Richard Myer is a financial advisor at Brookwood Investment Group with seven years of industry experience. He holds a Series 65 designation and previously worked at Redwood Private Wealth LLC and Blackridge Asset Management, LLC. In addition to his advisory role, he is an independent insurance producer and managing director of Redwood Tax Specialists. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains proprietary partner offices alongside affiliated insurance, compliance, and CPA businesses.

Victoria Ricker is a CFP® with 39 years of industry experience, currently serving as a financial advisor at DayMark Wealth Partners, LLC. She previously worked at Janney Montgomery Scott, LLC for eight years and held positions at Morgan Stanley and Morgan Stanley Private Bank between 2011 and 2017. In addition to her advisory role, Ricker serves as a FINRA arbitrator. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis, employing a variety of analytical methods and access to alternative investments, and is notable for its role as a private fund adviser and its integration of fee-based insurance products within its wealth management services.

Lauren Gilbert is a financial advisor at Kovack Advisors, Inc. with three years of industry experience. She holds a Series 66 credential and has worked at Kovack Advisors and Kovack Securities since 2019. Prior to her career in finance, Gilbert held roles in education and retail. 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 clients, utilizing a risk-tolerance based investment approach supported by Envestnet and a mix of proprietary and third-party models.

Margaret Pulecio is a financial advisor at Kovack Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Spectrum Planning Group since 2011. Outside of her advisory role, she serves as an office manager for Certified Marketing Centers, dedicating a significant amount of time to that activity. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and municipal clients, offering portfolio management and financial planning services using both internally created models and third-party managers.

Warren Marmorstein is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 license and bringing 24 years of industry experience. He has operated his own entities, including Warren A. Marmorstein and WAM INC., since the mid-1990s and serves as president of several related businesses focused on wealth management, fixed insurance, tax services, and elder care planning. 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 combination of internally developed models and third-party managers for portfolio management supported by an Envestnet workflow.

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 Series 63, 65, and 66 licenses and has worked at LPL Financial since 2012, with prior experience at Gaines Financial Group and Fifth Third Securities. Outside of advisory services, he is also active as a licensed real estate agent in Palm Beach Gardens, FL. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party platforms for portfolio construction and oversight.

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 prior roles include positions at Citigroup Global Markets, Quadstar Capital Advisors, and Aegis Capital Corp. He has a limited affiliation with a medical insurance entity unrelated to investment activities. 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 through a multi-team platform. The firm offers a range of portfolio management and financial planning services, emphasizing international investing and managing pooled vehicle accounts alongside traditional advisory and brokerage operations.

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, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She spent 17 years at West Street Financial Services and serves as the managing member of West Street Financial Services LLC. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

Justin Savich is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2021. Prior to that, he was with Transamerica Financial Advisors and Securities America, among other firms. Outside of his advisory work, Savich is involved in personal development, serving as president and program director of Life Success Group, LLC, which focuses on personal training, life coaching, and motivational speaking. 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 clientele including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services with a model-based and advisor-managed investment approach.

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.

Irvin Dudley Tiu is a financial advisor with Great Valley Advisor Group, LLC based in Boca Raton, FL. He holds Series 63 and Series 65 registrations and has two years of industry experience. His prior work includes roles at LPL Financial, Trinity Wealth Securities, and Florida Financial Advisors, as well as non-financial experience with The Cheesecake Factory and Florida Atlantic University. 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 through a combination of in-house strategies and third-party managers.

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 with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has been with Kovack Advisors and Kovack Securities since 2016. Outside of her advisory role, she is co-owner of a cow-calf operation in Punta Gorda, FL. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, employing a risk-based, model- and advisor-managed investment approach supported by the Envestnet platform.