Michael Knight is a CFP® credentialed financial advisor with seven years of industry experience, currently serving at Advisors Capital Management, LLC. His career includes multiple roles at Advisors Capital Management and prior experience at Sound Income Strategies, LLC and Arbor Financial Services. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, and employee benefit plans, providing discretionary portfolio management as an outsourced investment manager. The firm combines macroeconomic analysis with detailed security selection and manages over $8 billion in discretionary assets through a variety of customized and model-based investment strategies.

Ricardo Latta is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Kovack Advisors since 2006 and Kovack Securities since 2005. Outside of his advisory role, he serves on multiple leadership and advisory boards at Nova Southeastern University and is a board member of the American Heart Association’s Executive Leadership Council. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers both discretionary and non-discretionary asset management, and provides financial planning and third-party manager recommendations.

Zachary Fernandez is a financial advisor at Northern Trust Securities, Inc. with a Series 66 designation and experience across multiple roles within Northern Trust since 2020. Prior to his current position, he worked at Midland Trust Company and Scotilynn USA Division, and has also held roles outside the financial sector, including at The Club at Barefoot Beach and Florida Gulf Coast University. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses model-driven strategies combining proprietary and third-party funds, supported by platform technology and governance processes, and operates within a large banking holding company offering custody and broker-dealer services.

Jacalyn Ferreira is a financial advisor at Parallel Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Eaton Financial Group and Royal Capital Management LLC. Parallel Advisors serves individuals—including high-net-worth clients—business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach incorporating fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Akhil Iyengar is a financial advisor with Moors & Cabot, Inc. He holds a Series 66 designation and has three years of industry experience, including four years at Goldman Sachs & Co. prior to joining Moors & Cabot. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Carie Gratz is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She previously worked at Summit Brokerage before joining Kovack Advisors in 2017. Outside of her advisory role, she is a notary and also acts as a Medicare agent providing Medicare Advantage and supplemental insurance plans. 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 employs a diversified asset-class investment approach primarily through mutual funds and ETFs, while also recommending third-party managers and offering financial planning and account aggregation services.

Keely Escalante is a Series 65-licensed financial advisor at Kovack Advisors, Inc. with eight years of industry experience. She has worked at Kovack Advisors and Kovack Securities since 2025 and previously was involved with Sound Income Strategies and Finsett Solutions. Outside of her advisory role, she is a co-owner of a swimwear sales business and manages an insurance solutions company. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, financial planning, and third-party manager recommendations, with ongoing portfolio monitoring and client-specific fee arrangements.

Christopher Widing is a CFP® with 20 years of experience in the financial industry. He is currently with Choreo, LLC and previously worked for seven years at BDO Wealth Advisors, LLC. Widing holds Series 63 and Series 65 licenses. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic asset allocation approach combined with quantitative screening and due diligence to manage portfolios through various vehicles such as separately managed accounts, direct indexing, and private funds.

Kelly Burke is a financial advisor at Exodus Wealth, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 licenses. Kelly has worked at various firms including Financial Planning Services, Inc., Fortune Financial Services, Inc., and Kestra Investment Services LLC. He is also the owner and president of Integrated Financial Strategies, an independent registered investment advisory firm. Exodus Wealth serves individuals, including high net worth clients, as well as trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers asset management, financial planning, and consulting services with a focus on continuous, tailored account supervision and a diverse investment approach using fundamental, technical, and cyclical analysis.

Eduardo Aguerrevere is a financial advisor at Bolton Securities Corporation with a Series 66 designation and currently has no industry experience. He has been co-owner of Pachaleta Inc., an e-commerce retail business selling outdoor goods, since 2016, and co-owner of Baren World Corp., which sells used outdoor goods returned to Pachaleta. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and corporations, using a range of investment vehicles such as mutual funds, ETFs, equities, and fixed-income securities with a primarily long-term focus.

Virginia Thompson is a financial advisor at Saxony Capital Management, LLC with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Saxony Capital Management since 2017, having also worked with Saxony Securities since 2015. 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 operates a multi-team model with 38 advisors and employs a range of investment strategies including fundamental, technical, and quantitative analysis.

George Ossi is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining ValMark Advisers, he spent 24 years with Mass Mutual Investors Services and Massmutual Life Insurance Co. Outside of his advisory role, Ossi is a principal at Platinum Peak Benefits, a group health benefits firm. ValMark Advisers 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 portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Rene Gillet is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes 20 years with Dade County School and multiple roles in insurance agencies. In addition to his advisory role, Mr. Gillet operates the Gillet Agency, LLC, where he works as an independent insurance agent focusing on insurance products and annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches, including model portfolios and discretionary management techniques.

Paul Squarcia Jr. is a financial advisor at Coastal Bridge Advisors with 26 years of industry experience. He holds the Series 66 designation and previously worked at One Charles Private Wealth Services and Purshe Kaplan Sterling Investments. Outside of advising, Squarcia is involved in managing a professional sport fishing team through Rhode Island Breakers AC LLC. Coastal Bridge Advisors provides financial planning and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios, often utilizing external managers and scenario analysis techniques.

Jorge Aguerrevere Sanchez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 33 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously spent 12 years with Wells Fargo Advisors and Wells Fargo Clearing. He is co-owner of ATA Advisors, LLC, a Florida-based entity related to Bolton Securities that is not investment related. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s approach is IAR-driven, tailoring portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term orientation while allowing tactical adjustments.

Kyle Nichols is a financial advisor with Kovack Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2024. Prior to joining Kovack Advisors, he worked at Kovack Securities, Inc., Clarity Financial Planning, and Singer Wealth. 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 range of clients including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally developed models and third-party managers to construct and manage client portfolios.

Christina Doone is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 credential and bringing 23 years of industry experience. Her prior roles include positions at OSAIC, Woodbury Financial Services, Inc., and Questar Asset Management. Outside of her advisory work, she is involved with Florida Mountains, Inc., a business offering specialty advertising products and property management services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations with a range of advisory programs, brokerage services, and insurance products, employing both discretionary and non-discretionary investment strategies.

Matthew Thomson is a financial advisor with IFG Advisory, LLC and holds the Series 66 designation. He has experience working with LPL Financial and Northwestern Mutual in various roles since 2021. Thomson is based in Ft. Lauderdale, FL. IFG Advisory, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs multiple investment strategies and uses sub-advisors and third-party managers to implement portfolios, offering both discretionary and non-discretionary management along with specialized services such as retirement plan consulting and real estate-related planning.

Eric Brown is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at LSF Capital LLC, Ameriprise, and Madison Avenue Securities, among others. In addition to his advisory work, he is involved with LS Financial Group, where he engages in insurance sales and financial planning. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 30,000 clients through a network of nearly 300 representatives. The firm serves a diverse client base with portfolio management, financial planning, retirement plan support, and sub-advisory services, utilizing model portfolios and a broad array of investment products.

Harold Soria is a financial advisor at Kovack Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with Kovack Advisors since 2016, having also worked at Kovack Securities since 2014. The firm is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individual and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and sub-advisory programs. Kovack Advisors utilizes a risk-based, model-supported approach with ongoing monitoring and rebalancing across multiple custodians and execution venues.