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 with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Kovack Advisors, Fountain Financial Services, Colquitt Insurance Services, and W.H. Colson & Associates. Outside of his advisory work, he owns Fountain Family Farm, which produces pecans and manages forestry operations, and volunteers as a facilitator for Dave Ramsey’s Financial Peace University classes. 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, using a risk-tolerance based investment process that incorporates both internally developed models and third-party managers.

Jeffrey Paris 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 31 years of industry experience. Since 2009, he has been associated with Euro Pacific Capital Inc. 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 across a multi-team platform. The firm emphasizes international investing and offers discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, third-party sub-advisory arrangements, and brokerage and insurance product distribution.

Ed Maisonet is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Kovack Advisors and its affiliated entities since 2017, following previous roles at Ameriprise Financial Services and other firms. Maisonet also manages a separate insurance business through Maisonet Wealth Management Inc. 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, employing a risk-based approach with both internally developed models and third-party managers.

Gregory Vereen is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding 26 years of industry experience. His prior roles include positions at Investacorp Advisory Services, Securities America Advisors, and Valic Financial Advisors. Outside of his advisory work, he is involved with a wholesale travel club called Gott-Go Travel, sharing travel information with family. 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, employing a range of model-based and advisor-managed solutions across multiple custodians.

Manuel Rose is a financial advisor at Aegis Capital Corp. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Aegis in 2024, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2019 to 2024, and at Bank of America and Merrill from 2013 to 2019. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm operates both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Evan Harrigan is a financial advisor at Perigon Wealth Management, LLC in Boca Raton, FL, with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 11 years. Harrigan is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation of related recommendations. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction with regular monitoring and formal reviews and serves as both sponsor and overseer of wrap and sub-advisor arrangements.

Ruth Soto Ortiz is a financial advisor at Kovack Advisors, Inc. with nine years of industry experience. She has held roles at Kovack Advisors and Kovack Securities since 2019 and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of her primary role, she is involved with Strategic Capital Partners and Strategic Capital Group, providing financial planning and insurance services. 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, employing both internally created models and third-party managers to support portfolio management and financial planning.

Michael Knight is a CFP® credentialed financial advisor with seven years of industry experience, currently serving at Advisors Capital Management, LLC. His career includes multiple roles at Advisors Capital Management and prior experience at Sound Income Strategies, LLC and Arbor Financial Services. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, and employee benefit plans, providing discretionary portfolio management as an outsourced investment manager. The firm combines macroeconomic analysis with detailed security selection and manages over $8 billion in discretionary assets through a variety of customized and model-based investment strategies.

Patrick Baird is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Newbridge Financial Services Group, National Asset Management, and Vfinance Investments. B. Riley Wealth Advisors manages approximately $7.03 billion in client assets through around 274 advisors, offering a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Ricardo Latta is a financial advisor with Kovack Advisors, Inc. and holds Series 63 and Series 66 credentials. He has 40 years of industry experience, including prior roles at Wells Fargo Clearing and Prudential Equity Group. Latta is involved in nonprofit and educational organizations, serving on leadership and advisory boards for Nova Southeastern University and the American Heart Association. 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 plans, charitable organizations, and government clients using a risk-tolerance driven investment process supported by Envestnet, offering both model-based and advisor-managed portfolio solutions.

Andrew Wilkins is a CFP® professional with 14 years of experience in financial advisory roles. He currently serves at Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC since 2021, following six years with Bank of America and Merrill. He is a partner at Eagle Harbor Advisors, where he holds the role of Director of Wealth Planning and client acquisition and is an approved financial advisor for the NFL Players Association. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, including discretionary and non-discretionary account management, supported by institutional and operational resources such as a trust company affiliation and third-party adviser relationships.

Jacalyn Ferreira is a financial advisor at Parallel Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Eaton Financial Group and Royal Capital Management LLC. Parallel Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, businesses, trusts, estates, and charitable organizations. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, and utilizes technology platforms for tax-efficient account management and portfolio rebalancing.

Jeffrey Daut is a financial advisor with NFSG Corporation in Boca Raton, FL, holding a Series 66 designation and 29 years of industry experience. His career includes roles at Newbridge Financial Services Group Inc, NewBridge Securities Corporation, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also licensed to sell insurance products, spending part of his time on accident, health, life, variable life, and variable annuity insurance sales. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes a range of investment instruments and offers both discretionary and non-discretionary portfolio management supported by internal research and external sub-advisors.

Marcelo Tresierra is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Kanen Wealth Management LLC, Rockefeller Financial LLC, and The Keyes Company. Outside of finance, he has worked as a bartender at Trattoria Romana in Boca Raton. Kestra Private Wealth Services, LLC provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutions, managing approximately $13.45 billion in client assets. The firm offers a wide range of investment products and specialized services, including annuity subaccount and 529 plan management, supported by institutional affiliations and operational capabilities.

Brandon Kaletkowski is a financial advisor with Northern Trust Securities, Inc. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. Prior to joining Northern Trust Securities and Northern Trust Company in 2026, he worked at Truist Advisory Services, Addison Capital LLC, and Oceanfirst Bank. 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. The firm offers model-driven, discretionary portfolio management through Separately Managed Accounts and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services.

Nathaniel Burstin is a financial advisor at Merit Financial Advisors with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Biltmore Capital Advisors, Wells Fargo Clearing Services, and RBC Capital Markets. Burstin took a brief career break for extended travel before joining Merit Financial Advisors in 2019. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, as well as retirement plans and institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed sleeves and model portfolios, supported by an internal investment management team and an investment committee.

Richard Slavik is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at NewBridge Securities Corporation, Kovack Securities, LLC, and Investacorp, Inc. Outside of advisory services, he has involvement in fixed insurance product sales. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs diversified portfolio construction and offers access to both internal portfolio management and third-party asset managers through discretionary and non-discretionary arrangements.