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 at Kovack Advisors, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2016. Outside of her advisory role, she co-owns a cow-calf operation and serves as a notary public. 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, offering portfolio management, financial planning, and access to third-party managers through a technology-supported investment process.

Richard Gow is a financial advisor with Compound Planning, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Morgan Stanley and multiple advisory firms. Gow volunteers with the Alzheimer’s Association as a national speaker on financial planning and legal issues. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm combines long-term buy-and-hold strategies with tactical tools and offers access to in-house and third-party investment models, including alternatives such as private REITs and private credit.

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 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.

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.