Jeffrey Stock Jr. is a financial advisor with Advisory Services Network holding a Series 66 designation and 21 years of industry experience. He has worked at Kovack Securities, Inc. since 2014 and with Advisory Services Network since 2011. Outside of his advisory role, he serves on the board and performs as an ensemble member for the North Carolina Brass Band. Advisory Services Network is an enterprise firm with about 208 independent advisors serving individuals, families, corporations, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Josh Lorenzetti is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Advisory Services Network and has prior experience at Morgan Stanley, the University of South Carolina, and in real estate. Outside of finance, he worked as a professional golfer from 2016 to 2020. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisory representatives. The firm provides customized strategies that include portfolio management, financial planning, and retirement plan consulting, employing a range of securities and third-party managers.