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.

Louise Wallace is a financial advisor with OneSeven in Coral Springs, FL, holding a Series 63 designation and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and several investment management firms, including a current affiliation with MGO One Seven LLC. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios of mutual funds, ETFs, stocks, and bonds, with access to alternatives and private placements. The firm follows a primarily long-term investment approach while allowing shorter-term trading when appropriate and offers both discretionary and non-discretionary 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 25 years of industry experience. Prior to joining Kovack Advisors in 2021, he worked at Investacorp and Securities America. Outside of his advisory role, he is involved with a wholesale travel club, sharing travel information with family. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and financial institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, utilizing a diversified investment approach primarily through mutual funds and ETFs.

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.

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.