Vera Jefremovas is a financial advisor at Asset Allocation Strategies, LLC with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at GLP Investment Services, LLC and Asset Allocation Strategies since 2025. Outside of her advisory role, she is an independent contractor insurance agent specializing in fixed and indexed annuity sales and also works as a language interpreter for Portuguese-English and Spanish-English pairs. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation models and incorporates portfolio financing strategies tailored to clients’ liquidity and risk profiles.

Michelle Vartanian is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 44 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services Inc. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and consulting services. The firm employs a tailored investment approach using an open-architecture platform and often works with third-party managers, integrating insurance-linked account management within its operational model.

Karolyn Mc Donald is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Arbor Financial Services and Atlantic Music Center. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse range of clients, including individuals, pension plans, trusts, corporations, and other registered investment advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, and provides a scalable advisor network alongside specialized family-office style services.

Kenneth Arnold is a financial advisor with OneSeven in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His previous roles include positions at Wells Fargo Advisors and Great Lakes and Atlantic Wealth Management. He serves as General Partner and Investment Manager for several private funds focused on global opportunities and digital assets. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios, internal due diligence, and uses both discretionary and non-discretionary arrangements, often implementing strategies through unaffiliated independent managers and third-party platforms.

Scott Graver is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with New Edge Wealth, having joined the firm in 2024 after eight years at Bank of America and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a variety of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and technology tools such as AI-assisted analytics.

Neil Bradie is a financial advisor at NFSG Corporation with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including National Securities Corp, B. Riley Wealth Management, and Kestra Advisory Services LLC. Neil is based in Coral Springs, FL. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, customizing portfolios using a variety of investment strategies and asset types.

Rodrigo Ortiz is a financial advisor with Kovack Advisors, Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2013 and has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and provides financial planning alongside third-party manager recommendations.

Deanna Pelletier is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining First Advisors National, she worked at Asset Allocation Strategies, LLC and has a long career with Broward County Schools. She also serves as an independent insurance agent, marketing fixed and indexed annuity products to public school employees through ValuTeachers. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation methodologies while overseeing third-party money managers.

Michael Boggiano is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and also conducts insurance business through WealthCare Financial, where he dedicates significant time. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs both predefined model portfolios and custom strategies that incorporate quantitative analysis and tactical asset allocation, and it serves a variety of clients including high-net-worth individuals, trusts, and pension plans.

Jason Forstot is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has been associated with Gaines Financial Group, Inc. dba Swan Wealth Management Group and LPL Financial, LLC since 2016. 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, utilizing a combination of in-house strategies and third-party managers with ongoing portfolio oversight.

Scott Peterson is a financial advisor with Advisory Services Network holding a Series 66 designation and 33 years of industry experience. He has worked at firms including Ballast Advisors, LLC and Ameriprise Financial Services, Inc. Since 2024, he has also been a licensed insurance agent specializing in fixed annuities and life insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of management and consulting services tailored to client objectives, utilizing various securities and third-party managers.

David Lorber is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 66 and Series 63 credentials and bringing 30 years of industry experience. His prior work includes roles at Newbridge Securities Corporation, Edward Jones, and The Prudential Insurance Company of America. Outside of advising, he has engaged in insurance sales for life, health, and variable annuity products. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers a range of portfolio management solutions supported by internal research and third-party asset managers, and it is affiliated with Newbridge Financial and related brokerage and clearing entities.

Donald Swinarski is a financial advisor at Kovack Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has been with Kovack Securities, Inc. since 2017. In addition to his advisory role, he is the managing partner of Swinarski & Company, CPA, where he oversees tax preparation, financial statements, accounting, bookkeeping, payroll, and consulting services. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm focuses on diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning and retirement account management, and recommends third-party asset managers and model portfolios.

Marcus Arneaud is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior experience includes roles at B. Riley Wealth Advisors and Investacorp, Inc. He serves as treasurer for the Fort Lauderdale Alumni Chapter of Kappa Alpha Psi, a fraternal organization that sponsors community service, social welfare, and academic scholarship programs. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm employs a diversified investment approach primarily using mutual funds and ETFs, alongside third-party asset manager recommendations and financial planning services.

Stephen Laforte is a Series 65-licensed financial advisor at Citizens Private Wealth with one year of industry experience. His prior work includes roles at Citizens Securities, Citizens Bank NA, Clarfeld Financial Advisors, Fifth Third Bank, BNY Mellon, and First Union Securities. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm focuses on tailored long-term asset allocation within an open-architecture framework and offers discretionary portfolio management supported by a Chief Investment Officer, along with tax, estate, and business consulting services.

Jason Coopersmith is a CFP® with 11 years of industry experience, currently serving at ValMark Advisers, Inc. in Fort Lauderdale, FL. He previously worked at Axa Advisors, LLC and has held multiple roles within MassMutual-related firms since 2017. Outside of his advisory work, he is involved in managing member and ownership roles in several non-investment related service corporations and holds a minority ownership and financial planner position at Platinum Peak Advisors, LLC. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Richard Karp is a financial advisor with Advisory Services Network who holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Advisory Services Network in 2024, he worked at Lincoln Financial Advisors and Moors & Cabot. He is also president of Karp Health & Wealth, an LLC that manages business expenses, and is licensed to offer indexed annuities, fixed annuities, and traditional life insurance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm provides portfolio management, financial planning, and investment consulting across a broad range of asset types, managing approximately $8.6 billion in client assets.

Lynn Pagans is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She has worked with Great Valley Advisors since 2020 and has been associated with LPL Financial since 2012. Outside of her advisory roles, she serves as president of Lighthouse Point Financial Services, Inc., a non-investment-related business entity. Great Valley Advisor Group is an SEC-registered multi-team 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.

Louise Wallace is a financial advisor with OneSeven in Coral Springs, FL, holding a Series 63 designation and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and several investment management firms, including a current affiliation with MGO One Seven LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios of mutual funds, ETFs, stocks, and bonds, with access to alternatives and private placements. The firm follows a primarily long-term investment approach while allowing shorter-term trading when appropriate and offers both discretionary and non-discretionary arrangements.

James Fountain III is a financial advisor at Kovack Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kovack Advisors since 2016. Fountain is also president of Colquitt Insurance Services and owner of Fountain Family Farm, a pecan and forestry production business. Additionally, he volunteers as a facilitator for Financial Peace University, leading classes focused on personal finance and debt management. Kovack Advisors 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, employing a risk-based investment approach supported by both proprietary models and third-party managers.