Aaron Litman is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Ally Financial Inc., Ameriprise, and TradeStation Securities, Inc., among others. He is based in Fort Lauderdale, FL. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through a model-driven program featuring Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, combining advisory, brokerage, and custody services.

Gregory Milewski is a CFP® with 11 years of experience currently affiliated with Sound Income Strategies, LLC. His prior experience includes roles at USAA Investment Management Company and USAA Financial Advisors, Inc. He also serves as an adjunct professor at Southeastern University, Inc. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and a range of specialized investment and insurance services.

Ernesto Amengual is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 36 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2021, and previously with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2016. Ernesto is also a co-owner of ATA Advisors, LLC, a business entity related to Bolton Securities that is not publicly advertised and operates outside of investment activities. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s investment approach is tailored by independent adviser representatives and typically involves mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation, alongside tactical trading and rebalancing.

Micah Keel is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Kestra Investment Services, Ameriprise Financial Services, and Retirement Income Source locations in Florida. Outside of his advisory work, he is a co-owner of Pretty Farm Girl LLC, a skincare manufacturing business. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with a focus on fixed-income analysis and equity review, utilizing institutional trading arrangements and affiliated insurance planning services.

Michael Haddigan is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 credential and over 21 years of industry experience. Before joining Kovack Advisors in 2017, he worked at INVEST Financial Corp from 2009 to 2017 and has been involved with Common Cents Planning, Inc. since 2003. Outside of his advisory roles, he serves as a Cubmaster volunteer for his son's Cub Pack. 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 risk-tolerance based, model-supported investment approach using both internal and third-party managers.

David Grossman is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments and Raymond James & Associates. In addition to his advisory role, he is a licensed agent for fixed/traditional insurance products. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and pooled investment vehicles. The firm employs a combination of centrally managed and locally managed portfolios, investing across various asset classes and offering specialized services such as ESG models, Direct Indexing, and sub-advisory roles for private funds and insurance clients.

Michael Marinelli is a financial advisor at Trajan Wealth, L.L.C. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, Morgan Stanley, and Diamond Asset Management. Marinelli also operates as a licensed insurance agent and occasionally offers clients insurance products. Trajan Wealth, L.L.C. provides investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ specific financial situations and coordinating with tax, estate, and insurance professionals as part of comprehensive planning.

Joseph Valerio is a CFP® certificant with four years of industry experience. He currently works at Modera Wealth Management, LLC and has held positions at Northstar Financial Planners, Inc., Merriman Wealth Management, The Vanguard Group, Inc., and Fidelity Investments. Modera Wealth Management provides wealth management, retirement plan consulting, tax planning, trust services, and business coaching to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines large-scale advisory operations with in-house accounting and tax capabilities.

Dorota Gilbert is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 23 years of industry experience. Her career includes positions at Merrill and Ameriprise Financial Services prior to joining Kovack Advisors and Kovack Securities. 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 through portfolio management, financial planning, and access to sub-advisory programs, utilizing both internal and third-party investment models.

Todd Moll is a CFP® professional with 35 years of experience in the financial industry. He is the CEO and owner of Todd A. Moll CFA PA and has been affiliated with Provenance Wealth Advisors since 2000. Moll’s background includes roles with Raymond James Financial Services and various business ownership positions. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, and other entities. The firm utilizes a multi-custodial platform and a blend of equities, fixed income, and alternative investments, offering both discretionary and non-discretionary portfolio management alongside financial and retirement planning services.

Vincent Lapietra is a financial advisor with Wealthcare Advisory Partners LLC in Weston, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked previously at LPL Financial and Independent Financial Partners. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary technology and an evidence-based investment framework that incorporates behavioral economics and quantitative analysis.

Bob Hodges Jr. is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. Prior to joining Kovack Advisors in 2020, he worked at Capital Guardian Wealth Management and Moors & Cabot, Inc. He also owns Hodges Wealth Management 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 individuals, high-net-worth clients, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and sub-advisory services implemented through a combination of proprietary models and third-party managers.

Sean Deviney is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Provenance Wealth Advisors since 2005 and previously worked at Raymond James Financial Services. Deviney serves as treasurer and board member for Memorial Joe DiMaggio Children's Hospital. Provenance Wealth Advisors manages approximately $3.63 billion in assets and serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management using a multi-custodial platform and employs a range of investment strategies including equities, ETFs, mutual funds, and option strategies, alongside financial planning and retirement plan services.

Steven Newman is a CFP® professional with 41 years of industry experience, currently with Kovack Advisors, Inc. since 2016. He previously worked at Concourse Financial Group Securities, Inc. and Principal Financial Services. Outside of his advisory role, Newman teaches a finance course fulfilling CFP education requirements at Stetson University. 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, as well as pension plans, charitable organizations, banks, and government clients, employing a combination of internal models and third-party managers within an Envestnet-supported portfolio management system.

Michael Donofrio is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with 25 years of industry experience. He has held roles at Kovack Advisors since 2017, previously working at Raymond James & Associates, Ryan Beck & Co., and Morgan Stanley DW Inc. In addition to his advisory work, he serves as president of Worth Ave Wealth Management, focusing on financial planning for retirees. 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, high-net-worth clients, pension plans, charitable organizations, and governmental entities, using a combination of internally created models and third-party managers to manage portfolios.

Rene Villate Cortes is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding 18 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2009 and previously worked at Cetera Wealth Services, LLC. Outside of his advisory role, he is involved in boat management, overseeing cleaning and maintenance services, and participates as a partner in a retail sports clothing e-commerce business. 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 government entities, offering discretionary and nondiscretionary portfolio management along with financial planning and sub-advisory services.

Barry Young is a financial advisor at Gradient Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Gradient Advisors since 2017. Young also has been involved with Whitestone Wealth Management, LLC since 2012 and owns Barry Young Enterprises Inc., an insurance sales business operating since 1988. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that emphasizes client approval of transactions and incorporates fundamental, technical, and cyclical analysis.

Rana Chander is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. Prior to joining Sound Income Strategies, he worked at Investacorp Inc. for 16 years and Securities America Advisors for two years. Outside of his advisory role, Chander is the managing partner of a residential and commercial real estate management company. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and retirement plan clients through asset management, financial planning, and plan services. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis, and also provides insurance planning and educational workshops through affiliated entities.

Winnaa Wright Villano is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Kovack Advisors and Kovack Securities since 2009 and previously worked at American Securities Group, Inc. from 2007 to 2009. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 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 employs a structured investment process using risk-tolerance questionnaires and internally developed models alongside third-party managers, providing both model-based and advisor-managed portfolio solutions.

Stephen Cain is a CFP® professional with 25 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. He has also been associated with Kovack Securities Inc. and Lindner Capital Advisers, Inc. for over a decade. Outside of his primary roles, he is involved with Warnick and Cain LLC, providing financial planning and investment management services, and works as an agent for various insurance companies. 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, employing a structured investment approach using both internal models and third-party managers across multiple custodians.