Anthony Romaniello is a financial advisor at Kovack Advisors, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Kovack Advisors, he worked at Bank of New York and Clifton Larson Allen among other roles. 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 offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning with an emphasis on diversified asset-class exposure primarily through mutual funds and ETFs.

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.

Eugene Davis is a financial advisor with Ally Invest Advisors in North Lauderdale, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Ally Invest Advisors since 2021 and has previous experience with T. Rowe Price and Broward Health Hospital. In addition to his advisory role, he operates as an independent tax preparer. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and automated investing services built on Modern Portfolio Theory, incorporating multiple risk tiers and cash allocation strategies.

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™ credentialed financial advisor with 28 years of industry experience. He has been with Kovack Advisors, Inc. since 2007 and has operated a CPA practice since 1992. Outside of his advisory role, he serves as president of a local car club and is a non-compensated volunteer member of the City of Punta Gorda General Employees' Pension Board. 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, and provides services such as discretionary asset management, third-party manager recommendations, and financial planning via an account aggregation platform.

Adam Winter is a Series 66-licensed advisor at Kovack Advisors, Inc. based in Ft. Lauderdale, FL. He has one year of industry experience and previously worked at TriNet and 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 and profit-sharing plans, charitable organizations, banks, and state and municipal government clients, employing both internally created and third-party investment models.

John Nobile is a financial advisor with Kovack Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Kovack Securities, Inc. since 2011. Outside of his advisory role, he is involved in marketing sports nutrition and supplements through his own 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 offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

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 with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Kovack Advisors in 2024, she worked at Kovack Securities, Inc. and has held positions at Mece Preschool & Kindergarten, Starbucks, Abercrombie & Fitch, Justice, and Florida Virtual School. 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 offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Margaret Pulecio is a financial advisor at Kovack Advisors, Inc. with three 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 at Certified Marketing Centers in Boca Raton, Florida. 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, third-party manager recommendations, and financial planning with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Warren Marmorstein is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2012. In addition to his advisory role, he is president of several related entities focused on wealth management, insurance, income tax, fiduciary services, and elder care planning. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension plans, charitable organizations, banks, and government clients. The firm employs a model-driven approach supported by Envestnet and offers both model-based and advisor-managed portfolio solutions across multiple custodians.

William Gordon is a CFP® professional with 33 years of industry experience, currently serving at Kovack Advisors, Inc. since 2019. His prior experience includes roles at Capital Financial Services Inc. and Retirement Wealth Resources, Inc., where he has worked for nearly three decades. Outside of advisory work, he serves as president of the Cypress Professional Center Condominium Association, managing building upkeep. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser that serves a broad range of clients including individuals, corporations, and pension plans through a nationwide network. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs and offers discretionary and non-discretionary asset management alongside financial planning and third-party manager recommendations.

Shane Phillips is a financial advisor with Provenance Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Provenance Wealth Advisors since 2015 and is also associated with PWA Securities, LLC. Provenance Wealth Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and other entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial and retirement planning, employing a range of investment strategies across multiple custodial platforms.

David Miller is a financial advisor with First Heartland Consultants, Inc. in Hollywood, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at OSAIC, Securities America, and Investacorp. He is also involved with Six One Wealth Management LLC as an agent marketing fixed insurance products to existing clients. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, using a combination of discretionary portfolio management, model-based programs, and both fundamental and technical analysis. The firm operates with a vertically integrated structure that includes brokerage and insurance businesses, serving clients through independent investment adviser representatives.

Justin Savich is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Securities America Inc., and World Financial Group, Inc. Outside of his advisory work, he is president and program director of Life Success Group, LLC, which focuses on personal development, personal training, life coaching, and motivational speaking. Kovack Advisors, Inc. is an SEC-registered enterprise adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs and offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

Jared Bolotin is a financial advisor at Prosperity - An EisnerAmper Company with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual and MetLife Securities. He serves as the treasurer and executive board member of the Broward Sheriff's Advisory Council, where he assists with budgeting and grant approvals. Prosperity advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets and emphasizes asset allocation and diversification using both discretionary and non-discretionary management approaches.

Charles Howell is a CFP® with 21 years of industry experience, currently serving at IP Financial Advisory Services LLC. His background includes roles at Innovation Partners LLC and Bankers Life entities. He also serves as a trustee for the City of Hollywood General Employee Pension Fund and owns businesses in traffic education and accounting services. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on personalized portfolio management and financial planning. The firm offers a range of advisory and consulting services including actuarial analysis and managed account programs with discretionary authority to implement and rebalance investment strategies.

Donald Wilcox is a financial advisor with On Investment Management Company in Hollywood, FL, holding a Series 63 designation and bringing 56 years of industry experience. He has worked at The O.N. Equity Sales Co since 2002 and Paul Revere Insurance Company since 1974. Outside of his advisory role, he is involved with Wilcox Financial Strategies, a non-investment business focused on selling life, disability, and fixed insurance products. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms, including fee-based financial planning and both discretionary and non-discretionary investment programs.

Sommer O'neil is a financial advisor at Kovack Advisors, Inc. with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Kovack Advisors and Kovack Securities since 2016. Outside of her advisory role, she co-owns a cow-calf operation in Punta Gorda, FL, and is a notary public serving existing clients. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 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, using a combination of internally created models and third-party managers to construct and manage client portfolios.