Scott Graver is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with New Edge Wealth, having joined the firm in 2024 after eight years at Bank of America and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a variety of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and technology tools such as AI-assisted analytics.

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.

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.

Richard Karp is a financial advisor with Advisory Services Network who holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Advisory Services Network in 2024, he worked at Lincoln Financial Advisors and Moors & Cabot. He is also president of Karp Health & Wealth, an LLC that manages business expenses, and is licensed to offer indexed annuities, fixed annuities, and traditional life insurance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm provides portfolio management, financial planning, and investment consulting across a broad range of asset types, managing approximately $8.6 billion in client assets.

Lynn Pagans is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She has worked with Great Valley Advisors since 2020 and has been associated with LPL Financial since 2012. Outside of her advisory roles, she serves as president of Lighthouse Point Financial Services, Inc., a non-investment-related business entity. 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, utilizing a combination of in-house strategies and third-party managers across various platforms.

Louise Wallace is a financial advisor with OneSeven in Coral Springs, FL, holding a Series 63 designation and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and several investment management firms, including a current affiliation with MGO One Seven LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios of mutual funds, ETFs, stocks, and bonds, with access to alternatives and private placements. The firm follows a primarily long-term investment approach while allowing shorter-term trading when appropriate and offers both discretionary and non-discretionary arrangements.

James Fountain III is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Kovack Advisors, Fountain Financial Services, Colquitt Insurance Services, and W.H. Colson & Associates. Outside of his advisory work, he owns Fountain Family Farm, which produces pecans and manages forestry operations, and volunteers as a facilitator for Dave Ramsey’s Financial Peace University classes. 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, using a risk-tolerance based investment process that incorporates both internally developed models and third-party managers.

Jeffrey Paris is a financial advisor with A.G.P. / Alliance Global Partners in Boca Raton, FL. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Since 2009, he has been associated with Euro Pacific Capital Inc. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles across a multi-team platform. The firm emphasizes international investing and offers discretionary and non-discretionary portfolio management, financial and estate planning, model and wrap fee programs, third-party sub-advisory arrangements, and brokerage and insurance product distribution.

Ed Maisonet is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Kovack Advisors and its affiliated entities since 2017, following previous roles at Ameriprise Financial Services and other firms. Maisonet also manages a separate insurance business through Maisonet Wealth Management Inc. 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 government entities, employing a risk-based approach with both internally developed models and third-party managers.

Nicholas Macri is a financial advisor at United Capital Financial Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at Private Advisor Group, LPL Financial, and Singer Wealth Advisors. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers customized strategies including ESG and faith-based preferences.

Gregory Vereen is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding 26 years of industry experience. His prior roles include positions at Investacorp Advisory Services, Securities America Advisors, and Valic Financial Advisors. Outside of his advisory work, he is involved with a wholesale travel club called Gott-Go Travel, sharing travel information with family. 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, as well as pension plans, charitable organizations, banks, and government entities, employing a range of model-based and advisor-managed solutions across multiple custodians.