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Trenton P
Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Trenton Potter is a financial advisor at Kovack Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2016. Outside of his advisory role, he is a managing partner of a medical management services organization. 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, financial institutions, and government clients, employing both internally developed models and third-party managers to manage client portfolios.
Heather M
Series 66
Floral Park, NY
Kovack Advisors, Inc.
Heather Mc Clintock is a financial advisor with Kovack Advisors, Inc., holding a Series 66 credential and eight years of industry experience. She has worked at Kovack Advisors, Securities America, and Investacorp, and also maintains an ongoing affiliation with The Blair Financial Group. Outside of her advisory role, she teaches a class at Molloy College. Kovack Advisors, Inc. is a multi-team registered investment adviser managing 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 structured investment process utilizing internal models, third-party managers, and ongoing portfolio monitoring.
James V
Series 63
Kennesaw, GA
Kovack Advisors, Inc.
James Vann is a financial advisor with Kovack Advisors, Inc. in Kennesaw, GA, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Resource Horizons Investment Advisory, Resource Horizons Group, and Mass Mutual Investors Services. In addition to his advisory work, he operates under the DBA LBS Wealth Advisors to conduct securities business. 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, providing portfolio management, financial planning, and sub-advisory services using a combination of proprietary models and third-party managers.
Thomas C
Series 63
Richmond, VA
Kovack Advisors, Inc.
Thomas Cain is a financial advisor with Kovack Advisors, Inc. in Richmond, VA, holding a Series 63 designation and bringing 39 years of industry experience. His prior work includes tenures at UBS Financial Services and multiple roles within Capital Guardian entities. Outside of his advisory work, he serves on the board of directors for the VCU Foundation and Children's Hospital and teaches and coaches tennis locally. 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, pension and profit-sharing plans, charitable organizations, banks, and government clients, providing portfolio management, financial planning, and access to sub-advisory programs using a combination of in-house models and third-party managers.
Stephen W
Series 65
Lakeland, FL
Kovack Advisors, Inc.
Stephen Webb is a Series 65-licensed financial advisor with Kovack Advisors, Inc. in Lakeland, FL, with 10 years of industry experience. He previously worked at OneAmerica Securities and American United Life. Webb serves on the board of PAC Dream Centers, a nonprofit assisting victims of human trafficking, and is a board member for Sylvestor Shores, advising on park property and neighborhood matters. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, using a combination of internally developed models and third-party managers, with ongoing monitoring and rebalancing supported by an Envestnet workflow.
Christopher C
Series 63, Series 65
Lowell, AR
Kovack Advisors, Inc.
Christopher Cash is a financial advisor with Kovack Advisors, Inc. in Lowell, Arkansas, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Cambridge Investment Research and Arvest Wealth Management. Outside of advisory work, he is involved in selling and maintaining fixed insurance. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, high-net-worth clients, institutional plans, charitable organizations, banks, and government entities. The firm uses a risk-tolerance based investment process supported by Envestnet and offers both model-based and advisor-managed solutions across multiple custodians.
Curt K
CFP®, Series 63
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Curt Knapp is a CFP®-credentialed financial advisor with 42 years of industry experience. He is currently with Kovack Advisors, Inc. and previously worked at Investacorp Advisory Services and Securities America. Kovack Advisors, Inc. is a multi-team registered investment adviser serving a diverse client base including individuals, pension plans, charitable organizations, and government entities. The firm employs a structured investment process supported by Envestnet technology and offers a range of portfolio management solutions using both internal models and third-party managers.
Noel G
Series 66
Scottsdale, AZ
Kovack Advisors, Inc.
Noel Gerson is a financial advisor with Kovack Advisors, Inc. in Scottsdale, AZ, holding a Series 66 credential and 14 years of industry experience. He has worked at Kovack Advisors since 2017 and previously held positions at Wells Fargo Advisors and Edward Jones. Outside of his primary role, he manages Gerson Wealth Management LLC, focusing on financial planning and wealth management, and provides insurance solutions involving life insurance and long-term annuities. 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 both internally developed models and third-party managers to manage accounts through a structured investment process.
Walker G
Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Walker Greep is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience. Prior to entering finance, he worked in education for seven years at Marjory Stoneman Douglas, West Glades Middle School, and the University of Central Florida. 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 portfolio management, financial planning, and access to sub-advisory programs through a structured, model-supported investment approach.
Melanie R
Series 66
Fort Smith, AR
Kovack Advisors, Inc.
Melanie Radcliff is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including Summit Financial Group, Cetera Advisor Networks, and Edward Jones. Outside of her advisory role, she is involved as a CPA and tax planner with Hack Your Tax, LLC, and instructs an educational workshop series for women called Elevate Her Workshop Series. 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, utilizing a risk-tolerance based investment process supported by Envestnet and a combination of internal models and third-party managers.
Scott W
CFP®, Series 63
Boerne, TX
Kovack Advisors, Inc.
Scott Wallace is a CFP® with 32 years of experience in the financial services industry. He is currently with Kovack Advisors, Inc. and has previously worked at Cetera and Barrington Financial Advisors, among others. Wallace also operates Wallace Wealth Management, a financial services business. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 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, using a risk-based investment approach supported by Envestnet technology and both internal and third-party portfolio management.
Norberto P
Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Norberto Pagan Rivera is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 license and six years of industry experience. Prior to joining Kovack Advisors and Kovack Securities in 2020, he worked briefly at Standard International Bank and spent nine years as a self-employed consultant and attorney. He is also the owner and president of Identity Conudrum, LLC, a merchandise business supporting local Puerto Rican artists who sponsor nonprofit causes, and PR Compliance Guru, LLC, which provides legal, tax, and compliance consulting services. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 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 uses an Envestnet-supported workflow alongside internal and third-party investment models to manage portfolios and offers both model-based and advisor-managed solutions across multiple custodians.
Steven W
Series 65, Series 63
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Steven Wright is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. His prior work includes roles at Northwestern Mutual and Independent Financial Partners, as well as operating Wright Financial Concepts, LLC. Outside of his advisory work, he is vice president and accountant at S.R. Wright & Company, P.A., a CPA firm. 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, using a combination of internal models and third-party managers to manage portfolios through an Envestnet-supported process.
Ramon G
CFP®, Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Ramon Gonzalez is a CFP® with 31 years of industry experience, currently serving at Kovack Advisors, Inc. since 2009. He has a background in investment advisory and financial consulting through his involvement with G V Investments & Retirement Solutions. Outside of finance, Gonzalez is also a musician and screenplay writer. 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 entities, employing a risk-based, model-supported investment process and offering both discretionary and non-discretionary portfolio management.
Peter M
Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Peter Monks is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Merrill, Buckman Advisory Group LLC, Eagle Strategies, and Morgan Stanley. Outside of his advisory role, he is involved in managing rental properties as a licensed realtor. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, pension plans, charitable organizations, banks, and government entities. The firm employs a structured investment process using Envestnet-supported workflows and a combination of internally created models and third-party managers, offering both model-based and advisor-managed solutions.
Brian K
Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Brian Kovack is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kovack Advisors since 2006 and Kovack Securities Inc. since 1998. Outside of his advisory role, he is involved in aviation sales through Discount Aviation, LLC, and serves as a FINRA arbitrator as well as a board member of the Financial Services Institute. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a risk-based investment process supported by internal models, third-party managers, and ongoing account monitoring.
Anthony A
Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Anthony Agbay is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2015 and previously worked at L.M. Kohn & Company and Leonard & Company. Outside of his advisory role, he manages operations for an advisory and consulting firm, The Agbay Group LLC, and is a licensed agent involved in fixed insurance sales. 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, employing a structured investment process supported by Envestnet and offering both model-based and advisor-managed portfolio solutions.
Michael G
CFP®, Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Michael Gracy Jr. is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2015. His prior experience includes roles at Resource Horizons Investment Advisory, Inc., 1st Global Advisors Inc, and PRUCO Securities, LLC. Outside of his advisory work, he is active in community and professional organizations, including serving on the Matheson History Museum Board of Directors and as a committee member for Rotary District 6970. 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, providing portfolio management, financial planning, and sub-advisory services through a risk-focused investment process.
Darrin H
CFP®, Series 63
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Darrin Halsey is a CFP® credentialed financial advisor with 27 years of industry experience. He has been with Kovack Advisors, Inc. since 2009, following prior roles at Raymond James & Associates and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a director on the Rotary Club of Arcadia Foundation and volunteers as a swimming official for USA Swimming and local high school events. 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 combination of proprietary models and third-party managers to provide portfolio management and financial planning services.
Michael E
Series 66
Coral Gables, FL
Kovack Advisors, Inc.
Michael Edwards is a financial advisor at Kovack Advisors, Inc. in Coral Gables, FL, holding a Series 66 designation with 14 years of industry experience. He has worked at Kovack Securities, Inc. since 2017 and previously at Capital Guardian, LLC from 2012 to 2017. Edwards is also president of Blueprint Wealth Advisors, where he provides financial advice. 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, and offers a range of portfolio management and financial planning services using both internally created models and third-party managers.
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