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. His prior experience includes roles at Merrill, Biltmore Capital Advisors, Stone Creek Capital Management, and Merit Financial Group since 2021. Outside of advisory work, he is involved as a managing member in aviation and real estate-related businesses. Merit Financial Group is a multi-team SEC‑registered advisory firm serving individual investors, high-net-worth clients, retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation managed through centrally overseen portfolios and offers both discretionary and non-discretionary account services.

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 an investment advisor representative at Asset Allocation Strategies, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at GLP Investment Services and Palm Beach Schools. Additionally, she operates as an independent contractor insurance agent for ValuTeachers Inc. and provides language interpretation services in Portuguese, Spanish, and English. Asset Allocation Strategies offers 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 methods and incorporates model portfolios, ETFs, and third-party managers in its investment approach.

Michelle Vartanian is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 44 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services Inc. 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, and consulting services. The firm employs a tailored investment approach using an open-architecture platform and often works with third-party managers, integrating insurance-linked account management within its operational model.

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.

Giorgio Lo Menzo is a financial advisor at Arete Wealth Advisors, LLC in Sunrise, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Arete Wealth Advisors, he worked in the education sector for over a decade at various schools. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of discretionary portfolio management, proprietary model allocations, and third-party sub-advisers to manage assets.

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.

Michael Boggiano is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and also conducts insurance business through WealthCare Financial, where he dedicates significant time. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs both predefined model portfolios and custom strategies that incorporate quantitative analysis and tactical asset allocation, and it serves a variety of clients including high-net-worth individuals, trusts, and pension plans.

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 at Kovack Advisors, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at Kovack Securities, Inc. since 2017. In addition to his advisory role, Swinarski is the managing partner of Swinarski & Company, a CPA firm providing tax, accounting, and consulting 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 a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, banks, and governmental entities, employing a risk-based investment approach supported by Envestnet technology and using both internally created models and third-party managers.

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 financial advisor with Citizens Private Wealth holding a Series 65 credential and two years of industry experience. His prior roles include positions at FIFTH THIRD BANK, BNY Mellon, and First Union Securities, Inc.-ISG. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on tailored, long-term asset allocation within an open-architecture framework and offers discretionary portfolio management supported by both quantitative and qualitative research.

Jason Coopersmith is a CFP® professional with 12 years of industry experience, currently serving at ValMark Advisers, Inc. He has previously worked at Mass Mutual Investors Services and Axa Advisors, LLC. Outside of his advisory role, he is the managing member of Coopersmith Financial Corporation and holds ownership interests in Platinum Peak Advisors, where he also serves as Vice President and financial planner. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plan sponsors, and institutional entities. The firm utilizes a goal-based, diversified investment approach with various proprietary and third-party platforms, and is notable for its involvement with investment-company products and index licensing.