Christopher Budny is a CFP® professional with nine years of industry experience, currently affiliated with Brighton Jones LLC in Fort Lauderdale, FL. His prior experience includes roles at Beacon Pointe Advisors, Wescott Financial Advisory Group, and The Vanguard Group. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family office clients through multiple operating brands. The firm offers a whole-balance-sheet approach, discretionary portfolio management, and access to private and public investments, supported by an affiliated ecosystem including a trust company and private investment fund management.

Matthew Kondrath is a financial advisor at Ausdal Financial Partners, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including American Portfolios Financial Services, Edward Jones, and MBSC Securities Corporation. Outside of his advisory role, he is CEO of MPK Financial and assists clients with insurance needs through Seabreeze Wealth Management. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for more than 16,000 clients. The firm offers a variety of advisory and brokerage services, tailoring investment strategies to clients’ objectives and risk profiles while integrating multiple custodians and third-party managers.

Nicole Carlon is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2022. Her prior roles include positions at American Portfolios Financial Services, SlateStone Wealth, LLC, and LPL Financial LLC. She holds a life insurance license but does not actively sell insurance products. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies and offers a range of advisory services tailored to client objectives, managing approximately $9.45 billion across 154 advisors.

Steven Archer is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Retirement Income Source, LLC since 2025, as well as Strategic Senior Benefits Group and Sound Income Strategies since 2017. Archer also served at Advisors' Academy from 2013 to 2018. Outside of his advisory role, he is involved in leadership and growth activities at Strategic Senior Benefits Group and Retirement Income Source, focusing on sales, marketing, recruiting, and coaching. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, corporations, and other investment advisers. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing sub-advisory relationships and institutional trading arrangements.

Felix Bosque is an investment advisor representative with Bolton Securities Corporation and Bolton Global Asset Management, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a joint owner of three rental properties in Florida. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation, while also facilitating access to third-party managers and wrap-fee platforms.

Carole Donohoo is a financial advisor at Kovack Advisors, Inc. with 43 years of industry experience. She holds a Series 63 designation and has worked at firms including Regulus, LLC and Regal Investment Advisors, LLC. Outside of her advisory role, she owns a business involved in income tax preparation, publishing, and authoring books. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, banks, and state and municipal clients. The firm uses an Envestnet-supported workflow and combines internally created models with third-party managers to manage accounts across multiple custodians and execution venues.

Barbara Sacharow is a financial advisor at Modern Wealth Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at LWM Advisory Services, LLC and LPL Financial. Her other business activities include involvement with Legacy Wealth Management and The Wolf Cry, Inc. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm offers investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and retirement plans, supported by a centralized Investment Committee and a blend of strategic and tactical portfolio management.

Trace Shapiro is a financial advisor at New Edge Wealth with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, N.A. and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions alongside AI-assisted analytics.

Andres Bonell is a financial advisor with Bryn Mawr Trust Advisors, LLC in Boca Raton, FL, holding a Series 65 designation and 12 years of industry experience. He previously worked at Bell Rock Capital, LLC for seven years before joining Bryn Mawr Capital Management, LLC, where he has been for three years. Outside of advisory work, he is the managing member of a family-operated aviation parts business, Cirrus Enterprises LLC. Bryn Mawr Trust Advisors, LLC is an SEC-registered investment adviser serving individuals, trusts, foundations, corporations, qualified plans, and institutional clients. The firm offers discretionary investment management and fiduciary services, utilizing a combination of strategic asset allocation, tactical adjustments, mutual funds, ETFs, and selected independent managers, supported by a bank-affiliated structure and collaborative arrangements with WSFS Bank.

Jeffrey Eglow is a financial advisor with NFSG Corporation, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has worked at NFSG Corporation since 2017 and has prior experience with NewBridge Securities Corporation and SunTrust Advisory Services. He is also insurance licensed, dedicating a small portion of his business hours to that activity. NFSG Corporation provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension plans, trusts, and business entities. The firm constructs diversified portfolios and offers both discretionary and non-discretionary management, supported by internal portfolio management and third-party asset managers.

