Warren Marmorstein is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2012 and has operated his own firms, including Warren A. Marmorstein and WAM INC., since the mid-1990s. Outside of his advisory roles, he is president of several entities providing fixed insurance, income tax, trust services, and elder care planning, and he is a certified public accountant. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets, serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a structured investment approach supported by Envestnet technology, utilizing both internal and third-party portfolio models, and offers both model-based and advisor-managed solutions across multiple custodians.

William Gordon is a CFP® with 34 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2019. He has previously worked at Capital Financial Services Inc. and Retirement Wealth Resources, Inc., where he has retained affiliations for over two decades. Outside of advisory services, he is president of several related entities involved in fixed insurance sales, tax preparation, and also manages a condominium association. 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, utilizing a combination of internally developed models and third-party managers to implement and monitor client portfolios.

Christopher Smith is a financial advisor at Great Valley Advisor Group, LLC with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked with Gaines Financial Group and LPL Financial since 2012. In addition to his advisory role, he is also licensed as a real estate agent. Great Valley Advisor Group is a multi-team SEC-registered 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 through a combination of in-house strategies and third-party managers.

Sanford Steinberg is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes roles at Aegis Capital Corp., Quadstar Capital Advisors, Inc., Gunnallen Financial, Inc., Stanford Group Company, Stillpoint Wealth Management, LLC, and Citigroup Global Markets. He has a non-investment affiliation related to medical insurance. A.G.P. / Alliance Global Partners operates a multi-team platform of approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies with co- and sub-advisory relationships and offers services including portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance product sales.

Shane Phillips is a financial advisor with Provenance Wealth Advisors based in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 14 years of industry experience. His prior work includes positions at Merrill and Robert Baird & Co., and he has been with Provenance Wealth Advisors and its affiliated entities since 2015. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and retirement services using a multi-custodial platform and a variety of investment approaches, supported by 18 investment professionals.

Madeline Giordano is a financial advisor with Advisory Services Network in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with West Street Financial Services since 2006, where she also serves as managing member of the firm’s service company. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Justin Savich is a financial advisor at Kovack Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors, Inc., Securities America Inc., and Legacy Advisors Wealth Management. Outside of his advisory role, he is president of Life Success Group, LLC, a personal development and motivational speaking business. 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, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a model-driven approach supported by Envestnet and incorporating both internal and third-party managers.

Stuart Greenberg is a financial advisor with Advisory Services Network and holds a Series 65 designation. He has 20 years of industry experience and has been managing his own CPA firm, Greenberg & Company LLC, since 1990, where he handles tax preparation, auditing, and consulting. Prior to joining Advisory Services Network, he worked at Park Piedmont Advisors LLC for 19 years. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a variety of investment strategies and implementation options.

Scott Goldstein is a financial advisor with Nfsg Corporation, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Newbridge Securities Corporation since 2000. Outside of his advisory role, he is a managing partner in Intelligent Holdings, Inc., an internet marketing and advertising business. Nfsg Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management and financial planning, employing a range of investment strategies and often utilizing third-party asset managers on both discretionary and non-discretionary bases.

Robert Spitler is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Newbridge Financial Services Group, Bridge Line Advisors, and IBD Wealth Management. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk tolerance.

Bryan Rathman is a financial advisor with Nfsg Corporation in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Newbridge Securities since 2011. Outside of his advisory role, he serves as Senior Vice President of Investments at First Colonial Group LLC in New York. 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, financial planning, and third-party asset manager selection, utilizing diversified portfolios and an internal portfolio manager to support its Investment Adviser Representatives.

Jared Bolotin is a financial advisor at Prosperity - An EisnerAmper Company with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual and MetLife Securities. He serves as the treasurer and executive board member of the Broward Sheriff's Advisory Council, where he assists with budgeting and grant approvals. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets and emphasizes asset allocation and diversification using both discretionary and non-discretionary management approaches.

Raffi Vartanian is a financial advisor with Kingswood Wealth Advisors, LLC, based in Boca Raton, FL, holding a Series 63 designation and bringing 34 years of industry experience. His career includes roles at Morgan Stanley, UBS Financial Services, and Citigroup Global Markets. 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, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform, frequently utilizing third-party managers, and is notable for its integration with affiliated financial entities and support for insurance-linked account management.

Geronal Hurdle is a financial advisor with Nfsg Corporation, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Newbridge Securities Corp since 2020 and Newbridge Financial Services Group since 2025. Outside of financial advising, he manages a real estate investment business focused on property flipping. Nfsg Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and customized portfolios, employing fundamental, technical, and cyclical analysis and frequently using third-party asset managers.

Sommer O'Neil is a financial advisor at Kovack Advisors, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2016. Outside of her advisory role, she co-owns a cow-calf operation and serves as a notary public. 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, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to third-party managers through a technology-supported investment process.

Richard Gow is a financial advisor with Compound Planning, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Morgan Stanley and multiple advisory firms. Gow volunteers with the Alzheimer’s Association as a national speaker on financial planning and legal issues. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools and offers access to in-house and third-party investment models, including alternatives such as private REITs and private credit.

Christopher Rios is a CFP® professional affiliated with IFG Advisory, LLC and has 10 years of industry experience. He has worked with IFG Advisory and LPL Financial since 2018 and was previously with Eaton Vance Management and Eaton Vance Distributors, Inc. from 2016 to 2018. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment strategies and third-party managers, offering both discretionary and non-discretionary portfolio management along with specialized planning services such as real estate analysis and retirement plan consulting.

Rachael Grattan is a CFP® professional with nine years of industry experience, currently serving as an advisor at Team Hewins, LLC since 2018. She previously worked at Adam Financial Associates, Inc. for five years before joining Team Hewins. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm emphasizes a structured investment process managed by an Investment Committee, offering retirement plan services and utilizing a mix of mutual funds, ETFs, independent managers, and private investment funds.

Andrew Greep is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior experience includes roles at Ronald Blue & Co., Morgan Stanley, Merrill, and Citigroup Global Markets. He is also an overseer at Bible Church at Bethel Ranch in Texas. 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 both internally created models and third-party managers to manage portfolios through an Envestnet-supported workflow.

Maigualida Lanzetta Gomez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 18 years of industry experience. She has worked at Bolton Securities and Bolton Global Capital since 2021, following five years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s investment approach is tailored by independent adviser representatives and typically emphasizes long-term strategies using mutual funds, ETFs, equities, and fixed-income securities, while allowing tactical trading and rebalancing.