Norman Batansky is a financial advisor at Independence Square Holdings, LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Blackridge Asset Management and Private Advisor Group. Batansky has been with Independence Square Holdings since 2023. Independence Square Holdings provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a variety of investment strategies and combines in-house portfolio management with third-party programs, emphasizing digital platforms and algorithmic tools.

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 43 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 work, he is involved in consignment sales and owns an invention pending patent approval. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms, combining firm models, third-party sub-advisers, and customizable allocations.

Sharon Cirillo is a financial advisor at XML Financial Group with 23 years of industry experience. She holds a Series 66 designation and has worked at firms including VALIC Financial Advisors, Raymond James Financial Services, and RBC Capital Markets Corporation. Cirillo has been with XML Financial Group and its affiliated broker-dealer since 2022. XML Financial Group serves a diverse retail client base, including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a multi-advisor team model and combines fundamental and technical analysis with third-party managers and an internal Investment Committee to tailor portfolios to client needs.

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 experience in the financial services industry. He has been with Kovack Advisors, Inc. since 2006 and Kovack Securities Inc. since 2004. Brown is involved in several insurance-related businesses and serves as a member of the Coral Springs Police Pension Board. 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. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

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, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Aegis Capital from 2014 to 2020 before joining A.G.P. in 2020. 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 and investment banking services, with a focus on international investing and a range of investment strategies.

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.

Douglas Eaton is a financial advisor at Parallel Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sorrento Pacific, Fiduciary Planning, LLC, and First Allied Securities. Eaton is the president of Eaton Financial Holdings Company and serves as president of the Parkland Chamber of Commerce. He is also involved as an advisory board member for Tomorrow’s Rainbow and is a co-founder and president of 401k Simplified, which provides education and tailored 401(k) plans for small businesses. Parallel Advisors serves individuals, including high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes allocation across fixed income, mutual funds, ETFs, and independent managers using fundamental, technical, and cyclical analyses, alongside strategies such as covered calls and options transactions.

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 with Oppenheimer in Denver, CO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Oppenheimer since 2016. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

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 has held his current position since 2014. Kutsmeda holds Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs various investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

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.

Ross Brenner is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and 14 years of industry experience. His prior roles include positions at Valic Financial Advisors, Primerica Advisors, and Guardian Life Insurance Co of America. He is also involved with Arrow Wealth, where he participates in marketing and business planning activities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and custom strategies through both discretionary and non-discretionary approaches.

Jules Epstein is a financial advisor with Eagle Strategies (NY Life) based in Boca Raton, FL, holding a Series 63 license and over 50 years of industry experience. His career includes long-term roles at New York Life Insurance Co. and Nylife Securities Inc. He is also the owner of The Bridge Group, Inc. and serves as a board member for Beth Ami Temple in Boca Raton. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities with a focus on retirement investors.