuTeachers Inc. Additionally, she provides language interpretation services in Portuguese and Spanish and is involved in insurance sales, including fixed/indexed annuities and health insurance products. 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’s investment process emphasizes strategic asset allocation using quantitative methods and implements portfolios through model portfolios, ETFs, and third-party managers.

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.

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.

Louise Wallace is a financial advisor with OneSeven in Coral Springs, FL, holding a Series 63 designation and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and several investment management firms, including a current affiliation with MGO One Seven LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios of mutual funds, ETFs, stocks, and bonds, with access to alternatives and private placements. The firm follows a primarily long-term investment approach while allowing shorter-term trading when appropriate and offers both discretionary and non-discretionary arrangements.