Kathleen Bilansky is a financial advisor with Kovack Advisors, Inc. She holds a Series 66 credential and has six years of industry experience. Her prior work includes roles at Kovack Securities, Inc., LPL Financial, and AJH Wealth Management, where she is also involved in client service and administrative functions. Kovack Advisors, Inc. is a multi-team registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a structured investment process using both internal models and third-party managers, with ongoing account monitoring and rebalancing.

Allan Haupert is a financial advisor at Kovack Advisors, Inc. with 29 years of industry experience. He holds the CFP® designation and has worked at firms including Morgan Stanley and LPL Financial. Outside of his advisory role, he serves as a trustee managing an irrevocable trust and is a certified public accountant. 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, including high-net-worth clients, as well as pension plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers to construct and manage portfolios.