Michelle Jessup Mckenzie is a financial advisor at Synovus Securities, Inc. with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Synovus Securities since 2019. Prior to that, she held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. from 1996 through 2019. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm uses a client risk-tolerance questionnaire and due diligence processes to guide asset allocation and manager selection.

Charles Stewart is a financial advisor at Pinnacle Investments, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Pinnacle Investments, Stewart worked at Lynn University and Florida State University. Outside of his advisory role, he is the founder of Generational Sports Partnerships LLC, a sports agency focused on athlete representation and financial literacy, and hosts a podcast called The Credentials Show. He is also the author of the book "WHAT DID I JUST SIGN?" which explains key financial and legal concepts through case studies and roleplay scenarios. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets for nearly 2,000 clients, including individual investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers comprehensive financial planning and portfolio management services, utilizing fundamental and technical analysis and a range of investment products.

Rachel Bonnet is a CFP® with one year of industry experience currently with Citizens Private Wealth in Boca Raton, FL. She has previous experience at Fifth Third Bank and BNY Mellon. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers tailored investment management strategies through a discretionary platform overseen by a Chief Investment Officer and provides additional services including tax and estate structuring as well as business consulting for multigenerational family and closely held business matters.

Paul Dipietro is a Certified Financial Planner® at Pinnacle Investments, LLC with 25 years of experience in the financial services industry. He previously worked at Dawson James Asset Management and Dawson James Securities Inc. for seven years. Pinnacle Investments, LLC offers investment advisory and brokerage services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of strategies using fundamental and technical analysis and provides financial planning aligned with CFP standards.

David Falcone is a financial advisor with Sound Income Strategies, LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Edward Jones and several mortgage-related firms. Outside of his advisory work, he volunteers as a youth football coach and participates in community service and fundraising activities with local organizations in Jacksonville, FL. Sound Income Strategies, LLC manages approximately $4 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and a range of sub-advisory and insurance planning services.

Robert Toth is a financial advisor at Ausdal Financial Partners, Inc. with 37 years of industry experience. He holds a Series 63 designation and previously worked at American Portfolios for 16 years. Outside of his role at Ausdal, he owns Seabreeze Wealth Management, LLC, through which he provides investment advising and sells insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining in-house and third-party investment options with brokerage and insurance services.

Gregory Whelan is a financial advisor at Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding the ChFC® designation with 18 years of industry experience. He previously worked at Bank of America and Merrill for 12 years before joining Kovack Advisors in 2025. Outside of his advisory role, he is the owner of DePaul Capital LLC and manages DCAP Insurance Solutions LLC, which involves selling life insurance. 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 a range of services including portfolio management, financial planning, and sub-advisory programs using a combination of internally created models and third-party managers.

Teresa Herrera is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding a Series 66 designation and 10 years of industry experience. Her prior work includes roles at Investacorp, Inc. and Securities America Advisors, Inc. She was also involved with Herrera NG Delivery Corp for over a decade. 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, while offering discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

Aditya Saraogi is a financial advisor at A.G.P. / Alliance Global Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Alliance Global Partners since 2022, following a seven-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory role, he consults for IFB Agro Industries Limited in India. A.G.P. / Alliance Global Partners serves a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm is known for its international investing strategies through its EPC Advisors Group division and maintains active brokerage and product-distribution activities alongside its advisory services.

Saverio Fiorello is a financial advisor with Kovack Advisors, Inc. in Ft. Lauderdale, FL, holding the ChFC® designation and Series 63 and 66 licenses, with 23 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2008. Fiorello also operates a financial advisory DBA, Weston Financial Advisors. 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 focuses on diversified asset-class exposure through mutual funds and ETFs, offers discretionary and non-discretionary asset management, and provides financial planning and held-away retirement account management.

Brandi Lobato is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. Her prior experience includes roles at Fortune 360 Group LLC, Securities America, Inc., Bank of America, and Merrill Lynch. Outside of financial advising, she is a business broker for VR Business Brokers and a licensed real estate agent in Florida. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and charitable foundations. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment programs and a values-based approach.

Robert Harrigan is a CFA® charterholder with 22 years of experience in the financial services industry. He currently serves as an advisor at Perigon Wealth Management, LLC and previously worked at UBS Financial Services for 11 years. Harrigan is also a licensed insurance agent involved in insurance sales and implementation. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers tailored portfolios based on client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and accepting proxy-voting responsibility.

Moshe Aronov is a financial advisor at Kovack Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Private Advisor Group, LLC and LPL Financial. Aronov is also the managing partner of Greener Path Retirement Planning and serves as vice president of a local business networking organization. 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 emphasizes diversified asset-class exposure through mutual funds and ETFs, offers third-party asset manager recommendations, and provides financial planning and retirement account management services.

Matthew Jory is a CFP® and ChFC® with six years of experience in financial advisory. He is currently with Sound Income Strategies, LLC and also holds roles at McAdams Group, LLC and Fidelity Investments. Outside of his advisory work, he is involved in property management through Jamsey Living, LLC. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets, serving a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with a focus on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and training.

Howard Parker is a financial advisor with Kovack Advisors, Inc. in Manalapan, Florida, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Broker Dealer Financial Services Corp. for 24 years before joining Kovack Securities, Inc. in 2018. Outside of his advisory role, Parker is president of a real estate business, HAP Realty LLC, which is separate from his investment activities. 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, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Christina Lewis is a financial advisor at Kovack Advisors, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kovack Advisors since 2012. Outside of her advisory role, she is the sole member of Diamond Financial Planning & Insurance, LLC. Kovack Advisors, Inc. is an SEC-registered enterprise adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure using mutual funds, ETFs, and other vehicles, and offers discretionary and non-discretionary management along with financial planning and third-party manager recommendations.

John Malzone is a CFP®-certified financial advisor with 41 years of industry experience. He has worked at Main Street Financial Solutions, LLC and its predecessor entities since 1992. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, wealth management, and retirement plan consulting with an investment approach that combines academic-based, multi-asset class strategies using mutual funds, ETFs, and individualized securities, alongside institutional and advisor-facing services such as ERISA consulting and Independent Manager oversight.

Jeffrey Rockefeller is a CFP® professional with 24 years of experience in the financial industry, currently serving at Kovack Advisors, Inc. since 2011. He also maintains a podiatric medical practice as a physician-owner, a role he has held for over 40 years, and is involved in community governance as president of a condominium board. Rockefeller dedicates part of his time to educational seminars through Rockefeller & Associates, 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 primarily through mutual funds and ETFs, offers both discretionary and non-discretionary asset management, and incorporates third-party asset managers and model portfolios in its investment approach.

Nicholas Darzentas is a CFA® charterholder with 17 years of industry experience, currently serving at Fortis Capital Advisors, LLC. He has held prior roles at Castle Wealth Management, Sky Alpha Asset Advisors, Northwestern Mutual, and T3 Trading Group. Outside of advisory work, he is involved in life insurance sales, earning residual commissions, and occasionally facilitates real estate transactions for family members. Fortis Capital Advisors provides portfolio management, financial planning, and retirement consulting services to a diverse client base including individuals, families, businesses, and institutional clients. The firm employs a range of investment strategies, including discretionary management and ESG options, and manages $1.615 billion in discretionary assets as of December 2025.

Brent Turner is a CFP® with 12 years of industry experience, currently serving at Kovack Advisors, Inc. since 2014. He is also the owner of JCSB Wealth Management LLC and performs as a tenor with opera companies and symphonies across the United States. 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 primarily through mutual funds and ETFs, with additional options tailored to client objectives.