Richard Slavik is a financial advisor at NFSG Corporation with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms, including Investacorp, Inc. and Kovack Securities, LLC. Additionally, he is involved in fixed insurance product sales. NFSG Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary asset management and employs both internal portfolio management and third-party asset managers, utilizing a variety of investment styles.

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.

Matthew Baltuch is a financial advisor at Apollon Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Morgan Stanley and Steward Partners. Baltuch serves as treasurer on the Monte Verde Community Board in West Palm Beach, FL. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of investment solutions including ESG models, direct indexing, and sub-advisory services for pooled and insurance-dedicated funds.

Richard Vincent is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 65 credentials with 43 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2020 before joining A.G.P. / Alliance Global Partners. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.

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.

William Benjamin IV is a financial advisor at Citizens Private Wealth with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Republic Securities Company and First Republic Bank for eight years. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm uses a long-term, open-architecture investment approach with predominantly discretionary portfolio management and benefits from its affiliation with Citizens Bank, which provides unique product access and operational features.

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.

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.

Menachem Daniels is a financial advisor at Alexander Capital Wealth Management LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrated Retirement Advisors, LLC since 2019, with prior roles at Brokers Financial and Brokers International Financial Services, LLC. Daniels is also the owner of Nahum Daniels LLC, an insurance sales business specializing in fixed annuities. He previously served in a leadership role at the Chabad of Stamford, a religious charity. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis, utilizing both long- and short-term strategies, and manages approximately $212.1 million in discretionary assets.

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.

Richard Albert is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at UBS Financial Services and Raymond James Financial Services. He is also a variable and life insurance agent. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and third-party manager selection through a network of independent advisors managing approximately $8.6 billion in client assets.

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.

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.