William McKenna is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding the ChFC® and Series 63 credentials and possessing 44 years of industry experience. His previous roles include a decade at Raymond James Financial Services Advisors and ongoing involvement as an estate executor and trustee. In addition to his advisory work, he coaches financial planners and conducts public speaking engagements within the financial services industry. Provenance Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $3.63 billion in assets across nearly 2,864 client relationships. The firm offers discretionary and non-discretionary portfolio management using multiple custodians and employs various analytical approaches, including fundamental and technical methods, while providing comprehensive financial planning and retirement-plan services.

Kyle Kelly is a financial advisor at Impact Partnership Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Madison Avenue Securities, LLC, Global Wealth Management Investment Advisory, Inc., and TradeStation Securities, Inc. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm utilizes a range of investment strategies through firm-managed, third-party, and advisor-managed models, supported by an affiliated network of broker-dealers, insurance marketing organizations, and other related entities.

Kevin Kelly is a financial advisor with Advisors Capital Management, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He previously worked at Verition Fund Management for three years before joining Advisors Capital Management in 2018. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to both individual and institutional clients. The firm serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities, utilizing a combination of top-down macro and bottom-up fundamental, quantitative, and qualitative analysis.

Karolyn Mc Donald is a financial advisor at Sound Income Strategies, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Arbor Financial Services and Atlantic Music Center. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse range of clients, including individuals, pension plans, trusts, corporations, and other registered investment advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, and provides a scalable advisor network alongside specialized family-office style services.

Philip Hammer is a financial advisor at Saxony Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Saxony Securities since 2010. He operates a DBA known as Glastonburg Group. Saxony Capital Management provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model with 38 advisors serving several hundred client relationships and offers discretionary asset management alongside hourly or flat-fee financial planning and consulting.

Rodrigo Ortiz is a financial advisor with Kovack Advisors, Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2013 and has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and provides financial planning alongside third-party manager recommendations.

Deanna Pelletier is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining First Advisors National, she worked at Asset Allocation Strategies, LLC and has a long career with Broward County Schools. She also serves as an independent insurance agent, marketing fixed and indexed annuity products to public school employees through ValuTeachers. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation methodologies while overseeing third-party money managers.

Allen Giese is a ChFC® and Series 66-registered advisor with 22 years of industry experience. He has been with Modera Wealth Management, LLC since 2026, following a 26-year tenure at Northstar Financial Planners, Inc. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, portfolio management, retirement plan consulting, and financial planning. The firm integrates traditional investment management with tax, accounting, and business coaching services, employing diversified asset allocation strategies based on Modern Portfolio Theory.

Evan Dunayer is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL. He holds the Series 66 designation and has four years of industry experience. Prior to joining Provenance Wealth Advisors, he worked at Raymond James Financial Services Advisors, Inc. and RSM US LLP. Provenance Wealth Advisors manages approximately $3.63 billion in assets across nearly 2,864 client relationships, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, and retirement planning services using both discretionary and non-discretionary management on a multi-custodial platform.

Donald Swinarski is a financial advisor at Kovack Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has been with Kovack Securities, Inc. since 2017. In addition to his advisory role, he is the managing partner of Swinarski & Company, CPA, where he oversees tax preparation, financial statements, accounting, bookkeeping, payroll, and consulting services. 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 focuses on diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning and retirement account management, and recommends third-party asset managers and model portfolios.

Marcus Arneaud is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior experience includes roles at B. Riley Wealth Advisors and Investacorp, Inc. He serves as treasurer for the Fort Lauderdale Alumni Chapter of Kappa Alpha Psi, a fraternal organization that sponsors community service, social welfare, and academic scholarship programs. 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 investment approach primarily using mutual funds and ETFs, alongside third-party asset manager recommendations and financial planning services.

Fernando Llop is a financial advisor at MissionSquare Retirement with 25 years of industry experience. He holds the CFP® designation as well as Series 63, 65, and 66 licenses. Since 2015, he has worked at Icma Rc. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which leverage investment advice and model portfolios developed by Morningstar Investment Management.

Jason Coopersmith is a CFP® with 11 years of industry experience, currently serving at ValMark Advisers, Inc. in Fort Lauderdale, FL. He previously worked at Axa Advisors, LLC and has held multiple roles within MassMutual-related firms since 2017. Outside of his advisory work, he is involved in managing member and ownership roles in several non-investment related service corporations and holds a minority ownership and financial planner position at Platinum Peak Advisors, LLC. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Richard Karp is a financial advisor with Advisory Services Network who holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Advisory Services Network in 2024, he worked at Lincoln Financial Advisors and Moors & Cabot. He is also president of Karp Health & Wealth, an LLC that manages business expenses, and is licensed to offer indexed annuities, fixed annuities, and traditional life insurance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm provides portfolio management, financial planning, and investment consulting across a broad range of asset types, managing approximately $8.6 billion in client assets.

Michael Jordan is a financial advisor with Beacon Global Advisor Network, LLC and holds a Series 65 designation. He has nine years of industry experience, including roles at Sterling Global Wealth Management, BlackPoint Capital Partners, and GWM (USA) LLC. He is currently managing partner at BlackPoint Capital Partners. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized asset management and financial planning solutions. The firm is notable for its formal pension-transfer services tailored to U.K. nationals and its network of independent advisory representatives offering layered service arrangements.

James Fountain III is a financial advisor at Kovack Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kovack Advisors since 2016. Fountain is also president of Colquitt Insurance Services and owner of Fountain Family Farm, a pecan and forestry production business. Additionally, he volunteers as a facilitator for Financial Peace University, leading classes focused on personal finance and debt management. 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 entities, employing a risk-based investment approach supported by both proprietary models and third-party managers.

Ed Maisonet is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2017 and was previously with Ameriprise Financial Services from 2013 to 2017. Outside of his advisory role, he is an officer of Maisonet Wealth Management Inc., a non-investment-related insurance business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, financial planning, and third-party manager recommendations.

Nicholas Macri is a financial advisor at United Capital Financial Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at Private Advisor Group, LPL Financial, and Singer Wealth Advisors. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers customized strategies including ESG and faith-based preferences.

Gregory Vereen is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding 26 years of industry experience. He has previously worked at Securities America and Investacorp. Outside of his advisory role, he is involved in a wholesale travel business that provides travel information to family members. Kovack Advisors is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving a diverse client base including individuals, pension plans, charitable organizations, and municipal clients. The firm uses an Envestnet-supported workflow to manage portfolios through a combination of internally developed models, third-party managers, and ongoing account monitoring.

Ruth Soto Ortiz is a financial advisor at Kovack Advisors, Inc. with nine years of industry experience. She holds a Series 66 designation and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. She also maintains business activities as a registered representative and insurance agent with Strategic Capital Partners and Strategic Capital Group in San Juan, Puerto Rico. 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 municipal entities, offering portfolio management, financial planning, and sub-advisory services through a combination of proprietary models and third-party managers.