Andres Bonell is a financial advisor with Bryn Mawr Trust Advisors, LLC in Boca Raton, FL, holding a Series 65 designation and 12 years of industry experience. He previously worked at Bell Rock Capital, LLC for seven years before joining Bryn Mawr Capital Management, LLC, where he has been for three years. Outside of advisory work, he is the managing member of a family-operated aviation parts business, Cirrus Enterprises LLC. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management and fiduciary services, utilizing a combination of strategic asset allocation, tactical adjustments, mutual funds, ETFs, and selected independent managers, supported by a bank-affiliated structure and collaborative arrangements with WSFS Bank.

Jeffrey Eglow is a financial advisor with NFSG Corporation, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has worked at NFSG Corporation since 2017 and has prior experience with NewBridge Securities Corporation and SunTrust Advisory Services. He is also insurance licensed, dedicating a small portion of his business hours to that activity. NFSG Corporation provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension plans, trusts, and business entities. The firm constructs diversified portfolios and offers both discretionary and non-discretionary management, supported by internal portfolio management and third-party asset managers.

Craig Jaffe is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. He has been with United Capital Financial Advisors since 2011 and previously worked at Girard Securities Inc. United Capital Financial Advisors provides comprehensive financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers customized solutions including ESG and faith-based portfolios, supported by proprietary technology and a range of internal and external investment resources.

Leonardo Tedeschi is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 25 years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2021, and previously spent seven years at Wells Fargo Advisors and five years at Wells Fargo Clearing. Outside of his advisory role, he is a co-owner of ATA Advisors, LLC, a private business entity unrelated to investments. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income with a long-term focus, while also supporting tactical trading and rebalancing.

Martha Swain is a CFP® with 25 years of experience in the financial industry. She is currently with Provenance Wealth Advisors and has worked previously at Raymond James Financial Services Advisors INC. and Raymond James Financial Services INC. Swain is based in Fort Lauderdale, FL, and her background includes selling long-term care, fixed annuities, and disability insurance through various agencies. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management using multiple custodians and employs a variety of investment strategies, including equities, ETFs, mutual funds, and covered-call option strategies.

Paul Yates is a financial advisor at New Edge Wealth with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch for 17 years. Outside of his advisory role, he devotes time monthly to two business ventures, including an indoor golfing facility using simulation technology. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering comprehensive advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics with human oversight.

Ronald Myers is a CFP® and PFS™ with 25 years of industry experience. He is currently with AssuredPartners Investment Advisors and has prior experience at firms including Private Client Services, Securities America Advisors, and Investacorp. Myers also owns Myers Tax Services LLC, where he provides tax planning and preparation services, and serves as a FINRA arbitrator. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm employs model and custom portfolios, monitors third-party managers, and offers fiduciary and educational services through a team of advisors across multiple offices.

Paul Rosen is a financial advisor with ValMark Advisers, Inc. in Fort Lauderdale, FL, holding a Series 66 designation and possessing 16 years of industry experience. He has been with Valmark Securities, Inc. since 2014 and has operated Rosen Corporation, a general business consulting service, since 1994. Rosen serves on the board of the Florida Association of Government Guaranteed Lenders, Inc., a nonprofit trade organization. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and advisory services.

Catherine Muturi is a financial advisor with Principal Advised Services in Weston, FL, holding Series 63 and Series 65 licenses and three years of industry experience. Her background includes roles at Principal Bank, Principal Financial Services, Charles Schwab, and Raymond James. She currently serves as a Retirement Consultant providing investment advice to retirement plan participants at Principal Advised Services. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm’s integration with Principal Financial Group affiliates allows access to proprietary products and supports both non-discretionary recommendations and a discretionary investment management program.

James Fountain IV is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Kovack Advisors since 2016 and also has a background at Colquitt Insurance Services dating back to 2008. Outside of his advisory work, Fountain volunteers as a Financial Peace University class leader for a local church. 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 governmental entities, offering portfolio management, financial planning, and sub-advisory services utilizing a risk-based investment approach supported by Envestnet technology.

Walter Priebe is a ChFC® credentialed financial advisor with 41 years of industry experience, currently affiliated with NFSG Corporation. He has worked at Newbridge Securities Corp since 2014 and has been leading Priebe Investment Plans, Inc. since 1989. Outside of his advisory work, he hosts a live weekly radio program and is involved in the development and sales of an automotive accessory called Windcatcher, which is in the process of being patented. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, and businesses. The firm customizes portfolios based on clients’ objectives and risk tolerance, employing a variety of investment strategies and frequently utilizing third-party asset managers.

Prakash Ramlakhan is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. He has been affiliated with the University of the West Indies since 2005. Outside of his advisory role, he works as a financial consultant assisting the Trinidad and Tobago Electricity Commission Pension Plan with fund manager selection, performance analysis, and reporting. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, along with third-party manager recommendations and financial planning services.

Patrick Farrell is a financial advisor at Sound Income Strategies, LLC with 40 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes two decades at Investacorp Advisory Services, Inc. and various roles within the Sound Income affiliated entities. Outside of advising, Farrell reviews client tax returns for planning opportunities as a CPA. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis while also providing insurance planning and educational workshops via affiliated entities.

Christopher Salerno is a financial advisor at Thurston Springer Advisors in Fort Lauderdale, FL, with 10 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for seven years before joining Thurston Springer Financial in 2023. Thurston Springer Advisors serves a range of clients including individuals, corporations, retirement plans, and nonprofits. The firm offers financial planning, portfolio management, fiduciary services, and employs a variety of investment strategies including discretionary programs and active tactics based on technical and fundamental analysis.

Rafael Gutierrez is a financial advisor with Kovack Advisors, Inc. in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2014. Outside of his advisory role, Gutierrez is a partner in FARO FX, LLC, which engages in corporate and high net worth currency exchange, and serves as a board member of the Laredo Country Club. 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 offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, utilizing a diversified investment approach primarily through mutual funds and ETFs.

Maxwell Levy is a financial advisor at Thurston Springer Advisors with a Series 66 designation. He has approximately one year of industry experience, having previously been a full-time student for thirteen years. Thurston Springer Advisors serves a diverse client base, including individuals, corporations, retirement plans, and trusts, offering financial planning, portfolio management, and fiduciary services. The firm employs various investment strategies, ranging from buy-and-hold to active momentum approaches, and operates with a multi-affiliated structure that includes broker-dealer and insurance services.

Enrique Vazquez Bou is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2015. Outside of his advisory role, he is an authorized representative of a fixed insurance agency. 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, and offers services such as discretionary asset management, third-party manager recommendations, financial planning, and retirement account aggregation.

Adriana Perez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 15 years of industry experience. She has worked at Bolton Global Asset Management since 2022 and Bolton Global Capital since 2021, with prior roles at Wells Fargo Clearing and Merrill. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using a range of investment vehicles, with a focus on long-term orientation and tactical flexibility.

Rosemary Guerrero is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at 626 Holdings and DPI of North Broward. Outside of advisory work, Rosemary serves as Director of Operations at Sound Income Strategies. Sound Income Strategies is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a diverse client base including individuals, pension plans, trusts, and corporations, offering customized portfolio management with an emphasis on fixed-income analysis and equity review.

Todd Weatherwax is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 65 and Series 66 licenses and nine years of industry experience. He has previously worked at Newbridge Securities Corporation, Valic Financial Advisors, and Primerica Financial Services. Outside of advisory roles, he is also active as an insurance agent. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, and frequently employs third-party asset managers to meet client objectives.