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.

Richard Gow is a financial advisor with Compound Planning, Inc. He holds a Series 66 designation and has 20 years of industry experience. His career includes roles at Morgan Stanley and several other firms prior to joining Compound Planning. He volunteers as a national speaker on financial planning and legal issues for the Alzheimer's Association. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, financial planning, and institutional retirement-plan services. The firm follows a fiduciary, goals-based investment process and employs a range of strategies from low-cost ETFs to alternative investments, supported by technology and automated portfolio monitoring.

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 Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior experience includes roles at Ronald Blue & Co., Morgan Stanley, Merrill, and Citigroup Global Markets. He is also an overseer at Bible Church at Bethel Ranch in Texas. 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 both internally created models and third-party managers to manage portfolios through an Envestnet-supported workflow.

Maigualida Lanzetta Gomez is a financial advisor with Bolton Securities Corporation, holding a Series 66 license and 19 years of industry experience. Her previous work includes roles at Wells Fargo Clearing and Merrill. She has been with Bolton Securities and Bolton Global Capital since 2021. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing a mix of internal management, unaffiliated money managers, and third-party programs, with an investment approach that emphasizes long-term strategies alongside shorter-term trading and option strategies.

Christopher Budny is a CFP® professional with 10 years of industry experience. He is currently with Brighton Jones LLC in Fort Lauderdale, FL, and previously worked 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 uses a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real estate consulting, and family office administrative support.

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 at Bolton Securities Corporation with 25 years of industry experience. He has held positions at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously worked at Wells Fargo Clearing from 2016 to 2021. He holds Series 63 and Series 65 licenses. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using mutual funds, ETFs, equities, and fixed-income securities, combining internal management with third-party asset management programs.

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.