Daniel Allen is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 27 years of experience in the industry. He previously worked at UBS Financial Services for 11 years before joining Kovack Advisors in 2026. He serves as a trustee for a family trust. Kovack Advisors is a multi-team registered investment adviser with roughly 260 advisors managing over $6 billion in client assets. The firm serves individuals, high-net-worth clients, institutions, and government entities, employing a risk-tolerance based investment process with both internally created models and third-party managers.

Thomas Collins is a financial advisor with Kovack Advisors, Inc. in Jupiter, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Level Four Advisory Services, LPL Financial, and 1 St Global entities. Outside of his advisory work, he owns TPC Financial, a financial planning and investment firm. 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’s investment approach centers on diversified asset-class exposure through mutual funds, ETFs, and other vehicles, combined with third-party manager recommendations and tailored financial planning services.

Timothy Hummel is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2016. He is involved in teaching the CFP curriculum at a community college and manages a horse breeding and training business in addition to his advisory role. 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, high-net-worth clients, pension plans, charitable organizations, banks, and government entities, employing a combination of internally created models and third-party managers to implement customized portfolios.

Alicia Alvarez is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kovack Advisors and Kovack Securities since 2014. Outside of her advisory role, she is the president and founder of Essential Financial and Insurance Services, where she focuses on educating and assisting state and federal employees with retirement planning. 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 centered on diversified asset-class exposure through mutual funds and ETFs.

Michael Neal is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Kovack Advisors since 2006 and Kovack Securities since 2005. Outside of his advisory role, Neal manages M.A. Neal LLC and conducts fixed insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a broad range of clients, including individuals, corporations, pension plans, and banking institutions, through a nationwide network of representatives. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning and third-party manager recommendations, and provides ongoing supervisory reviews and portfolio rebalancing.

Philip Piedt is a financial advisor at Kovack Advisors, Inc. with 15 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Kovack Advisors in 2024, he spent several years with Benchmark Financial in various capacities and American Portfolios Financial Services Inc. Outside of his advisory work, Piedt serves as a Deacon and Finance Committee member at Coral Ridge Presbyterian Church and is a board trustee at Westminster Academy, where he oversees financials, endowments, and audits. Kovack Advisors 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, offering portfolio management, financial planning, and sub-advisory services supported by an Envestnet workflow and a range of investment models and third-party managers.

Matthew Eglow is a financial advisor at NFSG Corporation with a Series 65 credential and one year of industry experience. His prior roles include positions at NewBridge Securities Corporation and Northwestern Mutual. He also worked at the University of Florida and North Broward Preparatory School before entering the financial industry. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios and offers both discretionary and non-discretionary asset management, supported by internal portfolio management and third-party asset managers.

Kemal Hall is a CFP® professional with 12 years of industry experience, currently serving at Larson Financial Group, LLC. He has held roles at both Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, since 2014. Outside of financial advising, he works as an independent contractor for Western Summit, LLC, a medical malpractice brokerage firm. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs utilizing strategic and tactical approaches, and it offers a range of affiliated services including broker-dealer, commercial real estate, and private equity activities.

Rodney Carrasquillo is a financial advisor with Siebert AdvisorNXT, LLC. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to his current role, he worked at Muriel Siebert & Co. and Stockcross Financial Services. He is a dual employee, splitting his time between Muriel Siebert & Co., LLC and Siebert AdvisorNXT, LLC, both under the Siebert Financial Corporation umbrella. Siebert AdvisorNXT primarily serves individuals, including high-net-worth clients, as well as families, trusts, and certain business entities. The firm combines algorithm-driven portfolio construction with access to third-party managers and specialty strategies, managing accounts on both a discretionary and non-discretionary basis.

Guy Amico is a financial advisor at NFSG Corporation with 37 years of industry experience. He holds a Series 63 designation and has worked at Newbridge Securities Corporation since 2000. Outside of his advisory role, he is president and partner of Intelligent Holdings, Inc., a company involved in internet marketing and advertising. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of analytical approaches and strategies while frequently utilizing third-party asset managers.

Trenton Potter is a Series 66-licensed financial advisor with Kovack Advisors, Inc., based in Ft. Lauderdale, FL, and has 10 years of industry experience. He has been with Kovack Advisors since 2016. Outside of his advisory role, he is a managing partner of a medical managing services organization, TPLC Management 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 through mutual funds and ETFs, alongside third-party manager recommendations and ongoing portfolio supervision.

James Deminno is a financial advisor at Vanderbilt Advisory Services with 23 years of industry experience. He holds the PFS™ and Series 63 designations and has held roles at Cetera, Avantax, and Vanderbilt entities. In addition to his advisory work, he is a shareholder of The Deminno CPA Firm, providing tax preparation, accounting, and consulting services to approximately 2,000 clients. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers portfolio management and financial planning services with an investment process that blends fundamental, technical, and charting analysis, and maintains a unique integration with retirement-plan and benefits firms uncommon among its peers.

Wesley Litwin is a financial advisor at NFSG Corporation with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Newbridge Securities Corporation since 2024. Outside of finance, he owns and manages artist appointments for IN-VISION ART LLC, operating as Magik 5 Tattoo in Oakland Park, FL. NFSG Corporation provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and charitable organizations. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party asset managers, offering services on both a discretionary and non-discretionary basis.

Amir Lauber is a financial advisor with StoneX Advisors Inc. in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Triad Advisors, Investacorp, Massachusetts Mutual Life Insurance Company, and MetLife Securities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms, including proprietary models and third-party money managers, supported by StoneX Group’s integrated clearing, custody, and lending capabilities.

Richard Comer is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Sound Income Strategies, Comer worked in various roles including at Active Link and Pratt Contracting. He also operates as an independent insurance agent focusing on fixed insurance sales. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and allocates assets to third-party managers when appropriate.

Curt Knapp is a CFP® professional with 42 years of industry experience. He is currently with Kovack Advisors, Inc., where he has worked since 2023. Prior to this, he spent over three decades with Investacorp and several years with Securities America. Outside of his advisory role, he serves as trustee for a family irrevocable trust. 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. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, while also recommending third-party asset managers and providing financial planning and account aggregation services.

Shaun Tarzy is a financial advisor at AlphaStar Capital Management with 16 years of industry experience. He holds a Series 66 designation and has worked at AlphaStar since 2018. Prior to that, he was associated with WealthCare Financial and MassMutual Life Insurance Company. Outside of his advisory role, Tarzy has ownership and agent positions in insurance brokerage and tax-related businesses. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base that includes individuals, trusts, small businesses, and pension plans. The firm offers both model portfolios and customized strategies, utilizing quantitative analysis and a tactical investment approach, and provides services such as portfolio management, financial planning, and retirement plan consulting.

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.

Alan Bolotin is a financial advisor at Prosperity - An EisnerAmper Company with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. Bolotin is involved in managing several entities related to practice expense efficiency and serves as an insurance agent with a longstanding background in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, uses third-party managers and technology platforms, and manages approximately $5 billion in client assets through a team of about 63 advisors.

Marlon Munroe is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Jamaica Money Market Brokers for six years before joining Alliance Global Partners in 2022. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs an open-architecture investment approach with a focus on international investing and combines in-house management with third-party money managers and sub-advisers.