Mark Trawick is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. His prior work includes nearly a decade with GWN Securities and several roles at VOYA Financial Advisors and related entities. Outside of his advisory role, he is a drummer in a non-investment related business. 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 governmental clients, employing a risk-based investment process with both internal and third-party models across multiple custodians and platforms.

Bobby Sharp Jr. is a financial advisor at Kovack Advisors, Inc. with 10 years of industry experience. He holds the Series 66 designation and previously worked at Cetera Advisor Networks LLC and VOYA Financial Advisors. Outside of his advisory role, he is involved in federal employee retirement training through the organization Fed Impact and owns an electrical contracting business. 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, banks, and government entities, utilizing both internally developed and third-party models to manage portfolios across multiple custodians.

Michael Mader is a financial advisor with United Capital Financial Advisors in Fort Lauderdale, FL, holding a Series 63 designation and 26 years of industry experience. He has worked at United Capital since 2018, with prior roles at Cetera Advisor Networks and Cambridge Investment Research. Outside of his advisory work, Mader manages a real estate organization and holds ownership interests in residential properties. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates a platform that assists independent advisors with technology and practice management.

Stephen De Marco is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LBMZ Securities, Inc., Advyzon, and Molo Solutions. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies including all-cap core, dividend, quantitative, and fixed-income approaches. The firm combines proprietary quantitative models with qualitative portfolio management and distributes strategies through multiple platforms, including wrap-fee and unified managed accounts.

Michelle Jessup Mckenzie is a financial advisor at Synovus Securities, Inc. with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Synovus Securities since 2019. Prior to that, she held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. from 1996 through 2019. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a client risk-tolerance questionnaire and due diligence processes to guide asset allocation and manager selection.

David Falcone is a financial advisor with Sound Income Strategies, LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Edward Jones and several mortgage-related firms. Outside of his advisory work, he volunteers as a youth football coach and participates in community service and fundraising activities with local organizations in Jacksonville, FL. Sound Income Strategies, LLC manages approximately $4 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, 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 sub-advisory and insurance planning services.

Gregory Whelan is a financial advisor with Kovack Advisors, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 18 years of industry experience. Prior to joining Kovack Advisors, he worked at Bank of America and Merrill for 12 years and Morgan Stanley for 2 years. Outside of his advisory role, he owns a real estate business, Pirata Holdings 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, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a model-based and advisor-managed investment approach supported by Envestnet technology.

Teresa Herrera is a financial advisor at Kovack Advisors, Inc. with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Investacorp, Inc. and Securities America Advisors, Inc. Additionally, she was involved with Herrera NG Delivery Corp for 12 years. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a structured investment process using Envestnet-supported workflows and a combination of internally created models and third-party managers to manage portfolios across multiple custodians and execution venues.

Dan Roehm Jr. is a CFP® professional with 11 years of industry experience, currently serving at Csenge Advisory Group, LLC. His prior roles include positions at Lion Street Financial and Benchmark Financial Wealth Advisors LLC. Outside of advisory work, he hosts an online event called BIG Breakfast featuring authors and consults on business development via LinkedIn. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate entities. The firm employs a combined fundamental and technical investment approach, emphasizing relative strength and a structured market and risk analysis, offering customized portfolio management through discretionary or model-based strategies.

Alexandra Escobedo is a Certified Financial Planner® at New Edge Wealth with over 16 years of industry experience, including 15 years at Bank of America Private Bank. She holds the CFP® and Series 63 designations and is based in Fort Lauderdale, FL. She has been with New Edge Wealth and its affiliated broker-dealer since 2026. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Richard Delio is a financial advisor at Zacks Investment Management, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at LBMZ Securities, Inc. and Zacks Investment Management since 2012. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary stock-ranking models and offers a broad range of investment strategies and vehicles, serving both direct clients and third-party advisers through index licensing and model portfolios.

Saverio Fiorello is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding the ChFC® designation with 24 years of industry experience. He has worked with Kovack Advisors since 2008, following a prior four-year tenure at Securities America Advisors, Inc. He also operates Weston Financial Advisors, a registered DBA. 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, pension and profit-sharing plans, charitable organizations, banks, and government entities, providing portfolio management, financial planning, and access to sub-advisory programs.

Moshe Aronov is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Private Advisor Group, LLC, LPL Financial, and Chase Investment Services Corp. He is also the managing partner of Greener Path Retirement Planning and serves as vice president of the local Business Network International chapter. 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, offering portfolio management, financial planning, and access to independent advisor programs through an Envestnet-supported workflow that utilizes both internal models and third-party managers.

Matthew Jory is a CFP® and ChFC® with six years of experience in financial advisory. He is currently with Sound Income Strategies, LLC and also holds roles at McAdams Group, LLC and Fidelity Investments. Outside of his advisory work, he is involved in property management through Jamsey Living, LLC. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets, serving 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 employs a scalable advisor network supported by affiliated business lines and training.

Howard Parker is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at Broker Dealer Financial Services Corp. for 24 years before joining Kovack Securities, Inc. in 2018. Outside of his advisory role, Parker is involved in a real estate business through his position as president of a realty 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 a diverse client base, including individuals, pension plans, charitable organizations, banks, and government entities, employing a risk-tolerance based investment process with both internally developed models and third-party managers.

Christina Lewis is a financial advisor at Kovack Advisors, Inc. with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2012, following two years at Kovack Securities. Lewis is also the sole member of Diamond Financial Planning & Insurance, LLC, a financial planning and insurance business. 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 clients. The firm uses an Envestnet-supported workflow and a combination of proprietary and third-party models to manage portfolios across multiple custodians and execution venues.

Jeffrey Rockefeller is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL. He holds the CFP® designation and has 24 years of industry experience. In addition to his advisory career, he is a practicing podiatrist and owner of a podiatric medical practice, and he serves as president of a condominium board in his community. 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 municipal clients, offering portfolio management, financial planning, and access to third-party managers through an Envestnet-supported investment process.

Brent Turner is a CFP® professional with 12 years of experience in the financial advisory industry, currently affiliated with Kovack Advisors, Inc. He is also the owner of JCSB Wealth Management LLC and performs as a tenor with opera companies and symphonies across the United States. 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, banks, and government entities, employing an Envestnet-supported workflow that integrates internally developed models and third-party managers to construct and manage client portfolios.

Theodore Kowalchuk Jr. is a CFP® professional with 32 years of industry experience. He has been with ValMark Advisers, Inc. since 2003 and also serves as owner and president of 401(k) Plan Services, Inc., where he provides consulting and third-party administrator services. Additionally, he owns IRA Plan Services, Inc., offering technical IRA services. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and fee-based planning and consulting services.

Donna Santangelo is a financial advisor at Provenance Wealth Advisors with 41 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch and Raymond James Financial Services. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, retirement planning, and consulting services, employing a range of investment strategies across multiple custodians.