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.

Norberto Pagan Rivera is a financial advisor at Kovack Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked as a self-employed consultant and attorney for nine years. Outside of his advisory role, he is the owner and president of Identity Conudrum, LLC, which promotes local Puerto Rican artists through merchandise sales supporting nonprofit causes, and he leads PR Compliance Guru, LLC, providing legal, tax consulting, and compliance services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, using a combination of internally developed models and third-party managers to tailor portfolio management across multiple custodians.

Mitchell Hirsch is a financial advisor at OneSeven with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and International Assets Advisory, LLC. Hirsch serves as a board member for the Broward County Gator Club, a nonprofit providing scholarships to local seniors. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with access to diversified portfolios and alternative investments. The firm combines discretionary and non-discretionary strategies, utilizing third-party platforms and independent managers.

Richard Bates Jr. is a financial advisor at Sound Income Strategies, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Retirement Income Source of Fort Lauderdale and Integrity Investment & Tax Advisory, LLC. Outside of his advisory work, he participates in disc golf tournaments for a fee and coaches advisors and agents through Sound Income Group, LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis and customized portfolio construction, offering a range of services from discretionary asset management to sub-advisory relationships and insurance planning.

Steven Wright is a financial advisor at Kovack Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Kovack Advisors, Independent Financial Partners, and Northwestern Mutual, among others. Outside of his advisory work, Wright serves as vice president and accountant at S.R. Wright & Company, P.A., a CPA firm. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, using a combination of internally created and third-party investment models supported by the Envestnet platform.

Scott Anselmo is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at VALIC Financial Advisors since 2006 and is also affiliated with OSAIC Wealth, Inc and Agia. Anselmo is involved in insurance sales and serves as a Senior Financial Advisor at Path Financial Partners. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates and utilizes model-based investment solutions across discretionary and non-discretionary accounts.

Ramon Gonzalez is a CFP® professional with 31 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2009. He is also involved in music composition and screenplay writing, alongside his financial advisory work. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a wide range of clients, including individuals, corporations, pension plans, and banking institutions. The firm offers diversified asset management primarily through mutual funds and ETFs, along with financial planning and third-party manager recommendations.

Peter Monks is a Series 66-credentialed financial advisor at Kovack Advisors, Inc. with 16 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2015. Outside of his advisory role, he is involved in managing residential real estate as a licensed realtor. 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 employs a diversified asset-class investment approach primarily through mutual funds and ETFs, and also offers third-party asset manager recommendations, financial planning, and account aggregation services.

Brian Snerson is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Summit and its related entities since 2003 and is also involved in insurance sales through an affiliated firm. Snerson refers clients to Fieldpoint Private Bank & Trust for lending services and receives referral fees for these introductions. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches tailored to client needs.

Brian Kovack is a financial advisor at Kovack Advisors, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Kovack Advisors, Inc. since 2006 and Kovack Securities Inc. since 1998. Outside of advising, he is an owner of Discount Aviation, LLC, a helicopter sales business, and serves as a FINRA arbitrator and a board member of the Financial Services Institute. 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, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Anthony Agbay is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2015. Outside of his advisory role, he manages operations for The Agbay Group LLC, a consulting firm. 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, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.