Eduardo Aguerrevere is a financial advisor at Bolton Securities Corporation with a Series 66 designation and currently has no industry experience. He has been co-owner of Pachaleta Inc., an e-commerce retail business selling outdoor goods, since 2016, and co-owner of Baren World Corp., which sells used outdoor goods returned to Pachaleta. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and corporations, using a range of investment vehicles such as mutual funds, ETFs, equities, and fixed-income securities with a primarily long-term focus.

Virginia Thompson is a financial advisor at Saxony Capital Management, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Janney Montgomery Scott and J P Turner & Company Capital Management before joining Saxony Capital Management in 2017. Saxony Capital Management serves individuals, high-net-worth clients, and institutional clients such as retirement plans and charitable organizations. The firm employs a multi-team model with a broad range of investment strategies, including discretionary asset management and financial planning, and conducts due diligence on third-party managers.

George Ossi is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining ValMark Advisers, he spent 24 years with Mass Mutual Investors Services and Massmutual Life Insurance Co. Outside of his advisory role, Ossi is a principal at Platinum Peak Benefits, a group health benefits firm. 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 emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Paul Squarcia Jr. is a financial advisor at Coastal Bridge Advisors with 26 years of industry experience. He holds the Series 66 designation and previously worked at One Charles Private Wealth Services and Purshe Kaplan Sterling Investments. Outside of advising, Squarcia is involved in managing a professional sport fishing team through Rhode Island Breakers AC LLC. Coastal Bridge Advisors provides financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios, often utilizing external managers and scenario analysis techniques.

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 based in Boca Raton, FL, holding a Series 65 designation and nine years of industry experience. Prior to joining NFSG Corporation 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 and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of asset management solutions and employs an internal portfolio manager to support its advisors with research, model portfolios, and discretionary trading.

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.

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 and holds the Series 65 and Series 66 designations. He has 15 years of industry experience, including prior roles at Kestra Advisory Services, LLC, Mass Mutual Investors Services, and his own firm, Rawls Financial Services, LLC. In addition to his advisory work, he is a marketing coach at Advisors Academy, where he trains other advisors on business growth. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, and other registered advisors through asset management, financial planning, and plan services. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis, and it offers specialized services such as tailored family-office and special-needs planning.

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.

Alan Feinberg is a financial advisor at SB Advisory, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc since 2021, following six years at Morgan Stanley Private Bank and nine years at Morgan Stanley Smith Barney LLC. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for about 2,634 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice that includes portfolio management, financial planning, and access to third-party manager programs and model portfolios.

David Brown is a CFP® professional with 24 years of industry experience, currently serving at Kovack Advisors, Inc. since 2006. He holds Series 63, 65, and 66 licenses and has held leadership roles in multiple related insurance and financial services companies. Brown is also a member of the Coral Springs Police Pension Board. 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, and government entities, employing a combination of internally created models and third-party managers to construct and manage client portfolios.

Patience Imoite is a financial advisor with Concorde Asset Management, LLC in Boca Raton, FL. She holds a Series 65 designation and has two years of industry experience. Her prior roles include positions at Hightower Advisors, Captive One Advisors, and Stone Creek Capital Management. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers. The firm builds portfolios based on client objectives, timelines, and risk tolerances, utilizing model-based strategies and platforms such as Envestnet and Orion.

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.