Ioannis Profylienos is a financial advisor with Manning & Napier Advisors, LLC, holding a Series 66 license and 15 years of industry experience. He has worked at several firms including Equitable Advisors, Merrill, and Edward Jones. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice to various proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and operates with distinctive structural features including an affiliated trust company and a limited-purpose broker-dealer.

Eugene Davis is a financial advisor with Ally Invest Advisors in North Lauderdale, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Ally Invest Advisors since 2021 and has previous experience with T. Rowe Price and Broward Health Hospital. In addition to his advisory role, he operates as an independent tax preparer. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and automated investing services built on Modern Portfolio Theory, incorporating multiple risk tiers and cash allocation strategies.

Bradley Teets is a CFP® and PFS™ with 28 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2007. He also operates a CPA practice focused on income tax preparation and estate planning and is a member of the City of Punta Gorda General Employees' Pension Board. Additionally, he is president of a local car club, Harbor Corvettes. 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 clientele including individuals, pension plans, charitable organizations, banks, and municipal entities, offering portfolio management, financial planning, and sub-advisory services supported by Envestnet-enabled processes and a mix of internal and third-party investment models.

Lisa Armbrust is a financial advisor at Nfsg Corporation with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates and Morgan Stanley. She serves as co-chair of the advisory committee for the Friends of the Center of Women, Gender and Sexuality Studies at Florida Atlantic University, where she helps raise funds for scholarships and community awareness. Nfsg Corporation provides investment advisory and financial planning services to a broad client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm constructs diversified portfolios using various assets and offers both discretionary and non-discretionary management, supported by internal and third-party portfolio managers.

Adam Winter is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL. He holds a Series 66 designation and has been with Kovack Securities, Inc. since 2026. His prior experience includes eight years at TriNet and a role at Winter Technology Services. 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 plans, charitable organizations, and government entities, using a risk-tolerance-based investment process supported by Envestnet and a mix of internal models and third-party managers.

Theodore Taddei Jr. is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 63 designation and has 31 years of industry experience. His prior roles include positions at American Portfolios, Physician's Wealth Care LLC, and Guardian Life Insurance Co. of America. He also maintains insurance sales activities to assist clients with their insurance needs. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of portfolio options including mutual funds, ETFs, equities, and alternative products.

Jay Kramer is a financial advisor with Madison Avenue Securities, LLC in Delray Beach, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at JS Financial and Madison Avenue Securities since 2018 and spent a year at Woodstock Financial Group prior to that. Outside of his advisory role, Kramer is a licensed notary public and holds positions related to insurance sales through affiliated entities. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through multiple account platforms, serving clients with both discretionary and non-discretionary management approaches.

Michael Freedman is a CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with Wealthcare Advisory Partners LLC and has previous experience at LPL Financial, Independent Financial Partners, and Merrimac Corporate Securities, Inc. In addition to his advisory work, he maintains a tax preparation and planning practice. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to guide portfolio management.

Gregory Charlot is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at A.G.P. since 2019 and previously held roles at Foresters Financial and its affiliated entities. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm delivers investment advice through a multi-team platform with an emphasis on international investing and offers a broad range of portfolio management, planning, and brokerage services.

Luke Zulauf is a financial advisor at SAX Wealth Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at JPMorgan Securities LLC, Sanford C. Bernstein & Co., LLC, Fidelity Investments, Bank of America, Merrill Lynch, and Wells Fargo Advisors Financial Network. SAX Wealth Advisors provides investment management, financial planning, employee benefit plan advisory, and consulting services to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm follows an evidence-based investment approach focused on globally diversified, low-cost passive funds with a long-term orientation and offers discretionary portfolio management alongside specialized programs such as SyntheticFi.

John Nobile is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses with 39 years of industry experience. He has worked at Kovack Securities, Inc. since 2011. Outside of his advisory role, he owns a business marketing sports nutrition and supplements through his website. 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, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a risk-tolerance based investment process with both model-based and advisor-managed portfolio solutions.

Richard Myer is a financial advisor at Brookwood Investment Group with seven years of industry experience. He holds a Series 65 designation and previously worked at Redwood Private Wealth LLC and Blackridge Asset Management, LLC. In addition to his advisory role, he is an independent insurance producer and managing director of Redwood Tax Specialists. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains proprietary partner offices alongside affiliated insurance, compliance, and CPA businesses.

Lauren Gilbert is a financial advisor at Kovack Advisors, Inc. with three years of industry experience. She holds a Series 66 credential and has worked at Kovack Advisors and Kovack Securities since 2019. Prior to her career in finance, Gilbert held roles in education and retail. 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 plans, charitable organizations, banks, and government clients, utilizing a risk-tolerance based investment approach supported by Envestnet and a mix of proprietary and third-party models.

Margaret Pulecio is a financial advisor at Kovack Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Spectrum Planning Group since 2011. Outside of her advisory role, she serves as an office manager for Certified Marketing Centers, dedicating a significant amount of time to that activity. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and municipal clients, offering portfolio management and financial planning services using both internally created models and third-party managers.

Audrey Drossner is a financial advisor at Summit Financial, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Symphonic Securities and Symphonic Financial Advisors from 2008 to 2023. Outside of her advisory role, she is involved in trust management as a trustee for several family trusts and owns an accounting firm, Oracle Capital Strategies, LLC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services.

Warren Marmorstein is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 license and bringing 24 years of industry experience. He has operated his own entities, including Warren A. Marmorstein and WAM INC., since the mid-1990s and serves as president of several related businesses focused on wealth management, fixed insurance, tax services, and elder care planning. 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, using a combination of internally developed models and third-party managers for portfolio management supported by an Envestnet workflow.

William Gordon is a CFP® with 34 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2019. He has previously worked at Capital Financial Services Inc. and Retirement Wealth Resources, Inc., where he has retained affiliations for over two decades. Outside of advisory services, he is president of several related entities involved in fixed insurance sales, tax preparation, and also manages a condominium association. 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 plans, charitable organizations, banks, and government entities, utilizing a combination of internally developed models and third-party managers to implement and monitor client portfolios.

Christopher Smith is a financial advisor at Great Valley Advisor Group, LLC with 33 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at LPL Financial since 2012, with prior experience at Gaines Financial Group and Fifth Third Securities. Outside of advisory services, he is also active as a licensed real estate agent in Palm Beach Gardens, FL. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party platforms for portfolio construction and oversight.

Sanford Steinberg is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior roles include positions at Citigroup Global Markets, Quadstar Capital Advisors, and Aegis Capital Corp. He has a limited affiliation with a medical insurance entity unrelated to investment activities. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and managing pooled vehicle accounts alongside traditional advisory and brokerage operations.

Madeline Giordano is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She spent 17 years at West Street Financial Services and serves as the managing member of West Street Financial Services LLC. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.