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.

Brian Asman is a financial advisor at Valley Wealth Managers, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Leumi Investment Services Inc. and Bank Leumi USA. He has been with Valley Wealth Managers since 2023. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, utilizing a mix of equities, fixed income, and cash, with strategic oversight provided by an investment committee.

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.

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.

Anthony Romaniello is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, with one year of industry experience. He holds a Series 66 designation and previously worked at the Bank of New York. 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, providing portfolio management, financial planning, and sub-advisory services through a combination of internally created models and third-party managers.

Omar Morillo is a financial advisor with Mariner Independent, holding CFP® and ChFC® designations and the Series 66 license, with 10 years of industry experience. He has worked at multiple firms including Imperio Wealth Advisors, which he founded, and Purshe Kaplan Sterling Investments. Outside of advisory work, he owns Jetsetter Fulfillment, LLC, an online merchandise sales business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management through both model portfolios and discretionary management, supported by a platform that integrates institutional resources and third-party managers.

Kristopher Fulwood Davis is a financial advisor at Trajan Wealth, L.L.C. with 4 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at Fisher Investments, TIAA, and JPMorgan Chase Bank. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ specific risk tolerances, tax situations, and other circumstances.

Gary Gonzalez is a Series 65 licensed financial advisor at Modera Wealth Management, LLC with 18 years of industry experience. He previously worked at Northstar Financial Planners, Inc. for 19 years before joining Modera in 2026. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines traditional investment management with in-house accounting and tax services, supporting a diversified asset allocation approach grounded in Modern Portfolio Theory.

Marcela Hallman is a financial advisor at Jefferies Investment Advisers LLC with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Bradesco Global Advisor, Bradesco Investments, and BAC Florida Investments. Outside of her advisory role, she is a fitness consultant entrepreneur. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized, collaborative planning process that includes goal setting, analysis, and ongoing review.

Tony Dubose is a financial advisor with Modern Wealth Management, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His career includes long-term roles at Legacy Wealth Management Inc and LPL Financial, along with advisory services through LWM Advisory Services, LLC. Outside of financial advising, he is a contract commercial pilot. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a centralized Investment Committee and a mix of model portfolios and third-party managers to guide investment decisions.

Bradley Teets is a CFP® and PFS™ with 28 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2007. He also operates a CPA practice focused on income tax preparation and estate planning and is a member of the City of Punta Gorda General Employees' Pension Board. Additionally, he is president of a local car club, Harbor Corvettes. 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 clientele including individuals, pension plans, charitable organizations, banks, and municipal entities, offering portfolio management, financial planning, and sub-advisory services supported by Envestnet-enabled processes and a mix of internal and third-party investment models.

Adam Winter is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL. He holds a Series 66 designation and has been with Kovack Securities, Inc. since 2026. His prior experience includes eight years at TriNet and a role at Winter Technology Services. 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, using a risk-tolerance-based investment process supported by Envestnet and a mix of internal models and third-party managers.

John Nobile is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Kovack Securities since 2011. Outside of his advisory role, he owns a sports nutrition and supplements marketing business. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 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 various advisory programs using both internal and third-party investment models.

Victoria Ricker is a CFP® with 39 years of industry experience, currently serving as a financial advisor at DayMark Wealth Partners, LLC. She previously worked at Janney Montgomery Scott, LLC for eight years and held positions at Morgan Stanley and Morgan Stanley Private Bank between 2011 and 2017. In addition to her advisory role, Ricker serves as a FINRA arbitrator. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis, employing a variety of analytical methods and access to alternative investments, and is notable for its role as a private fund adviser and its integration of fee-based insurance products within its wealth management services.

Lauren Gilbert is a financial advisor at Kovack Advisors, Inc. with three years of industry experience. She holds a Series 66 credential and has worked at Kovack Advisors and Kovack Securities since 2019. Prior to her career in finance, Gilbert held roles in education and retail. 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 clients, utilizing a risk-tolerance based investment approach supported by Envestnet and a mix of proprietary and third-party models.

Margaret Pulecio is a financial advisor at Kovack Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Spectrum Planning Group since 2011. Outside of her advisory role, she serves as an office manager for Certified Marketing Centers, dedicating a significant amount of time to that activity. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and municipal clients, offering portfolio management and financial planning services using both internally created models and third-party managers.