Jeffrey Bliss is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 credential and 17 years of industry experience. He has been with Sound Income Strategies since 2016 and has prior experience at Summit Wealth Partners and Wealthwise Technologies Advisory Group. He serves as Vice President on the board of the Fountains Professional Center Condo Association and is involved in Rockin' Roses, LLC, where he participates in live performances, event scheduling, and social media management. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, employing fundamental and technical analysis, active portfolio management, and third-party manager allocations, alongside offering insurance planning and educational workshops.

Charlie Meagher is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. He has been with Kovack Advisors since 2014 and also maintains a long-standing affiliation with First Financial dating back to 2000. Outside of his advisory work, Meagher serves as a board member for Ducks Unlimited and its East Cobb chapter. 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 through a nationwide network of representatives. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, while also offering discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

Ethan Van Eck is a financial advisor with SVB Wealth, holding a Series 66 designation and 17 years of industry experience. His career includes roles at First Citizens Investor Services, Truist Investment Services, and BB&T among others. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a disciplined investment process supported by an Investment Committee and offers sub-advisory relationships and consolidated reporting within its structure as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Daniel Geller is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His career includes roles at Bolton Global Asset Management and Bolton Global Capital since 2019, as well as previous positions at Morgan Stanley Private Bank and Citigroup Global Markets. He is also co-owner and Managing Director of NYB Wealth Advisory, LLC, which operates securities and investment advisory services. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal management, unaffiliated managers, and third-party programs, with an emphasis on a long-term investment approach.

Marlon Cruz is a financial advisor at Valley Wealth Managers, Inc. with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Leumi Investment Services Inc. and J.P. Morgan Securities LLC. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, employing a client-specific investment process that includes tactical asset allocation and proprietary equity valuation methods.

Charles Radlauer is an advisor at Sound Income Strategies, LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Kovack Securities, Inc. and NewBridge Securities Corporation. Radlauer serves as chief compliance officer at Sound Income Strategies and is also an insurance agent. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers portfolio management, financial planning, and specialized services including ETF sub-advisory and insurance planning.

Kelly Miller is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 credentials and over 40 years of industry experience. She is also the owner of Oak Tree Group, a financial planning firm she has operated since 1990. In addition to her advisory roles, Miller serves as treasurer for a local PEO chapter. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and provides financial planning and third-party asset manager recommendations via a nationwide network of representatives.

Oliver Grimard is a financial advisor at Clear Creek Financial Management, LLC, holding a Series 65 license with four years of industry experience. His prior work includes roles at Grow Holdings, LLC and Aqua Science. He is also involved in selling non-variable life insurance to clients. Clear Creek Financial Management serves individuals, high-net-worth clients, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers comprehensive financial planning and asset management with a focus on individualized account supervision, utilizing a range of investment strategies and algorithmic research through its Helios Quantitative Research division.

Richard Scheffer is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2013. Scheffer also owns Richard H. Sheffer, LLC, through which he engages in fixed insurance sales on a limited basis. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, financial planning, and retirement account aggregation, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Mark Trawick is a financial advisor with Kovack Advisors, Inc. in Macon, GA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at GWN Securities for nine years before joining Kovack Advisors in 2020. Outside of his advisory role, he is involved as a drummer in a non-investment related business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, while also recommending third-party asset managers and providing financial planning and account aggregation services.

Bobby Sharp Jr. is a financial advisor at Kovack Advisors, Inc. with 10 years of industry experience. He holds a Series 66 credential and has previously worked at Cetera Advisor Networks LLC and VOYA Financial Advisors. Outside of his advisory role, Sharp is involved in federal employee retirement training through an organization called Fed Impact and operates an electrical contracting 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 individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally developed models and third-party managers to implement and monitor client portfolios.

Fernanda Araujo is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at J. Safra Asset Management Corporation since 2021 and previously held roles at Safra Securities LLC, Morgan Stanley, and Wells Fargo. Outside of her advisory and compliance duties, she is a silent partner owner of an online jewelry business. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies, and institutional consulting to a range of clients including high-net-worth individuals and corporations. The firm employs a combination of fundamental and macroeconomic analysis and uses third-party managers to implement its investment strategies.

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.

Phillip Krause is a financial advisor at Spire Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Spire Investment Partners, Ringler Associates, Securities America Advisors, and Invest Financial Corporation. He is also an instructor at Miami Police College, providing educational training on pension and retirement benefits, and serves as a FINRA arbitrator and a council member for the Gerson Lehrman Group as a subject matter expert in financial services. Spire Wealth Management offers investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm utilizes a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised strategies using tactical, active, and passive approaches tailored to client objectives and risk profiles.

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 at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding the ChFC® designation with 18 years of industry experience. He previously worked at Bank of America and Merrill for 12 years before joining Kovack Advisors in 2025. Outside of his advisory role, he is the owner of DePaul Capital LLC and manages DCAP Insurance Solutions LLC, which involves selling life insurance. 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 a range of services including portfolio management, financial planning, and sub-advisory programs using a combination of internally created models and third-party managers.

Teresa Herrera is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 10 years of industry experience. Her prior work includes roles at Investacorp, Inc. and Securities America Advisors, Inc. She was also involved with Herrera NG Delivery Corp for over a decade. 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 focuses on diversified asset-class exposure primarily through mutual funds and ETFs, while offering discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

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.