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.

Suzanne Katz Riesner is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and 65 licenses and over 32 years of industry experience. She has been with Mutual of Omaha and its affiliated insurance company since 1991. In addition to her advisory role, she is part owner of a consulting firm focused on HR compliance related to ERISA and the Affordable Care Act and owns an insurance agency specializing in life, health, vision, and other related products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works primarily through an Envestnet platform and integrates broker-dealer and insurance services within the Mutual of Omaha group.

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.

Carie Gratz is a financial advisor at Kovack Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2017. Prior to that, she worked at Summit Brokerage from 2009 to 2017. Outside of her advisory role, Gratz is involved in several financial-related activities including operating her own business, Stuart Financial, providing notary services, and acting as a Medicare agent. 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, utilizing both internally created and third-party investment models supported by an Envestnet workflow.

Keely Escalante is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her prior work includes roles at Kovack Securities, Inc. and Sound Income Strategies, among others. Outside of her advisory work, she is involved in swimwear sales as a co-owner of Kissea Kinis, LLC. 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, utilizing a combination of internally created models and third-party managers to construct and manage portfolios.

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 designations and has previously worked at firms including Fortune Financial Services, Inc., Kestra Investment Services LLC, LPL Financial, and Equitable Advisors. Burke is also the owner-president of Integrated Financial Strategies, LLC, an independent registered investment advisory firm. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by offering asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets and emphasizes tailored portfolio supervision using a mix of fundamental, technical, and cyclical analysis across various investment strategies.

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.

Richard Vincent is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, Oppenheimer Asset Management, and CIBC World Markets. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a variety of portfolio management and financial planning services, along with active broker-dealer operations and management of pooled vehicles.

Norman Batansky is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 65 credentials. He has 49 years of industry experience and has previously worked at firms including Blackridge Asset Management, PEAK Brokerage Services, Private Advisor Group, LPL Financial, and RBC Capital Markets. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm operates as a multi-team adviser employing a combination of customized portfolios, model portfolios, and third-party solutions, with a notable emphasis on digital platforms and a broad range of investment options including alternatives and digital assets.

Kyle Nichols is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation. He has experience working at Kovack Securities, Inc., Clarity Financial Planning, and Singer Wealth. Prior to his advisory roles, he was employed at Nova Southeastern University and American Heritage. 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 government entities, offering a range of portfolio management and financial planning services.

Elieth Strunk is a financial advisor with NFSG Corporation based in Boca Raton, FL, holding a Series 65 designation and nine years of industry experience. Prior to joining NFSG Corporation 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 and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of asset management solutions and employs an internal portfolio manager to support its advisors with research, model portfolios, and discretionary trading.

Christina Doone is a financial advisor at Ausdal Financial Partners, Inc. with 24 years of industry experience. She holds the Series 66 designation and has held previous roles at OSAIC, Woodbury Financial Services, and Questar Asset Management. She is also the owner of a specialty advertising and bookkeeping business in Pompano Beach, FL. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a wide range of advisory and brokerage services tailored to client objectives, using multiple custodians and integrating third-party managers and model portfolios.