Eduardo Ortega Ghiglione is a financial advisor with Simplicity Wealth in Fort Lauderdale, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Fontona, InsurMark, Vision 7 Advisory, PrimaHealth Credit, and Equitable Advisors. Outside of financial advising, he is involved in insurance sales, dental equipment regional sales, marketing services for dental offices, and residential real estate as a licensed realtor. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, and complements its advisory services with technology and operational support for other advisers.

Jay Malik is a financial advisor with Wealth Management, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He is also the owner of Doctors Finance LLC, an accounting and consulting firm, and president of Jay Malik Tax Corp, which provides income tax preparation services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients with discretionary asset management, fiduciary retirement plan services, and financial planning. The firm employs broadly diversified, passively managed portfolios based on modern portfolio theory, emphasizing fee transparency and cost minimization.

Brian Kovack is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kovack Advisors since 2006 and Kovack Securities Inc. since 1998. Outside of his advisory role, he is involved in aviation sales through Discount Aviation, LLC, and serves as a FINRA arbitrator as well as a board member of the Financial Services Institute. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a risk-based investment process supported by internal models, third-party managers, and ongoing account monitoring.

Anthony Agbay is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2015 and previously worked at L.M. Kohn & Company and Leonard & Company. Outside of his advisory role, he manages operations for an advisory and consulting firm, The Agbay Group LLC, and is a licensed agent involved in fixed insurance sales. 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 and profit-sharing plans, charitable organizations, banks, and government entities, employing a structured investment process supported by Envestnet and offering both model-based and advisor-managed portfolio solutions.

Kevin Hurley is a financial advisor at Provenance Wealth Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Slavic Mutual Funds Management Corp. and Xynergy Capital Group. Outside of his advisory role, he serves as a 401(k) administrator and retirement plan consultant for Slavic Integrated Administration, where he provides consulting and education to worksite employees. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-custodial platform and a variety of investment strategies, offering both discretionary and non-discretionary portfolio management along with financial and retirement planning services.

Ryan Wolverton is a financial advisor at Exodus Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prosperity Wealth Management, Inc. and Fortune Financial Services. Outside of finance, Wolverton has served with the Pompano Beach Fire Department for ten years and Boynton Beach Ocean Rescue for fourteen years. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm manages several hundred million dollars in discretionary assets and emphasizes tailored portfolio supervision using a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Marco Bohorquez is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked with LWM Advisory Services, LLC and LPL Financial LLC. Bohorquez serves on the Law Enforcement Advisory Board for the City of Sunrise and is currently running for a City of Sunrise commissioner seat. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors, providing a range of investment management and planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a centralized Investment Committee and integrates third-party managers and advanced tools to guide portfolio construction, serving both individual and institutional clients.

Adam Rauscher is a financial advisor at Stone Creek Capital Management LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including THRIVENT FINANCIAL for Lutherans, Biltmore Capital Advisors LLC, and Merit Financial Advisors. Rauscher is also a licensed insurance agent, dedicating part of his professional activity to life, long-term care, and disability insurance sales. Stone Creek Capital Management provides consultative services to individuals, high-net-worth clients, trusts, and corporations, focusing on facilitating margin lending arrangements with broker-dealer custodians and delivering related market research and performance reporting. The firm does not offer discretionary asset management and operates on a negotiable fixed-fee basis rather than charging a percentage of assets under management.

Kimberly Mcmillion is a financial advisor at Exodus Wealth, LLC with 30 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior roles include positions at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., and McNally Financial Services Corporation. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets with tailored portfolio strategies using a variety of investment types and analytical approaches.

Michael Gracy Jr. is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2015. His prior experience includes roles at Resource Horizons Investment Advisory, Inc., 1st Global Advisors Inc, and PRUCO Securities, LLC. Outside of his advisory work, he is active in community and professional organizations, including serving on the Matheson History Museum Board of Directors and as a committee member for Rotary District 6970. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and sub-advisory services through a risk-focused investment process.

Robert Owens is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL. He holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to joining A.G.P. in 2021, he worked at Foresters Financial Services, National Agent Alliance, Wells Fargo, and OREI & Associates. Outside of his advisory role, Owens is involved in multiple consulting and business ventures, including managing real estate assets and serving as a trustee for a nonprofit providing tax planning guidance for church members. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with about 131 advisors managing roughly $2.95 billion for over 7,000 clients. The firm employs an open-architecture model combining internally managed strategies and sub-advisory relationships, focusing on value and dividend-oriented international approaches alongside discretionary and non-discretionary mandates.

Darrin Halsey is a CFP® credentialed financial advisor with 27 years of industry experience. He has been with Kovack Advisors, Inc. since 2009, following prior roles at Raymond James & Associates and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a director on the Rotary Club of Arcadia Foundation and volunteers as a swimming official for USA Swimming and local high school events. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a combination of proprietary models and third-party managers to provide portfolio management and financial planning services.

Thomas Scanlan is a financial advisor at Provenance Wealth Advisors in Fort Lauderdale, FL, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services and Investacorp Advisory Services. Outside of advisory work, he is also an insurance agent involved in selling fixed insurance products. 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 both discretionary and non-discretionary portfolio management across multiple custodians, employing a variety of investment strategies and providing financial planning and retirement services.

William Miller is a financial advisor with ValMark Advisers, Inc. in Boca Raton, FL, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with ValMark since 2006 and is the owner and managing member of Miller Wealth Advisors, LLC, a financial services consulting firm. Miller serves on the board of the Greater Boca Raton Estate Planning Council, participating in membership and programming committees. 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 emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, and offers proprietary platforms and fee-based planning and consulting services.

Adam Gonzalez is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked previously at National Securities Corp and Arete Wealth Management, LLC, and has experience in graphic design and videography outside of his advisory roles. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base that includes individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary, rule-based model allocations, and it incorporates third-party sub-advisers and ongoing account monitoring.

Mikael Rodriguez is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC and Creative Financial Network. Outside of his advisory role, he is an associate advisor at Platinum Peak Advisors, assisting senior advisors and servicing client accounts. 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 representatives. The firm emphasizes diversified, goal-based model portfolios implemented primarily with mutual funds, ETFs, and approved third-party managers.

Robert Whitaker is a financial advisor at NFSG Corporation with three years of industry experience. He holds a Series 66 designation and has worked at Newbridge Securities Corporation since 2017. Prior to his advisory career, he was employed at Macy’s and also worked as an independent insurance agent. Whitaker is involved in insurance sales through his business activities with Whitaker Wealth Financial Services LLC. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a variety of investment strategies and often employs third-party asset managers to serve its clients.

Maxwell Demeritte Jr. is a financial advisor at Good Life Advisors, LLC with 13 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining his current firm and LPL Financial in 2022. His credentials include Series 63 and Series 65 licenses. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and utilizes multiple methods of analysis to tailor advice and manage portfolios, offering a range of programmatic solutions alongside educational seminars and ongoing planning services.

Matthew Hartge is a financial advisor with Sound Income Strategies, LLC holding a Series 65 designation. He has one year of industry experience, including positions at Arbor Financial Services and other companies across various sectors. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies with active portfolio management and allocates assets to third-party managers when appropriate.

Jorge Chain is a financial advisor at B. Riley Wealth Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors since 2017, including time with National Securities Corporation and a period as a self-employed advisor. Chain is also involved in insurance sales through B. Riley Wealth Insurance, where he reviews insurance business submissions. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, retirement solutions, and reporting services.