Jonathan Ulin is a CFP® professional with 23 years of experience in the financial services industry. He is currently an investment advisor representative at NewEdge Advisors, having worked previously with IFP Securities, Independent Financial Partners, LPL Financial, and Ameriprise. He has operated Ulin & Co. Wealth Management as a DBA associated with NewEdge Advisors, focusing exclusively on investment advisory services and related insurance products. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Michael Levin is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2005, following prior roles at UBS Financial Services and Advest, Inc. Levin serves on the board of the Florence Fuller Child Development Centers in Boca Raton, FL, where he is the treasurer and reviews financial budgets. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, offering investment advice through a combination of in-house portfolio management and third-party managers across various programs.

Daniel Soud is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equity Services since 1989 and concurrently operates Mackoul Dist. Inc. since 1982. In addition to his advisory role, Soud is an insurance agent selling life, health, and disability insurance products. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Daniel Elmore is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company and Benjamin Kapusta. Outside of advisory roles, he assists with insurance sales and service related to Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Noah Wills is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at several firms, including Raymond James Financial Services and Mass Mutual Life Insurance Company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment and financial planning services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Stephen Karp is a financial advisor at Hornor, Townsend & Kent, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with firms including OSAIC, SagePoint Financial, MassMutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he owns Karp Solutions, providing business consulting and HR strategy coaching. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering discretionary and non-discretionary investment management with approximately $8.37 billion in discretionary assets under management.

Daniel Hernandez is a financial advisor with Valic Financial Advisors in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Valic Financial Advisors, he worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Wells Fargo, and Treasure Island Antiques Inc. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on a centralized technology platform.

George Temel is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 license, and has 40 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, Clarity Financial Planning Inc, and FSC Securities Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm follows a fiduciary-based advisory model, utilizing multiple strategies and technology platforms, and offers both proprietary and third-party managed account solutions.

William Berkowitz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He previously worked at BPU Investment Management Inc. for 35 years and at LPL Financial for five years before joining Wealth Enhancement Advisory Services in 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Karolyn Wotring is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Penn Mutual Life Insurance Company. Outside of advising, she serves as Secretary and Board Member for the Women’s Executive Club of South Florida, a nonprofit networking organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing clients with custody, execution, and brokerage capabilities alongside investment advice.

Michael Greco is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Greco & O'Neal Wealth Strategies and National Life Group. He is also involved with Florida Financial and Insurance Agency as an insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and uses multiple advisory platforms, including third-party asset managers and model portfolios.

Benjamin Kapusta is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Northwestern Mutual in various capacities from 2015 to 2025. In addition to advisory work, he is involved in business planning and consulting, including conducting business risk analysis and delivering public speaking engagements. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm combines SEC-registered advisory capabilities with broker-dealer services, managing approximately $8.37 billion in discretionary assets as of the end of 2025.

Kenneth Pritzker is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC since 2019 and Steinberg Global Asset Management from 2000 to 2019. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

David Hooban is a financial advisor at Creative Planning with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lockton Investment Advisors and Kestra Financial Services. Based in Pompano Beach, FL, he has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by private market investments and fiduciary retirement plan services.

Jeffrey Rivlin is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2003 and worked previously at CIBC World Markets Corp. from 1998 to 2003. Rivlin serves as a trustee for multiple family trusts and is a general partner in a family partnership focused on managing investments. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs that include strategic asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Ettore Ventrice is a CFP® designated financial advisor with 34 years of industry experience. He currently works at Cresset Asset Management, LLC and has held prior positions at UBS Financial Services, Oppenheimer, Stanford Group Company, Stillpoint Wealth Management, LLC, and Citigroup Global Markets. Outside of his advisory role, he serves on the boards of the Impact 100 charity and the FAU Foundation, and is involved in the audit committee at the Royal Palm Yacht & Country Club. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets, serving a wide range of clients including individuals, high-net-worth clients, and institutions. The firm uses a risk-aware investment approach combining strategic asset allocation, active and passive management, and alternative investments, and offers services such as wealth management, retirement plan consulting, and advisory support to private funds.

Michael Elzahr is a CFA® charterholder with 10 years of industry experience. He currently works at Focus Partners Wealth, LLC and was previously with The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners Wealth serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

James Papadakos is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 63 and Series 65 designations. He has worked at firms including National Life Group, MML Investors Services LLC, MassMutual Life Insurance Co, and Northwestern Mutual. Outside of his advisory role, he serves as president of a homeowners association and works as an executive coach assisting senior leaders with professional development. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, utilizing multiple advisory platforms and third-party asset managers.

Michael Smith is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Valic Financial Advisors since 2016 and is also associated with AGIA, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes a technology-driven approach with discretionary unified managed accounts and tax-aware overlay services.

Michael Sullum is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Advisors for 15 years before joining Commonwealth and Aegis Consulting. Outside of advisory work, he is co-owner of several holding companies, including Dream Properties Fly Eagles Fly, LLC and Boundless Valley Ranch, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to affiliated advisors.