Andres Calvo Morrison is a financial advisor with CV Advisors LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2022 to 2024, as well as Amerant Investments Inc in 2021. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals, families, trusts, foundations, and other qualified entities, typically with a $50 million investable-assets threshold. The firm employs a top-down asset allocation combined with bottom-up security selection, offering both discretionary and non-discretionary portfolio management and utilizing proprietary technology tools including AI with human oversight.

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 with Accurate Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 24 years of industry experience. His previous roles include positions at Intervest International Inc, RIA Strategies & Solutions Group, and the State of Florida Securities Division. Outside of advising, Guinta is a broker and owner of Miami Deluxe Real Estate. Accurate Wealth Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, charities, corporations, and other investment advisers by providing discretionary portfolio management, financial planning, and educational services. The firm emphasizes value, safety, quality, and risk control in its asset allocations and offers various investment vehicles, including alternative and privately placed investments, managing approximately $1.71 billion in regulatory assets under management.

Richard Comer is a financial advisor at Sound Income Strategies, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Sound Income Strategies, he has held roles at Active Link, Pratt Contracting, Code Red Roofers, and CPS Investment Advisors, among others. He also works as an independent insurance agent, focusing on fixed annuities and life insurance. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies and utilizes fundamental and technical analysis to manage portfolios, including ETF sub-advisory services and customized investment solutions.

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.

Norberto Pagan Rivera is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 license and six years of industry experience. Prior to joining Kovack Advisors and Kovack Securities in 2020, he worked briefly at Standard International Bank and spent nine years as a self-employed consultant and attorney. He is also the owner and president of Identity Conudrum, LLC, a merchandise business supporting local Puerto Rican artists who sponsor nonprofit causes, and PR Compliance Guru, LLC, which provides legal, tax, and compliance consulting services. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 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 uses an Envestnet-supported workflow alongside internal and third-party investment models to manage portfolios and offers both model-based and advisor-managed solutions across multiple custodians.

Richard Bates Jr. is a financial advisor at Sound Income Strategies, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Retirement Income Source of Fort Lauderdale and Integrity Investment & Tax Advisory, LLC. Outside of his advisory work, he participates in disc golf tournaments for a fee and coaches advisors and agents through Sound Income Group, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis and customized portfolio construction, offering a range of services from discretionary asset management to sub-advisory relationships and insurance planning.

Steven Wright is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Kovack Advisors and its affiliated entities since 2014 and also operates Wright Financial Concepts, LLC. Outside of his advisory work, he serves as vice president and accountant at S.R. Wright & Company, P.A., a CPA firm. 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 risk-tolerance-based investment approach supported by Envestnet and utilizing both internal and third-party portfolio models.

Scott Anselmo is a financial advisor at Signature Equity Partners, LLC with 21 years of industry experience. He holds a Series 66 designation and has prior experience at Valic Financial Advisors and Merrill. In addition to his advisory role, he is involved in insurance sales and serves as a Senior Financial Advisor with PATH Financial Partners. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm utilizes a multi-team structure and the Vision2020 Wealth Management Platform to offer customized portfolio management, financial planning, and retirement-plan consulting.

Ramon Gonzalez is a CFP® with 31 years of industry experience, currently serving at Kovack Advisors, Inc. since 2009. He has a background in investment advisory and financial consulting through his involvement with G V Investments & Retirement Solutions. Outside of finance, Gonzalez is also a musician and screenplay writer. 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 entities, employing a risk-based, model-supported investment process and offering both discretionary and non-discretionary portfolio management.

Peter Monks is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Merrill, Buckman Advisory Group LLC, Eagle Strategies, and Morgan Stanley. Outside of his advisory role, he is involved in managing rental properties as a licensed realtor. 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 entities. The firm employs a structured investment process using Envestnet-supported workflows and a combination of internally created models and third-party managers, offering both model-based and advisor-managed solutions.

Eduardo Ortega Ghiglione is a financial advisor with Simplicity Wealth in Fort Lauderdale, FL, holding a Series 66 designation and six years of industry experience. His professional background includes roles at Fontona, InsurMark, Vision 7 Advisory, PrimaHealth Credit, Equitable Advisors, and other firms. Outside of his advisory work, he is involved in several other business activities including serving as an independent insurance agent, working as a dental equipment sales manager, and acting as a realtor. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside discretionary advisory services and a technology-enabled platform for other advisers.

Jay Malik is a financial advisor with Wealth Management Nebraska LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 registrations and 16 years of industry experience. He has been with Wealth Management since 2011 and also owns Doctors Finance LLC, an accounting and consulting firm, and Jay Malik Tax Corp, which provides income tax preparation services. Wealth Management Nebraska LLC advises individuals, high-net-worth clients, and institutional clients such as defined contribution plan sponsors and other investment advisers. The firm uses broadly diversified, passively managed portfolios focused on no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy and periodic rebalancing.

Brian Kovack is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kovack Advisors since 2006 and Kovack Securities Inc. since 1998. Outside of his advisory role, he is involved in aviation sales through Discount Aviation, LLC, and serves as a FINRA arbitrator as well as a board member of the Financial Services Institute. 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, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a risk-based investment process supported by internal models, third-party managers, and ongoing account monitoring.

Anthony Agbay is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2015 and previously worked at L.M. Kohn & Company and Leonard & Company. Outside of his advisory role, he manages operations for an advisory and consulting firm, The Agbay Group LLC, and is a licensed agent involved 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 a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a structured investment process supported by Envestnet and offering both model-based and advisor-managed portfolio solutions.

Maria Kattan Chrin is a financial advisor at Circle Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Circle Wealth Management since 2006. Outside of her advisory role, Ms. Chrin serves as Vice Chair of Circle Financial Group, a membership organization for women investors. Circle Wealth Management provides customized wealth advisory, investment management, and family office services primarily to high-net-worth individuals and multi-generational families. The firm emphasizes tailored investment policy statements and proprietary due diligence to guide strategic asset allocation and manager selection.

Kevin Hurley is a financial advisor at Provenance Wealth Advisors with a Series 65 credential and two years of industry experience. He has previously worked at Xynergy Capital Group and currently holds a consulting role with Slavic Integrated Administration, focusing on 401(k) plan establishment and education. Provenance Wealth Advisors manages approximately $3.63 billion in assets, providing portfolio management, financial and retirement planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm employs a multi-custodial platform and uses a variety of investment approaches, combining discretionary and non-discretionary management.