Craig Jaffe is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. He has been with United Capital Financial Advisors since 2011 and previously worked at Girard Securities Inc. United Capital Financial Advisors provides comprehensive financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers customized solutions including ESG and faith-based portfolios, supported by proprietary technology and a range of internal and external investment resources.

Leonardo Tedeschi is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 25 years of industry experience. He has worked at Bolton Global Capital and Bolton Global Asset Management since 2021, and previously spent seven years at Wells Fargo Advisors and five years at Wells Fargo Clearing. Outside of his advisory role, he is a co-owner of ATA Advisors, LLC, a private business entity unrelated to investments. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income with a long-term focus, while also supporting tactical trading and rebalancing.

Martha Swain is a CFP® professional with 25 years of experience in financial advising. She has worked at Provenance Wealth Advisors since 2010 and held positions at Raymond James Financial Services Advisors Inc. from 2013 to 2023. Provenance Wealth Advisors provides portfolio management, financial planning, retirement planning, and portfolio consulting to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $3.63 billion in assets across nearly 2,864 client relationships and employs a range of investment strategies including equities, ETFs, mutual funds, and options on a multi-custodial platform.

Paul Yates is a financial advisor at New Edge Wealth with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch for 17 years. Outside of his advisory role, he devotes time monthly to two business ventures, including an indoor golfing facility using simulation technology. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering comprehensive advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics with human oversight.

Paul Rosen is a financial advisor with ValMark Advisers, Inc. in Fort Lauderdale, FL, holding a Series 66 designation and possessing 16 years of industry experience. He has been with Valmark Securities, Inc. since 2014 and has operated Rosen Corporation, a general business consulting service, since 1994. Rosen serves on the board of the Florida Association of Government Guaranteed Lenders, Inc., a nonprofit trade organization. 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 employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and advisory services.

James Fountain IV is a financial advisor at Kovack Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2016. In addition to his advisory roles, Fountain is president and owner of Fountain Financial Services, Inc., and he volunteers as a class leader for Dave Ramsey's Financial Peace University. 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, retirement plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services using a combination of proprietary models and third-party managers.

Walter Priebe is a ChFC® credentialed financial advisor with 41 years of industry experience, currently affiliated with NFSG Corporation. He has worked at Newbridge Securities Corp since 2014 and has been leading Priebe Investment Plans, Inc. since 1989. Outside of his advisory work, he hosts a live weekly radio program and is involved in the development and sales of an automotive accessory called Windcatcher, which is in the process of being patented. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, and businesses. The firm customizes portfolios based on clients’ objectives and risk tolerance, employing a variety of investment strategies and frequently utilizing third-party asset managers.

Prakash Ramlakhan is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. He has been affiliated with the University of the West Indies since 2005. In addition to his advisory role, he works as a financial consultant assisting the Trinidad and Tobago Electricity Commission Pension Plan with fund manager selection, performance analysis, and reporting. 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 combination of internally created models and third-party managers to manage portfolios across multiple custodians.

Patrick Farrell is a financial advisor at Sound Income Strategies, LLC with 40 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes two decades at Investacorp Advisory Services, Inc. and various roles within the Sound Income affiliated entities. Outside of advising, Farrell reviews client tax returns for planning opportunities as a CPA. 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, actively managing portfolios through fundamental and technical analysis while also providing insurance planning and educational workshops via affiliated entities.

Kyle Jones is a financial advisor with A.G.P. / Alliance Global Partners, holding a Series 66 designation and 12 years of industry experience. He has worked at Euro Pacific Capital, Inc. since 2014 and briefly at Edward Jones in the same year. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies and sub-advisory relationships, offering a range of portfolio management, financial planning, retirement-plan advisory, and brokerage services.