Steven Bell is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He is currently with A.G.P. / Alliance Global Partners, where he has worked since 2019 following prior roles at Morgan Stanley, stoever glass, National Asset Management, National Securities Corp, and Merrill. 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 emphasizes international investing and offers a range of portfolio management and financial planning services, including discretionary and non-discretionary strategies.

Andre Wyss is a financial advisor at Kovack Advisors, Inc. based in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Fidelity Investments and Julius Baer. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and sub-advisory services using both internally created models and third-party managers.

Rodger Kamuf Jr. is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Kovack Advisors since 2006 and Kovack Securities since 2001. Outside of his advisory role, he is involved in health insurance and employee benefits businesses and participates in marketing and technology efforts for a health coaching company. 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 government entities, employing a risk-based, model-supported investment approach across multiple custodians and execution venues.

Arthur Bernaducci is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include working with The Retiring Baby Boomer Group, LLC, Retirement Income Advisory Group LLC, and USA Financial Securities Corporation. In addition to advising, he has been an independent insurance agent for nearly three decades. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, typically implementing strategies through third-party sub-advisers and model portfolios on both discretionary and non-discretionary bases.

Michael Most is a financial advisor at Savvy with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial, LLC from 2012 to 2023. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and technology platforms.

Louise Schatke is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 63 license and over 32 years of industry experience. She has worked at Kovack Advisors since 2014, and previously at Resource Horizons Investment Advisory and Financial Consultants Group. Outside of her advisory role, she owns LCS Financial Group, a financial consulting business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, pension plans, charitable organizations, banks, and government clients. The firm uses an Envestnet-supported workflow to construct and manage portfolios through a combination of internal models and third-party managers.

Richard Peterson is a financial advisor with Northern Trust Securities, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He has been with Northern Trust Securities since 2012. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management via a wrap fee program. The firm offers model-driven investment solutions using proprietary and third-party products, combining advisory, brokerage, and custody services.

Thomas Yi is a financial advisor at IHT Wealth Management LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and UNTL CAPITAL. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients with discretionary asset management, financial planning, and ERISA plan consulting. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, incorporating ETFs, mutual funds, third-party managers, fixed income, and option strategies.

David Mandell is a financial advisor with Earned Wealth Advisors, LLC in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Earned Wealth Advisors and its predecessor entities since 2008 and also practices law specializing in corporate formation and asset protection. Mandell is involved in public speaking, publications, and co-authoring books. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, providing comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm primarily uses third-party investment managers and tools such as Monte Carlo analysis and automated tax-loss harvesting, and is notable for its integration with a family of affiliated businesses including accounting, payroll, insurance, and publishing services.

Bennett Leiser is a financial advisor with World Equity Group, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Cambridge Investment Research Advisors, INC and Cambridge Investment Research, Inc for seven years. Outside of his advisory role, Leiser is involved in insurance sales as owner and president of Leiser Financial Inc. and as a senior vice president and owner of Annuity Depot, focusing on life, long-term care, disability insurance, and fixed index annuities. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and charitable organizations. The firm uses risk-tolerance questionnaires to guide asset allocation and employs third-party money managers for portfolio management within its wrap-fee program.

Katrina Daley Deus is a financial advisor at Merit Financial Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services LLC, Fairwinds Credit Union, and Axiom Bank. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers wealth-management services including asset management, financial planning, and retirement plan advice, using a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

Claire Hart is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. Her prior roles include positions at National Wealth Management Group, LLC, LPL Financial LLC, and Cuna Mutual Group. Great Valley Advisor Group is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Eric Sands is a financial advisor with St. Bernard Financial Services, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Impact Partnership Wealth, LLC, Avantax Advisory Services, and Sands Insurance. Outside of his advisory work, Sands serves as a board member for Awesome Construction and is the CEO of Eric Sands Consulting Services, a management consulting firm. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services focused on portfolio management and financial planning. The firm employs a long-term, conservative growth strategy based on Modern Portfolio Theory, emphasizing low-cost funds and client collaboration in portfolio decisions.

Richard Dorfman is a financial advisor with Nfsg Corporation in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at Money Concepts Capital Corp, Kovack Advisors, Fidelity Investments, and CETERA Advisor Networks. Nfsg Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm constructs diversified portfolios using various instruments and employs internal portfolio management and third-party asset managers to support its advisors.

Kimberly Deprospero is a CFP® with 36 years of industry experience, currently affiliated with IFG Advisory, LLC. She has held roles at Financial Strategies Group, Inc., LPL Financial, LLC, and DMI over the course of her career. Her business activities include providing investment advisory services through IFG Advisory and involvement in non-variable insurance sales. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a diversified investment approach using sub-advisors, third-party model portfolios, and various analytical methods, managing a wide range of asset types to align with clients’ financial objectives.

Benjamin Selinger is a financial advisor at Thurston Springer Advisors in Fort Lauderdale, FL, with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for three years. Prior to his financial career, he spent several years in full-time education and worked at Camp Manitou. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary services tailored to client goals. The firm employs both traditional buy-and-hold and active investment strategies and integrates its advisory services with affiliated broker-dealer and insurance entities.

Phong Truong is a financial advisor at Sound Income Strategies, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Merrill, Bank of America, and Allstate Insurance Company. Outside of his advisory role, Truong coaches soccer for junior and senior high school students. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other registered investment advisers. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, alongside a scalable advisor network and a range of services including sub-advisory ETF management and insurance planning.

Marco Triassi is a financial advisor at Cardinal Point Wealth Management with a Series 65 designation and over a decade of industry experience. His career includes roles at RBC Wealth Management and Scotia Bank MD Private Investment Council prior to joining Cardinal Point Capital Management. Cardinal Point Wealth Management serves individual and high-net-worth clients, trusts, estates, and business entities by offering discretionary portfolio management, financial planning, tax preparation, and non-discretionary investment advice. The firm employs a long-term, globally diversified asset-allocation approach combining low-cost core exposures with quantitatively screened satellite positions and tactical adjustments.

Douglas Branch is a financial advisor with Merit Financial Advisors in Oakland Park, FL, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior work includes roles at LPL Financial Corporation and Purshe Kaplan Sterling Investments. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios utilizing centrally managed models and a combination of fundamental, technical, and cyclical analysis.

William Dahm III is a CFP® professional with five years of industry experience, currently serving at Provenance Wealth Advisors. His prior roles include positions at PWA Securities LLC, Citizens Securities, Inc., and RBC Capital Markets. Provenance Wealth Advisors manages approximately $3.63 billion in assets, providing portfolio management, financial planning, retirement planning, and consulting services to a diverse client base including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a multi-custodial platform and a range of investment strategies including equities, ETFs, mutual funds, and option strategies.