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 at Kovack Advisors, Inc. with 31 years of experience in the industry. He holds Series 63 and Series 65 designations and has worked at firms including Merrill Lynch, UBS Financial Services, and Kovack Securities. 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, offering portfolio management, financial planning, and sub-advisory services using a combination of internally created models and third-party managers.

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.

Donald Swinarski is a financial advisor at Kovack Advisors, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at Kovack Securities, Inc. since 2017. In addition to his advisory role, Swinarski is the managing partner of Swinarski & Company, a CPA firm providing tax, accounting, and consulting 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 a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, banks, and governmental entities, employing a risk-based investment approach supported by Envestnet technology and using both internally created models and third-party managers.

Marcus Arneaud is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior firms include B. Riley Wealth Advisors and Investacorp, Inc. He serves as treasurer for the Kappa Alpha Psi, Inc. Fort Lauderdale Alumni Chapter, a fraternal organization that sponsors community service programs and academic scholarships. 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 workflow supported by Envestnet and utilizing both internally created models and third-party managers to manage client portfolios.

Stephen Laforte is a financial advisor with Citizens Private Wealth holding a Series 65 credential and two years of industry experience. His prior roles include positions at FIFTH THIRD BANK, BNY Mellon, and First Union Securities, Inc.-ISG. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on tailored, long-term asset allocation within an open-architecture framework and offers discretionary portfolio management supported by both quantitative and qualitative research.

Jason Coopersmith is a CFP® professional with 12 years of industry experience, currently serving at ValMark Advisers, Inc. He has previously worked at Mass Mutual Investors Services and Axa Advisors, LLC. Outside of his advisory role, he is the managing member of Coopersmith Financial Corporation and holds ownership interests in Platinum Peak Advisors, where he also serves as Vice President and financial planner. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plan sponsors, and institutional entities. The firm utilizes a goal-based, diversified investment approach with various proprietary and third-party platforms, and is notable for its involvement with investment-company products and index licensing.

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.