Andrew Farago is a financial advisor with B. Riley Wealth Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has worked at B. Riley Wealth Management and B. Riley Wealth Advisor since 2022 and previously at National Securities Corp and KELLER WILLIAMS. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a range of advisory programs, financial planning, and retirement solutions.

Richard Scheffer is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2013. Scheffer also owns Richard H. Sheffer, LLC, through which he engages in fixed insurance sales on a limited basis. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, financial planning, and retirement account aggregation, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Mark Trawick is a financial advisor with Kovack Advisors, Inc. in Macon, GA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at GWN Securities for nine years before joining Kovack Advisors in 2020. Outside of his advisory role, he is involved as a drummer in a non-investment related business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party asset managers and providing financial planning and account aggregation services.

Ana Diaz is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. Her prior roles include positions at Royal Alliance Associates, Inc. and JHFN SII. She is a board member of the Junior League of Boca Raton Endowment and also works as a career guidance counselor for mid-career adults and college students. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting with customized strategies delivered via model asset allocations, discretionary and non-discretionary manager relationships, and wrap program solutions.

Bobby Sharp Jr. is a financial advisor at Kovack Advisors, Inc. with 10 years of industry experience. He holds a Series 66 credential and has previously worked at Cetera Advisor Networks LLC and VOYA Financial Advisors. Outside of his advisory role, Sharp is involved in federal employee retirement training through an organization called Fed Impact and operates an electrical contracting business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in assets under management. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally developed models and third-party managers to implement and monitor client portfolios.

Joseph Bodvake is a financial advisor at AlphaStar Capital Management with a Series 65 credential and one year of industry experience. Prior to his role at AlphaStar, he was associated with WealthCare Financial and also worked at Sushi by Bou. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a range of investment strategies including model portfolios and third-party portfolio construction tools, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Timothy Ciraulo is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Hennion & Walsh since 2013 and has been affiliated with PMK Securities & Research since 2002. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs including wrap-fee portfolio management, personalized UMA, and managed accounts, utilizing both fundamental and technical analysis with various investment strategies across multiple asset classes.

Michelle Jessup Mckenzie is a financial advisor at Synovus Securities, Inc. with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Synovus Securities since 2019. Prior to that, she held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. from 1996 through 2019. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a client risk-tolerance questionnaire and due diligence processes to guide asset allocation and manager selection.

Charles Stewart is a financial advisor at Pinnacle Investments, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Pinnacle Investments, Stewart worked at Lynn University and Florida State University. Outside of his advisory role, he is the founder of Generational Sports Partnerships LLC, a sports agency focused on athlete representation and financial literacy, and hosts a podcast called The Credentials Show. He is also the author of the book "WHAT DID I JUST SIGN?" which explains key financial and legal concepts through case studies and roleplay scenarios. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets for nearly 2,000 clients, including individual investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers comprehensive financial planning and portfolio management services, utilizing fundamental and technical analysis and a range of investment products.

Rachel Bonnet is a CFP® with one year of industry experience currently with Citizens Private Wealth in Boca Raton, FL. She has previous experience at Fifth Third Bank and BNY Mellon. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers tailored investment management strategies through a discretionary platform overseen by a Chief Investment Officer and provides additional services including tax and estate structuring as well as business consulting for multigenerational family and closely held business matters.

Paul Dipietro is a Certified Financial Planner® at Pinnacle Investments, LLC with 25 years of experience in the financial services industry. He previously worked at Dawson James Asset Management and Dawson James Securities Inc. for seven years. Pinnacle Investments, LLC offers investment advisory and brokerage services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of strategies using fundamental and technical analysis and provides financial planning aligned with CFP standards.

David Falcone is a financial advisor with Sound Income Strategies, LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Edward Jones and several mortgage-related firms. Outside of his advisory work, he volunteers as a youth football coach and participates in community service and fundraising activities with local organizations in Jacksonville, FL. Sound Income Strategies, LLC manages approximately $4 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and a range of sub-advisory and insurance planning services.

Robert Toth is a financial advisor at Ausdal Financial Partners, Inc. with 37 years of industry experience. He holds a Series 63 designation and previously worked at American Portfolios for 16 years. Outside of his role at Ausdal, he owns Seabreeze Wealth Management, LLC, through which he provides investment advising and sells insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining in-house and third-party investment options with brokerage and insurance services.

Gregory Whelan is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with 17 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Kovack Advisors, he spent 12 years at Bank of America and Merrill. Outside of his advisory role, he is the owner of DePaul Capital LLC, a financial services and wealth management firm. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Teresa Herrera is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 10 years of industry experience. Her prior work includes roles at Investacorp, Inc. and Securities America Advisors, Inc. She was also involved with Herrera NG Delivery Corp for over a decade. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm focuses on diversified asset-class exposure primarily through mutual funds and ETFs, while offering discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

Aditya Saraogi is a financial advisor at A.G.P. / Alliance Global Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Alliance Global Partners since 2022, following a seven-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory role, he consults for IFB Agro Industries Limited in India. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm is known for its international investing strategies through its EPC Advisors Group division and maintains active brokerage and product-distribution activities alongside its advisory services.

Saverio Fiorello is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding the ChFC® designation and Series 63 and 66 licenses, with 23 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2008. Fiorello also operates a financial advisory DBA, Weston Financial Advisors. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm focuses on diversified asset-class exposure through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and provides financial planning and held-away retirement account management.

Brandi Lobato is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at EverSource Wealth Advisors, LLC and has prior experience at Fortune 360 Group LLC, Securities America, Inc, Bank of America, and Merrill Lynch. Outside her advisory role, she is a licensed real estate agent in Florida and an independent business broker with VR Business Brokers. EverSource Wealth Advisors serves a diverse client base including high-net-worth individuals, families, estates, and institutional relationships. The firm offers wealth management, financial planning, and consulting services, along with turnkey asset management programs and private market investment options.

Robert Harrigan is a CFA® charterholder with 22 years of experience in the financial services industry. He currently serves as an advisor at Perigon Wealth Management, LLC and previously worked at UBS Financial Services for 11 years. Harrigan is also a licensed insurance agent involved in insurance sales and implementation. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers tailored portfolios based on client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and accepting proxy-voting responsibility.

Moshe Aronov is a financial advisor at Kovack Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Private Advisor Group, LLC and LPL Financial. Aronov is also the managing partner of Greener Path Retirement Planning and serves as vice president of a local business networking organization. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers third-party asset manager recommendations, and provides financial planning and retirement account management services.