Craig Jaffe is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. He has been with United Capital Financial Advisors since 2011 and previously worked at Girard Securities Inc. United Capital Financial Advisors provides comprehensive financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers customized solutions including ESG and faith-based portfolios, supported by proprietary technology and a range of internal and external investment resources.

Mark Samson is a financial advisor at XML Financial Group with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2012 to 2022. Samson is a principal at BR Financial Associates Management Company, LLC, involved in managing entities related to XML Financial. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves nearly 2,900 clients with a range of services including discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities.

Paul Rosen is a financial advisor with ValMark Advisers, Inc. in Fort Lauderdale, FL, holding a Series 66 designation and possessing 16 years of industry experience. He has been with Valmark Securities, Inc. since 2014 and has operated Rosen Corporation, a general business consulting service, since 1994. Rosen serves on the board of the Florida Association of Government Guaranteed Lenders, Inc., a nonprofit trade organization. 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 advisors. The firm employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and advisory services.

James Fountain IV is a financial advisor at Kovack Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2016. In addition to his advisory roles, Fountain is president and owner of Fountain Financial Services, Inc., and he volunteers as a class leader for Dave Ramsey's Financial Peace University. 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, retirement plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services using a combination of proprietary models and third-party managers.

Walter Priebe is a financial advisor at NFSG Corporation with 41 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Newbridge Securities Corp in 2014, he spent 25 years at Priebe Investment Plans, Inc. Outside of his advisory role, he is involved in entrepreneurial activities including managing Windcatcher LLC, which develops an automotive accessory, and he hosts a weekly live radio show covering various topics. He also serves as a football official for the Broward Football Officials Association. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary asset management, employs an internal portfolio manager for research and trading support, and utilizes third-party asset managers with various investment styles.

Prakash Ramlakhan is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. He has been affiliated with the University of the West Indies since 2005. In addition to his advisory role, he works as a financial consultant assisting the Trinidad and Tobago Electricity Commission Pension Plan with fund manager selection, performance analysis, and reporting. 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, employing a combination of internally created models and third-party managers to manage portfolios across multiple custodians.

Patrick Farrell is a financial advisor at Sound Income Strategies, LLC with 40 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes two decades at Investacorp Advisory Services, Inc. and various roles within the Sound Income affiliated entities. Outside of advising, Farrell reviews client tax returns for planning opportunities as a CPA. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, actively managing portfolios through fundamental and technical analysis while also providing insurance planning and educational workshops via affiliated entities.

Kyle Jones is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with A.G.P. / Alliance Global Partners and has previously worked at Edward Jones. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm offers a range of portfolio management and financial planning services, with a notable focus on international investing and managing pooled-vehicle accounts.

Susan Jones is a CFP® professional at Savvy with five years of industry experience. She previously worked at Plancorp, LLC for four years and BKD, LLP for eight years before joining Savvy in 2025. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Richard Lincoln is a CFP®-certified financial advisor with 30 years of experience, currently with Prosperity Capital Advisors. His prior experience includes roles at Woodbury Financial Services and Retirement Concepts Group, where he also serves as owner. Lincoln holds additional registrations as a Series 63 and Series 65 representative and is involved in insurance sales and holistic wealth management through his business activities. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing model suites from providers such as BlackRock, Dimensional, and Vanguard, along with advisor-directed portfolios and third-party sub-advisors.

Rafael Gutierrez is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 22 years of industry experience. He has worked at Kovack Advisors since 2014 and previously held roles at Fortitude Advisory Group, Merrill, and LPL Financial. Outside of his advisory work, Gutierrez is involved in several non-investment-related business ventures, including partnerships in currency exchange, insurance, logistics, and transportation, as well as serving on the board of a country club. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, charitable organizations, and government entities. Kovack employs a risk-tolerance-based investment approach using both internally created models and third-party managers, monitoring and adjusting portfolios as needed across multiple custodians and execution venues.

Enrique Vazquez Bou is a financial advisor at Kovack Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2015. Outside of his advisory role, he is an authorized representative for a fixed insurance agency. 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, as well as pension plans, charitable organizations, banks, and government entities, utilizing a range of advisory services supported by Envestnet technology and both internal and third-party investment models.

Rosemary Guerrero is a financial advisor at Sound Income Strategies, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 626 Holdings and DPI of North Broward. Guerrero also serves as Director of Operations at Sound Income Strategies, overseeing back-office and trading operations. 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, employing fundamental and technical analysis, and offers specialized services including family-office and special-needs planning.

Todd Weatherwax is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 65 and Series 66 licenses and nine years of industry experience. He has previously worked at Newbridge Securities Corporation, Valic Financial Advisors, and Primerica Financial Services. Outside of advisory roles, he is also active as an insurance agent. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, and frequently employs third-party asset managers to meet client objectives.

Dale Smith is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at B. Riley Wealth Advisors and B. Riley Wealth Management since 2022 and was previously with National Securities Corporation for nine years. 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 wide range of advisory programs, financial planning, and retirement solutions.

Craig Petrassi is a financial advisor at Kestra Private Wealth Services, LLC with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at TIAA before joining Kestra in 2021. Petrassi is the founder and portfolio manager of Evoke Wealth Management and serves as president of the Grand Cascades Lodge Condo Association board. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages a diverse range of client assets and offers access to various investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Eyal Galinsky is a financial advisor at Mutual Advisors, LLC with 36 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior roles include positions at American Portfolios Financial Services, SlateStone Wealth, LPL Financial, and Mass Mutual Investors Services. Outside of advisory work, he is an independent insurance agent. Mutual Advisors, LLC serves a broad client base ranging from individual investors to institutional clients, offering services including asset management, financial planning, and ERISA plan consulting. The firm combines active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors.

Joseph Galinskie is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at B. Riley Wealth Management and National Asset Management, among other firms. Outside of his advisory role, he serves as a FINRA arbitrator on dispute resolution panels. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through around 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Daniel Limmer is a CFP® professional with 33 years of experience in financial advising. He is currently with Procyon Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. Prior to this, he worked at American Portfolios Financial Services, Inc. and Innovative Planning Services. In addition to his advisory work, he consults on health and wellness marketing through Supreme Self Wellness. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in client assets and utilizes a combination of fundamental analysis, internal portfolio construction, and access to independent managers.

Marc Brown is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for 18 years. Outside of his advisory role, Brown engages in coaching and speaking at universities and organizations on the advantages of investing. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios and frequently utilizes third-party asset managers through discretionary and non-discretionary arrangements.