Harsh Dev is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 credentials. He has seven years of prior experience at Northern Trust and two years at Cornerstone Research. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers model asset-allocation portfolios based on Modern Portfolio Theory and supports independent advisors and RIAs through its Forum Advisor Alliance division.

Jeffrey Bliss is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and 17 years of industry experience. He has been with Sound Income Strategies since 2016 and has prior experience at Summit Wealth Partners and Wealthwise Technologies Advisory Group. He serves as Vice President on the board of the Fountains Professional Center Condo Association and is involved in Rockin' Roses, LLC, where he participates in live performances, event scheduling, and social media management. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, employing fundamental and technical analysis, active portfolio management, and third-party manager allocations, alongside offering insurance planning and educational workshops.

Charlie Meagher is a financial advisor at Kovack Advisors, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kovack Advisors and Kovack Securities since 2014, as well as First Financial since 2000. Outside of his advisory roles, he serves as a board member for Ducks Unlimited and its East Cobb chapter. 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, using a comprehensive investment approach supported by Envestnet and a combination of internally created and third-party managed portfolios.

Natascha Barone is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Icma Rc since 2017 and previously at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2013 to 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Ethan Van Eck is a financial advisor with SVB Wealth, holding a Series 66 designation and 17 years of industry experience. His career includes roles at First Citizens Investor Services, Truist Investment Services, and BB&T among others. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a disciplined investment process supported by an Investment Committee and offers sub-advisory relationships and consolidated reporting within its structure as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Charles Radlauer is an advisor at Sound Income Strategies, LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Kovack Securities, Inc. and NewBridge Securities Corporation. Radlauer serves as chief compliance officer at Sound Income Strategies and is also an insurance agent. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers portfolio management, financial planning, and specialized services including ETF sub-advisory and insurance planning.

Kelly Miller is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She has been with Kovack Advisors since 2015 and also owns Oak Tree Group, a financial planning firm she has operated since 1990. In addition to her advisory roles, she serves as treasurer of PEO-Chapter AQ, maintaining its books and records. 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 municipal clients, providing portfolio management, financial planning, and sub-advisory services through a process supported by Envestnet and a combination of proprietary and third-party investment models.

Andrew Farago is a financial advisor with B. Riley Wealth Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 66 credentials and having 20 years of industry experience. His prior work includes roles at National Securities Corp and Keller Williams. B. Riley Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporate clients, offering a variety of investment programs and managing approximately $4.21 billion in assets across about 173 advisors.

Oliver Grimard is a financial advisor at Clear Creek Financial Management, LLC, holding a Series 65 license with four years of industry experience. His prior work includes roles at Grow Holdings, LLC and Aqua Science. He is also involved in selling non-variable life insurance to clients. Clear Creek Financial Management serves individuals, high-net-worth clients, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers comprehensive financial planning and asset management with a focus on individualized account supervision, utilizing a range of investment strategies and algorithmic research through its Helios Quantitative Research division.

Richard Scheffer is a financial advisor at Kovack Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kovack Advisors since 2013, following 17 years at Truist Investment Services. Scheffer also operates Richard H. Sheffer, LLC, a fixed insurance sales business. 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, offering portfolio management, financial planning, and access to sub-advisory programs using a risk-tolerance based investment process.

Mark Trawick is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. His prior work includes nearly a decade with GWN Securities and several roles at VOYA Financial Advisors and related entities. Outside of his advisory role, he is a drummer in a non-investment related business. 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, employing a risk-based investment process with both internal and third-party models across multiple custodians and platforms.

Ana Diaz is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. Her prior roles include positions at Royal Alliance Associates, Inc. and JHFN SII. She is a board member of the Junior League of Boca Raton Endowment and also works as a career guidance counselor for mid-career adults and college students. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting with customized strategies delivered via model asset allocations, discretionary and non-discretionary manager relationships, and wrap program solutions.

Bobby Sharp Jr. is a financial advisor at Kovack Advisors, Inc. with 10 years of industry experience. He holds the Series 66 designation and previously worked at Cetera Advisor Networks LLC and VOYA Financial Advisors. Outside of his advisory role, he is involved in federal employee retirement training through the organization Fed Impact and owns an electrical contracting business. 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 both internally developed and third-party models to manage portfolios across multiple custodians.

Daniel Reich is a financial advisor with Fortis Capital Advisors, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Banyan Global Investment Advisors, LLC and Reich Investment Advisors LLC. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice through discretionary management, various investment styles, and model portfolios, incorporating passive, active, tactical, and ESG-oriented strategies.

Joseph Bodvake is a financial advisor at AlphaStar Capital Management with a Series 65 credential and one year of industry experience. Prior to his role at AlphaStar, he was associated with WealthCare Financial and also worked at Sushi by Bou. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a range of investment strategies including model portfolios and third-party portfolio construction tools, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Michael Mader is a financial advisor with United Capital Financial Advisors in Fort Lauderdale, FL, holding a Series 63 designation and 26 years of industry experience. He has worked at United Capital since 2018, with prior roles at Cetera Advisor Networks and Cambridge Investment Research. Outside of his advisory work, Mader manages a real estate organization and holds ownership interests in residential properties. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates a platform that assists independent advisors with technology and practice management.

Stephen De Marco is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LBMZ Securities, Inc., Advyzon, and Molo Solutions. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies including all-cap core, dividend, quantitative, and fixed-income approaches. The firm combines proprietary quantitative models with qualitative portfolio management and distributes strategies through multiple platforms, including wrap-fee and unified managed accounts.

Timothy Ciraulo is a financial advisor with Hennion & Walsh Asset Management, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Hennion & Walsh since 2013 and has been affiliated with PMK Securities & Research since 2002. Hennion & Walsh Asset Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, and plan sponsors. The firm offers a range of programs including wrap-fee portfolio management, personalized UMA, and managed accounts, utilizing both fundamental and technical analysis with various investment strategies across multiple asset classes.

Michelle Jessup Mckenzie is a financial advisor at Synovus Securities, Inc. with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Synovus Securities since 2019. Prior to that, she held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. from 1996 through 2019. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a client risk-tolerance questionnaire and due diligence processes to guide asset allocation and manager selection.

Rachel Bonnet is a CFP® with one year of industry experience currently with Citizens Private Wealth in Boca Raton, FL. She has previous experience at Fifth Third Bank and BNY Mellon. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers tailored investment management strategies through a discretionary platform overseen by a Chief Investment Officer and provides additional services including tax and estate structuring as well as business consulting for multigenerational family and closely held business matters.