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 at A.G.P. / Alliance Global Partners with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, Oppenheimer Asset Management, Oppenheimer, and CIBC World Markets. Vincent is based in Boca Raton, FL. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies with co- and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

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 in Boca Raton, FL, holding a Series 65 credential and eight years of industry experience. Prior to joining NFSG 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 plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection, utilizing a range of investment instruments and multiple portfolio management approaches.

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 at Pinnacle Investments, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dawson James Securities and Woodstock Financial Group, Inc. Additionally, he serves as president of GEORGOPOULOS INC, a non-investment-related business. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering financial planning, portfolio management, and advisory consultations.

Barry Mills is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Aegis Capital, Westport Resources Management Inc, and Morgan Stanley. A.G.P. / Alliance Global Partners operates as a multi-team platform with around 131 advisors, managing approximately $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance products, using an open-architecture investment model that incorporates both internally managed strategies and sub-advisory relationships.

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 financial advisor with Wealthspire Advisors, bringing four years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and Noral Group, as well as experience in nonprofit and academic advancement offices. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets across about 220 advisors and serving nearly 9,700 clients. The firm employs an institutional-style asset allocation framework using mutual funds, ETFs, private investments, and external account managers, providing wealth management and financial planning services tailored to individuals, corporate plans, nonprofits, and foundations.

Brian Kutsmeda is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including J.P. Morgan Securities, Morgan Stanley, Stifel, Ryan Beck & Co., Wells Fargo Clearing, and Prudential Equity Group. He has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Gabriel Christensen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Valmark Securities, MassMutual Life Insurance, and Atlantic Golf Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Michael Madalena is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also works with Agia as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with tax and ESG overlay options.

Richard Morgenstern is a CFP® with 45 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches, utilizing a range of fundamental, technical, and quantitative strategies alongside third-party managers.