Richard Miller is a financial advisor with NFSG Corporation, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Newbridge Securities Corporation since 2007. Outside of advising, Miller is involved in real estate sales and operates a sole proprietorship as an insurance agent specializing in fixed and indexed annuities and life insurance. NFSG Corporation is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and customized portfolio construction using a variety of investment strategies and third-party managers.

Gregory Mcleod is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 63 and Series 66 designations and 29 years of industry experience. He has worked at NewBridge Securities Corporation and NFSG Corporation since 2002. NFSG Corporation is an SEC-registered investment adviser providing discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, employing long- and short-term strategies and frequently utilizing third-party asset managers.

William Mckenna is a financial advisor at Provenance Wealth Advisors with 44 years of industry experience. He holds the ChFC® and Series 63 credentials. His career includes roles at Raymond James Financial Services Advisors and as an agent selling fixed insurance, long-term care, fixed annuities, and disability insurance through various agencies. Additionally, he provides coaching, consulting, and public speaking within the financial services industry. Provenance Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $3.63 billion in assets across nearly 2,864 client relationships. The firm offers discretionary and non-discretionary portfolio management and financial planning services utilizing a multi-custodial platform and a variety of investment strategies.

Daniel Vernon is a financial advisor with Merit Financial Advisors in Boca Raton, FL, holding a Series 66 designation and 25 years of industry experience. Prior to joining Merit Financial Group in 2021, he worked at Stone Creek Capital Management and Biltmore Capital Advisors, LLC. Outside of his advisory role, he manages Vernon Enterprises and Salus Aviation, both non-investment-related business activities. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm focuses on long-term, diversified portfolios utilizing centrally managed sleeves and model allocations, offering both discretionary and non-discretionary services supported by fundamental analysis and an internal Investment Management team.

Kyle Kelly is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Madison Avenue Securities, LLC, Global Wealth Management Investment Advisory, Inc., and TradeStation Securities, Inc. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm utilizes a range of investment strategies through firm-managed, third-party, and advisor-managed models, supported by an affiliated network of broker-dealers, insurance marketing organizations, and other related entities.

Vera Jefremovas is a financial advisor at Asset Allocation Strategies, LLC with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at GLP Investment Services, LLC and Asset Allocation Strategies since 2025. Outside of her advisory role, she is an independent contractor insurance agent specializing in fixed and indexed annuity sales and also works as a language interpreter for Portuguese-English and Spanish-English pairs. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation models and incorporates portfolio financing strategies tailored to clients’ liquidity and risk profiles.

Kevin Kelly is a financial advisor with Advisors Capital Management, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He previously worked at Verition Fund Management for three years before joining Advisors Capital Management in 2018. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to both individual and institutional clients. The firm serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities, utilizing a combination of top-down macro and bottom-up fundamental, quantitative, and qualitative analysis.

Karolyn Mc Donald is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Arbor Financial Services and Atlantic Music Center. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse range of clients, including individuals, pension plans, trusts, corporations, and other registered investment advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, and provides a scalable advisor network alongside specialized family-office style services.

Kenneth Arnold is a financial advisor with OneSeven in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His previous roles include positions at Wells Fargo Advisors and Great Lakes and Atlantic Wealth Management. He serves as General Partner and Investment Manager for several private funds focused on global opportunities and digital assets. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios, internal due diligence, and uses both discretionary and non-discretionary arrangements, often implementing strategies through unaffiliated independent managers and third-party platforms.

Philip Hammer is a financial advisor at Saxony Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Saxony Securities since 2010. He operates a DBA known as Glastonburg Group. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model with 38 advisors serving several hundred client relationships and offers discretionary asset management alongside hourly or flat-fee financial planning and consulting.

Neil Bradie is a financial advisor at NFSG Corporation with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including National Securities Corp, B. Riley Wealth Management, and Kestra Advisory Services LLC. Neil is based in Coral Springs, FL. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, customizing portfolios using a variety of investment strategies and asset types.

Rodrigo Ortiz is a financial advisor at Kovack Advisors, Inc. with 31 years of experience in the industry. He holds Series 63 and Series 65 designations and has worked at firms including Merrill Lynch, UBS Financial Services, and Kovack Securities. 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, offering portfolio management, financial planning, and sub-advisory services using a combination of internally created models and third-party managers.

Deanna Pelletier is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining First Advisors National, she worked at Asset Allocation Strategies, LLC and has a long career with Broward County Schools. She also serves as an independent insurance agent, marketing fixed and indexed annuity products to public school employees through ValuTeachers. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation methodologies while overseeing third-party money managers.

Allen Giese is a ChFC® and Series 66-registered advisor with 22 years of industry experience. He has been with Modera Wealth Management, LLC since 2026, following a 26-year tenure at Northstar Financial Planners, Inc. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm integrates traditional investment management with tax, accounting, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.

Evan Dunayer is a financial advisor at Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Provenance, he worked at Raymond James Financial Services Advisors and RSM US LLP. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides both discretionary and non-discretionary portfolio management across multiple custodians, using a range of investment strategies including equities, ETFs, mutual funds, and option strategies.

Jason Forstot is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has been associated with Gaines Financial Group, Inc. dba Swan Wealth Management Group and LPL Financial, LLC since 2016. Great Valley Advisor Group is an SEC-registered, multi-team 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, utilizing a combination of in-house strategies and third-party managers with ongoing portfolio oversight.

Scott Peterson is a financial advisor with Advisory Services Network holding a Series 66 designation and 33 years of industry experience. He has worked at firms including Ballast Advisors, LLC and Ameriprise Financial Services, Inc. Since 2024, he has also been a licensed insurance agent specializing in fixed annuities and life insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of management and consulting services tailored to client objectives, utilizing various securities and third-party managers.

Donald Swinarski is a financial advisor with Kovack Advisors, Inc. He holds a Series 66 designation and has seven years of industry experience. He has worked at Kovack Securities, Inc. since 2017 and is also the managing partner of Swinarski & Company, CPA, where he provides tax and accounting services. 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 risk-tolerance-based investment approach supported by Envestnet and using both internal and third-party models.

Marcus Arneaud is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior firms include B. Riley Wealth Advisors and Investacorp, Inc. He serves as treasurer for the Kappa Alpha Psi, Inc. Fort Lauderdale Alumni Chapter, a fraternal organization that sponsors community service programs and academic scholarships. 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 workflow supported by Envestnet and utilizing both internally created models and third-party managers to manage client portfolios.

Stephen Laforte is a Series 65-licensed financial advisor at Citizens Private Wealth with one year of industry experience. His prior work includes roles at Citizens Securities, Citizens Bank NA, Clarfeld Financial Advisors, Fifth Third Bank, BNY Mellon, and First Union Securities. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm focuses on tailored long-term asset allocation within an open-architecture framework and offers discretionary portfolio management supported by a Chief Investment Officer, along with tax, estate, and business consulting services.