Justin Savich is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Securities America Inc., and World Financial Group, Inc. Outside of his advisory work, he is president and program director of Life Success Group, LLC, which focuses on personal development, personal training, life coaching, and motivational speaking. Kovack Advisors, Inc. is an SEC-registered enterprise adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs and offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

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.

Raffi Vartanian is a financial advisor at Kingswood Wealth Advisors, LLC with 33 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and UBS Financial Services. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, with a focus on integrating insurance-linked accounts alongside traditional investment 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 65 and Series 63 licenses and has been with Kovack Advisors and Kovack Securities since 2016. Outside of her advisory role, she co-owns a cow-calf operation in Punta Gorda, FL, and is a notary public serving existing clients. 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—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers to construct and manage client portfolios.

Richard Gow is a financial advisor with Compound Planning, Inc. holding a Series 66 designation and 20 years of industry experience. His career includes roles at multiple firms such as Dempsey Lord Smith, LLC, Life Plan Retirement Partners, and Lara, May & Associates, LLC. He volunteers as a national speaker on financial planning and legal issues for the Alzheimer’s Association. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting, offering a mix of in-house and third-party models. The firm’s investment approach uses customized, risk-based model allocations and incorporates low-cost ETFs, direct indexing, alternative strategies, and specialized lending solutions.

Andrew Tupler is a CFP® with 30 years of industry experience. He is currently with Kintra Wealth, LLC and Mutual Securities, Inc., having previously worked at Tupler Financial and Commonwealth Financial Network for 24 years. Outside of his advisory roles, he serves as an expert witness in investment-related matters. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and fundamental security analysis with model-driven asset allocation, implementing strategies on a household basis to optimize tax efficiency.

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 Oakland Park, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Kovack Advisors since 2015. Outside of his advisory role, he serves as an overseer at Bible Church at Bethel Ranch in Texas. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

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.

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®-certified financial advisor at Mutual Advisors, LLC with nine years of industry experience. She has worked at several firms including American Portfolios Financial Services, SlateStone Wealth, and LPL Financial. Although licensed as a life insurance agent, she does not sell insurance products and refers those cases to other agents. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plan participants, and institutional investors. The firm combines institutional capabilities with operational flexibility, offering both active and passive investment strategies alongside third-party tools and manager arrangements.

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. in Ft. Lauderdale, FL, holding a Series 63 designation with 43 years of industry experience. Her prior roles include positions at Regulus, LLC and Regal Investment Advisors, LLC. Outside of advisory work, she owns a business involved in income tax preparation and book publishing. Kovack Advisors, Inc. serves a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network of representatives. The firm focuses on diversified asset-class exposure primarily using mutual funds and ETFs, while also recommending third-party managers and providing financial planning and account aggregation services.

Howard Friedman is a financial advisor with Private Client Services, LLC, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 17 years of industry experience, including prior roles at Bright Futures Wealth Management, Brightline Financial, and Bb&T Securities. Outside of finance, he is the owner and operator of Baltimore Steel Knifemakers LLC, a manufacturer of handmade knives. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charities through a network of advisers and multiple advisory platforms. The firm employs a discovery-driven process that emphasizes risk profiling and tailored platform selection, offering a mix of advisory and commission-based brokerage services.