Philip Piedt is a CFP® with 15 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2024. His prior roles include positions at Benchmark Financial entities and American Portfolios Financial Services. Outside of his advisory work, he serves as a deacon and finance committee member at Coral Ridge Presbyterian Church and as a board trustee for Westminster Academy, where he oversees financials, endowments, and audits. 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, and public entities, utilizing a risk-tolerance–based investment process supported by Envestnet and combining internally created models with 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, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Stockcross Financial Services for eight years before joining Muriel Siebert & Co. in 2020. He works full time split between Muriel Siebert & Co. and Siebert AdvisorNXT as an Investment Advisor Representative. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities with investment supervisory services and managed programs. The firm utilizes a web-based platform combining Modern Portfolio Theory, third-party managers, and fundamental and technical strategies within a wrap-fee structure.

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 financial advisor at Kovack Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2016. Outside of his advisory role, he is a managing partner of a medical management services organization. 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, financial institutions, and government clients, employing both internally developed models and third-party managers to manage client portfolios.

James Deminno is a financial advisor with Vanderbilt Advisory Services in Boca Raton, FL, holding the PFS™ and Series 63 credentials and bringing 24 years of industry experience. He previously worked with firms including Cetera Wealth Services, Avantax Insurance Agency, and CETERA Financial Specialists. In addition to his advisory role, Deminno is a shareholder of The DeMinno CPA Firm PC, which provides tax planning, 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 a range of portfolio management options and financial planning services, emphasizing strategic asset allocation and integrating pension consulting through its relationships with retirement-plan and benefits firms.

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 designations and over 21 years of industry experience. His career includes roles at Stonex Securities Inc., Triad Advisors, Investacorp, and Metropolitan Life Insurance Company. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of account structures and model-based solutions, utilizing both proprietary and third-party investment strategies.

Richard Comer is a financial advisor with Sound Income Strategies, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with one year of industry experience. His background includes roles in portfolio analysis and fixed insurance sales. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension clients, registered advisors, and retirement plans through asset management, financial planning, and sub-advisory services. The firm’s investment approach focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and third-party manager allocations.

Timothy Bober is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Advisors' Pride, Inc. and has been affiliated with LPL Financial since 2003. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, and manages approximately $1.25 billion in assets under management.

Curt Knapp is a CFP®-credentialed financial advisor with 42 years of industry experience. He is currently with Kovack Advisors, Inc. and previously worked at Investacorp Advisory Services and Securities America. Kovack Advisors, Inc. is a multi-team registered investment adviser serving a diverse client base including individuals, pension plans, charitable organizations, and government entities. The firm employs a structured investment process supported by Envestnet technology and offers a range of portfolio management solutions using both internal models and third-party managers.

Terry Morris is a financial advisor at Kingsview Wealth Management, LLC in Plantation, FL, with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Kingsview since 2011. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and asset management through internal portfolio strategies, third-party managers, and access to alternative investments, providing services on both discretionary and non-discretionary bases.

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 one year of industry experience. Prior to entering finance, he worked in education for seven years at Marjory Stoneman Douglas, West Glades Middle School, and the University of Central Florida. 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 and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs through a structured, model-supported investment approach.

Marlon Munroe is a financial advisor at A.G.P. / Alliance Global Partners with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Jamaica Money Market Brokers for six years. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles through a multi-team platform. The firm offers a variety of portfolio management and financial planning services, with a notable focus on international investing and management of pooled-vehicle accounts.

Norberto Pagan Rivera is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 license and six years of industry experience. Prior to joining Kovack Advisors and Kovack Securities in 2020, he worked briefly at Standard International Bank and spent nine years as a self-employed consultant and attorney. He is also the owner and president of Identity Conudrum, LLC, a merchandise business supporting local Puerto Rican artists who sponsor nonprofit causes, and PR Compliance Guru, LLC, which provides legal, tax, and compliance consulting services. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets, serving a diverse client base that includes individuals, pension plans, charitable organizations, banks, and government entities. The firm uses an Envestnet-supported workflow alongside internal and third-party investment models to manage portfolios and offers both model-based and advisor-managed solutions 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 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with multiple firms, including Northwestern Mutual and Independent Financial Partners. Outside of his advisory role, Wright is vice president and accountant at S.R. Wright & Company, P.A., a CPA firm. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities. The firm offers portfolio management, financial planning, and sub-advisory services, utilizing an Envestnet-supported process with both internal and third-party investment models.