Ronald Myers is a CFP® and PFS™ with 25 years of industry experience. He is currently with AssuredPartners Investment Advisors and has prior experience at firms including Private Client Services, Securities America Advisors, and Investacorp. Myers also owns Myers Tax Services LLC, where he provides tax planning and preparation services, and serves as a FINRA arbitrator. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm employs model and custom portfolios, monitors third-party managers, and offers fiduciary and educational services through a team of advisors across multiple offices.

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 with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Kovack Advisors since 2016 and also has a background at Colquitt Insurance Services dating back to 2008. Outside of his advisory work, Fountain volunteers as a Financial Peace University class leader for a local church. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and governmental entities, offering portfolio management, financial planning, and sub-advisory services utilizing a risk-based investment approach supported by Envestnet technology.

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 two 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. Outside of 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 an SEC-registered enterprise investment adviser serving individuals, corporations, pension plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, along with third-party manager recommendations and financial planning services.

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 in Boca Raton, FL. He holds a Series 66 designation and has 11 years of industry experience, including a tenure at Euro Pacific Capital, Inc. since 2014. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors. The firm offers a range of portfolio management and financial planning services, with a focus on international investing through its EPC Advisors Group division, and combines advisory recommendations with brokerage and insurance products.

Christopher Salerno is a financial advisor at Thurston Springer Advisors in Fort Lauderdale, FL, with 10 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for seven years before joining Thurston Springer Financial in 2023. Thurston Springer Advisors serves a range of clients including individuals, corporations, retirement plans, and nonprofits. The firm offers financial planning, portfolio management, fiduciary services, and employs a variety of investment strategies including discretionary programs and active tactics based on technical and fundamental analysis.

Susan Jones is a CFP® professional with four years of industry experience. She currently works at Savvy and previously held roles at Plancorp, LLC and BKD, LLP. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models.

Richard Lincoln is a CFP®-certified financial advisor with 30 years of experience, currently with Prosperity Capital Advisors. His prior experience includes roles at Woodbury Financial Services and Retirement Concepts Group, where he also serves as owner. Lincoln holds additional registrations as a Series 63 and Series 65 representative and is involved in insurance sales and holistic wealth management through his business activities. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing model suites from providers such as BlackRock, Dimensional, and Vanguard, along with advisor-directed portfolios and third-party sub-advisors.

Rafael Gutierrez is a financial advisor with Kovack Advisors, Inc. in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2014. Outside of his advisory role, Gutierrez is a partner in FARO FX, LLC, which engages in corporate and high net worth currency exchange, and serves as a board member of the Laredo Country Club. 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, financial planning, and third-party manager recommendations, utilizing a diversified investment approach primarily through mutual funds and ETFs.

Maxwell Levy is a financial advisor at Thurston Springer Advisors with a Series 66 designation. He has approximately one year of industry experience, having previously been a full-time student for thirteen years. Thurston Springer Advisors serves a diverse client base, including individuals, corporations, retirement plans, and trusts, offering financial planning, portfolio management, and fiduciary services. The firm employs various investment strategies, ranging from buy-and-hold to active momentum approaches, and operates with a multi-affiliated structure that includes broker-dealer and insurance services.

Enrique Vazquez Bou 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. He has been with Kovack Advisors and Kovack Securities since 2015. Outside of his advisory role, he is an authorized representative of a fixed insurance agency. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, and offers services such as discretionary asset management, third-party manager recommendations, financial planning, and retirement account aggregation.

Adriana Perez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 15 years of industry experience. She has worked at Bolton Global Asset Management since 2022 and Bolton Global Capital since 2021, with prior roles at Wells Fargo Clearing and Merrill. 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 a range of investment vehicles, with a focus on long-term orientation and tactical flexibility.

Rosemary Guerrero is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at 626 Holdings and DPI of North Broward. Outside of advisory work, Rosemary serves as Director of Operations at Sound Income Strategies. Sound Income Strategies is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a diverse client base including individuals, pension plans, trusts, and corporations, offering customized portfolio management with an emphasis on fixed-income analysis and equity review.

Todd Weatherwax is a financial advisor with NFSG Corporation in Boca Raton, FL, holding Series 65 and Series 66 licenses and nine years of industry experience. He has previously worked at Newbridge Securities Corporation, Valic Financial Advisors, and Primerica Financial Services. Outside of advisory roles, he is also active as an insurance agent. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, and frequently employs third-party asset managers to meet client objectives.

Dale Smith is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at B. Riley Wealth Advisors and B. Riley Wealth Management since 2022 and was previously with National Securities Corporation for nine years. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of advisory programs, financial planning, and retirement solutions.

Craig Petrassi is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. He has worked at Kestra entities since 2021 and previously spent five years at TIAA. Petrassi is the founder and portfolio manager of Evoke Wealth Management, an insurance-focused business. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm provides access to a wide range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Eyal Galinsky is a financial advisor at Mutual Advisors, LLC with 36 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at American Portfolios Financial Services, SlateStone Wealth, and LPL Financial. Outside of advising, he works as an independent insurance agent. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Joseph Galinskie is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at B. Riley Wealth Management and National Asset Management, among other firms. Outside of his advisory role, he serves as a FINRA arbitrator on dispute resolution panels. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through around 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.