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.

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 37 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cutter & Company, Inc. for 19 years. Outside of financial advising, she is a licensed clinical social worker, though not currently practicing. 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 a network of about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms.

William Howard is a CFP® with 24 years of industry experience, currently serving as an advisor at Virtue Capital Management, LLC since 2019. His prior roles include positions at Cetera Advisor Networks, Howard Financial Solutions, Benchmark of South Florida, Mass Mutual Investors Services, and Wealth Development Associates. Outside of financial advising, he owns Bill Howard Photography, a travel photography business, and serves as treasurer for Sister Cities, a nonprofit promoting cultural exchange in Fort Lauderdale. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers and more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and ERISA consulting, employing quantitative optimization and proprietary models with an active, model-driven investment approach.

Mark Adler is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL. He holds Series 66 and Series 63 licenses and has 29 years of industry experience. Prior to joining Alliance Global Partners in 2026, he worked for The GMS Group, L.L.C. for 11 years. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with an emphasis on international investing and offers portfolio management, financial planning, 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 at Kovack Advisors, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Kovack Advisors since 2019, following prior roles at CITIGROUP and SunTrust Advisory Services. Outside of her advisory work, she is also involved in providing fixed life insurance and serves as a notary. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.

Keith Ravodowitz is a financial advisor at A.G.P. / Alliance Global Partners with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at HJ Sims 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, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and maintains active brokerage and product-distribution activities alongside its advisory services.

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 four years of industry experience. He holds a Series 65 designation and has worked at firms including The Pacific Financial Group, Inc. and Royal Phillips. He is also an independent licensed insurance agent in Florida, primarily focusing on term life insurance. Bison Wealth serves a wide range of clients including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager curated investment solutions, utilizing a turnkey asset management platform that also serves other financial advisers.

Raymond Asmar Jr. is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at A.G.P. since 2019 and has also been affiliated with Summit Financial Group and Summit Brokerage Services since 2003. Outside of his advisory role, he is a passive investor and advisor in FYI Networks, a news information content website. A.G.P. / Alliance Global Partners serves a diverse client base including high-net-worth individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing and combines top-down macro themes with bottom-up security selection in its strategies, while also engaging in active brokerage and product distribution activities beyond traditional advisory services.

Michael Newton is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been affiliated with RK Advisors, Inc. since 2006 and Kovack Securities, Inc. since 2001. Outside of his advisory work, Newton owns and oversees Surfskate Industries, LLC, a skateboard manufacturing and retail business, and serves as a board member and investor in industrial manufacturing companies. 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 nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning, and monitors third-party asset managers to align portfolios with client objectives.

Norvin Ulloa Gonzalez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also the owner of Ulloa & Company, LLC, a Florida entity for securities and investment advisory business, and is co-owner and manager of Stiwar Investments, S.R.L., an entity based in the Dominican Republic. Bolton Global Asset Management serves individual, corporate, institutional, and charitable clients with customized wealth management, offering portfolio management through a network of independent advisor representatives. The firm employs a variety of investment vehicles and strategies, blending long-term approaches with options for shorter-term trades and model portfolios.

Jeffrey Rubin is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been affiliated with Gaines Financial Group and LPL Financial LLC since 2016. Rubin also provides investment advisory services through Great Valley Advisor Group, Inc., an independent registered investment advisor firm. Great Valley Advisor Group is a multi-team investment adviser serving individuals, including high-net-worth clients, as well as retirement plans and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Claudia Rubenstein is a financial advisor at Modern Wealth Management, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LWM Advisory Services, LLC, LPL Financial, John Hancock, and John Hancock Distributors. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Michael Whitaker is a Chartered Financial Consultant (ChFC®) with 22 years of industry experience. He is affiliated with Nfsg Corporation and has worked at Newbridge Securities since 2009. Outside of his financial services career, he is involved in a horse trading and training business based in Ocala, Florida. Nfsg Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, institutions, and charitable organizations. The firm constructs customized portfolios using a variety of investment strategies and frequently employs third-party asset managers to tailor portfolios to clients’ objectives and risk tolerance.

Michelle Kaufman Gulko is a CFA® charterholder with 16 years of industry experience. She is currently with Dynamic and has previous experience at Fidelity Brokerage Services and Bloomberg LP. Dynamic serves a broad range of clients, including individuals, trusts, charitable organizations, and other registered investment advisers. The firm emphasizes a long-term, client-specific investment approach and provides portfolio management, financial planning, retirement plan services, and sub-advisory support.

Karli Vazquez Mendez is a CFP® professional with 16 years of industry experience, currently with New Edge Wealth. Her prior experience includes roles at Flagstar Advisors, First Republic Bank, Raymond James, and Morgan Stanley. She serves on the board of Nat King Cole Generation Hope and provides freelance budget consulting for elder care. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm combines independent managers, model strategies, and proprietary solutions, integrating AI-assisted analytics with human oversight.