Richard Slavik is a financial advisor at NFSG Corporation with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms, including Investacorp, Inc. and Kovack Securities, LLC. Additionally, he is involved in fixed insurance product sales. NFSG Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary asset management and employs both internal portfolio management and third-party asset managers, utilizing a variety of investment styles.

Carie Gratz is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She previously worked at Summit Brokerage before joining Kovack Advisors in 2017. Outside of her advisory role, she is a notary and also acts as a Medicare agent providing Medicare Advantage and supplemental insurance plans. 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 employs a diversified asset-class investment approach primarily through mutual funds and ETFs, while also recommending third-party managers and offering financial planning and account aggregation services.

Keely Escalante is a Series 65-licensed financial advisor at Kovack Advisors, Inc. with eight years of industry experience. She has worked at Kovack Advisors and Kovack Securities since 2025 and previously was involved with Sound Income Strategies and Finsett Solutions. Outside of her advisory role, she is a co-owner of a swimwear sales business and manages an insurance solutions company. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, financial planning, and third-party manager recommendations, with ongoing portfolio monitoring and client-specific fee arrangements.

Mark Czaja is a financial advisor at Hennion & Walsh Asset Management, Inc. with 43 years of industry experience. He has been with Hennion & Walsh since 2013 and has concurrently worked at Comprehensive Capital Corp. since 1991. He holds Series 63 and Series 65 licenses. Hennion & Walsh Asset Management provides investment advisory and portfolio management services mainly to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs a range of strategies across multiple asset classes and offers both discretionary and non-discretionary management through various programs, including wrap-fee and personalized UMA solutions.

Kelly Burke is a financial advisor at Exodus Wealth, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 licenses. Kelly has worked at various firms including Financial Planning Services, Inc., Fortune Financial Services, Inc., and Kestra Investment Services LLC. He is also the owner and president of Integrated Financial Strategies, an independent registered investment advisory firm. Exodus Wealth serves individuals, including high net worth clients, as well as trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers asset management, financial planning, and consulting services with a focus on continuous, tailored account supervision and a diverse investment approach using fundamental, technical, and cyclical analysis.

George Ossi is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining ValMark Advisers, he spent 24 years with Mass Mutual Investors Services and Massmutual Life Insurance Co. Outside of his advisory role, Ossi is a principal at Platinum Peak Benefits, a group health benefits firm. 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 emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Paul Squarcia Jr. is a financial advisor at Coastal Bridge Advisors with 26 years of industry experience. He holds the Series 66 designation and previously worked at One Charles Private Wealth Services and Purshe Kaplan Sterling Investments. Outside of advising, Squarcia is involved in managing a professional sport fishing team through Rhode Island Breakers AC LLC. Coastal Bridge Advisors provides financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios, often utilizing external managers and scenario analysis techniques.

Richard Vincent is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 65 credentials with 43 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2020 before joining A.G.P. / Alliance Global Partners. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.

Norman Batansky is a financial advisor at Independence Square Holdings, LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Blackridge Asset Management and Private Advisor Group. Batansky has been with Independence Square Holdings since 2023. Independence Square Holdings provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a variety of investment strategies and combines in-house portfolio management with third-party programs, emphasizing digital platforms and algorithmic tools.

Kyle Nichols is a financial advisor with Kovack Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2024. Prior to joining Kovack Advisors, he worked at Kovack Securities, Inc., Clarity Financial Planning, and Singer Wealth. 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 range of clients including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally developed models and third-party managers to construct and manage client portfolios.

Elieth Strunk is a financial advisor with NFSG Corporation in Boca Raton, FL, holding a Series 65 credential and eight years of industry experience. Prior to joining NFSG in 2026, Strunk worked at NewBridge Securities Corporation, Equitable Advisors, AXA Advisors, Lincoln Investment Planning, Morgan Stanley, and Bank of America. NFSG Corporation provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection, utilizing a range of investment instruments and multiple portfolio management approaches.

Christina Doone is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 credential and bringing 23 years of industry experience. Her prior roles include positions at OSAIC, Woodbury Financial Services, Inc., and Questar Asset Management. Outside of her advisory work, she is involved with Florida Mountains, Inc., a business offering specialty advertising products and property management services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations with a range of advisory programs, brokerage services, and insurance products, employing both discretionary and non-discretionary investment strategies.

Matthew Thomson is a financial advisor with IFG Advisory, LLC and holds the Series 66 designation. He has experience working with LPL Financial and Northwestern Mutual in various roles since 2021. Thomson is based in Ft. Lauderdale, FL. IFG Advisory, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs multiple investment strategies and uses sub-advisors and third-party managers to implement portfolios, offering both discretionary and non-discretionary management along with specialized services such as retirement plan consulting and real estate-related planning.

Raymond Saleeby Jr. is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 43 years of industry experience. Prior to joining Prospera in 2025, he worked for Cutter and Company Brokerage, Inc. for 24 years. Outside of his advisory work, he is involved in consignment sales and owns an invention pending patent approval. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms, combining firm models, third-party sub-advisers, and customizable allocations.

Harold Soria is a financial advisor at Kovack Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with Kovack Advisors since 2016, having also worked at Kovack Securities since 2014. The firm is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individual and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and sub-advisory programs. Kovack Advisors utilizes a risk-based, model-supported approach with ongoing monitoring and rebalancing across multiple custodians and execution venues.

Richard Rawls is a financial advisor at Sound Income Strategies, LLC with 15 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at KeStra Advisory Services and KESTRA Investment Services. In addition to his advisory role, Rawls is a marketing coach at Advisors Academy, where he trains advisors on business growth. 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, combining fundamental and technical analysis, and offers services including portfolio management, financial planning, insurance planning, and sub-advisory arrangements for exchange-traded funds.

John Cannella is a financial advisor with B. Riley Wealth Advisors, Inc. in Boca Raton, FL, holding Series 63 and 66 licenses and bringing 20 years of industry experience. His work history includes roles at B. Riley Wealth Management, National Asset Management, National Securities Corp, and Scottrade. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Glen Ladau is a CFP® professional with 31 years of industry experience, currently serving at ValMark Advisers, Inc. since 1999. His prior work includes roles at Minnesota Mutual and Matrix Financial Group. Outside of his advisory work, he provides accounting services. ValMark Advisers, Inc. offers investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.

David Brown is a CFP® professional with 24 years of experience in the financial services industry. He has been with Kovack Advisors, Inc. since 2006 and Kovack Securities Inc. since 2004. Brown is involved in several insurance-related businesses and serves as a member of the Coral Springs Police Pension Board. 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. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Steven Georgopoulos is a financial advisor at Pinnacle Investments, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dawson James Securities and Woodstock Financial Group, Inc. Additionally, he serves as president of GEORGOPOULOS INC, a non-investment-related business. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering financial planning, portfolio management, and advisory consultations.