Robert Whitaker is a Series 66-licensed financial advisor with four years of industry experience, currently with NFSG Corporation. He previously worked as an independent insurance agent and has been with NewBridge Securities Corporation since 2017. Outside of his advisory role, Whitaker is involved in insurance sales through his own business entities. NFSG Corporation provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, estates, and business entities. The firm offers discretionary and non-discretionary asset management, utilizing a variety of investment instruments and both internal portfolio management and third-party asset managers.

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 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 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, with a focus on international investing and the management of pooled vehicles and model portfolios.

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 at A.G.P. / Alliance Global Partners with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at A.G.P. since 2020, following six years at HJ Sims. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing strategies and offers a range of portfolio management, financial planning, and brokerage services.

Damon Boyar is a financial advisor with Great Valley Advisor Group, LLC in Boca Raton, FL, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at Great Valley Advisor Group since 2022 and previously spent ten years with Gaines Financial Group, Inc. and fourteen years with LPL Financial. Boyar also engages in non-variable insurance sales related to life and health insurance. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight using both 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.

Raymond Asmar Jr. is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has worked with firms including Wells Fargo Advisors and Summit Financial Group, and has been with A.G.P. since 2019. Outside of his advisory role, he is a passive investor and advisor for FYI Networks, a news information content website. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual, retirement plan, and institutional clients through a multi-team platform. The firm provides a range of investment and financial planning services with an emphasis on international investing and manages pooled vehicles and alternative investment funds.

Michael Newton is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with RK Advisors, Inc. and Kovack Securities, Inc. for over two decades. Outside of advisory roles, he owns and oversees Surfskate Industries, LLC, a manufacturer and retailer of skateboards, and serves on the board of Gate CFV Solutions, Inc., a manufacturer of flow control valves. 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 governmental clients, providing portfolio management and financial planning through a combination of internally developed models and third-party managers.

Norvin Ulloa Gonzalez is a financial advisor with Bolton Securities Corporation, holding a Series 66 license and 20 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021 and previously at Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, he is owner of Ulloa & Company, LLC, a Florida entity for securities and investment advisory business, and co-owner and manager of Stiwar Investments, S.R.L., which owns a residential rental property in the Dominican Republic. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a network of independent adviser representatives and offers portfolios built with mutual funds, ETFs, equities, and fixed-income securities, emphasizing a long-term investment approach.

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. His prior roles include positions at LPL Financial LLC, Gaines Financial Group, Wells Fargo Clearing, and Prudential Equity Group, LLC. He also operates an independent investment advisory business through Great Valley Advisor Group, Inc. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides 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.

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.

Ryan Whiteman is a financial advisor at Provenance Wealth Advisors with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including JPMorgan Securities LLC and Raymond James Financial Services. Outside of advising, he is involved with Tupeloaks Farm LLC, an entity created for tax reporting purposes related to his advisory work. Provenance Wealth Advisors offers portfolio management, financial planning, retirement planning, and consulting services to a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm manages approximately $3.63 billion in assets and employs a multi-custodial platform utilizing various investment approaches and instruments.

David Scupholm is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Fratarcangeli Wealth Management, Evershore Financial Group, and The Investment Consulting Group. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold to more active models such as Tactical Momentum and Earnings Momentum.