Brandon Kaletkowski is a financial advisor with Northern Trust Securities, Inc. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. Prior to joining Northern Trust Securities and Northern Trust Company in 2026, he worked at Truist Advisory Services, Addison Capital LLC, and Oceanfirst Bank. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven, discretionary portfolio management through Separately Managed Accounts and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services.

Nathaniel Burstin is a financial advisor at Merit Financial Advisors with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Biltmore Capital Advisors, Wells Fargo Clearing Services, and RBC Capital Markets. Burstin took a brief career break for extended travel before joining Merit Financial Advisors in 2019. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, as well as retirement plans and institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed sleeves and model portfolios, supported by an internal investment management team and an investment committee.

Suzanne Katz Riesner is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and 65 licenses and over 32 years of industry experience. She has been with Mutual of Omaha and its affiliated insurance company since 1991. In addition to her advisory role, she is part owner of a consulting firm focused on HR compliance related to ERISA and the Affordable Care Act and owns an insurance agency specializing in life, health, vision, and other related products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through an Envestnet platform and integrates broker-dealer and insurance services within the Mutual of Omaha group.

Richard Slavik is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at NewBridge Securities Corporation, Kovack Securities, LLC, and Investacorp, Inc. Outside of advisory services, he has involvement in fixed insurance product sales. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs diversified portfolio construction and offers access to both internal portfolio management and third-party asset managers through discretionary and non-discretionary arrangements.

Mark Czaja is a financial advisor at Hennion & Walsh Asset Management, Inc. with 43 years of industry experience. He has been with Hennion & Walsh since 2013 and has concurrently worked at Comprehensive Capital Corp. since 1991. He holds Series 63 and Series 65 licenses. Hennion & Walsh Asset Management provides investment advisory and portfolio management services mainly to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs a range of strategies across multiple asset classes and offers both discretionary and non-discretionary management through various programs, including wrap-fee and personalized UMA solutions.

Richard Vincent is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, Oppenheimer Asset Management, and CIBC World Markets. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a variety of portfolio management and financial planning services, along with active broker-dealer operations and management of pooled vehicles.

Norman Batansky is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 65 credentials. He has 49 years of industry experience and has previously worked at firms including Blackridge Asset Management, PEAK Brokerage Services, Private Advisor Group, LPL Financial, and RBC Capital Markets. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm operates as a multi-team adviser employing a combination of customized portfolios, model portfolios, and third-party solutions, with a notable emphasis on digital platforms and a broad range of investment options including alternatives and digital assets.

Elieth Strunk is a financial advisor with NFSG Corporation based in Boca Raton, FL, holding a Series 65 designation and nine years of industry experience. Prior to joining NFSG Corporation in 2026, Strunk worked at NewBridge Securities Corporation, Equitable Advisors, AXA Advisors, Lincoln Investment Planning, Morgan Stanley, and Bank of America. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of asset management solutions and employs an internal portfolio manager to support its advisors with research, model portfolios, and discretionary trading.

Raymond Saleeby Jr. is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. Prior to joining Prospera in 2025, he worked for Cutter and Company Brokerage, Inc. for 24 years. Outside of his advisory role, he is involved in consignment sales on eBay and owns an invention pending patent approval. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Sharon Cirillo is a financial advisor at XML Financial Group with 24 years of industry experience. She holds a Series 66 designation and has worked with firms including VALIC Financial Advisors, Raymond James Financial Services, and Morgan Stanley. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm provides discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, tailoring portfolios at the household level through a combination of fundamental and technical analysis and third-party managers.

John Cannella is a financial advisor with B. Riley Wealth Advisors, Inc. in Boca Raton, FL, holding Series 63 and 66 licenses and bringing 20 years of industry experience. His work history includes roles at B. Riley Wealth Management, National Asset Management, National Securities Corp, and Scottrade. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Glen Ladau is a CFP® professional with 31 years of industry experience, currently serving at ValMark Advisers, Inc. since 1999. His prior work includes roles at Minnesota Mutual and Matrix Financial Group. Outside of his advisory work, he provides accounting services. ValMark Advisers, Inc. offers investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.

David Brown is a CFP® professional with 24 years of industry experience, currently serving at Kovack Advisors, Inc. since 2006. He holds Series 63, 65, and 66 licenses and has held leadership roles in multiple related insurance and financial services companies. Brown is also a member of the Coral Springs Police Pension Board. 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, and government entities, employing a combination of internally created models and third-party managers to construct and manage client portfolios.

Patience Imoite is a financial advisor with Concorde Asset Management, LLC in Boca Raton, FL. She holds a Series 65 designation and has two years of industry experience. Her prior roles include positions at Hightower Advisors, Captive One Advisors, and Stone Creek Capital Management. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers. The firm builds portfolios based on client objectives, timelines, and risk tolerances, utilizing model-based strategies and platforms such as Envestnet and Orion.

Steven Georgopoulos is a financial advisor with Pinnacle Investments, LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Pinnacle Investments since 2019, following prior roles at Dawson James Securities and Woodstock Financial Group. He is also president of GEORGOPOULOS INC, a separate business entity established in 2011. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion across 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis and a range of investment strategies.

Barry Mills is a financial advisor at A.G.P. / Alliance Global Partners with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Aegis Capital, Westport Resources Management Inc, and Morgan Stanley. Mills is based in Boca Raton, FL. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable focus on international investing and active broker-dealer operations.

Kiley Johansen is a CFP® and holds a Series 66 license, currently affiliated with United Capital Financial Advisors in Boca Raton, FL. Kiley has been with United Capital Financial Advisors since 2019 and has previous work experience that includes roles at The Atlantic Grille and Florida Atlantic University. United Capital provides national financial planning and discretionary investment management services to a diverse clientele, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions through a broad affiliate network and supports other independent advisors via its FinLife Partners platform.

Jodi Perelman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Truist Advisory Services since 2016 and has been affiliated with Truist Banks, Inc. and Truist Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and utilizes AI-enabled research tools alongside traditional methods in its investment process.

John Ingraham is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2016. Prior to that, he was employed at Wedbush Securities Inc. and Morgan Stanley DW Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary investment management, financial planning, and retirement consulting.

Raymond Kramer is a Series 65 licensed advisor with Wealthspire Advisors, bringing four years of industry experience. He has held roles at multiple firms, including Trinity Wealth Securities and Florida Financial Advisors. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, and nonprofits by providing wealth management, financial planning, and retirement consulting, using an institutional-style asset allocation framework.