Howard Parker is a financial advisor with Kovack Advisors, Inc. in Manalapan, Florida, holding Series 63 and Series 65 licenses 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 president of a real estate business, HAP Realty LLC, which is separate from his investment activities. 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, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Christina Lewis is a financial advisor at Kovack Advisors, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2012. Outside of her advisory role, she is the sole member of Diamond Financial Planning & Insurance, LLC. 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 using mutual funds, ETFs, and other vehicles, and offers discretionary and non-discretionary management along with financial planning and third-party manager recommendations.

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 CFP® professional with 24 years of experience in the financial industry, currently serving at Kovack Advisors, Inc. since 2011. He also maintains a podiatric medical practice as a physician-owner, a role he has held for over 40 years, and is involved in community governance as president of a condominium board. Rockefeller dedicates part of his time to educational seminars through Rockefeller & Associates, LLC. 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, offers both discretionary and non-discretionary asset management, and incorporates third-party asset managers and model portfolios in its investment approach.

Brent Turner is a CFP® with 12 years of industry experience, currently serving at Kovack Advisors, Inc. since 2014. 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 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, with additional options tailored to client objectives.

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 with Provenance Wealth Advisors, holding a Series 66 designation and over 41 years of industry experience. She has worked with Raymond James Financial Services Advisors Inc. and PWA Securities, LLC, and has been associated with Provenance Wealth Advisors since 2017. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $4.44 billion in assets as of December 31, 2025. The firm offers tailored portfolio management and financial planning using a multi-custodial platform and a range of investment strategies including discretionary and non-discretionary mandates.

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.

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.

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.