Richard Vincent is a financial advisor at A.G.P. / Alliance Global Partners with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, Oppenheimer Asset Management, Oppenheimer, and CIBC World Markets. Vincent is based in Boca Raton, FL. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment model combining internally managed strategies with co- and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Jorge Aguerrevere Sanchez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 33 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously spent 12 years with Wells Fargo Advisors and Wells Fargo Clearing. He is co-owner of ATA Advisors, LLC, a Florida-based entity related to Bolton Securities that is not investment related. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s approach is IAR-driven, tailoring portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term orientation while allowing tactical adjustments.

Norman Batansky is a financial advisor with Independence Square Holdings, LLC and holds Series 63 and Series 65 credentials. He has 49 years of industry experience and has previously worked at firms including Blackridge Asset Management, PEAK Brokerage Services, Private Advisor Group, LPL Financial, and RBC Capital Markets. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, and ERISA advisory services. The firm operates as a multi-team adviser employing a combination of customized portfolios, model portfolios, and third-party solutions, with a notable emphasis on digital platforms and a broad range of investment options including alternatives and digital assets.

Kyle Nichols is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation. He has experience working at Kovack Securities, Inc., Clarity Financial Planning, and Singer Wealth. Prior to his advisory roles, he was employed at Nova Southeastern University and American Heritage. 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 government entities, offering a range of portfolio management and financial planning services.

Elieth Strunk is a financial advisor with NFSG Corporation in Boca Raton, FL, holding a Series 65 credential and eight years of industry experience. Prior to joining NFSG in 2026, Strunk worked at NewBridge Securities Corporation, Equitable Advisors, AXA Advisors, Lincoln Investment Planning, Morgan Stanley, and Bank of America. NFSG Corporation provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager selection, utilizing a range of investment instruments and multiple portfolio management approaches.

Christina Doone is a financial advisor at Ausdal Financial Partners, Inc. with 24 years of industry experience. She holds the Series 66 designation and has held previous roles at OSAIC, Woodbury Financial Services, and Questar Asset Management. She is also the owner of a specialty advertising and bookkeeping business in Pompano Beach, FL. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a wide range of advisory and brokerage services tailored to client objectives, using multiple custodians and integrating third-party managers and model portfolios.

Matthew Thomson is a financial advisor with IFG Advisory, LLC and holds the Series 66 designation. He has experience working with LPL Financial and Northwestern Mutual in various roles since 2021. Thomson is based in Ft. Lauderdale, FL. IFG Advisory, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs multiple investment strategies and uses sub-advisors and third-party managers to implement portfolios, offering both discretionary and non-discretionary management along with specialized services such as retirement plan consulting and real estate-related planning.

Raymond Saleeby Jr. is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. Prior to joining Prospera in 2025, he worked for Cutter and Company Brokerage, Inc. for 24 years. Outside of his advisory role, he is involved in consignment sales on eBay and owns an invention pending patent approval. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Eric Brown is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and eight years of industry experience. His career includes roles at LSF Capital LLC, Ameriprise, Madison Avenue Securities, and Global Wealth Management. He also works with LS Financial Group as an insurance sales agent providing financial planning services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of investment strategies and utilizes third-party sub-advisers and custodians to deliver tailored advice through a large network of affiliated offices.

Harold Soria is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation with 20 years of industry experience. He has been with Kovack Advisors since 2016 and has worked with Kovack Securities since 2014. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving a diverse client base that includes individuals, pension plans, charitable organizations, banks, and government entities. The firm employs both internally developed models and third-party managers to construct and manage portfolios, offering a range of advisory solutions across multiple custodians.

Richard Rawls is a financial advisor with Sound Income Strategies, LLC, holding Series 65 and Series 66 licenses and 15 years of industry experience. He has worked at firms including Kestra Advisory Services and Mass Mutual Investors Services. Rawls is also a marketing coach at Advisors Academy, where he trains advisors on business growth. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, with portfolio management that includes active security swaps and allocations to third-party managers.

John Cannella is a financial advisor with B. Riley Wealth Advisors, Inc. in Boca Raton, FL, holding Series 63 and 66 licenses and bringing 20 years of industry experience. His work history includes roles at B. Riley Wealth Management, National Asset Management, National Securities Corp, and Scottrade. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Glen Ladau is a CFP® professional with 31 years of industry experience, currently serving at ValMark Advisers, Inc. since 1999. His prior work includes roles at Minnesota Mutual and Matrix Financial Group. Outside of his advisory work, he provides accounting services. ValMark Advisers, Inc. offers investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.

Yolanda Flores is a financial advisor with MissionSquare Retirement in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has worked at ICMA Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and are delivered through multiple channels to more than 40,000 participants within MissionSquare-administered accounts.

Allen Gonzalez is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Before joining Kovack Advisors in 2014, he worked at Capital Guardian Wealth Management, Raymond James Financial Services, and Banc of America Investment Services. Outside of his advisory role, he is involved in an auto leasing business called It’s A Fine Ride. 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, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a risk-based investment process that combines proprietary models and third-party managers.

Barry Mills is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Aegis Capital, Westport Resources Management Inc, and Morgan Stanley. A.G.P. / Alliance Global Partners operates as a multi-team platform with around 131 advisors, managing approximately $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage and insurance products, using an open-architecture investment model that incorporates both internally managed strategies and sub-advisory relationships.

Kiley Johansen is a CFP® and holds a Series 66 license, currently affiliated with United Capital Financial Advisors in Boca Raton, FL. Kiley has been with United Capital Financial Advisors since 2019 and has previous work experience that includes roles at The Atlantic Grille and Florida Atlantic University. United Capital provides national financial planning and discretionary investment management services to a diverse clientele, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers customizable investment solutions through a broad affiliate network and supports other independent advisors via its FinLife Partners platform.

Kathleen Marteney is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with firms including Raymond James Financial Services and ValMark Advisers. Outside of advisory work, she receives referral fees for business referred to a CPA firm. Provenance Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $3.63 billion in assets with a team of 18 professionals. The firm offers discretionary and non-discretionary portfolio management across multiple custodians and employs a variety of investment strategies alongside financial and retirement planning services.

Douglas Eaton is a financial advisor at Parallel Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sorrento Pacific, Fiduciary Planning, LLC, and First Allied Securities. Eaton is the president of Eaton Financial Holdings Company and serves as president of the Parkland Chamber of Commerce. He is also involved as an advisory board member for Tomorrow’s Rainbow and is a co-founder and president of 401k Simplified, which provides education and tailored 401(k) plans for small businesses. Parallel Advisors serves individuals, including high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes allocation across fixed income, mutual funds, ETFs, and independent managers using fundamental, technical, and cyclical analyses, alongside strategies such as covered calls and options transactions.

John Ingraham is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2016. Prior to that, he was employed at Wedbush Securities Inc. and Morgan Stanley DW Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary investment management, financial planning, and retirement consulting.