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 at A.G.P. / Alliance Global Partners with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Foresters Financial Services, National Agent Alliance, and Wells Fargo. Owens is also involved in non-investment consulting and serves as a trustee for a nonprofit that provides guidance and tax planning for church members. A.G.P. / Alliance Global Partners is a multi-team firm serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm employs an open-architecture investment approach combining internally managed strategies, co- and sub-advisory relationships, and various portfolio management programs alongside brokerage and insurance services.

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.

Mitzi Pasch is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. She previously worked at Cutter & Company, Inc. for 19 years and has held roles at Midsouth Capital, Inc. and Index Asset Management. Outside of financial advising, Pasch is a licensed clinical social worker, though she is not currently practicing. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

William Howard is a CFP® professional with 24 years of industry experience, currently advising at Virtue Capital Management, LLC since 2019. His prior roles include positions at Cetera Advisor Networks and Mass Mutual Investors Services, among others. Outside of financial advisory, he owns Bill Howard Photography, which sells travel photography via a website, and serves as treasurer for Sister Cities, a nonprofit promoting cultural exchange in Fort Lauderdale. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management and financial planning through a multi-team model, utilizing tactical, strategic, and dynamic investment approaches with ongoing monitoring and client education.

Mark Adler is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL. He holds Series 63 and Series 66 credentials and has 29 years of industry experience. Prior to joining Alliance Global Partners in 2026, he worked at The GMS Group, L.L.C. for 11 years. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, serving a diverse client base with portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Christopher Ferrer is a financial advisor at Exodus Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience at firms including Prosperity Wealth Management, Fortune Financial Services, Kestra Advisory Services LLC, Financial Planning Services, Inc., and Integrated Financial Strategies, LLC. Before entering financial advising, Ferrer spent 16 years with the City of Pompano Beach Fire Rescue. 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 emphasizes tailored portfolio management built from a variety of investment instruments and employs fundamental, technical, and cyclical analysis across multiple strategies, with regular portfolio reviews and due diligence on third-party managers.

Sandra Mckoy is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses and 28 years of industry experience. Her prior roles include positions at CITIGROUP and SunTrust Advisory Services. Outside of advisory work, she spends a portion of her time as a financial advisor for fixed life insurance and as a notary. 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 using a blend of internally created models and third-party managers, with ongoing portfolio monitoring and rebalancing through an Envestnet-supported workflow.

Keith Ravodowitz is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining A.G.P. in 2020, he was with HJ Sims from 2014 to 2020. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing nearly $3 billion for more than 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services through an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships and separately managed accounts.

Damon Boyar is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Great Valley Advisor Group since 2022 and concurrently with Gaines Financial Group and LPL Financial since 2012. Boyar also engages in the sale of non-variable life and health insurance products. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a mix of in-house strategies and third-party managers.

Esteven Ladron De Guevara is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at The Pacific Financial Group, Royal Phillips, and Myloyn. In addition to his advisory role, he is an independent licensed insurance agent in Florida, primarily focusing on term life insurance. Bison Wealth serves a diverse client base, including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services, with an investment approach centered on outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies.