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Moshe A
Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Moshe Aronov is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Private Advisor Group, LLC, LPL Financial, and Chase Investment Services Corp. He is also the managing partner of Greener Path Retirement Planning and serves as vice president of the local Business Network International chapter. 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, offering portfolio management, financial planning, and access to independent advisor programs through an Envestnet-supported workflow that utilizes both internal models and third-party managers.
Howard P
Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Howard Parker is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at Broker Dealer Financial Services Corp. for 24 years before joining Kovack Securities, Inc. in 2018. Outside of his advisory role, Parker is involved in a real estate business through his position as president of a realty LLC. 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-tolerance based investment process with both internally developed models and third-party managers.
Christina L
Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Christina Lewis is a financial advisor at Kovack Advisors, Inc. with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2012, following two years at Kovack Securities. Lewis is also the sole member of Diamond Financial Planning & Insurance, LLC, a financial planning and insurance business. 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 clients. The firm uses an Envestnet-supported workflow and a combination of proprietary and third-party models to manage portfolios across multiple custodians and execution venues.
Jacob S
Series 66
Napoleon, OH
Kovack Advisors, Inc.
Jacob Spieth is a financial advisor at Kovack Advisors, Inc. with a Series 66 designation and one year of industry experience. His work history includes roles at Kovack Securities, Meister & Associates, Northwestern Mutual, and several other organizations. 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 access to sub-advisory programs using Envestnet-supported workflows and a combination of internal and third-party investment models.
Desiree L
CFP®, Series 66
Orange, CA
Kovack Advisors, Inc.
Desiree Lasiewski is a CFP® professional with eight years of industry experience. She currently works at Kovack Advisors, Inc. and Kovack Securities, Inc., having joined in 2026. Prior to that, she spent eight years with OSAIC and also worked at Royal Alliance Associates and City of Hope/Beckman Research Institute. Lasiewski is licensed to sell fixed annuities and life insurance through a sole proprietorship. 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, and governmental entities, employing a risk-based investment process supported by Envestnet and utilizing both internal and third-party portfolio management solutions.
Jeffrey R
CFP®, Series 63, Series 65
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Jeffrey Rockefeller is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL. He holds the CFP® designation and has 24 years of industry experience. In addition to his advisory career, he is a practicing podiatrist and owner of a podiatric medical practice, and he serves as president of a condominium board in his community. 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 municipal clients, offering portfolio management, financial planning, and access to third-party managers through an Envestnet-supported investment process.
Wayne C
Series 63, Series 65
Santa Barbara, CA
Kovack Advisors, Inc.
Wayne Cassriel is a financial advisor at Kovack Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at The Kelt Group, Securities America Advisors, LPL Financial, Mission Wealth Management, National Planning Corporation, and Morgan Stanley DW. Kovack Advisors 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, institutional plans, charitable organizations, and government entities, using a combination of internally created and third-party investment models supported by an Envestnet workflow.
Brent T
CFP®, Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Brent Turner is a CFP® professional with 12 years of experience in the financial advisory industry, currently affiliated with Kovack Advisors, Inc. He is also the owner of JCSB Wealth Management LLC and performs as a tenor with opera companies and symphonies across the United States. 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 an Envestnet-supported workflow that integrates internally developed models and third-party managers to construct and manage client portfolios.
Anthony R
Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Anthony Romaniello is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with one year of industry experience. He holds a Series 66 designation and previously worked at the Bank of New York. 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 through a combination of internally created models and third-party managers.
John S
Series 63, Series 65
Evansville, IN
Kovack Advisors, Inc.
John Schneider is a financial advisor at Kovack Advisors, Inc. with 37 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2019 and held prior roles at Securities America and Schneider Financial Group. Outside of his advisory work, Schneider serves on the boards of a volunteer fire department and nonprofit organizations supporting children in need. 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, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a risk-tolerance based investment approach using both internal models and third-party managers.
Jeannie W
Series 63, Series 66
Boerne, TX
Kovack Advisors, Inc.
Jeannie Wallace is a financial advisor with Kovack Advisors, Inc. in Boerne, TX, holding Series 63 and Series 66 credentials and 23 years of industry experience. She previously worked at Cetera and has maintained Wallace Wealth Management since 2008 as a registered representative. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to sub-advisory and Independent Advisor programs through an Envestnet-supported workflow.
Bradley T
CFP®, PFS™, Series 63
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Bradley Teets is a CFP® and PFS™ with 28 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2007. He also operates a CPA practice focused on income tax preparation and estate planning and is a member of the City of Punta Gorda General Employees' Pension Board. Additionally, he is president of a local car club, Harbor Corvettes. 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 clientele including individuals, pension plans, charitable organizations, banks, and municipal entities, offering portfolio management, financial planning, and sub-advisory services supported by Envestnet-enabled processes and a mix of internal and third-party investment models.
Scott D
Series 63, Series 65
Livingston, NJ
Kovack Advisors, Inc.
Scott Doyle is a financial advisor at Kovack Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including SCF Investment Advisors, National Securities Corp, and Stifel Independent Advisors. Outside of his advisory role, Doyle is involved in senior health insurance, providing Medicare plan guidance through an independent senior health insurance representative 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 a diverse client base, including individuals, pension plans, charitable organizations, banks, and government entities, utilizing a risk-based investment process supported by Envestnet and employing both internally developed and third-party models.
Marc B
Series 63, Series 65
Rochester, MI
Kovack Advisors, Inc.
Marc Bullock is a financial advisor with Kovack Advisors, Inc. in Rochester, Michigan, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with Kovack Advisors since 2015 and previously worked at Resource Horizons Investment Advisory, Inc. and L.M. Kohn & Company. Outside of his advisory role, Bullock serves as an assistant wrestling coach at Troy High School. 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, including high-net-worth clients, as well as pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs using a combination of proprietary models and third-party managers.
Adam W
Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Adam Winter is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL. He holds a Series 66 designation and has been with Kovack Securities, Inc. since 2026. His prior experience includes eight years at TriNet and a role at Winter Technology 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 plans, charitable organizations, and government entities, using a risk-tolerance-based investment process supported by Envestnet and a mix of internal models and third-party managers.
Matthew O
Series 66
Redding, CA
Kovack Advisors, Inc.
Matthew Osborn is a Series 66 licensed financial advisor with 27 years of industry experience. He has been with Kovack Advisors, Inc. since 2008, following prior roles at Edward Jones and Merrill. He is also the owner of Shasta Investments & Asset Management, an investment-related business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, using both internally developed models and third-party managers to construct and monitor client portfolios.
John N
Series 63, Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
John Nobile is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Kovack Securities since 2011. Outside of his advisory role, he owns a sports nutrition and supplements marketing 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, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and access to various advisory programs using both internal and third-party investment models.
Karl K
Series 63, Series 65
Parkesburg, PA
Kovack Advisors, Inc.
Karl Klingmann II is a financial advisor at Kovack Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2015. In addition to his advisory role, he owns and operates PENN RISE ADVISORS, LLC, a financial services and advisory business serving small businesses and individuals. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors and over $6 billion in client assets. The firm serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and government entities, implementing portfolios through a combination of proprietary models, third-party managers, and technology-supported workflows.
Lauren G
Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Lauren Gilbert is a financial advisor at Kovack Advisors, Inc. with three years of industry experience. She holds a Series 66 credential and has worked at Kovack Advisors and Kovack Securities since 2019. Prior to her career in finance, Gilbert held roles in education and retail. 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 clients, utilizing a risk-tolerance based investment approach supported by Envestnet and a mix of proprietary and third-party models.
Margaret P
Series 66
Ft. Lauderdale, FL
Kovack Advisors, Inc.
Margaret Pulecio is a financial advisor at Kovack Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Spectrum Planning Group since 2011. Outside of her advisory role, she serves as an office manager for Certified Marketing Centers, dedicating a significant amount of time to that activity. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and municipal clients, offering portfolio management and financial planning services using both internally created models and third-party managers.
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