Terry Morris is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kingsview since 2011, including roles at Kingsview Asset Management since 2015. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm integrates advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Walker Greep is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL. He holds a Series 66 designation and has been with Kovack Advisors and related entities since 2026. Prior to his career in finance, he worked in education for several years. 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 and financial planning services using both internally created models and third-party managers.

Norberto Pagan Rivera is a financial advisor at Kovack Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked as a self-employed consultant and attorney for nine years. Outside of his advisory role, he is the owner and president of Identity Conudrum, LLC, which promotes local Puerto Rican artists through merchandise sales supporting nonprofit causes, and he leads PR Compliance Guru, LLC, providing legal, tax consulting, and compliance services. 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, pension and profit-sharing plans, charitable organizations, banks, and government clients, using a combination of internally developed models and third-party managers to tailor portfolio management across multiple custodians.

Mitchell Hirsch is a financial advisor at OneSeven with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and International Assets Advisory, LLC. Hirsch serves as a board member for the Broward County Gator Club, a nonprofit providing scholarships to local seniors. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with access to diversified portfolios and alternative investments. The firm combines discretionary and non-discretionary strategies, utilizing third-party platforms and independent managers.

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 at Kovack Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Kovack Advisors, Independent Financial Partners, and Northwestern Mutual, among others. Outside of his advisory work, Wright 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 managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, using a combination of internally created and third-party investment models supported by the Envestnet platform.

Scott Anselmo is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at VALIC Financial Advisors since 2006 and is also affiliated with OSAIC Wealth, Inc and Agia. Anselmo is involved in insurance sales and serves as a Senior Financial Advisor at Path Financial Partners. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates and utilizes model-based investment solutions across discretionary and non-discretionary accounts.

Ramon Gonzalez is a CFP® professional with 31 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2009. He is also involved in music composition and screenplay writing, alongside his financial advisory work. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a wide range of clients, including individuals, corporations, pension plans, and banking institutions. The firm offers diversified asset management primarily through mutual funds and ETFs, along with financial planning and third-party manager recommendations.

Peter Monks is a Series 66-credentialed financial advisor at Kovack Advisors, Inc. with 16 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2015. Outside of his advisory role, he is involved in managing residential real estate as a licensed realtor. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm employs a diversified asset-class investment approach primarily through mutual funds and ETFs, and also offers third-party asset manager recommendations, financial planning, and account aggregation services.

Eduardo Ortega Ghiglione is a financial advisor with Simplicity Wealth, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fontona, InsurMark, Vision 7 Advisory, PrimaHealth Credit, Equitable Advisors, and Axa Advisors. Outside of advisory work, he is involved in insurance sales, operates a marketing services business focused on dental offices, works as a realtor, and serves as a regional sales manager for dental equipment. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, along with offering a range of advisory, portfolio management, and managed account services for advisers.

Jay Malik is a financial advisor with Wealth Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Wealth Management since 2011 and also owns Doctors Finance LLC, an accounting and consulting firm, as well as Jay Malik Tax Corp, where he provides income tax preparation services. Wealth Management Nebraska LLC offers investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory-based approach, primarily using passively managed mutual funds and ETFs, and provides integrated advisory and administrative services for retirement plans.

Brian Kovack is a financial advisor at Kovack Advisors, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Kovack Advisors, Inc. since 2006 and Kovack Securities Inc. since 1998. Outside of advising, he is an owner of Discount Aviation, LLC, a helicopter sales business, and serves as a FINRA arbitrator and a board member of the Financial Services Institute. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network of representatives. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

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. Outside of his advisory role, he manages operations for The Agbay Group LLC, a consulting firm. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Kevin Hurley is a financial advisor at Provenance Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Slavic Mutual Funds Management Corp. and Xynergy Capital Group. Outside of his advisory role, Hurley consults on 401(k) plan administration and education through Slavic Integrated Administration. Provenance Wealth Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets, offering tailored portfolio management and financial planning with both discretionary and non-discretionary mandates.

Ryan Wolverton is a financial advisor at Exodus Wealth, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prosperity Wealth Management, Inc. and Fortune Financial Services. Outside of finance, Wolverton has served with the Pompano Beach Fire Department for ten years and Boynton Beach Ocean Rescue for fourteen years. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm manages several hundred million dollars in discretionary assets and emphasizes tailored portfolio supervision using a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Marco Bohorquez is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked with LWM Advisory Services, LLC and LPL Financial LLC. Bohorquez serves on the Law Enforcement Advisory Board for the City of Sunrise and is currently running for a City of Sunrise commissioner seat. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors, providing a range of investment management and planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a centralized Investment Committee and integrates third-party managers and advanced tools to guide portfolio construction, serving both individual and institutional clients.

Kimberly Mcmillion is a financial advisor at Exodus Wealth, LLC with 30 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior roles include positions at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., and McNally Financial Services Corporation. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets with tailored portfolio strategies using a variety of investment types and analytical approaches.

Michael Gracy Jr. is a CFP® professional with 24 years of industry experience, currently serving at Kovack Advisors, Inc. since 2015. He holds the Series 63 and Series 65 licenses and is based in Gainesville, Florida. Outside of his advisory role, he is involved with the Rotary District 6970 as chair of the Investments Subcommittee, serves on the Eighth Circuit Grievance Committee, and sits on the board of the Matheson History Museum. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and financial institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs and also offers third-party asset manager recommendations, financial planning, and account aggregation services.

Darrin Halsey is a CFP® professional with 27 years of industry experience, currently serving at Kovack Advisors, Inc. since 2009. He holds the Series 63 designation and is based in Ft. Lauderdale, FL. Outside of his advisory role, he is involved with the Rotary Club of Arcadia Foundation and the Rotary Club of Arcadia as a director, and volunteers as a swimming official for USA Swimming and the Florida High School Athletic Association. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and provides financial planning along with third-party asset manager recommendations.

Thomas Scanlan is a financial advisor at Provenance Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James Financial Services and PWA Securities. Scanlan also operates as an insurance agent selling fixed insurance products. Provenance Wealth Advisors serves individuals, pension plans, trusts, and charitable organizations, managing over $4 billion in assets across discretionary and non-discretionary mandates. The firm offers tailored portfolio management and financial planning, utilizing a range of investment strategies and operating on a multi-custodial platform.