Thomas Blair is a financial advisor at Kovack Advisors, Inc. with 40 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Kovack Advisors, he worked for Investacorp, Inc. for nearly three decades and has more recently been associated with Securities America and Kovack Securities. Blair is also president and owner of The Blair Group, Inc., which focuses on investment-related and insurance sales. 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 plans, charitable organizations, and government clients, using a combination of internally developed models and third-party managers to construct and manage portfolios across multiple custodians.

Joshua Greenberg is a Series 65 licensed advisor with 15 years of industry experience. He is currently affiliated with Coppell Advisory Solutions LLC and has prior experience with Motiv8 Investments LLC and Fusion Investment Advisors, LLC. He also operates Greenburg Tax & Insurance. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment approach combining internally developed asset allocation models with fundamental and technical analysis, implementing strategies consistent with client objectives.

Antonio Ladron De Guevara is a financial advisor at Bison Wealth, LLC, holding a Series 65 credential with experience beginning in 2024. His prior work includes roles at Makoto, Katsuya, Novikov Miami, Palmar, and One Door East. Bison Wealth serves a diverse range of clients including individuals, high net worth clients, family offices, and charitable organizations, providing financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach involves outcome-focused, multi-manager model portfolios that blend tactical and strategic allocations across liquid and private-market strategies.

Michael Quinlan is a financial advisor at AlphaStar Capital Management with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Barefoot Financial PLLC, Financial Independence Group, and Gwn. Quinlan is also involved in insurance services through his role at Financial Independence Group. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches across a broad range of asset types and supports over 8,400 client relationships with approximately $2.5 billion in assets under management.

Jose Valenzuela is a financial advisor at Impact Partnership Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at various firms including Champion Mortgage and My Financial Practice. He is also involved in educational activities through 123COLLEGE.COM, where he presents college planning seminars focused on grants and scholarships. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and ERISA retirement plan services through a multi-team advisor network.

Daniel Allen is a financial advisor at Kovack Advisors, Inc. with 28 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and A.G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a trustee for a family irrevocable trust. 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, utilizing a risk-based investment process supported by Envestnet and a combination of in-house and third-party management solutions.

Thomas Collins is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Level Four Advisory Services, LPL Financial, and various entities within 1 St Global from 2000 to 2017. Outside of his advisory role, Collins is the owner of TPC Financial, a financial planning business, and holds a Florida insurance license. 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 an investment approach that utilizes Envestnet-supported workflows and a combination of internally created and third-party models to manage portfolios across multiple custodians.

Timothy Hummel is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Kovack Advisors, Inc. since 2016. He has held positions at affiliated firms including Kovack Securities, Inc. and Concourse Financial Group Securities, Inc. Outside of his advisory role, he teaches CFP curriculum at Tallahassee Community College and manages a horse breeding and training business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in assets under management. The firm serves a diverse clientele including individuals, pension plans, charitable organizations, banks, and government entities, utilizing a combination of internally developed models and third-party managers to construct and monitor client portfolios.

Alicia Alvarez is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Capital Guardian Wealth Management and Citigroup Global Markets. In addition to her advisory role, she is president and founder of Essential Financial and Insurance Services, which focuses on retirement planning education and assistance for state and federal employees. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individual, institutional, and government clients with over $6 billion in assets under management. The firm offers portfolio management, financial planning, and sub-advisory services, utilizing Envestnet-supported workflows and a combination of internal and third-party models to manage diversified client portfolios.

Michael Neal is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Kovack Advisors since 2006 and previously worked at Morgan Stanley from 2002 to 2005. Outside of his advisory role, Neal manages M.A. Neal LLC and engages 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 individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services using a combination of internal models and third-party managers.

Matthew Storm is a financial advisor at CV Advisors LLC with four years of industry experience. He has been with the firm since 2009. Outside of his advisory role, he is a managing member and writer for The Last Roman LLC. CV Advisors is an independent boutique multi-family office serving high-net-worth individuals, families, trusts, estates, foundations, and other qualified entities. The firm combines a top-down asset-allocation framework with bottoms-up security and manager selection, using ETFs and third-party managers when appropriate.

Philip Piedt is a CFP® with 15 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2024. His prior roles include positions at Benchmark Financial entities and American Portfolios Financial Services. Outside of his advisory work, he serves as a deacon and finance committee member at Coral Ridge Presbyterian Church and as a board trustee for Westminster Academy, where he oversees financials, endowments, and audits. 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 public entities, utilizing a risk-tolerance–based investment process supported by Envestnet and combining internally created models with third-party managers.

Andres Calvo Morrison is a financial advisor with CV Advisors LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Amerant Investments Inc. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals, families, trusts, and other qualified entities, generally with a $50 million investable-assets threshold. The firm employs a combination of top-down asset allocation and bottom-up security selection, offering both discretionary and non-discretionary portfolio management along with proprietary technology tools.

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.

Gregg Guinta is a financial advisor at Accurate Wealth Management, LLC with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Intervest International Inc, RIA Strategies & Solutions Group, and the State of Florida Securities Division. Outside of his advisory role, he is a broker and owner at Miami Deluxe Real Estate. Accurate Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charities, and corporations by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in its investment approach and offers both traditional and alternative investment options.

Richard Comer is a financial advisor with Sound Income Strategies, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with one year of industry experience. His background includes roles in portfolio analysis and fixed insurance sales. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension clients, registered advisors, and retirement plans through asset management, financial planning, and sub-advisory services. The firm’s investment approach focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and third-party manager allocations.

Timothy Bober is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Advisors' Pride, Inc. and has been affiliated with LPL Financial since 2003. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in assets under management.

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.

Terry Morris is a financial advisor at Kingsview Wealth Management, LLC in Plantation, FL, with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Kingsview since 2011. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and asset management through internal portfolio strategies, third-party managers, and access to alternative investments, providing services on both discretionary and non-discretionary bases.

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.