Guy Amico is a financial advisor at NFSG Corporation with 37 years of industry experience. He holds a Series 63 designation and has worked at Newbridge Securities Corporation since 2000. Outside of his advisory role, he is president and partner of Intelligent Holdings, Inc., a company involved in internet marketing and advertising. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of analytical approaches and strategies while frequently utilizing third-party asset managers.

Trenton Potter is a financial advisor at Kovack Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2016. Outside of his advisory role, he is a managing partner of a medical management services organization. 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, financial institutions, and government clients, employing both internally developed models and third-party managers to manage client portfolios.

James Deminno is a financial advisor at Vanderbilt Advisory Services with 23 years of industry experience. He holds the PFS™ and Series 63 designations and has held roles at Cetera, Avantax, and Vanderbilt entities. In addition to his advisory work, he is a shareholder of The Deminno CPA Firm, providing tax preparation, accounting, and consulting services to approximately 2,000 clients. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services with an investment process that blends fundamental, technical, and charting analysis, and maintains a unique integration with retirement-plan and benefits firms uncommon among its peers.

Wesley Litwin is a financial advisor at NFSG Corporation with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities Corporation since 2024. Outside of finance, he owns and manages artist appointments for IN-VISION ART LLC, operating as Magik 5 Tattoo in Oakland Park, FL. NFSG Corporation provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party asset managers, offering services on both a discretionary and non-discretionary basis.

Amir Lauber is a financial advisor with Stonex Advisors Inc. in Boca Raton, FL, holding Series 63, 65, and 66 designations and over 21 years of industry experience. His career includes roles at Stonex Securities Inc., Triad Advisors, Investacorp, and Metropolitan Life Insurance Company. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of account structures and model-based solutions, utilizing both proprietary and third-party investment strategies.

Richard Comer is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Sound Income Strategies, Comer worked in various roles including at Active Link and Pratt Contracting. He also operates as an independent insurance agent focusing on fixed insurance sales. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and allocates assets to third-party managers when appropriate.

Timothy Bober is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Advisors' Pride, Inc. and has been affiliated with LPL Financial since 2003. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in assets under management.

Curt Knapp is a CFP®-credentialed financial advisor with 42 years of industry experience. He is currently with Kovack Advisors, Inc. and previously worked at Investacorp Advisory Services and Securities America. Kovack Advisors, Inc. is a multi-team registered investment adviser serving a diverse client base including individuals, pension plans, charitable organizations, and government entities. The firm employs a structured investment process supported by Envestnet technology and offers a range of portfolio management solutions using both internal models and third-party managers.

Terry Morris is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kingsview since 2011, including roles at Kingsview Asset Management since 2015. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm integrates advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Walker Greep is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience. Prior to entering finance, he worked in education for seven years at Marjory Stoneman Douglas, West Glades Middle School, and the University of Central Florida. 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, offering portfolio management, financial planning, and access to sub-advisory programs through a structured, model-supported investment approach.

Marlon Munroe is a financial advisor at A.G.P. / Alliance Global Partners with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Jamaica Money Market Brokers for six years. 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 around $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, sub-advisory programs, and brokerage and insurance product sales, employing an open-architecture investment model that includes internally managed strategies and sub-advisory relationships.

Norberto Pagan Rivera is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 license and six years of industry experience. Prior to joining Kovack Advisors and Kovack Securities in 2020, he worked briefly at Standard International Bank and spent nine years as a self-employed consultant and attorney. He is also the owner and president of Identity Conudrum, LLC, a merchandise business supporting local Puerto Rican artists who sponsor nonprofit causes, and PR Compliance Guru, LLC, which provides legal, tax, and compliance consulting services. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets, serving a diverse client base that includes individuals, pension plans, charitable organizations, banks, and government entities. The firm uses an Envestnet-supported workflow alongside internal and third-party investment models to manage portfolios and offers both model-based and advisor-managed solutions across multiple custodians.

Mitchell Hirsch is a financial advisor at OneSeven with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and International Assets Advisory, LLC. Hirsch serves as a board member for the Broward County Gator Club, a nonprofit providing scholarships to local seniors. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with access to diversified portfolios and alternative investments. The firm combines discretionary and non-discretionary strategies, utilizing third-party platforms and independent managers.

Richard Bates Jr. is a financial advisor at Sound Income Strategies, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Retirement Income Source of Fort Lauderdale and Integrity Investment & Tax Advisory, LLC. Outside of his advisory work, he participates in disc golf tournaments for a fee and coaches advisors and agents through Sound Income Group, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis and customized portfolio construction, offering a range of services from discretionary asset management to sub-advisory relationships and insurance planning.

Steven Wright is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. His prior work includes roles at Northwestern Mutual and Independent Financial Partners, as well as operating Wright Financial Concepts, LLC. Outside of his advisory work, he is vice president and accountant at S.R. Wright & Company, P.A., a CPA firm. 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 combination of internal models and third-party managers to manage portfolios through an Envestnet-supported process.

Scott Anselmo is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Valic Financial Advisors, Merrill, and Agia. He is also a senior financial advisor at Path Financial Partners, where he provides wealth management and insurance planning services. Signature Equity Partners offers investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure of 34 advisors and utilizes the Vision2020 Wealth Management Platform to deliver tailored portfolio management and consulting services.

Ramon Gonzalez is a CFP® with 31 years of industry experience, currently serving at Kovack Advisors, Inc. since 2009. He has a background in investment advisory and financial consulting through his involvement with G V Investments & Retirement Solutions. Outside of finance, Gonzalez is also a musician and screenplay writer. 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 plans, charitable organizations, banks, and government entities, employing a risk-based, model-supported investment process and offering both discretionary and non-discretionary portfolio management.

Peter Monks is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Merrill, Buckman Advisory Group LLC, Eagle Strategies, and Morgan Stanley. Outside of his advisory role, he is involved in managing rental properties as a licensed realtor. 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 entities. The firm employs a structured investment process using Envestnet-supported workflows and a combination of internally created models and third-party managers, offering both model-based and advisor-managed solutions.

Eduardo Ortega Ghiglione is a financial advisor with Simplicity Wealth in Fort Lauderdale, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Fontona, InsurMark, Vision 7 Advisory, PrimaHealth Credit, and Equitable Advisors. Outside of financial advising, he is involved in insurance sales, dental equipment regional sales, marketing services for dental offices, and residential real estate as a licensed realtor. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, and complements its advisory services with technology and operational support for other advisers.

Jay Malik is a financial advisor with Wealth Management, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He is also the owner of Doctors Finance LLC, an accounting and consulting firm, and president of Jay Malik Tax Corp, which provides income tax preparation services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients with discretionary asset management, fiduciary retirement plan services, and financial planning. The firm employs broadly diversified, passively managed portfolios based on modern portfolio theory, emphasizing fee transparency and cost minimization.