Zachary Fernandez is a financial advisor at Northern Trust Securities, Inc. with a Series 66 designation and experience across multiple roles within Northern Trust since 2020. Prior to his current position, he worked at Midland Trust Company and Scotilynn USA Division, and has also held roles outside the financial sector, including at The Club at Barefoot Beach and Florida Gulf Coast University. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses model-driven strategies combining proprietary and third-party funds, supported by platform technology and governance processes, and operates within a large banking holding company offering custody and broker-dealer services.

Andrew Wilkins is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked at Bank of America and Merrill from 2015 to 2021. Wilkins is a partner at Eagle Harbor Advisors, where he acts as Director of Wealth Planning and Client Acquisition, and is an approved financial advisor for the NFL Players Association, providing services including investment advice, financial and insurance planning, and retirement planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services and investment platforms while supporting advisor independence combined with supervisory oversight.

Jacalyn Ferreira is a financial advisor at Parallel Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Eaton Financial Group and Royal Capital Management LLC. Parallel Advisors serves individuals—including high-net-worth clients—business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach incorporating fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Jeffrey Daut is a financial advisor with NFSG Corporation in Boca Raton, FL, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Newbridge Financial Services Group Inc, Newbridge Securities Corporation, and Wells Fargo Clearing. In addition to his advisory work, he is involved in insurance sales, focusing on accident, health, life, and variable annuity products. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers customized portfolio construction and financial planning, employing a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies, and frequently utilizes third-party asset managers.

Marcelo Tresierra is a financial advisor with Kestra Private Wealth Services, LLC and holds a Series 66 designation. He has one year of industry experience with prior roles at Kanen Wealth Management LLC and Rockefeller Financial LLC. Outside of finance, Marcelo works as a bartender at Trattoria Romana in Boca Raton during non-trading hours. Kestra Private Wealth Services serves a broad client base including individual investors, retirement plans, and institutional entities. The firm offers advisor-managed portfolios, financial planning, and specialized programs such as annuity subaccount management and 529 plan advisory, utilizing both discretionary and non-discretionary approaches across multiple platforms.

Brandon Kaletkowski is a financial advisor at Northern Trust Securities, Inc. with 12 years of industry experience. He previously worked at Oceanfirst Bank for ten years, followed by roles at Addison Capital LLC and Truist Advisory Services, Inc. He holds Series 65 and Series 63 licenses. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, other retail investors, and institutional clients, offering tailored portfolios including Separately Managed Accounts and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Nathaniel Burstin is a financial advisor with Merit Financial Advisors in Boca Raton, FL, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Biltmore Capital Advisors, Smartex Advisory Solutions, Wells Fargo Clearing, and Incapital LLC. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on coordinated wealth-management services and employs a long-term, diversified investment approach built around centrally managed model portfolios and customizable options overseen by an internal investment committee.

Richard Slavik is a financial advisor at NFSG Corporation with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms, including Investacorp, Inc. and Kovack Securities, LLC. Additionally, he is involved in fixed insurance product sales. NFSG Corporation offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary asset management and employs both internal portfolio management and third-party asset managers, utilizing a variety of investment styles.

Carie Gratz is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She previously worked at Summit Brokerage before joining Kovack Advisors in 2017. Outside of her advisory role, she is a notary and also acts as a Medicare agent providing Medicare Advantage and supplemental insurance plans. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm employs a diversified asset-class investment approach primarily through mutual funds and ETFs, while also recommending third-party managers and offering financial planning and account aggregation services.

Keely Escalante is a Series 65-licensed financial advisor at Kovack Advisors, Inc. with eight years of industry experience. She has worked at Kovack Advisors and Kovack Securities since 2025 and previously was involved with Sound Income Strategies and Finsett Solutions. Outside of her advisory role, she is a co-owner of a swimwear sales business and manages an insurance solutions company. 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, financial planning, and third-party manager recommendations, with ongoing portfolio monitoring and client-specific fee arrangements.

Christopher Widing is a CFP® with 20 years of experience in the financial industry. He is currently with Choreo, LLC and previously worked for seven years at BDO Wealth Advisors, LLC. Widing holds Series 63 and Series 65 licenses. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic asset allocation approach combined with quantitative screening and due diligence to manage portfolios through various vehicles such as separately managed accounts, direct indexing, and private funds.

Mark Czaja is a financial advisor at Hennion & Walsh Asset Management, Inc. with 43 years of industry experience. He has been with Hennion & Walsh since 2013 and has concurrently worked at Comprehensive Capital Corp. since 1991. He holds Series 63 and Series 65 licenses. Hennion & Walsh Asset Management provides investment advisory and portfolio management services mainly to individual clients, including high-net-worth individuals, and plan sponsors. The firm employs a range of strategies across multiple asset classes and offers both discretionary and non-discretionary management through various programs, including wrap-fee and personalized UMA solutions.

Kelly Burke is a financial advisor at Exodus Wealth, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 licenses. Kelly has worked at various firms including Financial Planning Services, Inc., Fortune Financial Services, Inc., and Kestra Investment Services LLC. He is also the owner and president of Integrated Financial Strategies, an independent registered investment advisory firm. Exodus Wealth serves individuals, including high net worth clients, as well as trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers asset management, financial planning, and consulting services with a focus on continuous, tailored account supervision and a diverse investment approach using fundamental, technical, and cyclical analysis.

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 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Saxony Capital Management since 2017, having also worked with Saxony Securities since 2015. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and employs a range of investment strategies including fundamental, technical, and quantitative analysis.

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 with A.G.P. / Alliance Global Partners in Boca Raton, FL, holding Series 63 and Series 65 credentials with 43 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2020 before joining A.G.P. / Alliance Global Partners. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group and combines top-down macro themes with bottom-up security selection in its strategies.

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 at Independence Square Holdings, LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Blackridge Asset Management and Private Advisor Group. Batansky has been with Independence Square Holdings since 2023. Independence Square Holdings provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a variety of investment strategies and combines in-house portfolio management with third-party programs, emphasizing digital platforms and algorithmic tools.