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.

David Lorber is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 66 and Series 63 credentials and bringing 30 years of industry experience. His prior work includes roles at Newbridge Securities Corporation, Edward Jones, and The Prudential Insurance Company of America. Outside of advising, he has engaged in insurance sales for life, health, and variable annuity products. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers a range of portfolio management solutions supported by internal research and third-party asset managers, and it is affiliated with Newbridge Financial and related brokerage and clearing entities.

Stephen Laforte is a Series 65-licensed financial advisor at Citizens Private Wealth with one year of industry experience. His prior work includes roles at Citizens Securities, Citizens Bank NA, Clarfeld Financial Advisors, Fifth Third Bank, BNY Mellon, and First Union Securities. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm focuses on tailored long-term asset allocation within an open-architecture framework and offers discretionary portfolio management supported by a Chief Investment Officer, along with tax, estate, and business consulting services.

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, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked at Euro Pacific Capital Inc. since 2009. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors. The firm offers portfolio management, financial planning, retirement-plan consulting, third-party manager access, and capital markets services, with a focus on international investing and a combination of top-down and bottom-up strategies.

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® with 14 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked at Bank of America and Merrill from 2015 to 2021. Wilkins is a partner at Eagle Harbor Advisors, where he acts as Director of Wealth Planning and Client Acquisition, and is an approved financial advisor for the NFL Players Association, providing services including investment advice, financial and insurance planning, and retirement planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services and investment platforms while supporting advisor independence combined with supervisory oversight.

Jeffrey Daut is a financial advisor with NFSG Corporation in Boca Raton, FL, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Newbridge Financial Services Group Inc, Newbridge Securities Corporation, and Wells Fargo Clearing. In addition to his advisory work, he is involved in insurance sales, focusing on accident, health, life, and variable annuity products. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers customized portfolio construction and financial planning, employing a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies, and frequently utilizes third-party asset managers.

Marcelo Tresierra is a financial advisor with Kestra Private Wealth Services, LLC and holds a Series 66 designation. He has one year of industry experience with prior roles at Kanen Wealth Management LLC and Rockefeller Financial LLC. Outside of finance, Marcelo works as a bartender at Trattoria Romana in Boca Raton during non-trading hours. Kestra Private Wealth Services serves a broad client base including individual investors, retirement plans, and institutional entities. The firm offers advisor-managed portfolios, financial planning, and specialized programs such as annuity subaccount management and 529 plan advisory, utilizing both discretionary and non-discretionary approaches across multiple platforms.

Brandon Kaletkowski is a financial advisor at Northern Trust Securities, Inc. with 12 years of industry experience. He previously worked at Oceanfirst Bank for ten years, followed by roles at Addison Capital LLC and Truist Advisory Services, Inc. He holds Series 65 and Series 63 licenses. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, other retail investors, and institutional clients, offering tailored portfolios including Separately Managed Accounts and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Nathaniel Burstin is a financial advisor with Merit Financial Advisors in Boca Raton, FL, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Biltmore Capital Advisors, Smartex Advisory Solutions, Wells Fargo Clearing, and Incapital LLC. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on coordinated wealth-management services and employs a long-term, diversified investment approach built around centrally managed model portfolios and customizable options overseen by an internal investment committee.

Suzanne Katz Riesner is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1991. Outside of her advisory role, she is part owner of a consulting firm focused on ERISA and Affordable Care Act compliance for small businesses. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations, offering financial planning, third-party money manager programs, and managed accounts through a network of Investment Advisor Representatives.

Richard Slavik is a financial advisor at NFSG Corporation with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms, including Investacorp, Inc. and Kovack Securities, LLC. Additionally, he is involved in fixed insurance product sales. NFSG Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary asset management and employs both internal portfolio management and third-party asset managers, utilizing a variety of investment styles.